EPIC FUNDAMENTALS S101
QUESTIONS AND ANSWERS WITH
COMPLETE SOLUTIONS
GUARANTEED SUCCESS!!!
Primary Configuration Fields ✔️✔️
Status*
Definition: Active/Inactive.
Impact: Toggling this to Active is the essential "master switch" that makes
the record visible and available for scheduling within the Cadence
application.
Provider Name*
Definition: The official name of the clinician or resource.
Impact: This is the primary identifier displayed to schedulers and other end-
users throughout Hyperspace.
Provider Type
Definition: The professional designation of the provider (e.g., Physician,
Nurse Practitioner, Pharmacist).
Impact: This categorizes the practitioner and is frequently used for clinical
reporting and filtering search results.
Internal Referral & Scheduling Logic ✔️✔️
To ensure a provider record is correctly identified as an internal employee who
can both see patients and be found for referrals, use the following specific settings:
Ref Src Type: Set this to Provider.
Scheduling Type: Set this to Person.
Internal/External Status: Set this to Internal.
, Pro Tip: If these three fields are not aligned, the provider may fail to appear in
"Internal Only" searches or may be excluded from key organizational reports.
Ref Src Type* -ANSWER ✔️✔️This value indicates the resource you're creating is a
referral source. Options are Provider, Media, Non Referral Source, Dialysis Center
or Other Patient.
Ref Src Type - Provider* -ANSWER ✔️✔️Indicates this provider can be listed as
the referred from or referred to provider. Every clinician in your organization
should have this type for their Ref Src Type
Ref Src Type - Media* -ANSWER ✔️✔️TBD
Ref Src Type - Non-Referral Source* -ANSWER ✔️✔️Indicates this provider record
is for an MRI machine or a Classroom
Ref Src Type - Dialysis Center* -ANSWER ✔️✔️TBD
Ref Src Type - Other Patient* -ANSWER ✔️✔️TBD
Scheduling Type* -ANSWER ✔️✔️This value indicates that the provider record
should be treated as a provider and not a resource. Options are Person, Resource or
Class
Scheduling Type - Person* -ANSWER ✔️✔️Every person in your organization
should have this for their Scheduling Type.
QUESTIONS AND ANSWERS WITH
COMPLETE SOLUTIONS
GUARANTEED SUCCESS!!!
Primary Configuration Fields ✔️✔️
Status*
Definition: Active/Inactive.
Impact: Toggling this to Active is the essential "master switch" that makes
the record visible and available for scheduling within the Cadence
application.
Provider Name*
Definition: The official name of the clinician or resource.
Impact: This is the primary identifier displayed to schedulers and other end-
users throughout Hyperspace.
Provider Type
Definition: The professional designation of the provider (e.g., Physician,
Nurse Practitioner, Pharmacist).
Impact: This categorizes the practitioner and is frequently used for clinical
reporting and filtering search results.
Internal Referral & Scheduling Logic ✔️✔️
To ensure a provider record is correctly identified as an internal employee who
can both see patients and be found for referrals, use the following specific settings:
Ref Src Type: Set this to Provider.
Scheduling Type: Set this to Person.
Internal/External Status: Set this to Internal.
, Pro Tip: If these three fields are not aligned, the provider may fail to appear in
"Internal Only" searches or may be excluded from key organizational reports.
Ref Src Type* -ANSWER ✔️✔️This value indicates the resource you're creating is a
referral source. Options are Provider, Media, Non Referral Source, Dialysis Center
or Other Patient.
Ref Src Type - Provider* -ANSWER ✔️✔️Indicates this provider can be listed as
the referred from or referred to provider. Every clinician in your organization
should have this type for their Ref Src Type
Ref Src Type - Media* -ANSWER ✔️✔️TBD
Ref Src Type - Non-Referral Source* -ANSWER ✔️✔️Indicates this provider record
is for an MRI machine or a Classroom
Ref Src Type - Dialysis Center* -ANSWER ✔️✔️TBD
Ref Src Type - Other Patient* -ANSWER ✔️✔️TBD
Scheduling Type* -ANSWER ✔️✔️This value indicates that the provider record
should be treated as a provider and not a resource. Options are Person, Resource or
Class
Scheduling Type - Person* -ANSWER ✔️✔️Every person in your organization
should have this for their Scheduling Type.
