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Activation — The phase that begins when back loading of data begins and continues through the moment when the Epic sys

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Abstracting — Transferring historical information from the paper chart to the electronic medical record.. Accordion Report— A highly configurable report that can display documentation flowsheet data, intake/output data, MAR administration data, lab results, and other patient information. The term "Accordion" refers to the ease with which users can expand and condense the time intervals within the report. Acknowledgement — Signoff on a new, modified, or discontinued order by a nurse to indicate that the nurse has seen the order and understands it. Activation — The phase that begins when back loading of data begins and continues through the moment when the Epic system is made available for productive use in care delivery. Activites included in the activation phase are data conversion, chart abstraction and data entry, and all the activities of cutover. Activity — The areas within Epic where the user can view or document information. Activities are displayed as tabs down the left side of the screen. Notes, Allergies and Chart Review are examples of activities. Activity Toolbar — Toolbar that appears after opening an activity. A series of buttons appearing at the top of an activity that allow you to perform related actions. The activity toolbar is like a cupboard or a closet in a room. The buttons shown on the toolbar are dependent on what activity the user is in. Addendum — Information added to or edited in an encounter or a study after the encounter is closed or the study is signed. Admin Dose — The dose to be administered to the patient. This might differ from the ordered dose based on the medication products available. For orders that are based on patient information, such as the patient's weight, the administered dose includes the calculated dose based on the patient information. Admission Navigator — A tool that groups the sections that clinicians will most likely need to review or document in upon a patient's admission to the hospital. Admission Type — The classification of admission. This information appears on claims and is typically selected from a standard list: Emergency, Urgent, Routine, Newborn, Trauma and Labor & Delivery. ADT — Stands for Admission/Discharge/Transfer. A system for tracking inpatient visits. Used to track inpatients from their arrival (admission), to their movements inside the hospital (transfer), to their departure (discharge). The system is fully integrated with clinician and order systems and manages the administration procedures for both inpatient and outpatient visits. ADT Status — The current position of a patient contact within the admission/discharge/transfer process. Admission statuses include: Preadmission Confirmed/Pending Admission, Admission Confirmed, Pending Hospital Outpatient, Hospital Outpatient Confirmed and Discharge Confirmed. After Visit Summary (AVS) — Report summarizing such things as orders, diagnoses, and notes for an encounter that you can print and send home with the patient. Sometimes abbreviated AVS. Alias — An alternate name by which a record is also known. Aliases can be used interchangeably with record names to look them up in master files. Anchor Day — The day the patient begins treatment. For plans that start on day 1, day 1 is the anchor day. For plans that start on day 0, day 0 is the anchor day. Annotated Images — Activity that allows you to create and edit drawings of a patient's problem areas, as well as add explanatory notes to them. These images are then saved in the chart. This activity was previously known as the Educational Images activity. Appointment Desk — A workspace within Epic’s scheduling system from which you view, manage, and schedule appointments for patients. You can also perform various appointment-related functions (for example, Cancel) for a given patient. Each patient has his or her own Appointment Desk. Appointment Entry Workflow — Workflow used to schedule an appointment. Arrival List — Work list used to track and manage when patients are checked in for their appointments. ASAP — Epic’s emergency department information system application. Attached In Basket — Another user's In Basket that has been linked to yours, either manually or automatically, to allow you to cover work for him or her. Audit Trail — The audit trail tracks changes to a record. It keeps track of the old and new information, who changed the information, and when the information was changed. Availability — The ability of an end user to access the right computing device at the right time in the right place for the role, work type and flow they are performing. Page top

Backloading — One time event to manually enter current and future data from legacy systems to future systems. Beacon — Epic’s medical oncology application. Bed Block — You can use the Bed Block feature in ADT to add a temporary "block" to a bed to prevent users from assigning patients to that bed. Bed Census — A snapshot of the information pertaining to our facility's beds. Bed Planning — ADT activity where users can manage pending bed assignments (holds, reservations, and preferences). Bed Request — A type of pending bed assignment that is created by admissions staff as a way of requesting a bed assignment from a centralized bed planning department in the hospital. The bed request is created and left incomplete by the admissions staff and completed with room and bed information by the bed planner. Best Practice Advisory (BPA) — Decision support tool that provides reminders or warnings to clinicians during their workflows. Advisories can appear based on specific patient, provider and facility criteria you define. Break-the-Glass — An Epic feature that allows users to gain emergency access to a restricted patient record. The act of gaining access to the restricted record is called breaking the glass. An audit trail stores details of the event when a user chooses to break the glass, and an In Basket message can be sent to the user's supervisor to ensure that the access was warranted. Page top

Cadence — Epic’s enterprise scheduling product. Used to schedule and track patient appointments. Care Everywhere — An application that provides access at the point of care to the patient’s medical records from other organizations. Care Everywhere ID — An identifier that can be used to request a patient's record from an outside organization. Care Plan — Activity where you create and track nursing plans of care for a patient. You can add multidisciplinary problems to the plan individually or use templates or wizards. Cascading Flowsheets — Functionality that automatically adds, or prompts you to add, specific flowsheet rows and groups to a flowsheet template when a value entered in a row meets a specified condition; produces a cascading effect as additional groups and rows are added to the template. Case Tracking — An activity that documents a patient's progress during a surgical visit. In the case tracking activity, a user is able to document the patient's arrival and departure from the various areas in which he or she will receive care, such as the OR or PACU. Category List — An item data type or a pre-defined list of possible choices that users can select from when entering a value for such an item. For example, Male, Female, and Unknown make up the category list for the category item Sex. CDM (charge description master) — See charge master. Census — In ADT, the census time can be set to capture daily information about bed events. Change Control — A formal process used to ensure that changes to a project or system are introduced in a coordinated manner. It reduces the possibility that unnecessary changes will be introduced to a system without forethought. The goals of a change control procedure usually include minimal disruption to services and appropriate utilization of resources involved in implementing change. Change Management — A structured approach to shifting and transitioning individuals, teams, and organizations from a current state to a desired future state. Charge Master — The comprehensive list of services, procedures, and supplies for which the organization bills a patient, payor, or healthcare provider. Charging on Administration — Charges are triggered when a medication is administered. Chart Correction — A general term used for changes made to a patient's chart, such as a merge or unmerge. Chart History — A record of all actions performed on a particular chart record. You can view chart history in the Chart Desk activity. Chart Review — An activity within Epic. The clinician has access to all of the clinical information stored in a patient’s chart (to which the person’s security rights permits access) Clarity/Clarity Report —Epic's Extract, Transform, and Load process. Populates a reporting database, from which you can run reports using Crystal or other third-party tools. Clinical Calculator — An activity that provides quick access to the most common formulas, such as creatinine clearance, BMI and metric conversions. It can also perform some computations based on information in a patient record. Clin Doc — Part of the EpicCare Inpatient electronic medical record application. Clinical content build out — The process of planning, selecting, designing and building clinical tools that users will access in the electronic health record to support care. Some examples include order sets/smart sets, documentation flow sheets, decision support advisories, care plans, patient education, etc. Clinical Decision Support — This generally refers to decision support tools such as Alternatives, BestPractice Advisories and Health Maintenance within the In Basket, it refers to Best Practice Advisories. Complete — In documentation flowsheets, the act of marking a row so that it cannot be edited. Conversion — Electronic transfer of historical data from legacy systems to future systems. Confirm Action Window — Appears in the Medications and Order Review activities when you select an order or orders and click Discontinue. In this window, you can confirm orders for discontinuation and enter a reason for the discontinuation. Cosign — Review and authorize an order, note, etc. Orders that require cosigns are orders that are placed for a patient but require additional sign-off from an authorized provider. Credentialed trainer — End-user trainers who complete an in-house training program/testing/presentation assessment but who are not Epic-certified and who instruct one or more Epic courses. Credentialed trainers are trained by the Lahey Health principal trainers who build the curriculum. Credentialed trainers also staff our activation support plan. Crystal Report Template — A report template specifically made to enable the viewing of Crystal reports in the Reporting Workbench. Cutover — The tasks that must be executed to turn on the new system and interfaces. Cutover Downtime — A period of time when neither the current nor future systems are available; downtime procedures must be used during this time. Page top

Data center — The physical plan housing the hardware infrastructure to support our technology solutions. Data Validate — An activity that enables you to review data captured by devices attached to a patient. Decision Tracker —Tool used in implementation to capture validation points, the decisions made on those points during customer validation sessions, and other pertinent information including (but not limited to) owner and applications affected by the validation point. Decommissioning — Sun-setting identified systems, or specific functionality that is replaced by future systems. Timing is unique to each system. Demand management — Achieved by assigning resources according to priorities when demand for resources likely exceeds the supply of resources. Delegate — A person who has access to another person's information in an application. A delegate is also called a proxy. Demographics — Statistical, non-clinical patient data such as address or social security number. Department — A physical place, such as a specialty floor, nursing unit, laboratory, or clinic, where appointments occur and providers are scheduled. Represented by a record in the Department (DEP) master file. Departments are attached to locations. Default reports and forms can be set up at the department level, among other things. Department Status — In ASAP, the status of the Emergency Department, such as divert. Discharge Instruction Writer — Activity where you can compose and print out discharge instructions to discuss with the patient; SmartText templates are used. Discharge Navigator — An Activity that centralizes common review and documentation tasks that physicians or nurses may need perform when the patient is about to be discharged from the hospital. Dismiss —Type of workflow used only in ASAP. Used to indicate that a patient left the emergency department without being formally admitted. This can happen if the patient leaves the waiting room before being seen. Dispense — Dispensing a medication means generating a dispense action. A dispense action is a record in Epic, tied to the medication order. Dispense actions record when and how much of a medication was dispensed, as well as the specific product and packaging that was used to fill the order. Disposition — Epic uses the disposition of a pending bed assignment to determine what to do with each pending bed assignment when the current patient is admitted. A disposition of Release means the system will release that pending bed assignment. A disposition of Keep means that the system will retain that pending bed assignment after the patient has been admitted. Done —To mark a message as “Done” in the In Basket means to complete the task within the message. For example, a provider can set the status of a transcribed document to “done”, which is the same as authenticating the transcription or electronically signing off on the document. Downtime — Time when the system is offline or unavailable. Downtime may be planned (i.e. upgrades, maintenance) or unplanned (i.e. power outages, emergency repair). Dress Rehearsal — Testing process that occurs just prior to go-live and involves users walking through testing scripts with test patients. This allows users to practice using the system and the project team to solidify workflows and resolve any outstanding issues giving them a first-hand experience prior to go-live. Dual Sign Orders —Type of In Basket message sent when an order needs a second sign-off to become active. Dual Sign Orders messages are similar to Cosign-Orders messages, except orders associated with Cosign-Orders messages are active before the message is signed, while orders associated with Dual Sign Orders messages are not. Dual Signoff — Feature that requires two people to sign off on a medication before it can be administered. Medications that require dual sign off per policy have been built that way in Epic. Due Time — A time scheduled on the MAR when a nurse should administer a medication to a patient. Page top

ED — The Emergency Department ED Arrival Status — The ED arrival status tracks a patient's progress through ADT's emergency department workflow. An ED arrival status of "Expected" means that a pending admission has been created but the patient has not arrived at the hospital yet. A status of "Waiting" indicates that the patient has arrived at the hospital but has not yet been admitted. A status of "Roomed" indicates that the patient has been admitted to a room and bed. ED Dashboard — An ASAP activity that gives an at-a-glance view of ED statistics, such as triage times and waiting times. ED Log — A collection of standard Census Inquiry reports that keep track of patients as they move through the emergency department workflow. You can use this log to see an overview of all ED patients in the unit, as well as lists of expected, waiting and roomed patients. ED Manager — One of the main activities in ASAP that displays all of the patients in the ED, as well as current staff working in the ED. ED Map — One of the main activities in ASAP. Displays an interactive graphical map of the ED, as well as current staff working in the ED. ED Navigator — The default activity that opens when you open a patient's ED chart. From there, you may be able to access other navigators. Electronic Health Record — An all-encompassing, digital record of information for a patient who receives care or services from our organization. Encounter — A clinical contact with a patient. For example, an office visit, an admission, or a triage call. If more than one evaluation or procedure takes place at that visit, it is still usually considered one encounter. In billing applications, charges or other transactions can be associated with encounters. Encounter Date — The date when a clinical contact was created. Encounter Form Number — A reference number that associates encounter information, including the patient, provider, account, and coverage, with the visit. The encounter form number is used to keep track of all information entered over time about that visit. Encounter List — In Care Everywhere, a list of encounter summaries that your organization has received from outside organizations. Encounter Medication — Any of a patient's current medications that was documented as of the beginning of an encounter or that was reported or prescribed within the encounter. Encounter Summary — In Care Everywhere, encounter-level information from an outside organization. End user — Someone who uses a particular solution. Epic Anesthesia — Epic's Anesthesia Information Management System is designed to provide full ordering and clinical documentation tools wherever anesthesia services are needed in an organization. It is integrated with OpTime Operating Room Management and EpicCare EMR to streamline workflows across roles. EpicCare Ambulatory — Epic’s ambulatory electronic medical record application for outpatient settings, or the Epic division that produces this application. EpicCare Inpatient — Epic’s electronic medical record application for inpatient settings, or the Epic division that produces this application. EpicCare Link — A Web application that allows providers at an affiliate organization to view a patient’s clinical data from your Epic system using the Internet. Epic UserWeb — Online forum for sharing information between Epic and our customers and among Epic customers. Episode — A patient condition that spans several encounters, such as pregnancy, back pain, or worker's compensation. Encounters can be linked to an episode for easier review and reporting. Used primarily in EpicCare Ambulatory and in hospital outpatient departments using EpicCare Inpatient. Erroneous Encounter — An encounter that was started in error. Marked as erroneous so other users do not think the information contained in the encounter is clinically relevant. Exam Note — A type of note where you can document general information regarding a patient examination. Expected — An ADT status assigned to a patient who should be arriving soon but has not yet arrived. This status is often used for labor and delivery and in the emergency department. Extract —The process of moving and translating live data to an output format. Page top

Face sheet — A report with a summary of patient and exam information that is sometimes used to verify the patient's demographic and financial information. File — In documentation flowsheets, saving data that has been entered. Flag — A brief note regarding a patient that is available from the FYI activity. Flowsheet — A spreadsheet for documenting patient care. Set up by rows, groups, and templates. Epic supports both documentation flowsheets and review flowsheets. Foundation System — A system that leverages standard methodologies and incorporate options for select business and clinical customization to support our unique services. FYIs — See “Patient FYIs" Page top

Go-Live —The moment when the Epic system is made available for productive use in care delivery. Go-Live Readiness Assessment (GLRA) — A global evaluation of all factors contributing to go-live in preparation for the implementation of Epic software. This includes examination of planning, hardware, system build, and end-user training. Go-Live Readiness Assessments are held at 90, 60, 30, and 15 days prior to go-live. Governance — A structure that enables a process of making and monitoring decisions; provides a path of communication and escalation for decisions and issues; enables decision making across multiple disciplines. Page top

Header — A display that appears at the top of an activity. History Activity — The activity where you can view and document a patient's medical, surgical, family, and socioeconomic history. You might also be able to access this information from the history navigator section. Home Workspace —The workspace that appears when the clinician first logs into Epic and remains open as long as the user is logged in. Hospital Encounter — A contact in the patient record created through an Admission/Discharge/Transfer (ADT) workflow. Various subtypes of hospital encounters exist, including admissions and hospital outpatient visits. Hospital Outpatient Department (HOD) — A specialty department that provides outpatient-type care to patients who may or may not be admitted to another department in the hospital. These departments often use a combination of clinical documentation tools from both EpicCare Ambulatory and EpicCare Inpatient. These departments are also known as hospital service departments, but hospital outpatient department is the preferred term. Examples of HODs: Dialysis and Cardiac Rehab, etc. Hyperspace — The integrated platform that hosts most Epic applications such as Cadence, EpicCare, Radiant, etc. Hyperspace Toolbar — The set of buttons that appear next to the Epic button and provide basic navigation and access to common activities. From the Hyperspace toolbar, you can initiate a variety of actions, such as opening your In Basket, accessing your schedule, securing your workstation, and logging out. Page top

ICD-10 — A set of codes that describe a diagnosis and procedure, used to document the course of care or treatment and enable reimbursement from payers. ICD-10 codes are more specific than the previous generation, ICD-9. Improvement agenda — A list of priorities that aligns work across the organization and our strategic plan. In Basket — Epic’s internal, electronic messaging system used by providers, staff and Epic applications to communicate clinical information regarding a patient. In Basket Message — A message that is sent to inform a user of something in the system. In Basket messages can be manually sent by other users or automatically generated by the system. In Basket Pool — An In Basket distribution list used to send a single shared message to a group of recipients. When a pool message is marked as Done, by one recipient, the message is removed from other users' In Baskets. Common examples inlcude transcription pools and phlebotomist pools. Index Report — A default report under Patient Summary for EpicCare Inpatient that provides various links to reports that contain patient information. Instructional Designer — Colleagues who are trained and certified in a particular Epic application. They are responsible for designing the training curriculum for their respective application. Intake/Output (I&O) — The activity where a patient's intake and output is recorded and can be tracked, in a flowsheet format. Intervention — A multi-disciplinary order on a care plan, such as "Ambulate patient." Interventions can link to the Work List. Interface — Method of communication between two hardware or software systems. Page top

Kaleidoscope — Epic’s ophthalmology application. Used in conjunction with EpicCare Ambulatory, Kaleidoscope provides additional features for ophthalmology specialty departments, such as support for procedural—based workflows and subspecialty exam documentation. Key Performance Indicators — The measure of performance used to evaluate the success of an activity. Page top

Legacy System — Systems that currently exist in our environment. Lines, Drains, and Airways (LDAs) — The row type of the flowsheet group used to document the insertion, removal, and properties of lines, tubes, drains, airways, and wounds. Page top

Mark as Reviewed — An action that indicates that a user has reviewed data, such as allergies or history, and verified its accuracy. Master files — The Epic file system used to organize and store a particular type of record. Some examples include providers, procedures, locations and departments. Maturity model — A gap analysis between current state compared to industry best practice. Medication Administration Record (MAR) — Also known as the MAR. An activity where clinicians can document information about medications they administered to a patient. More Activities Button — A button available below the activity tabs in Hyperspace that allows you to open less-frequently used activities and add tabs for those activities in your workspace. My List — A user maintained list of patients available in the Patient List activity. MyChart — Epic application that allows patients to view their medical records and interact with their physicians over the Internet. My Profile Page — An administrative page specific to each user, which allows you to specify passwords and login behavior. Page top

Navigator — A series of sections meant to follow a particular workflow, such as an office visit or medication reconciliation. Common examples include the Visit Navigator and the Discharge Navigator. The main purpose of a navigator is to arrange the tools a user needs to complete a workflow in one spot, making the task more efficient. Think of a navigator as a one-stop-shop where you can both review and document information on a patient. Notes — A means for the Epic end user to document about his or her patient. Notes can include consults, history and physical (H&P), and discharge. Notes can be filtered by a variety of headings, such as author name, service and note time. NoteWriter — An activity that generates note text based on point-and-click documentation. Information that a clinician documents from the NoteWriter, includes a patient's history of present illness, review of systems, medical decision making, and physical exam. Nursing Notes — A Navigator section where nurses or other clinicians can enter general encounter documentation. Page top

Optimization — A post go-live stabilization phase, of 60 to 90 days, where additional resources, beyond normal production support, are maintained to work through prioritized projects to improve the system. OpTime — Epic’s operating room management application. Order Composer — Appears when placing orders and allows you to enter information necessary for an order by clicking buttons or choosing options from selection lists. You can access the Order Composer by clicking the Summary Sentence for an order.

Order Entry — An activity where you can place medication and procedure orders for a patient. Order Review — An activity where you can review a patient's current orders, release new instances of standing orders, view order reports, and discontinue orders. Order Set — A preconfigured group of orders that is commonly ordered together for a specific problem or diagnosis. Order Sets can be suggested based on entries on your patient's problem list, and you can also mark Order Sets you use frequently as your favorites. Order Set Navigator — A navigator that allows you to quickly place orders and Order Sets. Override Pull — A medication administration for which the medication order has not yet been entered in the system at the time a clinician retrieves the medication from an Admission/Discharge/Transfer (ADS) cabinet. Page top

Patient Education — An activity where you can document educational topics and points that you discuss with the patient or his family members. Patient Events Log —An activity in ASAP where you can view a patient's event history for an ED visit. Partial dictation — A feature in Epic that allows clinicians to type part of a progress note and dictate the rest. Patient Flags — Patient flags are important pieces of information collected about a patient for purposes of controlling access during scheduling or classifying that patient's status within the system. This information might pertain to security issues, unpaid debt, insurance issues, or VIP status. Patient FYIs — Short, free-text notes associated with a patient record. Types of FYIs include patient flags, patient messages, patient notices, permanent comments, registration notes, and reported registration comments. Patient Header — The section that appears at the top of the patient's chart or encounter workspace that shows important patient information, such as vitals and allergies. Patient Lists — In EpicCare Inpatient, a user created personalized list of patients that can be used to organize the patients with whom the user is working. Patient Lookup Window — A search tool that enables you to look up a patient using data such as name and date of birth. It also contains a Recent Patients tab, where you can select a patient whose chart you recently accessed. Patient Summary Activity — An activity, in a hospital chart or encounter, that displays configurable reports about the patient. Pend — An option of setting the status of something, such as an order, AP claim, note, or event to "pending." A pended order will not be released until it is signed or other action is taken. A pended AP claim will not be processed until action is taken. A pended note can still be edited until it is signed. An event can be pended to hold off the action until a later time so a user can gather more information about the event. Pending Bed Assignment — A pending bed assignment is a plan for where a patient will be placed at some future time. Pending bed assignments are patient- and contact-specific. They can be used to hold or reserve a bed, preventing other patients from being placed in that bed, or they can indicate where the patient might be placed. Pending bed assignments can be created through preadmission, admission, or transfer workflows, and they can be managed from the Bed Planning report. Phoenix — Epic application that provides a comprehensive view of the patient’s transplant chart, focusing on the continuum of care from the initial evaluation to post-operative follow ups. Transplant-specific documentation tools are integrated into clinical workflows to track data for clinical operations and research and registry reporting. Support for patient surveillance, waitlist management, UNOS waitlist reconciliation and UNOS registry is included. Currently this module is focused on solid organ transplants. Playground — Common term given to an environment in which trainees are allowed to practice. Preference List — A set of frequently used orders. Orders can be added to facility preference lists by members of your program team and you can also maintain your own personal preference list to include orders you have pre-configured based on your preferences. Preference List Composer — The activity used to create system and user based preference lists. Prelude — Epic's registration application. Portfolio Management Office — A department that controls multiple projects or programs and establishes project management standards. The department helps ensure integration and alignment across all areas and project teams, assess issues and risk, and manage activities so projects are completed within scope, on time and on budget. Problem List — An activity or navigator section in Epic where clinicians can view a patient’s current medical problems, record new medical problems, and document resolved problems. From the problem list, clinicians can also write notes about problem statuses, place related orders, and set goals for the patient. Project Manager — A member of the Portfolio Management Office who is responsible for planning, executing and closing a project. Proficiency Assessment — Assessments that occur after go—live to determine how well end users are adapting to the new system and identify needs for refresher training. Provider Types:

Attending Provider

The provider on record as managing the overall care of an admitted patient at a given moment.

Admitting Provider

The clinician who writes and authorizes the admission order. This provider type is used only with EpicCare Inpatient.

Authorizing Provider

The provider, under whose authority, an order is placed. Typically, a Resident needs an Attending Physician to authorize their orders.

Co-Signing Provider

A provider who receives notification of an order in addition to the user who placed the order.

Encounter Provider

The provider with whom a patient visit is scheduled. The encounter provider type is primarily used in the outpatient context and for scheduled hospital outpatient visits.

ED Provider

A provider, on a patient's treatment team, who selected the ED Provider check box indicating that he treated the patient in the ED.

Ordering Provider

The ordering provider is the person who is actively caring for the patient and decides to place the order.



With verbal orders, the person who tells the nurse to enter the order is the ordering provider.



If a nurse places an order per protocol, the nurse is the ordering provider.

Proxy — A person who can view another person's MyChart information. Page top

Quick Note — A note that a user can document in a narrator with a single click. A quick note might include information about referrals or a patient's status, or it might be a blank note in which a clinician can insert SmartText, SmartLists, or SmartLinks as needed. Radiant — Epic’s radiology application. Readiness — How prepared an individual is to use the system to perform a particular job at go—live. Read-only — An indicator that a file is able to be viewed but not changed. A file status of read-only can occur during system downtime or when a user cannot edit a record due to a record lock or security restrictions. Released Order — In a treatment plan, an order that has been signed and released. This order can now be administered to a patient. Report — A summary of information related to a given topic, such as an encounter or an order, that can be printed, viewed on screen, faxed or sent using email. Reporting Workbench — An Epic tool that provides a flexible, template-based reporting activities integrated with Hyperspace. Reservation — In ADT a reservation indicates the preferable accommodation assignment(s) for a given patient contact and does not prevent the assignment of other patients to the reserved bed(s). If a bed is reserved, this information displays whenever you select that bed for assignment to any patient. Results Review — An activity where you can view a patient's lab and imaging results. Revenue Cycle — All administrative and clinical functions that contribute to the capture, management and collection of patient or client service revenue. Risk Management — The systematic management of uncertainty to increase the likelihood of meeting project objectives within cost and time parameters. Roll-out — The public introduction of a new product or system. Rounding Navigator — A tool that groups several activities that physicians might need to view or act in when rounding on patients. Page top

Scope — The breadth of implementation consisting of application, organizational and priority scope decisions. Constraints include time, cost and quality. Security — The mechanisms that ensure secure connections and access to information is limited only to those who need it and based on their roles. Schegistration — The process used to register and schedule patients in an Ambulatory setting, using the Cadence and Prelude modules in Epic. Sign — A request to authorize ordered medications and/or procedures. Sign and Hold — Allows you to sign, but not yet release, an order. Orders that have been signed and held can be released by clicking the pended/held button. Sign and Verify — Signing and verifying orders allows pharmacists to sign all selected orders and automatically open the verify orders activity to verify the orders. Sign In — An ED process that lets others know who is currently working in the ED. This also allows providers to add themselves to a patient's treatment team, filter track board views that contain only their patients, and more. Sign Out — An ED action performed at the end of a clinician's shift that maintains the accuracy of the current staff. On using Sign Out the patient reassignment window is activated. SmartList — A SmartTool that allows clinicians to choose from a list of pre-configured choices in a SmartText or SmartPhrase. These can be single- or multiple-response lists. SmartForm — A form configured to capture discrete data. SmartPhrase — A SmartTool that allows clinicians to type a few characters that automatically expand into a longer phrase or block of text. For example, .pt becomes patient. SmartPhrases have the capability to drastically decrease the amount of typing a clinician needs to do when documenting. There are many words, phrases, and blocks of text that are repeated for similar visits. Phrases allow clinicians to quickly add that information into their documentation as a form of electronic shorthand. To invoke them, type a period followed by the name of the phrase. SmartSet — Tools that allow clinicians to complete an encounter on one form from which they can place orders, assign diagnoses, complete progress notes, and much more. A documentation template. A group of orders and other elements, such as notes, chief complaints, SmartGroups, and levels of service, that are commonly used together to document a specific type of visit. SmartText — A text template for charting that can include text, SmartPhrases, SmartLists, and SmartLinks. Frequently used in progress notes. Clinicians can use SmartText templates to document entire visits. SmartTool — There are pre-configured text tools that can be used to standardize documentation, such as notes, within the system. SmartTools include SmartLinks, SmartLists, SmartPhrases, and SmartTexts. SnapShot — An activity or report that shows a quick overview of patient data, such as the problem list, medications, allergies, and comments. SnapShot might be available as a separate activity or as a tab in the Chart Review activity. Stabilization – Stabilization is a phase that begins at go-live. During stabilization, we conduct rapid logging, triage, assessment and prioritization of issues to bring the system to the point that it is working as designed. The end of stabilization will be determined by metrics related to the number and types of issues we have. For most organizations going live on Epic, stabilization often lasts two to four weeks. Standardization — A process for reducing unnecessary variation. Subject Matter Expert (SME) — Individuals with specific operational expertise or knowledge who serve on work teams to guide granular decision-making. Super User — End-user supporters trained to build rapport, support and teach “at the elbow.” System List — A list of all patients in the system who meet certain criteria. This list is used in the Patient List activity. Page top

Tab — A tab includes a categorized listing of records associated with a patient. Toolbar —The row of buttons at the top of the Hyperspace window, including the Epic button. Track Board —One of the main activities, in ASAP, which allows clinicians to view filtered lists of the patients. Transfer Navigator — A tool that groups several activities that physicians or nurses may need to view or act in when transferring patients. Transfer Workflow — Transferring a patient involves moving the patient from one bed in the hospital to a different bed in the same hospital. As part of a transfer, you can change information, such as level of care, service, and attending provider, for the patient. Treatment team — The group of clinicians, listed on a Track Board most often used in the ED, caring for a patient during his or her visit. Treatment team lists can include clinicians from multiple roles (nurses, doctors, therapists). As well as their start and end times. Triage Navigator — A type of ED Navigator. The Triage Navigator opens for ED patients with a status of Expected. Page top

Usability — The degree to which a computing device is appropriately configured in a manner that is intuitive to use and provides easy access to relevant functionality in an ergonomically friendly manner for the task at hand. User —A person who can log in to an Epic application. A user can be a staff member (logging in to EpicCare), a referring provider (logging in to Affiliate Portal), or a patient (logging in to MyChart). User ID —The unique identification number assigned to each user. A user ID and password are required to log in to the system on both the Hyperspace and administrative side of the application. User Preference List — A selection list that contains user-level preferred options such as medications, orders, diagnoses and more. Verify New Orders — The Verify New Orders activity can be used to identify patients with unverified medication orders. This activity is also known as the verification queue. Visit — A documented encounter at a healthcare facility. Visit type — Visit types describe types of appointments. Page top

Waiting —The status of an ED patient who is in the waiting room. WDL "Within Defined Limits" — Method of charting patient assessments where standardized criteria for within defined limits for a particular assessment are used. If a patient does not meet that criteria, additional rows are added to document those findings outside of within defined limits. Willow Inpatient — An Epic application designed to support the workflows and routines familiar to most health care professionals in inpatient pharmacy settings. WorkList — An activity where nurses can view and document on nursing tasks. Workqueue — A workload management tool designed to help manage follow-up phone calls by assigning them to different users. The tool generates a reminder In Basket message regarding outstanding calls that need follow-up. Page top

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