Lesson 1: Epic Advanced Appointment Scheduling

1. Lesson 1: Epic Advanced Appointment Scheduling

2. In this lesson you will learn to: • Use this tutorial • Navigate within the tutorial • Lessons to be covered • Log in to Epic • Let’s get started! Epic Advanced Appointment Scheduling

3. How to Use This Tutorial • To start a lesson, click once on the Lesson Name and click the Open button. • Click once anywhere on the slide to move forward to the next slide. • This is a passive Computer Based Training program. When reading the presentation, it will tell you that a specific button needs to be clicked. This is for the live program. The action buttons in this presentation will not respond to clicking. • You can also navigate by clicking the Right mouse button anywhere on the slide. • Select the Advance (Next) option from this menu to move forward to the next slide. • Select the Reverse (Previous) option to move back to the previous slide. • Select Full Screen for maximized view of the tutorial slides. • Select End Show to exit the lesson. • Click the Back button on your Internet Explorer toolbar at any time to Exit the lesson. • On the lesson Summary slide, click the ‘Lesson Name’ hyperlink to launch the next lesson in the tutorial.

4. Purpose of This Tutorial • This tutorial provides instruction on how to create advanced appointments in Epic Hyperspace and use the many options available in Epic Scheduling. • Your on-site trainer should provide you with a copy of the Epic Scheduling manuals. This manual is also available for printing from KDnet:Education/IS Education/Epic Training Manuals and User Guides/Epic Training Manuals/Scheduling. • Complete all the lessons in the Epic Basic Scheduling and Epic Advanced Scheduling powerpoint presentations. You must pass the Epic Basic Scheduling and Epic Advanced Scheduling tests with a minimum score of 80%. • Questions that you have regarding the information presented in this tutorial should be directed to your on-site trainer. The on-site trainer will support your hands-on activities for the concepts presented in this tutorial.

5. Course Contents • Lesson 1: Epic Advanced Appointment Scheduling • Lesson 2:Epic Check In • Lesson 3: Epic Check Out • Lesson 4: User Batch Report • Lesson 5: Epic Past Appointment Scheduling • Lesson 6: Epic Advanced Joint Appts • Lesson 7: Epic Advanced Sequential Appointments

6. Course Contents • Lesson 8:Epic Advanced Recurring Appointment • Lesson 9: Epic Walk In Appts • Lesson 10: Epic Viewing Providers Schedule • Lesson 11: Expand and Edit Providers Schedule • Lesson 12:Epic End of Day Procedure • Lesson 13: Epic Scheduling Reports

7. In this lesson you will learn: • Password creation • Security Considerations • Where to find support material • Safety measures • Who to contact for security concerns Epic Security Considerations

8. Epic Security Considerations • Your username is assigned to you by the IS Department. Usernames can be similar, but they are neverthe same. William R. Smith’s username could be SMITHWR. • Passwords must be at least eight characters in length and contain one number. No more than 32 characters, cannot be dictionary words, cannot be reused, and must contain at least one number. • The FIRST TIME you login, enter your username; enter the same password as you used for logging into Citrix. This is your active directory password and it is used for Epic as well. • Remember to create strong passwords that use a mix of letters, numbers and punctuation. Be sure to make it something you can recall. • No one should ever ask you for your password for any reason; nevershare your password with anyone.

9. Epic Security Considerations • Report any suspicious activity to Information Services. • If you feel your password has been compromised, change it immediately. • When changing a password, you may not reuse a password for 180 days. You must change it at the Citrix/Network level. That password is used in Epic. • Your username coupled with your password makeup your electronic signature.

10. Epic Security General Security Awareness Don’t trust unexpected emails/files • Most computer viruses enter the network when an employee opens an e-mail attachment. If an attachment arrives unexpectedly, verify who sent it before you open it. • Never open attachments from strangers. Never give out your password • Never, under any circumstances, should a user give out their password. Watch out for persons attempting to get your password or information through social engineering. • Social engineering is a method by which a person impersonates or intimates others to get sensitive information. Report any such cases to Information Services 8-7075.

11. Epic Security General Security Awareness Use strong p@ssw0rdZ. • Hackers use tools that automatically try every word in the dictionary as your password. Choose longer, hard-to-guess passwords that contain a mix of letters, numbers, and punctuation. For easy-to-remember passwords, use a line from a poem, song, or movie. • Supporting Material: • http//kdnet/chkd.nt/education/informationservices/PswdMgt04.ppt

12. Epic Security General Security Awareness Destroy notes containing passwords • More and more, thieves are stealing computer files or passwords from their victims. Notes and post-it notes around your work area containing passwords, account numbers, or other confidential information make it too easy. Clean up! Lock it up to lock them out • Never your leave your computer/applications open when you step away from your computer. Locking your PC will help to stop snooping passers by when you leave your desk.

13. Epic Security General Security Awareness Stay in safe Web neighborhoods • You recognize the dangers of wandering to the tough part of town. Web surfing works the same way. Malicious software is installed on victims’ computers from a number of unsafe sites. • If a web site does not look right….it probably is not! Look before you click • Look carefully at links before you click them. Unless you intend to download software, no website/web address should have .exe in it. That indicates an executable program, which could be malicious.

14. Epic Security General Security Awareness Just click “NO!" • When you visit a website and a box asks, "Should I remember your password?”, do not enable it. The password is actually stored on your own computer. Anyone else using your computer can visit your Favorites and login as you.

15. Epic Security General Security Awareness Report suspicious activity • Your computer is not performing as expected, there are more web pages popping up on your screen than clicked on or you notice a program installing and you did not start the installation. • These are examples of what is considered suspicious activity on a computer and could indicate that spyware, adware or remote control programs have been installed without your permission or knowledge. • If you experience any of these or other suspicious activity, please call the help desk at 8-7075.

16. Epic Security General Security Awareness When in doubt, call Information Services. • Information Services is here for you. If you ever have a question or need to notify us of a problem, give us a call at 8-7075. Only with your help can we maintain the privacy and security of our systems.

17. End of Lesson 1 Click on the displayed mouse to advance to Lesson 2.