
<rss version="2.0" xmlns:atom="http://www.w3.org/2005/Atom">
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<title>Epic Forum </title>
<link>https://www.naham.org/forums/topics.aspx?forum=238491</link>
<description><![CDATA[Post your questions or share your resources related to Epic.  

The thoughts and opinions expressed in the NAHAM Epic Forum are those of the author of each message and may not reflect the views of NAHAM. If you have specific questions for NAHAM staff or volunteers, please e-mail those to info@naham.org.]]></description>
<lastBuildDate>Fri, 12 Jun 2026 09:00:06 GMT</lastBuildDate>
<pubDate>Fri, 27 Feb 2026 17:42:00 GMT</pubDate>
<copyright>Copyright &#xA9; 2026 National Association of Healthcare Access Management</copyright>
<atom:link href="https://www.naham.org/forums/forum_rss.asp?id=238491" rel="self" type="application/rss+xml"></atom:link>
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<title>Prior Auth Days out Metric </title>
<link>https://www.naham.org/forums/posts.aspx?topic=1814727</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1814727</guid>
<description><![CDATA[<p>Hi all,&nbsp;</p><p>We are validating our days out authorization metric for high tech imaging and surgeries and I wanted to get some feedback on what you go by in your organizations.&nbsp; We follow a schedule/auth model.&nbsp; I appreciate any feedback you can provide.&nbsp; Thanks!&nbsp;&nbsp;</p>]]></description>
<pubDate>Tue, 8 Apr 2025 20:06:42 GMT</pubDate>
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<title>3rd Next Available for Medical Imaging</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1846518</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1846518</guid>
<description><![CDATA[<p>Does anyone know if Epic calculates 3rd Next Available for Medical Imaging Services?&nbsp;&nbsp;</p><p>Thank you,</p><p>Cathy</p>]]></description>
<pubDate>Fri, 27 Feb 2026 18:42:00 GMT</pubDate>
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<title>Bedside Registration</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1834422</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1834422</guid>
<description><![CDATA[<p>What mobile technology/equipment has been most beneficial when wanting to be bedside for ED and Inpatient registration via Epic, but a WOW or mobile unit is not the answer. We would be updating demos, collecting, capturing documents and potentially taking pictures of insurance and other documents and uploading the picture.&nbsp;</p><p>I have seen places using I pads but almost exclusively to just have patients sign documents.&nbsp;</p>]]></description>
<pubDate>Fri, 24 Oct 2025 15:38:12 GMT</pubDate>
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<title>Epic- Beacon Therapy Plans, SLA</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1826979</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1826979</guid>
<description><![CDATA[<p>Hello,</p><p>If you are using service level authorizations for your Beacon module Therapy Plans, I would love to connect. I am trying to get information related to the claims process piece specifically. Thanks,&nbsp;</p><p>&nbsp;</p><p style="font-family: Calibri, sans-serif; font-size: 11pt;"><span style="font-size: 12pt; color: blue;"><a href="mailto:jdjordan@health.ucsd.edu" target="_blank" class="ContentPasted0" style="color: blue; margin-top: 0px; margin-bottom: 0px;">jdjordan@health.ucsd.edu</a></span></p><p>&nbsp;</p><p>&nbsp;</p>]]></description>
<pubDate>Thu, 7 Aug 2025 18:24:05 GMT</pubDate>
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<title>SBO OB Pre Service Payment Plans </title>
<link>https://www.naham.org/forums/posts.aspx?topic=1820912</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1820912</guid>
<description><![CDATA[<p>Good morning,</p><p>Does anyone using EPIC have a process that incorporates both PB and HB (SBO) in a pre-service payment plan for OB patients? I'm looking to connect and collaborate—if you have an established process or are currently working on developing one and would be open to sharing insights, I'd love to connect!</p><p>&nbsp;</p><p>Thank you!&nbsp;</p><p>Sandra Waggoner, MBA&nbsp;</p><p>Texas Health Resources&nbsp;</p>]]></description>
<pubDate>Wed, 4 Jun 2025 18:34:18 GMT</pubDate>
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<title>Appointment Scheduling from ER visit</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1790337</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1790337</guid>
<description><![CDATA[We utilize EPIC and are looking to schedule patient follow up specialist appointments as they exit the ER.&nbsp; Does anyone currently have this as a workflow?&nbsp;]]></description>
<pubDate>Fri, 30 Aug 2024 17:30:41 GMT</pubDate>
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<title>Epic claim edit WQs</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1781674</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1781674</guid>
<description><![CDATA[Hello, we implemented epic on 3/1 this year and we are now dealing with the claim edit work queues.&nbsp; &nbsp;Does anyone have any information to share?&nbsp; &nbsp;I would appreciate any information, thanks!&nbsp; Deb Benner]]></description>
<pubDate>Mon, 3 Jun 2024 22:55:22 GMT</pubDate>
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<title>Scheduling / Authorization</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1763114</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1763114</guid>
<description><![CDATA[<p><span style="font-family: Calibri;">Hello friends – I hope you are doing well and getting ready for the holidays!</span></p> <p><span style="font-family: Calibri;">&nbsp;</span></p> <p><span style="font-family: Calibri;">I had someone reach out to me for an Epic question need some industry insight (please) in regards to scheduling and authorizations </span><span style="font-family: Calibri;">😉</span><span style="font-family: Calibri;"><span>&nbsp; </span>I know a BIG ask!<span>&nbsp; </span></span></p> <p><span style="font-family: Calibri;">&nbsp;</span></p> <ol start="1"> <li><span style="font-family: Calibri;">Hospital / Organization</span></li> <li><span style="font-family: Calibri;">Do you schedule first, then Authorize?</span></li> <li><span style="font-family: Calibri;">Does your team work out of both Patient and Referral WQs?<span>&nbsp; </span>If so, why?</span></li> <li><span style="font-family: Calibri;">Do you have Epic set up to drive the order simultaneously to scheduling and to auth procurement?</span></li> <li><span style="font-family: Calibri;">What happens if auth isn’t secure by day of procedure? </span></li> <li><span style="font-family: Calibri;">Do you have a good process around the ASA table?</span></li> <li><span style="font-family: Calibri;">Do you have a special process for High cost drugs? </span></li> </ol> <p><span style="font-family: Calibri;">&nbsp;</span></p> <p><span style="font-family: Calibri;">If you feel you have a practice that is working well, can you share the workflow?</span></p> <p><span style="font-family: Calibri;">Please let me know if you want a copy of what I compile and I will send your way as well.<span>&nbsp; </span></span></p> <p><span style="font-family: Calibri;">&nbsp;</span></p> <p><span style="font-family: Calibri;">Thanks</span></p> <p><span style="font-family: Calibri;">Patti Consolver</span></p><p><span style="font-family: Calibri;">p.consolver@thewilshiregroup.net</span></p> <p><span style="font-family: Calibri;">&nbsp;</span></p> <p><span style="font-family: Calibri;">See you at NAHAM ’24! </span></p>]]></description>
<pubDate>Wed, 20 Dec 2023 19:52:34 GMT</pubDate>
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<title>Patient Identity Errors</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1639684</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1639684</guid>
<description><![CDATA[<p><span style="font-size: 10pt;">I'm looking for information how you try to prevent patient overlays in the ED and, if/when they happen, how are they researched and what type of remediation/training is provided to employees in the process.&nbsp; Also if you are using the Expect process are you </span><span style="font-size: 13.3333px;">encountering</span><span style="font-size: 10pt;">&nbsp;issues with overlays due to the intake process?&nbsp; &nbsp;&nbsp;</span></p><p><span style="font-size: 10pt;">&nbsp;</span></p><p><span style="font-size: 10pt;">Thanks!</span></p>]]></description>
<pubDate>Wed, 10 Nov 2021 20:47:44 GMT</pubDate>
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<title>Patient wrist banding with self-service devices</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1750067</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1750067</guid>
<description><![CDATA[<div id="ctl00_PageContent_rptPosts_ctl00_pnlVideo" style="color: #666666;">&nbsp;</div><p style="color: #666666;">Hello,</p><p style="color: #666666;">&nbsp;</p><p style="color: #666666;">My organization is working to standardize our patient wrist banding process. Our registration experience is in the process of being transformed, modernized, and simplified in order to meet consumer expectations, reduce expense, and stabilize the workforce. We have rolled out many self-service check-in options for our patients such as Epic Welcome on tablets, Kiosks and the use of Hello Patient. With this shift, we need to look at opportunities to make changes to other areas of work that were historically owned by a staff member at a desk on our patient access team. How are other organizations with self-service check-in devices handling patient wrist banding?</p>]]></description>
<pubDate>Tue, 29 Aug 2023 21:44:28 GMT</pubDate>
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<title>MyChart messages for non-English speaking patients</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1692343</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1692343</guid>
<description><![CDATA[Does anyone have any strategies for managing patient messages in MyChart in languages other than English? For instance, if you receive a message written in Spanish from a patient with limited English proficiency, how do you translate it and how do you message back? Do you use Google translate? An interpreter? A staff person with Spanish fluency? We're looking for any innovations or solutions to offer equity in access for these patients. Thank&nbsp; you]]></description>
<pubDate>Mon, 25 Apr 2022 22:31:55 GMT</pubDate>
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<title>Pre-Registration Dashboard in Epic</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1691765</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1691765</guid>
<description><![CDATA[<p><span style="font-size: 11pt; font-family: Calibri, sans-serif;">I am looking for screen shots of pre-registration dashboards – specifically looking for components looking at pre-registration percentages (HAR/Encounter Verification) and lead days. Do any of you have examples you could send my way.&nbsp; pconsolver@stanfordhealthcare.org</span></p><p><span style="font-size: 11pt; font-family: Calibri, sans-serif;">&nbsp;</span></p><p><span style="font-size: 11pt; font-family: Calibri, sans-serif;">&nbsp;</span></p>]]></description>
<pubDate>Tue, 19 Apr 2022 20:37:01 GMT</pubDate>
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<title>Marketplace education </title>
<link>https://www.naham.org/forums/posts.aspx?topic=1725040</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1725040</guid>
<description><![CDATA[<p>Good Morning!&nbsp;</p><p>&nbsp;</p><p>In Texas we will be experiencing a "unwinding of Medicaid". I was hoping from a patient experience standpoint, someone has some marketplace education for the patients they are willing to share&nbsp;</p>]]></description>
<pubDate>Mon, 6 Feb 2023 16:12:07 GMT</pubDate>
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<title>Authorization Workflow</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1721082</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1721082</guid>
<description><![CDATA[<p>Good Afternoon:</p><p>&nbsp;</p><p>I am looking to talk with someone who has successfully implemented authorization requirements at the payer level based on CPT codes for their health care system.&nbsp; I am looking to learn about the benefits and risks associated with such a build and how this can be accomplished and maintained.&nbsp; You can reach me at balakr@amc.edu.</p><p>&nbsp;</p><p>Many thanks</p><p>ReBecca Balak, MBA, CHAM, CRCR</p><p>Epic Analyst I</p><p>Cadence/Prelude/Referrals/Auth and RTE</p>]]></description>
<pubDate>Wed, 4 Jan 2023 20:06:30 GMT</pubDate>
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<title>No Surprises Act - Convening and Coprovider</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1700263</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1700263</guid>
<description><![CDATA[<p>Hello! Does anyone have an approach to handling the upcoming convening and coprovider requirements as part of the No Surprises Act?</p><p>How do you plan on gathering the information from the additional providers? Is there a way to automate this information in the estimates workflow?</p>]]></description>
<pubDate>Tue, 5 Jul 2022 19:14:59 GMT</pubDate>
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<title>Career Ladder Growth and Promotion Eligibility Patient Access Employees</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1697725</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1697725</guid>
<description><![CDATA[<p>Good morning everyone,</p><p>&nbsp;</p><p>I am curious to hear what other organizations do to help support employee growth within patient access. We are currently expanding our career ladder to provide to patient access staff to help support growth within our organization, and are interested in seeing what other organization are doing. I have attached a copy of our current ladder for reference. Please feel free to include feedback or any additional thoughts of topics of focus that we should include.&nbsp;</p><p>&nbsp;</p><p><b><span style="font-size: 12pt;">Lucianna Easton, MBA, CHAA</span></b></p><p><b><span style="font-size: 12pt;">Patient Access Associate Educator and Team Lead- Float Pool</span></b></p><p><span style="font-size: 12pt;">&nbsp;</span></p><p><span style="font-size: 12pt;">Connecticut Children’s </span></p>]]></description>
<pubDate>Tue, 14 Jun 2022 16:52:00 GMT</pubDate>
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<title>Workflow Clinic Surgical Scheduling through OR Scheduling</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1697550</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1697550</guid>
<description><![CDATA[<p>Good Morning, Colleagues!</p><p>My health system is in the pre-work stage of our EPIC Implementation.&nbsp; I would love the opportunity to speak with and/or receive a workflow document outlining the Surgical Scheduling/Booking process in EPIC.</p><p>1.&nbsp; Clinic determines patient needs surgery?</p><p>2.&nbsp; How is the surgical authorization for Physician and Hospital obtained - does the case go to worklist; or is authorization obtained prior any order or request for</p><p>&nbsp; &nbsp; &nbsp; surgical services?</p><p>2.&nbsp; How are surgical cases booked in EPIC?</p><p>3.&nbsp; How is the OR scheduling process - room, date and time of surgical procedure managed?</p><p>4.&nbsp; How is pre-admission testing factored into the surgical booking workflow?</p><p>&nbsp;</p><p>Some of these questions maybe a moot point - but as noted just beginning our journey.</p><p>Many thanks to my fellow EPIC Users!&nbsp; I am phoning friends :)</p><p>Cathy</p>]]></description>
<pubDate>Mon, 13 Jun 2022 16:53:05 GMT</pubDate>
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<title>No Surprise Billing - Estimate and Consent</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1697135</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1697135</guid>
<description><![CDATA[<p>Due to limitations within epic, we are looking into separating out the consent form and estimate into two separate documents to sign as part of the e-check in process. The CMS guidance provides an example with the two combined and says “these documents may not be modified by providers or facilities”. However, we cannot find that using this document specifically is required. If all the required information is included, is it ok to separate consent and estimate? Also, at which point are you providing these documents to patients?</p><p>Thank you!&nbsp;</p>]]></description>
<pubDate>Wed, 8 Jun 2022 17:26:53 GMT</pubDate>
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<title>Revenue Cycle / Epic Training Program</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1691767</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1691767</guid>
<description><![CDATA[I am needing best practice feedback on those that have implemented successful revenue cycle training programs that collaborate with their Epic counterparts and incorporate a formalized intake process.&nbsp; Looking for what type of functional structure and staffing that looks like and any examples of the intake request process. pconsolver@stanfordhealthcare.org]]></description>
<pubDate>Tue, 19 Apr 2022 20:41:10 GMT</pubDate>
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<title>Anonymous Patients</title>
<link>https://www.naham.org/forums/posts.aspx?topic=1489227</link>
<guid>https://www.naham.org/forums/posts.aspx?topic=1489227</guid>
<description><![CDATA[<p></p>
<p>If you are using the Epic "anonymous patient" process (state names and colors), how quickly do you revise the registration to the patient's correct demographic info.&nbsp; In our legacy system, that was done 3 days after admission.&nbsp; Now we are waiting until after discharge.&nbsp; Is that the norm?</p>]]></description>
<pubDate>Thu, 23 May 2019 13:12:12 GMT</pubDate>
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