What the Course Entails and Exam Details

This specialized curriculum covers the complete lifecycle of a referral within the Epic system, ensuring you understand both the clinical and administrative components.

The core topics and skills validated by this exam include:

• Referral Fundamentals: Mastering the definitions of different referral types (incoming, outgoing, internal, external) and the setup of basic system definitions.

• Workflow Configuration: Building and managing referral workqueues, ensuring that the right users are managing the right referrals at the correct time.

• Rule-Based Routing: Configuring rules that govern how referrals are authorized, scheduled, and tracked across various departments or external entities.

• System Build & Customization: Creating and maintaining critical build elements such as Referral Protocols, specialized screens, and data elements tailored to specific organizational needs.

• Integration Points: Understanding how the Referrals module interacts with other core Epic applications, including Cadence (scheduling), Prelude/Grand Central (ADT/registration), and MyChart (patient portal).

• Security & Reporting: Implementing security class settings to control user access and utilizing reporting tools to track key performance metrics and operational efficiency.

What to Expect in the Final Exam

The final certification exam for the EpicCare Referrals module is notoriously practical and designed to test not only your theoretical knowledge but also your ability to configure a live Epic environment. Candidates should expect a multi-hour examination that includes several distinct parts:

• Format: The exam typically combines multiple-choice questions with practical, scenario-based configuration challenges. These scenarios will require you to log into a mock Epic environment and complete specific build tasks based on detailed client requirements.

• Passing Score: While Epic may adjust passing thresholds periodically, you should aim for a score between 75% and 85% to comfortably ensure certification.

• Time Limits: The examination is timed, often lasting three to five hours. Time management, especially during the practical build sections, is critical to success.

• Practical Build Scenarios: This is the most challenging portion. You will be given complex business requirements (e.g., "Configure a workflow where referrals from Cardiology to a specific external Oncology group require authorization, and then populate a specific scheduling workqueue upon approval") and must build the supporting rules, workqueues, and protocols live in the testing environment.

How to Study and Exam Centers

Preparation for this exam requires a strategic mix of focused study and hands-on application building.

Study Strategies:

• Utilize Official Epic Training: Leverage the proprietary "Training Wheels" materials, implementation guides, and the comprehensive "Referrals Build 100/200" course companions available through Epic User Web.

• Practice, Practice, Practice: The absolute best way to prepare is by actually building. Create a personal project in a designated test environment. Challenge yourself to configure scenarios you anticipate encountering, paying close attention to rule logic and system behavior.

• Master Rule Builder: Spend significant time mastering Epic's rule-building interface, as this is the backbone of referral automation.

• Study Groups and Forums: Join official Epic User Web forums or internal study groups at your organization. Discussing complex scenarios with peers is invaluable.

How to Take the Exam:

• The official certification exam is taken through Epic's own learning management system, typically referenced as Epic U.

• Depending on your organization's agreement, the exam can be proctored remotely (using services like ProctorU), taken in person at an official Epic training facility, or administered on-site at your employer's certified testing location.

• Ensure that you have access to a supported browser and that your network meets the technical requirements for accessing Epic's testing environment before starting the exam.

Job Opportunities from the Course

A certification in the EpicCare Referrals Module validates a niche and highly sought-after skill set within the Epic ecosystem. This credential opens numerous career paths in healthcare IT and operations.

Below are the specific job titles and career opportunities this certification unlocks:

• EpicCare Referrals Application Analyst

• Certified Epic Application Builder (Access/Revenue Cycle)

• Clinical Systems Analyst (Referrals Focus)

• Healthcare IT Implementation Specialist (Access and Workflow)

• Revenue Cycle Application Analyst

• Epic Project Manager (Access and Referrals Workstreams)

• Healthcare Operations Workflow Consultant

• Senior Epic Analyst / Team Lead (Access Applications)