Clinical Content Builder Training - Discrete Documentation CLN165 (May 1st, 2024 - March 30th, 2025)

Course Overview

This course provides a solid foundation for Physician Builders to acquire competence in basic builds and techniques to modify the EHR. Physician Builders will be instructed on how to determine what tools are best for different clinical needs and how they can customize the EHR to be more efficient for their organization.

Elements of Competence

This CE activity has been designed to change learner competence and skills/strategies. The content of this activity focuses on the following ACGM/Nursing and NAM and nursing areas of competence: systems-based practice and utilize informatics. In addition, the content addresses roles/responsibilities and interprofessional communication.

Statement of Need and Purpose

The purpose of this training is to acquire foundational knowledge about data structuring and develop skills in writing orders and constructing clinical decision support tools. The course will cover effectively facilitating ordering from alerts using preference lists, SmartSets, and Express Lanes. Importantly, these skills need to be cultivated within the context of diverse professions and patient cultural identities and health beliefs. Patients and team members will benefit when Physician Builders can effectively apply these skills and best practices to their work.

Intended Audience

This program is intended for physicians in specialty and sub-specialty areas using the Epic EMR in their daily practice.

Learning Objectives

As a result of participation in this educational series members of the healthcare team will be able to 

  1. Describe the variety of tools available to document health information in the EHR. 
  2. Build and modify foundational build tools such as Flowsheets, SmartForms, and Procedure Documentation forms.
  3. Implement a standard approach to implementing descrete documentation tools to enhance clinician productivity, clinician satisfaction, and patient safety.
  4. Evaluate which foundational tool is best for specific clinical needs and address team-based care.
Course summary
Registration opens: 
Course expires: 

Policy on Disclosure

It is the policy of the University of Wisconsin–Madison Interprofessional Continuing Education Partnership (ICEP) to identify, mitigate, and disclose all relevant financial relationships with ineligible companies* held by the speakers/presenters, authors, planners, and other persons who may influence the content of this accredited continuing education (CE). In addition, speakers, presenters, and authors must disclose any planned discussion of unlabeled/unapproved uses of drugs or devices during their presentation. 

This accredited continuing education activity is focused on the non-clinical topic – use of and communication within the electronic health record. As such, no persons in a position to control content have relevant financial relationships with ineligible companies to disclose.

Matthew Ackerman - Trainer, Epic
Haley Adams - Trainer, Epic
Alicia Aguirre - Trainer, Epic
Kayla Baca - Trainer, Epic
Aubrey Bowser - Trainer, Epic
Anthony Burton - Trainer, Epic
Gabrielle Campbell - Trainer, Epic
Jacquie Duppler - Trainer, Epic
Raina Elissa - Trainer, Epic
Sarah Faust - Trainer, Epic
David Foster - Trainer, Epic
Jacob George - Trainer, Epic
Angela Ginocchio - Trainer, Epic
Ingrid Greene - Trainer, Epic
Jodi Greig - Trainer, Epic
Ryan Hall - Trainer, Epic
Adam Heidke - Trainer, Epic
Mark Henkelmann - Trainer, Epic
Maire Jacobs - Trainer, Epic
Paul Jobin - Trainer, Epic
Kirsti Johanson - Trainer, Epic
Angela Johnson - Trainer, Epic
Matthias Krause - Trainer, Epic
Katie Lee - Trainer, Epic
David Little - Trainer, EpicHouston Massey - Trainer, Epic
Christopher Mast - Trainer, Epic
Marc Milone - Trainer, Epic
Dave Mitsche - Trainer, Epic
Cassandra Moninger - Trainer, Epic 
Ericka Muesse - Trainer, Epic
Megan Nelson - Trainer, Epic
Stuart Pawlak - Trainer, Epic
Larissa Pentland - Trainer, Epic
Mark Phelan - Trainer, Epic
Tyler Powers - Trainer, Epic
Taylor Pritzl - Trainer, Epic
Thomas Shepard - Trainer, Epic
Gregg Springan - Trainer, Epic
Sara Stevenson - Trainer, Epic
Andy Stoffels - Trainer, Epic
Jacob Swatek - Trainer, Epic Paul  
Vash - Trainer, Epic
Nikki Vullings - Trainer, Epic
Juliet Wagner - Trainer, Epic
Elissa Waller - Trainer, Epic
Holly Woodward - Trainer, Epic
Joe Zillmer - Trainer, Epic 
Peer Reviewer:
Jennifer Passini, MD – UW School of Medicine & Public Health 

Planning Committee:
John Nelson – Trainer, Epic
Sara Stevenson – Trainer, Epic
Jacquie Duppler – Epic
David Little, MD – Epic
Shezad Baloch, MA - Accreditation Specialist, UW ICEP, SMPH 

*Ineligible companies are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on, patients. The ACCME does not consider providers of clinical services directly to patients to be ineligible

Discloser List CME Internal Report

Accreditation Statement

In support of improving patient care, this activity has been planned and implemented by the University of Wisconsin–Madison ICEP and Epic. The University of Wisconsin–Madison ICEP is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Credit Designation Statement

The University of Wisconsin-Madison ICEP designates this live activity for a maximum of 9.25 AMA PRA Category 1 Credit(s)TM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.


The University of Wisconsin–Madison ICEP, as a member of the University Professional & Continuing Education Association (UPCEA), authorizes this program for .925 continuing education units (CEUs) or 9.25 hours.

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