Epic Clinical Content Builder Training – Advanced CLN120 (April 1 - September 30, 2021)

Verona, WI US

Statement of Need and Purpose

Healthcare is changing quickly with the electronic health record (EHR) matching this rapid pace. Clinical Builders need foundational knowledge and skills to competently build, modify, create efficiencies within the EHR, as well as understand the implications of their decisions on clinicians and patient safety.

The purpose of this course is to show Clinical Builders who use Epic’s EHR how to configure the software to accommodate patient workflows in general and specialty areas. This course builds upon concepts that are introduced in the Epic Clinical Content Builder Training-Basics (CLN110) course. Specifically, the course shows Clinical Builders how to streamline workflows, create specialty-specific patient workspaces, and display data to relevant users at relevant times.

Elements of Competence

This CE activity has been designed to change learner competence and focuses on the Institute of Medicine areas of utilizing informatics and the Interprofessional and Nursing areas of roles/responsibilities and interprofessional communication.

    Target Audience

    This program is designed to meet the needs of nurses and advance practice nurses, as well as other Clinical Builders who have interest in acquiring foundational competence in Epic's EHR.

    Learning Objectives

    Following this course, the participant will be able to:

    • Describe the variety of tools available to document in the EMR and how to evaluate which tool is best for which clinical need.
    • Explain how to construct and modify Documentation Flowsheets, reports to find patient information, activities to trend and correlate patient data, and building of workflows.
    • Discuss how standardizing the approach to ordering workflows enhances clinical staff productivity and has the potential to increase clinician satisfaction and patient safety.

    Specific Course Dates/Locations/Trainers

    • Date - Location; Trainers: Trainer names
    Course summary
    Available credit: 
    • 16.25 ANCC Contact Hours
    • 16.25 University of Wisconsin–Madison Continuing Education Hours
    Registration opens: 
    Course expires: 

    Agenda  -  EPIC Clinical Content Builder Training-Advanced (CLN120)

    *Two 15-minute breaks will be taken each day, along with scheduled lunch breaks

    Day OneTopics

    8:30 AM

    Welcome and Introductions

    • Chapter 1: Introduction
    • Chapter 2: Building Flowsheets
    • Chapter 3: Navigator Build - Basic

    12:00 PM


    1:00 PM

    • Chapter 4: Navigating the Text Side
    • Chapter 5: Navigator Build – Advanced
    • Chapter 6: Workflow Engine Rules

    4:30 PM



    Day TwoTopics

    8:30 AM

    • Chapter 7: Introduction to Profile
    • Chapter 8: Report & Print Groups - Basic

    12:00 PM


    1:00 PM

    • Chapter 9: Report & Print Groups - Advanced
    • Chapter 10: Introduction to Column Build

    4:30 PM



    Day ThreeTopics
    8:30 AM
    • Chapter 11: Synopsis and Review Flowsheets

    12:00 PM

    Evaluations / Adjourn / Lunch

    *Available for up to two weeks after class at: https://training.epic.com/Evaluations

    Live Webcast and/or In-Person at Epic Campus - Voyager Hall
    1979 Milky Way
    Verona, WI 53594
    United States

    This course will be held live via WebCast or at Epic, Voyager Hall - Madison, Wisconsin. (see agenda of specific course)

    Planning Committee Members, Trainers and ICEP Staff


    Sara Stevenson, Trainer, Epic

    Course Director/Trainer

    Haley Adams, Trainer, Epic

    Course Director/Trainer

    Nina Berge, BA, Administrative Assistant, University of Wisconsin–Madison School of Nursing

    ICEP Staff

    Aubrey Bowser, Epic Trainer


    Mark Henkelmann, Trainer, Epic


    Katie Lee, Epic Events and Design Coordinator, Epic

    Planning Committee Member

    Tracy Mrochek, MPA, RN, Program Coordinator, University of Wisconsin–Madison School of Nursing

    ICEP Staff

    John Nelson, Epic Trainer


    Mark Phelan, Epic Trainer


    Tyler Powers, Epic Trainer


    Gregg Springan, RN, Epic Nurse Executive

    Planning Committee Member

    Andy Stoffels, Epic Trainer


    Policy on Disclosure

    It is the policy of the University of Wisconsin–Madison Interprofessional Continuing Education Partnership (ICEP) that the faculty, authors, planners, and other persons who may influence content of this continuing education (CE) activity disclose all relevant financial relationships with commercial interests* in order to allow CE staff to identify and resolve any potential conflicts of interest. Faculty must also disclose any planned discussion of unlabeled/unapproved uses of drugs or devices during their presentation. For this educational activity all conflicts of interest have been resolved and detailed disclosures are listed below: 

    Epic CLN Course Planning Committee and Speaker Disclosure

    *The ACCME defines a commercial interest as any entity producing, marketing, re‐selling, or distributing health care goods or services consumed by, or used on, patients. The ACCME does not consider providers of clinical service directly to patients to be commercial interests.

    The University of Wisconsin provides equal opportunities in employment and programming, including Title IX requirements. The University of Wisconsin fully complies with the legal requirements of the ADA and the rules and regulations thereof. If any participant in this educational activity needs accommodations, please contact info@icep.wisc.edu.

    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 Interprofessional Continuing Education Partnership (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 Statements

    American Nurses Credentialing Center (ANCC)

    The University of Wisconsin–Madison ICEP designates this live activity for a maximum of 16.25 ANCC contact hours.

    Continuing Education Units (CEUs)

    The University of Wisconsin–Madison ICEP, as a member of the University Professional & Continuing Education Association (UPCEA), authorizes this program for 1.625 CEUs or 16.25 hours.

    Available Credit

    • 16.25 ANCC Contact Hours
    • 16.25 University of Wisconsin–Madison Continuing Education Hours


    Please login or register to take this course.

    Required Hardware/software

    All Epic training sessions use a current release of the application. If your organization is using an older version of the software, you will likely encounter some discrepancies between the features and functionality you learn at Epic and what is actually available in your system.