Epic Clinical Content Builder Training – Advanced (CLN120) January 24-26, 2022 - VIRTUAL

January 24, 2022 to January 26, 2022

Statement of Need and Purpose

Healthcare is changing quickly with the electronic health record (EHR) matching this rapid pace. Clinical Builders need advanced 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 create streamlined workflows, custom documentation, and other tools, focusing on operational reports, clinical documentation, and task management.

Elements of Competence

This CE activity has been designed to change learner competence and focuses on the Institute of Medicine area of using information technology, and the Nursing areas of roles/responsibilities and interprofessional communication.

Intended Audience

This course is intended for Clinical Builders in general and specialty practice areas who are using Epic’s EHR in their daily workflow.

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.
  • Describe how standardizing the approach to ordering workflows enhances clinical staff productivity and has the potential to increase clinician satisfaction and patient safety.

Additional Information

Course summary
Available credit: 
  • 16.25 ANCC Contact Hours
  • 16.25 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
01/24/2022 - 8:00am CST
Event ends: 
01/26/2022 - 12:00pm CST

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

*Two 15-minute breaks and a lunch break will be taken each day.

Day OneTopics

8:30 AM

Welcome and Introductions

  • Chapter 1: Introduction
  • Chapter 2: Navigator Build - Basic
  • Chapter 3: Navigating the Text Side
  • Chapter 4: Navigator Build – Advanced

12:00 PM


1:00 PM

  • Chapter 4 cont'd: Navigator Build – Advanced
  • Chapter 5: Workflow Engine Rules
  • Chapter 6: Introduction to Profile

4:30 PM



Day TwoTopics

8:30 AM

  • Chapter 6 cont'd: Introduction to Profile
  • Chapter 7: Report & Print Groups - Basic
  • Chapter 8: Report & Print Groups - Advanced

12:00 PM


1:00 PM

  • Chapter 8 cont'd: Report & Print Groups - Advanced
  • Chapter 9: Introduction to Column Build
  • Chapter 10: Synopsis

4:30 PM



Day ThreeTopics
8:30 AM
  • Chapter 11: Timeline
  • Chapter 12: Procedure SmartForms


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

Live Webcast
United States

This course will be held via WebCast.

Planning Committee Members, Trainers and ICEP Staff


Sara Stevenson, 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) 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 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. 

For this accredited continuing education activity all relevant financial relationships have been mitigated and detailed disclosures are listed below:

Epic CLN Course Planning Committee and Speaker Disclosure

* 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 companies.

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 is in need of 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 Internet 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.