Epic Clinical Content Builder Training – Basic CLN110 (Jan 1 - Jun 30, 2020)

Verona, WI US
January 1, 2020 to June 30, 2020

Statement of Need and Purpose

Clinical informaticists make key decisions during electronic health record (EHR) implementation and maintenance process, and they need to understand the implications of those decisions on clinicians and patient safety. To lead the maintenance of an electronic health record, clinical informaticists need to understand key workflows, the language to support key tools, and how to manage the health of a patient population through reports so they can effectively serve as liaisons and builders.

The purpose of this course is to show nursing informaticists who use Epic’s electronic medical record how to configure the software to accommodate patient workflows in general and specialty areas. Specifically, the course will show nurses how to create custom documentation and other tools.

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 Interprofessional and Nursing areas of roles/responsibilities and interprofessional communication.

Specific Course Dates/Locations/Trainers

  • February 18-20, 2020 - Live Webcast; Trainer(s): Sara Stevenson
  • March 30 - April 1, 2020 - Live Webcast; Trainer(s): Sara Stevenson
  • June 16-18, 2020 - Live Webcast; Trainer(s): Sara Stevenson

Intended Audience

This course is intended for nurses in general and specialty practice areas using the Epic EMR in their daily workflow, and other interested clinical informaticists.

Learning Objectives

Following this course, the learner 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 SmartTexts, SmartLists, SmartSets, Order Groups and Preference lists.
  • List the top ways individual clinicians can customize the EMR to be more efficient.
  • Describe how standardizing the approach to ordering workflows enhances clinical staff productivity and has the potential to increase nurse and patient safety.
Course summary
Available credit: 
  • 19.50 ANCC Contact Hours
  • 19.50 Iowa Board of Nursing Contact Hours
  • 19.50 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
01/01/2020 - 8:30am CST
Event ends: 
06/30/2020 - 11:30pm CDT

   CLN110 - Feb 2020

Clinical Content Build – Basics Agenda

Welcome to class!


Day 1




Welcome and Introductions

  • Chapter 1: Introduction
  • Chapter 2: Overview of Epic Data Structure
  • Chapter 3: SmartPhrases and SmartLinks

Lunch: 12:00


  • Chapter 4: SmartLists
  • Chapter 5: SmartTexts

Day 2




Morning Review

  • Chapter 6: Overview of Data Migration and Epic’s Community Library
  • Chapter 7: SmartBlock SmartForms

Lunch: 12:00


  • Chapter 7: SmartBlock SmartForms (cont’d)
  • Chapter 8: Reporting Workbench
  • Chapter 9: SmartSets

Day 3




Morning Review

  • Chapter 9: SmartSets (cont’d)
  • Chapter 10: Order Sets

Lunch: 12:00


  • Chapter 11: Dynamic SmartSet
  • Chapter 12: Order Panels



* (2) 15 minute breaks will be taken each day, as needed

Live Webcast and/or at the Epic Campus - Voyager Hall
1979 Milky Way
Verona, WI 53593
United States

This course will be held via Live Webcast and/or at the Epic Campus, Voyager Hall - Training Room: TBD 

Planning Committee Members, Trainers and ICEP Staff


Sara Stevenson, Trainer, Epic

Course Director/ Planner/Content Expert/Trainer

Nina Berge, Administrative Assistant, University of Wisconsin-Madison School of NursingICEP Staff

Kevin Decker, Trainer, Epic

Planner/Content Exert

Mark Henkelmann, Trainer, Epic


Katie Lee, Client Events Manager, Epic


Tracy Mrochek, MPA, RN, Continuing Education Program Coordinator, University of Wisconsin-Madison School of Nursing

ICEP Staff

John Nelson, Trainer, Epic


Mark Phelan, Trainer, Epic


Tyler Powers, Trainer, Epic


Gregg Springan, RN, Epic

Planner/Content Expert

Andy Stoffels, Trainer, Epic


Policy on Disclosure

It is the policy of the University of Wisconsin-Madison ICEP that the faculty, authors, planners, and other persons who may influence content of this 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 discussions of unlabeled/unapproved uses of drugs or devices during their presentation(s). For this educational activity all conflicts of interests have been resolved and the following individuals indicated that they do not have any relevant financial relationships to disclose: 

Epic CLN Course Planning Committee  and Speaker Disclosure

* The University of Wisconsin-Madison ICEP 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 University of Wisconsin-Madison ICEP does not consider providers of clinical service directly to patients to be commercial interests.

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 Statements

American Nurses Credentialing Center (ANCC) & Iowa Board of Nursing

The University of Wisconsin–Madison ICEP designates this live activity for a maximum of 19.5 ANCC and Iowa Board of Nursing contact hours.

The University of Wisconsin-Madison School of Nursing is Iowa Board of Nursing provider 350. A copy of the evaluation(s) may be sent to the Iowa Board of Nursing, 400 SW 8th St., Suite B, Des Moines, IA 50309.


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 1.95 continuing education units (CEUs) or 19.50 hours.

Available Credit

  • 19.50 ANCC Contact Hours
  • 19.50 Iowa Board of Nursing Contact Hours
  • 19.50 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.