Epic Clinical Content Builder Training – Basic CLN110 (Jan 1 - March 31, 2021)

January 1, 2021 to March 31, 2021

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 electronic health record (EHR) how to configure the software to accommodate patient workflows in general and specialty areas. Specifically, the course will show how to build tools that are most foundational to EHRs such as the structure of data, analytics, clinical notes, and ordering 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.

    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 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.
    • 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

    • January 11-13, 2021 - Live Webcast; Trainers: Sara Stevenson and Mark Henkelmann
    • March 8-10, 2021 - Live Webcast; Trainers: Haley Adams and Tyler Powers
    • Date - Location; Trainers: Trainer names
    Course summary
    Available credit: 
    • 19.50 ANCC Contact Hours
    • 19.50 University of Wisconsin–Madison Continuing Education Hours
    Registration opens: 
    Course expires: 
    Event starts: 
    01/01/2021 - 8:30am CST
    Event ends: 
    03/31/2021 - 11:30pm CDT

    Agenda  -  EPIC Clinical Content Builder Training-Basics (CLN110)


    Day OneTopics

    8:30 AM

    Welcome and Introductions

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

    12:00 PM


    1:00 PM

    • Chapter 4: SmartLists
    • Chapter 5: SmartTexts

    4:30 PM



    Day TwoTopics

    8:30 AM

    • Morning Review
    • Chapter 6: Overview of Data Migration and Epic's Community Library
    • Chapter 7: Rule-Based SmartTools

    12:00 PM


    1:00 PM

    • Chapter 8: SmartBlock and SmartForms
    • Chapter 9: SmartSets

    4:30 PM



    Day ThreeTopics
    8:30 AM
    • Morning Review
    • Chapter 9: SmartSets (con't)
    • Chapter 10: Order Sets

    12:00 PM


    1:00 - 4:30 PM

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

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

    Live Webcast
    United States

    This course will be held via Live Webcast.

    Planning Committee Members, Trainers and ICEP Staff


    Sara Stevenson, Trainer, Epic

    Course Director/Trainer

    Haley Adams, Trainer, Epic

    Course Director

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

    ICEP Staff

    Aubrey Bowser, Epic Trainer


    Mark Henkelmann, Epic Trainer


    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 19.5 ANCC contact hours. Iowa Board of Nursing accepts ANCC contact hours for nursing continuing education requirements.

    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 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.