Epic Clinical Informatics CLN102 (Jan 1 - April 1, 2021)

January 1, 2021 to April 1, 2021

Statement of Need and Purpose

Healthcare is changing quickly with the electronic health record (EHR) matching this rapid pace. Clinical Informaticists need to continually increase their competence and skills to build, modify, and create efficiencies within the EHR, as well as understand the implications of their decisions on clinicians and patient safety. They also need the ability to work effectively among the interprofessional team and be liaisons between information technology and clinical operations.

To be effective in in this role and increase clinician satisfaction, Clinical Informaticists need to promote excellent communication among the healthcare team and improve clinical workflows within the EHR.

Elements of Competence

This CE activity has been designed to change learner competence and focuses on the American Board of Medical Specialities area of systems-based practice, Institute of Medicine areas of patient-centered care, working in interdisciplinary teams, and using information technology, and the Interprofessional and Nursing areas of roles/responsibilities and interprofessional communication.

    Intended Audience

    This program is designed to meet the needs of physician and nurse informaticists, as well as others who are using EpicCare Ambulatory, EpicCare ASAP and EpicCare Inpatient in their daily practice.

    Learning Objectives

    Following this training, learners will be able to:

    • Demonstrate skills to help improve clinical workflows and increase clinician satisfaction
    • Describe strategies to increase effectiveness as a liaison between IT and operations
    • Explain the value and evolving role of the clinical informaticist in maximizing communication among members of the interprofessional health care team

    Specific Course Dates/Locations/Trainers

    • January 26-29, 2021 - Live Webcast; Trainers: Tyler Powers, Haley Adams, Erin Faella, Angela Ginocchio, Kirsti Johanson, Andy Stoffels, Megan Nelson, Stuart Pawlak, and Juliet Wagner
    • March 29-April 1, 2021 - Live Webcast; Trainers: Haley Adams, Angie Johnson, Adam Heidke, Kirsti Johanson, Stuart Pawlak, and Erin Faella
    • Date - Location; Trainers: Trainer names
    Course summary
    Available credit: 
    • 23.75 AMA PRA Category 1 Credit
    • 23.75 ANCC Contact Hours
    • 23.75 University of Wisconsin–Madison Continuing Education Hours
    Registration opens: 
    Course expires: 
    Event starts: 
    01/01/2021 - 8:30am CST
    Event ends: 
    04/01/2021 - 11:30pm CDT

    Agenda  -  EPIC Clinical Informatics (CLN102)


    Day OneAgenda

    8:30 AM


    8:45 AM

    Evolving Role of the Clinical Informaticist Within Epic

    9:15 AM

    Integrated Patient Workflow

    • Patient using MyChart
    • Ambulatory Office Visit
    • Arrival in the Emergency Department

    12:00 PM


    1:00 PM

    Integrated Patient Workflow, Continued

    • Admission to the Inpatient Unit
    • Discharge to Home
    3:30 PM

    Walkthrough of Epic's Resources

    5:00 PM



    Day TwoAgenda

    8:30 AM

    Welcome and Review of Key Concepts

    8:45 AM

    Epic Data Structures

    • Understanding Chronicles Structure of Data
    • Static Data vs. Dynamic Data
    • Record Viewer

    10:00 AM

    Notewriting Tools

    • SmartPhrases
    • SmartLinks
    • SmartLists

    12:00 PM


    1:00 PM

    Notewriting Tools, Continued

    • SmartText
    • SmartForms in Notewriter

    2:30 PM


    • Navigator Flowsheets
    • Flowsheet Activity
    • Build Terminology

    5:00 PM



    Day ThreeAgenda

    8:30 AM

    Welcome and Review of Key Concepts
    8:45 AM


    • Understanding Order Sets and Smart Sets
    • Order-related Concepts
    • Preference Lists

    10:30 AM

    Best Practice Advisories

    • Examples of BPAs in Hyperspace
    • Determining what BPA you are seeing
    • Exploring Criteria and Base Records

    11:30 AM


    • Explore  Different Reports
    • Understand What Makes Up a Report
    • Print Group Terminology

    12:00 PM


    1:00 PM


    • Details within Activities
    • Exploration of Users with Different Profiles
    • Profile Hierarchy

    2:30 PM


    • Overview of Different Navigator Workflows
    • Display of Information using Navigator Configuration

    3:30 PM

    Workflow Engine Rules

    • Examples of Hyperspace based on Context
    • Understand how to Access the Log View Report
    • Explore a Workflow Engine Rule

    5:00 PM



    Day FourAgenda

    8:30 AM

    Welcome and Review of Key Concepts

    8:45 AM

    Reporting in Epic

    • Analytical vs. Operational Reporting Review
    • Asking for the Right Reporting Tool
    • Overview of SlicerDicer
    • Overview of PEP & NEAT
    • Overview of Reporting Dashboard
    • Deeper Dive into Reporting Workbench

    11:45 AM


    12:00 PM


    *This agenda will incorporate two 15-minute breaks days 1-3 and one 15-minute break on day 4, along with the scheduled lunch break.

    Live Webcast
    United States

    This course will be held live via WebCast.

    Planning Committee Members, Trainers and ICEP Staff


    Haley Adams, Trainer, Epic

    Course Director/ Planner/Content Expert/Trainer

    Nina Berge, BA, Administrative Assistant, University of WisconsinMadison School of Nursing

    Administrative Support/ICEP Staff

    Erin Faella, Epic Trainer


    Angela Ginocchio, Epic Trainer


    Adam Heidke, Epic Trainer


    Kirsti Johanson, Epic Trainer


    Angie Johnson, Epic Trainer


    Katie Lee, Epic Events and Design Coordinator

    Planning Committee Member

    Christopher Mast, MD, MS, Epic Physician Informaticist

    Planning Committee Member

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

    ICEP Staff

    Megan Nelson, Epic Trainer

    Planning Committee Member/Trainer

    Stuart Pawlak, Epic Trainer


    Tyler Powers, Epic Trainer


    Gregg Springan, RN, Epic Nurse Executive

    Planning Committee Member

    Andy Stoffels, Epic Trainer


    Paul Vash, Epic Trainer


    Juliet Wagner, Epic TrainerTrainer

    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 (January - March 2021)

    Epic CLN Course Planning Committee and Speaker Disclosure (April - October 2021)

    *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 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 Medical Association (AMA)

    The University of Wisconsin-Madison ICEP designates this live activity for a maximum of 23.75 AMA PRA Category 1 Credit(s)ä.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

    American Nurses Credentialing Center (ANCC)

    The University of Wisconsin–Madison ICEP designates this live activity for a maximum of 23.75 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 2.375 CEUs or 23.75 hours.


    Available Credit

    • 23.75 AMA PRA Category 1 Credit
    • 23.75 ANCC Contact Hours
    • 23.75 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.