Epic Clinical Informatics CLN102 (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 EHR must be designed to support team-based care.

The purpose of this training is to provide an overview of the integrated clinical health system and key functionality commonly used by clinicians. We will review the process and terminology of building a variety of integrated EpicCare tools, including areas that drive reporting.

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.

Specific Course Dates/Locations/Trainers

  • January 21-24, 2020 - Epic Campus, Verona, WI; Trainers: Kevin Decker and Megan Nelson
  • March 9-12, 2020 - Epic Campus, Verona, WI; Trainers: Paul Vash, Stuart Pawlak, Kevin Decker, Tyler Powers, Haley Adams, Angie Johnson, and Megan Nelson
  • June 16-19, 2020 - Live Webcast; Trainer: Kevin Decker

Intended Audience

This program is designed to meet the needs of clinicians in the role of informatics who are using EpicCare Ambulatory, EpicCare ED 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
Course summary
Available credit: 
  • 23.50 AMA PRA Category 1 Credit
  • 23.50 ANCC Contact Hours
  • 23.50 Iowa Board of Nursing Contact Hours
  • 23.50 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

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

CER Rules

  • Best Practice Advisory
  • Required Documentation
  • Patient Scoring Systems

10:30 AM

Reporting in Epic

  • Analytical vs. Operational Reporting Review
  • Asking for the Right Reporting Tool
  • 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 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


Haley Adams, Trainer, Epic

Content Expert/Trainer

Kevin Decker, Trainer, Epic

Course Director/ Planner/Content Expert/Trainer

Erin Ippen, Trainer, Epic

Content Expert/Trainer

Kirsti Johanson, Trainer, Epic

Content Expert/Trainer

Angie Johnson, Trainer, Epic

Content Expert/Trainer

Katie Lee, Client Events Manager, Epic


Christopher Mast, MD, MS, Epic

Planner/Content Expert

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

ICEP Staff

Megan Nelson, Trainer, Epic

Planner/Content Expert/Trainer

Stuart Pawlak, Trainer, Epic

Planner/Content Expert/Trainer

Mark Phelan, Trainer, Epic

Planner/Content Expert/Trainer

Tyler Powers, Trainer, Epic

Content Expert/Trainer

Gregg Springan, RN, Clinical Informatics, Epic

Planner/Content Expert

Sara Stevenson, Trainer, Epic

Planner/Content Expert/Trainer

Paul Vash, Trainer, Epic

Content Expert/Trainer

Nina Yttri-Berge, Administrative Assistant, University of Wisconsin-Madison School of Nursing

Administrative Support/ICEP Staff

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 Medical Association (AMA)

The University of Wisconsin-Madison ICEP designates this live activity for a maximum of 23.50 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) & Iowa Board of Nursing

The University of Wisconsin–Madison ICEP designates this live activity for a maximum of 23.50 ANCC and Iowa 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 2.350 CEUs or 23.50 hours.


Available Credit

  • 23.50 AMA PRA Category 1 Credit
  • 23.50 ANCC Contact Hours
  • 23.50 Iowa Board of Nursing Contact Hours
  • 23.50 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.