Epic Clinical Informatics CLN102 (Jul 1 - Dec 31, 2020)

Verona, WI US

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.

Specific Course Dates/Locations/Trainers

  • August 10-13, 2020 - Live Webcast; Trainers: Kevin Decker, Paul Vash, Stuart Pawlak, Megan Nelson, Kirsti Johanson, Angela Ginocchio and Tyler Powers
  • October 5-8, 2020 - Live Webcast; Trainers: Kevin Decker, Kirsti Johanson, Angela Ginnocchio, Adam Heidke, Megan J Nelson and Stuart Pawlak
  • December 1-4, 2020 - Live Webcast; Trainers: Kevin Decker, Tyler Powers, Kirsti Johanson, Haley Adams, Adam Heidke
  • Date - Location; Trainers: Trainer names

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
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: 

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

This course will be held live via WebCast and/or at the Epic Campus -  Voyager Hall - Training Room: TBD (see Welcome Board when you arrive for your room assignment)

Planning Committee Members, Trainers and ICEP Staff


Kevin Decker, Trainer, Epic

Course Director/ Planner/Content Expert/Trainer

Haley Adams, Trainer, Epic

Content Expert/Trainer

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

Administrative Support/ICEP Staff

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

Paul Vash, Trainer, 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 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.