Epic Notecraft for Clinical Content Builders (CLN105) March 3-4, 2022

March 3, 2022 to March 4, 2022

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 and clinical notes.

Elements of Competence

This CE activity has been designed to change learner competence and focuses on the Institute of Medicine areas of utilizing informatics 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.    
  • Build and modify SmartPhrases, SmartLinks, SmartLists, and SmartTexts.
  • Apply CER rules in combination with standard documentation tools to create a dynamic documentation experience for the user.

Additional Information

Course summary
Available credit: 
  • 9.25 ANCC Contact Hours
  • 9.25 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
03/03/2022 - 8:30am CST
Event ends: 
03/04/2022 - 12:00pm CST

Agenda  -  EPIC Clinical Informatics (CLN105)

*Day 1 will have two 15-minute breaks and a lunch break. Day 2 will have one 15-minute break.

Day OneTopics

8:30 AM

Welcome and Introductions

8:45 AM

  • Chapter 1: Introduction
  • Chapter 2: Chronicles Basics
  • 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: Record Viewer
  • Chapter 7: Dynamic Documentation

12:00 PM



                  *Available for up to two weeks after class at: https://training.epic.com/Evaluations

Live Webcast
United States

This course will be held live via 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


Angela Ginocchio, 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) to identify, mitigate and disclose all relevant financial relationships with ineligible companies* held by the speakers/presenters, authors, planners, and other persons who may influence content of this accredited continuing education (CE). In addition, speakers, presenters and authors must disclose any planned discussion of unlabeled/unapproved uses of drugs or devices during their presentation. 

For this accredited continuing education activity all relevant financial relationships have been mitigated and detailed disclosures are listed below:

Epic CLN Course Planning Committee and Speaker Disclosure

* Ineligible companies are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on, patients. The ACCME does not consider providers of clinical services directly to patients to be ineligible companies.

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 is in need of 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 internet live activity for a maximum of 9.25 ANCC contact hours.

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 .925 continuing education units (CEUs) or 9.25 hours.

Available Credit

  • 9.25 ANCC Contact Hours
  • 9.25 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.