Epic - Outpatient Provider Onboarding Training: Internist-Family Medicine - August 28, 2023

August 28, 2023

Statement of Need and Purpose

Using a new electronic health record (EHR) changes the way you document and complete tasks necessary for patient care. Learning how to use the system is essential to support efficiency, best practices, and most importantly, patient safety.

In this training, you will learn how to perform the essentials of an outpatient office visit, including reviewing the chart, documenting problems and diagnoses, writing notes, and placing orders in Epic. You will also learn how to document a procedure in an outpatient setting and see how to follow up on common messages in In Basket, Epic's task management system.

This training will include clinical scenarios that are relevant to this specialty. 

Elements of Competence

This educational activity is designed to change learner competence in the following areas:

  • The American Board of Medical Specialties: Systems-based practice
  • National Academy of Medicine/Nursing: Utilize informatics
  • Interprofessional Education Collaborative Competencies: Roles/responsibilities, and interprofessional communication

Intended Audience

This program is designed to meet the needs of physicians and advanced practice providers who are new Epic end users in outpatient clinical settings.

Learning Objectives

As a result of participating in this training, members of the healthcare team will be able to:

  • Navigate within the electronic health record to locate relevant historical information for patient visits.
  • Thoroughly document patient concerns, observations, problems and diagnoses, treatment plan, treatment, and patient response to create an accurate and comprehensive record of patient care.
  • Order patient tests, medications, and address additional needs with appropriate details to support the plan for treatment.
  • Communicate asynchronously in Epic's task management system with members of the healthcare team for timely, effective, and safe patient care.
  • Contextualize tools and workflows to your specialty area of practice.
Course summary
Available credit: 
  • 2.50 AAPA Category 1 CME
  • 2.50 AMA PRA Category 1 Credit
  • 2.50 ANCC Contact Hours
  • 2.50 University of Wisconsin–Madison Continuing Education Hours
    • 2.50 Approved for AMA PRA Category 1 Credit™
Registration opens: 
Course expires: 
Event starts: 
08/28/2023 - 1:00pm CDT
Event ends: 
08/28/2023 - 5:30pm CDT

Agenda  -  EPIC Provider Onboarding Training: Internist-Family Medicine (Outpatient)

Time (in CT)Topics
15 minutes


*** No credit is provided for the Welcome.
Trainees have 45 days to enter the attendance code, complete the evaluation and claim credit.

7 minutes

Trainer Demo-Standard Office Visit 

  • Complete the visit

57 minutes

Standard Office Visit

  • Get up to speed on the patient
  • Update problems and diagnoses
  • Write a note
  • Place orders
  • Wrap up the visit
  • Questions

10 minutes


30 minutes

In Basket

  • Overview
  • Messages
    • Results
    • Rx Request
    • Pt Advice Request
    • My Open charts
  • Find completed messages
  • Questions
20 minutes

Procedure Visit

  • Begin the procedure visit
  • Document a procedure
  • Questions

10 minutes


14 minutes

Quick Office Visit

  • Get up to speed on the patient and complete routine documentation
  • Questions

14 minutes

Video Visit

  • Locate video visits on your schedule
  • Open a video visit to prepare or document the visit
  • Connect to the video
  • Wrap up the video visit
  • Questions

2 minutes

Resources to Reference
Live webcast
United States

This course will be held live via webcast (Zoom - Managed by Epic).

Planning Committee Members & Trainers

See Epic Provider Onboarding Training: Internist-Family Medicine (Outpatient) (March 1, 2023 - December 31, 2023) for details.

Policy on Faculty and Sponsor 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, committee members, planners, and other persons who may influence the 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.

This accredited continuing education activity is focused on the non-clinical topic of use of and communication within the electronic health record. As such, no one who is able to control the content of this activity has relevant financial relationships with ineligible companies to disclose.

*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.

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 Virtual Live activity for a maximum of 2.5 AMA PRA Category 1 Credit™.  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 Virtual Live activity for a maximum of 2.5 ANCC contact hours.

AAPA Credit Designation Statement

The University of Wisconsin–Madison ICEP has been authorized by the American Academy of PAs (AAPA) to award AAPA Category 1 CME credit for activities planned in accordance with AAPA CME Criteria. This virtual, live activity is designated for 2.5 AAPA Category 1 CME credits. PAs should only claim credit commensurate with the extent of their participation.

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 .25 CEUs or 2.5 hours.

Not a physician, physician assistant or nurse?

This course was approved for AMA PRA Category 1 Credit(s)™, ANCC credits, and AAPA Category 1 CME. When you attest to attending this course within ICEP’s learning portal, your credit certificate will indicate that you have earned UW-Madison CEUs and that the course was approved for AMA PRA Category 1 Credit(s)™. You can submit this documentation to your licensing body for possible application to your CE requirements.

Available Credit

  • 2.50 AAPA Category 1 CME
  • 2.50 AMA PRA Category 1 Credit
  • 2.50 ANCC Contact Hours
  • 2.50 University of Wisconsin–Madison Continuing Education Hours
    • 2.50 Approved for AMA PRA Category 1 Credit™

Please login or register to take this course.

The registration is through Epic.


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 notify us at help@icep.wisc.edu.

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.