Epic Physician Build - Analytics CLN171 (CI Fellows Session)

Verona, WI US
August 12, 2021 to August 13, 2021

Course Overview

The purpose of this training is to help physician builders understand the terminology and possibilities of creating reports in Epic. This course will give an overview of some of the different reporting options in Epic including Reporting Workbench and Clarity. The course will get into detail on configuring reporting workbench reports and some of the build the reports depend upon such as columns and groupers. The course will also spend a significant amount of time on registries – both how to determine which patients are included in the registry as well as what patient data should be stored in the registry tables. Once all of these building blocks are created, the class will get in to Dashboard setup. The final day will focus on some of the other Epic reporting tools such as an overview of Slicer/Dicer, Clarity and Ad-hoc Chronicles reporting.

Elements of Competence

This CME activity has been designed to change learner competence and focuses on the American Board of Medical Specialties area of systems-based practice.

Statement of Need and Purpose

The purpose of this training is to help physician builders understand the terminology and possibilities of creating reports in Epic. This course will give an overview of some of the different reporting options in Epic, including Reporting Workbench and Clarity.

Course Schedule & Additional Information

DateAgenda**Infosheet**
8/12-8/13File APPROVED CLN171_Fellows Session Agenda.docxPDF icon APPROVED CLN171 Infosheet CI Fellows Session.pdf

*Additional offerings will be added to this list as announced.

**Agendas and Infosheets will be added to this table as available.

Intended Audience

This program is intended for physicians in specialty and sub-specialty areas using the Epic EMR in their daily practice.

Learning Objectives

As a result of this training, physician builders will be able to:

  • Identify the terminology and possibilities of creating reports in Epic.
  • Describe the different reporting options in Epic including Reporting Workbench and Clarity.
  • Identify ways to configure reporting workbench reports and some of the build the reports depend upon such as columns and groupers.
  • Explain how to determine which patients are included in the registry as well as what patient data should be stored in the registry tables.
  • Discuss Dashboard setup.
  • Describe other Epic reporting tools such as an overview of Slicer/Dicer, Clarity and Ad-hoc Chronicles reporting.
Course summary
Available credit: 
  • 14.00 AMA PRA Category 1 Credit™
  • 14.00 University of Wisconsin–Madison Continuing Education Hours
    • 14.00 Approved for AMA PRA Category 1 Credit™
Registration opens: 
01/01/2021
Course expires: 
12/31/2021
Event starts: 
08/12/2021 - 8:30am CDT
Event ends: 
08/13/2021 - 5:00pm CDT
Cost:
$0.00
Add to calendar: 
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Thursday, August 12 – CLN171v, Day 1

8:30

Welcome and Introduction

8:35

Overview of Analytics in Epic

  • Epic Reporting Architecture and Terminology
  • Dashboard Review

9:45

Reporting Workbench – Patient Reports

  • Reporting Workbench Templates
  • Find Patients
  • Columns
  • Report Summaries

12:00

Lunch Break

1:00

Reporting Workbench – Find Orders

  • Modifying Report Appearance
  • Advanced Columns Using CER Rules

2:15

Report Template Creation

  • Modifying the Find Orders Template
  • Adding Items to the Search
  • Search Logic
  • Parameters
  • Creating a Custom Template

3:30

Registry Build: Basics & Population Inclusion

  • Create a New Registry
  • Inclusion Rules

5:00

Adjourn

Friday, August 13 – CLN171v, Day 2

8:30

Welcome and questions from the previous day

8:35

Registry Build: Metrics

  • Metrics
  • Reports

10:00

Contact-Based Registries

10:30

Grouper Build

  • Diagnosis Groupers
  • Medication Groupers
  • Procedure Groupers

11:30

Dashboard Build: Basics

  • Dashboards
  • Components

12:00

Lunch Break

1:00

Dashboard Build: Basics, cont’d.

  • Displaying Summary Views

1:30

Dashboard Distribution

  • User Roles & Types
  • Redirectors
  • Links

1:45

Dashboard Build: Advanced

  • Additional Component Types
  • Metric Data and Thresholds

3:00

Clarity Overview

  • Epic-Crystal Reports
  • Overview of SQL
  • Overview of Crystal

3:45

SlicerDicer Overview

  • Data Models
  • Populations
  • Slices
  • Measures

5:00

Adjourn

Epic - Voyager Hall
1979 Milky Way
Verona, WI 535293
United States

Faculty

Andy Stoffels – Trainer, Epic

Sara Stevenson – Trainer, Epic

John Nelson– Trainer, Epic

Mark Henkelmann – Trainer, Epic

Mark Phelan – Trainer, Epic

Nikki Vullings – Trainer, Epic

Tyler Powers – Trainer, Epic

Matthias Krause – Trainer, Epic

Dave Mitsche – Trainer, Epic

Matt Ackerman – Trainer, Epic

Planning Committee

Sara Scott, BSc – Accreditation Specialist, University of Wisconsin School of Medicine and Public Health

John Nelson – Trainer, Epic

Sara Stevenson– Trainer, Epic

Andy Stoffels – Trainer, Epic

Dave Little, MD – Clinical Informatics, Epic

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: Dave Little, Sara Stevenson, Andy Stoffels, Mark Henkelmann, Mark Phelan, Tyler Powers, Nikki Vullings, Kim Sprecker, John Nelson, Mattias Krause, Dave Mitsche, Matt Ackerman.

Disclosures for Planning Committee

* 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 Statement

The University of Wisconsin-Madison ICEP designates this live activity for a maximum of 14.0 AMA PRA Category 1 Credit(s)TM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

CONTINUING EDUCATION UNITS

The University of Wisconsin–Madison ICEP, as a member of the University Professional & Continuing Education Association (UPCEA), authorizes this program for 1.4 continuing education units (CEUs) or 14.0 hours.

Available Credit

  • 14.00 AMA PRA Category 1 Credit™
  • 14.00 University of Wisconsin–Madison Continuing Education Hours
    • 14.00 Approved for AMA PRA Category 1 Credit™

Cost:
$0.00
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