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ForwardEpic Physician Build - Analytics CLN171 (Jul 1 - Dec 31, 2020)
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 Comptence
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
| Date | Agenda** | Infosheet** |
|---|---|---|
| 8/10-8/12 |  8/10-8/12 Agenda | 8/10-8/12 Infosheet |
| 9/14-9/16 | 9/14-9/16 Agenda | 9/14-9/16 Infosheet |
| 10/12-10/14 | 10/12-10/14 Agenda | 10/12-10/14 Infosheet |
| 12/1-12/3 | 12/1-12/3 Agenda | 12/1-12/3 Infosheet |
*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.
Day 1
8:30 Welcome and Introduction
8:50 Overview of Analytics in Epic · Epic Reporting Architecture and Terminology · Dashboard Review
10:00 Reporting Workbench – Patient Reports · Reporting Workbench Templates · Find Patients ·Columns - Report Summaries
12:00 Lunch
1:00 Reporting Workbench – Find Orders · Modifying Report Appearance · Advanced Columns using CER Rules
3:15 Report Template Creation · Modifying the Find Orders Template · Adding Items to the Search · Search Logic · Parameters · Creating a Custom Template
4:45 Questions and wrap up
5:00 Shuttles leave for hotels
Day 2
8:30 Welcome and questions from the previous day
8:45 Registries · Create a new Registry · Inclusion Rules · Metrics · Contact-based Registries
12:00 Lunch
1:00 Grouper Build · Diagnosis Groupers · Medication Groupers · Procedure Groupers
2:30 Dashboard Build: Basics · Dashboards · Components · Displaying Summary Views
4:00 Dashboard Distribution · User Roles & Types · Redirectors· Links
4:45 Questions and wrap up
5:00 Shuttles leave for hotels
Day 3
8:30 Welcome and questions from the previous day
8:45 Dashboard Build: Advanced · Additional Component Types · Metric Data and Thresholds
10:15 Clarity Overview · Epic-Crystal Reports · Overview of SQL · Overview of Crystal
11:00 SlicerDicer Overview · Data Models · Populations · Slices · Measures
11:55 Evaluations*/Adjourn/Lunch
12:00 Lunch
1:00 OPTIONAL Study Hall – instructors available · No presentation · Work on certification projects · Questions with an instructor · Leave when you want
4:00 Adjourn
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
Kim Sprecker – Outreach 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.
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 16.5 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 1.65 continuing education units (CEUs) or 16.5 hours.
Available Credit
- 16.50 AMA PRA Category 1 Credit™
- 16.50 University of Wisconsin–Madison Continuing Education Hours