Epic Physician Build Training – Advanced CLN160 (CI Fellows Session)

August 9, 2021 to August 10, 2021

Course Overview

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

  • Describe how navigators are constructed and how to optimize the navigator for a group.

  • Explain the logic used to assign a navigator and how the Workflow Engine rule assigns navigators and controls Epic menus.

  • Describe the EpicCare profile and list the top features used.

  • Demonstrate the use of report and print groups and use them to create specialty-specific views that consolidate critical patient information on one screen, and how to add custom links to improve workflows.

  • Describe some of the advanced SmartForm functions and how to create custom procedure SmartForms

  • Explain where and how Documentation Flowsheets be used to capture important clinical data during patient visits and how these flowsheets are built.

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 and NAM areas of quality improvement and informatics.

Statement of Need and Purpose

The purpose of this training is to demonstrate efficiencies in EMR configuration in order to accommodate patient workflows in specialty and subspecialty areas. Specifically, the courses covers advanced database configurations in order to show learners how to personalize the tools they use in documentation, placing orders, and messaging about patient care.

Course Schedule & Additional Information

DateAgenda**Infosheet**
8/9-8/10File APPROVED CLN160 Fellows Session Agenda.docxPDF icon APPROVED CLN160 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.

Target Audience

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

Learning Objectives

Following this training the participant will be able to:

  • Describe how navigators are constructed and how to optimize the navigator for a group.

  • Explain the logic used to assign a navigator and how the Workflow Engine rule assigns navigators and controls Epic menus.

  • Describe the EpicCare profile and list the top features used.

  • Demonstrate the use of report and print groups and use them to create specialty-specific views that consolidate critical patient information on one screen, and how to add custom links to improve workflows.

  • Describe some of the advanced SmartForm functions and how to create custom procedure SmartForms

  • Explain where and how Documentation Flowsheets be used to capture important clinical data during patient visits and how these flowsheets are built.

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: 
07/30/2021
Course expires: 
10/31/2021
Event starts: 
08/09/2021 - 8:30am CDT
Event ends: 
08/10/2021 - 5:00pm CDT
Cost:
$0.00
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Monday, August 9

8:30

Welcome and Introduction

8:35

Navigator Build - Basic

  • Navigator Structure and Terminology
  • Build a Navigator Topic Using Standard Sections

9:30

Navigating the Text Side

  • Navigation Tips
  • Keyboard Commands
  • Duplicating Records

10:30

Navigator Build – Advanced

  • Flowsheets in a Navigator
  • Navigator Configuration Records
  • Embed Reports in a Navigator
  • Embed SmartForms in a Navigator
  • Dynamic Navigator Sections

12:00

Lunch Break

1:00

Navigator Build – Advanced, cont’d.

1:30

Workflow Engine Rules

2:00

Introduction to Profile

  • Terminology and Structure
  • Examine the Top Items Controlled by a Profile Record

3:30

Reports and Print Groups – Basics

  • Structure
  • Explore the Print Group Encyclopedia
  • Modify a Report

4:30

Reports and Print Groups – Advanced

  • Create Custom Result Print Group

5:00

Adjourn

Tuesday, August 10

8:30

Welcome and questions from the previous day

8:35

Reports and Print Groups – Advanced, cont’d.

  • Print Groups Associated with SmartTools
  • Dynamic Print Groups and Activity Links

10:15

Introduction to Column Build

  • Terminology and Structure
  • Create a Custom Column

11:30

Synopsis

  • Synopsis Flowsheet Parts

12:00

Lunch Break

1:00

Synopsis, cont’d.

  • Synopsis-Type Print Groups
  • Synopsis-Type Reports

2:00

Timeline

  • Print Groups within Print Groups
  • Graph Configuration

3:00

Procedure SmartForms

  • Using Procedure SmartForms
  • Editing Procedure SmartForms
  • Editing a Procedure
  • Triggering Charges with SmartForm Documentation
  • Scripting a SmartForm

5:00

Adjourn

This course will be held in Voyager Hall. 

Faculty

Haley Adams - Trainer, Epic

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™

Price

Cost:
$0.00
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