Epic Physician Build Training – Advanced (CLN160) February 19 - 21, 2019

Verona, WI US
February 19, 2019 to February 21, 2019

Course Overview

The purpose of this training is to provide physician builders with the following information:

  • How are navigators constructed? How can a Physician Builder optimize the navigator for a group?
  • What logic is used to assign a navigator? How does the workflow engine rule assign navigators and control Epic menus?
  • What is the EpicCare profile and what are the top 20 things Physician Builders want to set there?
  • What are reports and print groups and how can a Physician Builder use them to create specialty-specific views that consolidate critical patient information on one screen?
  • Where and how can Documentation Flowsheets be used to capture important clinical data during patient visits? How are these flowsheets built?
  • What are some of the advanced SmartForm functions? How can Physician Builders create custom procedure SmartForms?

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 show physicians who use Epic’s electronic medical record how to configure the software to accommodate patient workflows in specialty and subspecialty areas. Specifically, the courses will show physicians how to create custom documentation and ordering tools.

Intended 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 the variety of tools available to document in the EMR and how to evaluate which tool is best for which clinical need.
  • Describe how to construct and modify SmartTexts, SmartLists, Documentation Flowsheets, SmartForms, SmartSets, Order Groups and Preference lists.
  • List the top ways individual clinicians can customize the EMR to be more efficient.
Course summary
Available credit: 
  • 16.25 AMA PRA Category 1 Credit
  • 16.25 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
02/19/2019 - 8:30am CST
Event ends: 
02/21/2019 - 5:00pm CST

Day 1


Welcome and Introduction


Navigator Build – Basics

Navigator Structure and Terminology

Build a Navigator Topic Using Standard Navigator Sections


Workflow Engine Rules

Terminology and Structure

Assign Navigators

Dynamic Navigators and Activity Tabs




Navigating the Text Side

Navigation Tips

Keyboard Commands

Duplicating Records


Navigator Build – Advanced

Flowsheets in a Navigator

Navigator Configuration Records

Embedding Reports in a Navigator

Embedding SmartForms in a Navigator


Building Flowsheets

Rows, Groups, and Templates


Questions and Wrap-Up


Shuttles Leave for Hotels

Day 2


Welcome and Questions from the Previous Day


Building Flowsheets, continued

Custom Calculations




Introduction to Profile

Terminology and Structure

Examine the Top Items Controlled by a Profile Record

Profile Hierarchy, Linking, and Troubleshooting




Reports and Print Groups


Explore the Print Group Encyclopedia

Create Custom Result Print Group

Print Group Parameters

Print Groups Associated with SmartTools


Synopsis and Review Flowsheets

Synopsis Flowsheet Parts

Synopsis-Type Print Groups

Synopsis-Type Reports


Shuttles Leave for Hotels


Day 3


Welcome and Questions from the Previous Day


Synopsis and Review Flowsheets, continued

Standalone Review Flowsheets

Flowsheet Data in SmartLinks and Reports


Procedure SmartForms

Using Procedure SmartForms

Building Procedure SmartForms

Building a Procedure

Triggering Charges with SmartForm Documentation



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


OPTIONAL Study Hall – Trainer Available

No Presentation

Work on Certification Projects

Questions with a Trainer

Leave When You Want



Epic Campus - Voyager Hall
1979 Milky Way
Verona, WI 53593
United States

This course will be held in Voyager Hall


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

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

Jackie Gerhart, 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, Jackie Gerhart.

* 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 16.25 AMA PRA Category 1 Credit(s)TM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.


The University of Wisconsin–Madison ICEP, as a member of the University Professional & Continuing Education Association (UPCEA), authorizes this program for 1.625 continuing education units (CEUs) or 1.625 hours.

Available Credit

  • 16.25 AMA PRA Category 1 Credit
  • 16.25 University of Wisconsin–Madison Continuing Education Hours

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