Epic Physician Build Training – Advanced CLN160 (INFORMATICS FELLOWS)

Verona, WI US
August 5, 2020 to August 7, 2020



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

  • Describe how navigators are constructed and how a Physician Builder can 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.
  • Discuss the EpicCare profile and the top things Physician Builders want to set there.
  • Identify what reports and print groups are, how a Physician Builder can use them to create specialty-specific views that consolidate critical patient information on one screen, and how to add custom links to improve workflows.
  • Explain where and how Documentation Flowsheets be used to capture important clinical data during patient visits and how these flowsheets are built.
  • Describe some of the advanced SmartForm functions and how 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: 
  • 15.75 AMA PRA Category 1 Credit
  • 15.75 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
08/05/2020 - 1:00pm CDT
Event ends: 
08/07/2020 - 12:00pm CDT
Day 1
1:00 PMWelcome & Introduction
1:15 PmBuilding Flowsheets
  • Rows, Groups, and Templates
  • Custom Calculations
  • Cascading
4:00 PMNavigator Build – Basics
  • Navigator Structure and Terminology
  • Build a Navigator Topic Using Standard Navigator Sections
4:45 PMNavigating the Text Side
  • Navigation Tips
  • Keyboard Commands
  • Duplicating Records
5:25 PMQuestions and Wrap Up


Day 2
8:00 AMWelcome & Questions from Day 1
8:15 AMNavigator Build - Advanced
  • Flowsheets in a Navigator
  • Navigator Configuration Records
  • Embedding Reports in a Navigator
  • Embedding SmartForms in a Navigator
  • Dynamic Navigator Sections
9:30 AMWorkflow Engine Rules
  • Terminology and Structure
10:00 AMIntroductions to Profile
Examine the Top Items Controlled by a Profile Record
Profile Hierarchy, Linking, and Troubleshooting
12:00 PMLunch
1:00 PMReports and Print Groups - Basics 
  • Structure
  • Explore the Print Group Encyclopedia
  • Modify a report
2:00 PMReports and Print Groups - Advanced
  • Create Custom Result Print Group
  • Print groups associated with SmartTools
  • Dynamic Print Groups and Activity Links
4:30 PMIntroduction to Column Build
  • Terminology and Structure
  • Create a Custom Column
5:30 PMAdjourn


Day 3
8:00 AMWelcome and Questions from Day 2
8:15 AM Synopsis and Review Flowsheets 
  • Synopsis Flowsheet Parts
  • Synopsis-Type Print Groups
  • Synopsis-Type Reports
  • Standalone Review Flowsheets
  • Flowsheet Data in SmartLinks and Reports
10:00 AMProcedure SmartForms
  • Using Procedure SmartForms
  • Editing Procedure SmartForms
  • Editing a Procedure
  • Triggering Charges with SmartForm Documentation
  • Scripting a SmartForm
12:00 PMEvaluations*/Adjourn
Available for up to two weeks after class at: https://training.epic.com/Evaluations
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

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.

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 15.75 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 1.575 continuing education units (CEUs) or 15.75 hours.

Available Credit

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

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