Epic Physician Build Training – Advanced CLN160 (Jan 1 - Jun 30, 2020)

Verona, WI US
January 1, 2020 to June 30, 2020

Course Overview

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.

Course Schedule & Additional Information

January 13-15Microsoft Office document icon Agenda CLN160 Jan 13-15.docMicrosoft Office document icon InfoSheet CLN160 Jan 13-15.doc
January 27-29Microsoft Office document icon Agenda CLN160 Jan 27-29.docMicrosoft Office document icon InfoSheet CLN160 Jan 27-29.doc
February 24-26Microsoft Office document icon Agenda CLN160 Feb 24-26.docMicrosoft Office document icon InfoSheet CLN160 Feb 24-26.doc
March 17-19Microsoft Office document icon Agenda CLN160 Mar 17-19.docMicrosoft Office document icon InfoSheet CLN160 Mar 17-19.doc
April 6-8Microsoft Office document icon Agenda CLN160 Apr 6-8.docMicrosoft Office document icon InfoSheet CLN160 Apr 6-8.doc
May 12-14Microsoft Office document icon Agenda CLN160 May 12-14.docMicrosoft Office document icon InfoSheet CLN160 May 12-14.doc
June 8-10  

*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

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: 
01/01/2020 - 7:30am CST
Event ends: 
06/30/2020 - 11:45pm CDT

Day 1


Welcome and Introduction


Building Flowsheets

Rows, Groups, and Templates

Custom Calculations



Navigator Build – Basics

Navigator Structure and Terminology

Build a Navigator Topic Using Standard Navigator Sections



1:00 Navigator Build -- Basics, continued


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

Dynamic Navigator Sections


Building Flowsheets

Rows, Groups, and Templates


Questions and Wrap-Up


Shuttles Leave for Hotels

Day 2


Welcome and Questions from the Previous Day


Workflow Engine Rules

Terminology and Structure



Introduction to Profile

Terminology and Structure

Examine the Top Items Controlled by a Profile Record

Profile Hierarchy, Linking, and Troubleshooting


Reports and Print Groups - Basics


Explore the Print Group Encyclopedia




Reports and Print Groups - Basics, continued

Modify a report


Reports and Print Groups - Advanced

Create Custom Result Print Group

Print groups associated with SmartTools

Dynamic Print Groups and Activity Links


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

Editing Procedure SmartForms

Editing a Procedure

Triggering Charges with SmartForm Documentation

Scripting a SmartForm



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

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 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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