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ForwardEpic Physician Build Training – Advanced CLN160 IN PERSON (Apr 1 - Sept 30, 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
| Date | Agenda** | Infosheet** |
|---|---|---|
| 8/31-9/2 |  8/31-9/2 APPROVED Agenda | 8/31-9/2 APPROVED 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
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.
Day 1
8:30 | Welcome and Introduction |
8:50 | Building Flowsheets Rows, Groups, and Templates Custom Calculations Cascading |
11:00 | Navigator Build – Basics Navigator Structure and Terminology Build a Navigator Topic Using Standard Navigator Sections |
12:00 | Lunch |
| 1:00 | Navigator Build -- Basics, continued |
1:30 | Navigating the Text Side Navigation Tips Keyboard Commands Duplicating Records |
2:30 | Navigator Build – Advanced Flowsheets in a Navigator Navigator Configuration Records Embedding Reports in a Navigator Embedding SmartForms in a Navigator Dynamic Navigator Sections |
3:00 | Building Flowsheets Rows, Groups, and Templates |
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 | Workflow Engine Rules Terminology and Structure |
|
9:30 | Introduction to Profile Terminology and Structure Examine the Top Items Controlled by a Profile Record Profile Hierarchy, Linking, and Troubleshooting | |
| 11:30 | Reports and Print Groups - Basics Structure Explore the Print Group Encyclopedia | |
12:00 | Lunch | |
1:00 | Reports and Print Groups - Basics, continued Modify a report | |
| 1:30 | Reports and Print Groups - Advanced Create Custom Result Print Group Print groups associated with SmartTools Dynamic Print Groups and Activity Links | |
3:00 | Synopsis and Review Flowsheets Synopsis Flowsheet Parts Synopsis-Type Print Groups Synopsis-Type Reports | |
5:00 | Shuttles Leave for Hotels | |
| ||
Day 3
8:30 | Welcome and Questions from the Previous Day |
8:45 | Synopsis and Review Flowsheets, continued Standalone Review Flowsheets Flowsheet Data in SmartLinks and Reports |
9:45 | Procedure SmartForms Using Procedure SmartForms Editing Procedure SmartForms Editing a Procedure Triggering Charges with SmartForm Documentation Scripting a SmartForm |
11:45 | Evaluations*/Adjourn/Lunch Available for up to two weeks after class at: https://training.epic.com/Evaluations |
1:00 | OPTIONAL Study Hall – Trainer Available No Presentation Work on Certification Projects Questions with a Trainer Leave When You Want |
4:00 | 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.
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 16.75 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 1.675 continuing education units (CEUs) or 16.75 hours.
Available Credit
- 16.75 AMA PRA Category 1 Credit™
- 16.75 University of Wisconsin–Madison Continuing Education Hours
- 16.75 Approved for AMA PRA Category 1 Credit™