Epic Physician Builder Training – Basic CLN150 (CI Fellow Session)

August 3, 2021 to August 4, 2021

Course Overview

As a result of this training, Physician Builders will be able to:

  • Create Documentation Flowsheets to capture specialty-specific discrete data
  • Utilize SmartForms to capture discrete data and generate a note
  • Identify the process for creating Decision Support Alerts in Epic
  • Create Orders related tools such as preference lists, SmartSets, and Orderset

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 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

8/3-8/4PDF icon CLN150_Fellows Session Agenda APPROVED.pdfPDF icon CLN 150 Fellows Session Infosheet APPROVED.pdf


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 tools Epic offers for documentation and ordering, including the advantages of each
  • Explain how to create SmartTexts, SmartPhrases, SmartLists, and SmartLinks; how to apply rules that determine the most appropriate documentation to present to a user
  • Identify how to create SmartForms for NoteWriter
  • Discuss how to create SmartSets, Order Sets, and Order Panels
  • Describe how to use and create BestPractice Advisories
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: 
Course expires: 
Event starts: 
08/03/2021 - 8:30am CDT
Event ends: 
08/04/2021 - 5:00pm CDT

Tuesday, August 3


Welcome and Introduction


Building Flowsheets

  • Rows, Groups, and Templates
  • Custom Calculations
  • Cascading
  • Flowsheet Data in Notes


Review Flowsheets


SmartBlock SmartForms

  • SmartForm Designer
  • SmartData Structure
  • SmartData elements
  • SmartBlock SmartLinks
  • Text Generation




SmartBlock SmartForms, cont’d.


BestPractice Advisories

  • Criteria Records
  • Base Records


Preference List Build

  • For BPA orders
  • For order entry



Wednesday, August 4


Welcome and questions from the previous day


Overview of Data Migration



  • SmartGroups
  • SmartSets
  • Express Lanes


Order Set Build

  • SmartGroups
  • Order Sets
  • Merge Templates




Order Set Build, cont’d.


Dynamic SmartSets

  • Criteria
  • SmartSet Base


Order Panels



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

Haley Adams – Trainer, Epic

Planning Committee

John Nelson – Trainer, Epic

Sara Stevenson– Trainer, Epic

Andy Stoffels – Trainer, Epic

Dave Little, MD – Clinical Informatics, Epic

Sara Scott, BSc – Accreditation Specialist, UW–Madison ICEP, SMPH

Peer Reviewer

Jennifer Passini, MD – UW SMPH

Policy on Disclosure

It is the policy of the University of Wisconsin–Madison Interprofessional Continuing Education Partnership (ICEP) to identify, mitigate and disclose all relevant financial relationships with ineligible companies* held by the  speakers/presenters, authors, planners, and other persons who may influence content of this accredited continuing education (CE).  In addition, speakers, presenters and authors must disclose any planned discussion of unlabeled/unapproved uses of drugs or devices during their presentation.

For this accredited continuing education activity all relevant financial relationships have been mitigated. The Faculty and Planners listed below do not have any relevant financial relationships with ineligible companies to disclose and will not discuss unlabeled/unapproved uses of drugs or devices during presentation: Dave Little, Sara Stevenson, Andy Stoffels, Mark Henkelmann, Mark Phelan, Tyler Powers, Nikki Vullings, Sara Scott, John Nelson, Matthias Krause, Dave Mitsche, Matt Ackerman, Haley Adams, Jennifer Passini.

Disclosures for Planning Committee

*Ineligible companies are those whose primary business is producing, marketing, selling, re-selling, or distributing healthcare products used by or on, patients.

The ACCME does not consider providers of clinical services 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 CreditsTM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.

Continuing Education Units (CEUs)

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™

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