Epic Physician Builder Training – Basic CLN150 (Jul 1 - Dec 31, 2020)

Verona, WI US
July 1, 2020 to December 31, 2020

Course Overview

As a result of this training, Physician Builders 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

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

DateAgenda**Infosheet**
6/1-6/3File 6/1-6/3 AgendaMicrosoft Office document icon 6/1-6/3 Infosheet
6/22-6/24File 6/22-6/24 AgendaMicrosoft Office document icon 6/22-6/24 Infosheet
7/21-7/23File 7/21-7/23 AgendaMicrosoft Office document icon 7/21-7/23 Infosheet
9/1-9/3File 9/1-9/3 AgendaMicrosoft Office document icon 9/1-9/3 Infosheet
9/6-9/8File 9/6-9/8 AgendaMicrosoft Office document icon 9/6-9/8 Infosheet
9/9-9/11File 9/9-9/11 AgendaMicrosoft Office document icon 9/9-9/11 Infosheet
9/22-9/24File 9/22-9/24 AgendaMicrosoft Office document icon 9/22-9/24 Infosheet
10/5-10/7File 10/5-10/7 AgendaMicrosoft Office document icon 10/5-10/7 Infosheet
10/26-10/28File 10/26-10/28 AgendaMicrosoft Office document icon 10/26-10/28 Infosheet
11/17-11/19File 11/17-11/19 AgendaMicrosoft Office document icon 11/17-11/19 Infosheet
12/7-12/11File 12/7-12/11 AgendaMicrosoft Office document icon 12/7-12/11 Infosheet
12/15-12/17File 12/15-12/17 AgendaMicrosoft Office document icon 12/15-12/17 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 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: 
  • 17.75 AMA PRA Category 1 Credit
  • 17.75 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
07/01/2020
Course expires: 
06/18/2021
Event starts: 
07/01/2020 - 6:30am CDT
Event ends: 
12/31/2020 - 11:30pm CST
Cost:
$0.00
Rating: 
0

Day 1

8:30

Welcome and Introduction

8:45

Epic Data Structures

  • Static Data
  • Dynamic Data
  • Record Viewer

10:00

SmartPhrases and SmartLinks

  • User and System Phrases
  • User and System SmartLink Parameters

12:00

Lunch

1:00

SmartLists

  • Single/Multiple
  • Lists of Lists
  • Mutual Exclusivity

3:00

Creating SmartTexts and SmartLists

  • SmartText Note Templates
  • Advanced SmartLists

4:30

Introduction to Certification Environments

5:00

Hotel shuttles depart Epic

Day 2

8:30

Welcome and questions from the previous day

8:45

Overview of Data Migration

9:00

Dynamic Documentation

  • Rule Records (CER)
  • CERMSG SmartLinks
  • Groupers

11:00

SmartBlock SmartForms

  • SmartData Structure
  • SmartData Elements

12:00

Lunch

1:00

SmartBlock SmartForms, continued

  • SmartForm Designer
  • Creating SmartBlock SmartLinks
  • Text Generation

3:00

BestPractice Advisories

  • Criteria Records
  • Base Records

4:00

Meet one-on-one with your Epic counterparts

Optional: Quiet hands-on and opportunity for questions

5:00

Hotel shuttles depart Epic

Day 3

8:30

Welcome and questions from the previous day

8:45

BestPractice Advisories, continued

  • Logic Considerations
  • Using CER Rules

9:30

SmartSets

  • SmartGroups
  • SmartSets
  • Express Lanes

12:00

Lunch

1:00

Order Set Build

  • SmartGroups
  • Order Sets
  • Merge Templates

2:00

Dynamic SmartSets

  • Criteria
  • SmartSet Base

3:00

Order Panels

3:30

Evaluations* and 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

Faculty

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 17.75 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 1.775 continuing education units (CEUs) or 17.75 hours.

Available Credit

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

Cost:
$0.00
Please login or register to take this course.