Epic Physician Builder Training – Basic CLN150 LIVE VIRTUAL (October 23-25, 2023)

October 23, 2023 to October 25, 2023

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.


Live use of EpicCare or a clinical Fundamentals course (for example, CLN145, AMB100 or CLN101).

Course Schedule & Additional Information

10/23-10/25File Basic CLN150 October 23-25 Live Virtual Activity Agenda

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: 
  • 16.50 AMA PRA Category 1 Credit
  • 16.50 University of Wisconsin–Madison Continuing Education Hours
    • 16.50 Approved for AMA PRA Category 1 Credit™
Registration opens: 
Course expires: 
Event starts: 
10/23/2023 - 8:30am CDT
Event ends: 
10/25/2023 - 12:00pm CDT

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 any unlabeled/unapproved uses of drugs or devices during their presentation.


Matthew Ackerman - Trainer, Epic

Haley Adams - Trainer, Epic

Alicia Aguirre - Trainer, Epic

Kayla Baca - Trainer, Epic

Aubrey Bowser - Trainer, Epic

Anthony Burton - Trainer, Epic

Gabrielle Campbell - Trainer, Epic

Jacquie Duppler - Trainer, Epic

Raina Elissa - Trainer, Epic

Sarah Faust - Trainer, Epic

David Foster - Trainer, Epic

Jacob George - Trainer, Epic

Angela Ginocchio - Trainer, Epic

Ingrid Greene - Trainer, Epic

Jodi Greig - Trainer, Epic

Ryan Hall - Trainer, Epic

Adam Heidke - Trainer, Epic

Mark Henkelmann - Trainer, Epic

Maire Jacobs - Trainer, Epic

Paul Jobin - Trainer, Epic

Kirsti Johanson - Trainer, Epic

Angela Johnson - Trainer, Epic

Matthias Krause - Trainer, Epic

Katie Lee - Trainer, Epic

David Little - Trainer, Epic

Houston Massey - Trainer, Epic

Christopher Mast - Trainer, Epic

Marc Milone - Trainer, Epic

Dave Mitsche - Trainer, Epic

Cassandra Moninger - Trainer, Epic

Ericka Muesse - Trainer, Epic

Megan Nelson - Trainer, Epic

Stuart Pawlak - Trainer, Epic

Larissa Pentland - Trainer, Epic

Mark Phelan - Trainer, Epic

Tyler Powers - Trainer, Epic

Taylor Pritzl - Trainer, Epic

Thomas Shepard - Trainer, Epic

Gregg Springan - Trainer, Epic

Andy Stoffels - Trainer, Epic

Jacob Swatek - Trainer, Epic

Paul Vash - Trainer, Epic

Nikki Vullings - Trainer, Epic

Juliet Wagner - Trainer, Epic

Elissa Waller - Trainer, Epic

Holly Woodward - Trainer, Epic

Joe Zillmer - Trainer, Epic

Peer Reviewer:

Jennifer Passini, MD – UW School of Medicine & Public Health

Planning Committee:

Sara F. Scott, BSc - Accreditation Specialist, UW ICEP, SMPH

Shezad Baloch, MA - Accreditation Specialist, UW ICEP, SMPH

John Nelson – Trainer, Epic

Sara Stevenson – Trainer, Epic

Jacquie Duppler – Epic

David Little, MD – Epic

*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 ineligible entities.

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 virtual live activity for a maximum of 16.5 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 1.65 continuing education units (CEUs) or 16.5 hours.

Available Credit

  • 16.50 AMA PRA Category 1 Credit
  • 16.50 University of Wisconsin–Madison Continuing Education Hours
    • 16.50 Approved for AMA PRA Category 1 Credit™

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