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ForwardEpic Physician Builder Training – Basic (CLN150) March 4 - 6, 2019
Course Overview
The purpose of this training is to teach Physician Builders about the following:
- The tools Epic offers for documentation and ordering, including the advantages of each
- How to create SmartTexts, SmartPhrases, SmartLists, and SmartLinks; how to apply rules that determine the most appropriate documentation to present to a user
- How to create SmartForms for NoteWriter
- How to create SmartSets, Order Sets, and Order Groups
- 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.
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.
Additional Information
| Attachment | Size |
|---|---|
 Agenda CLN150 Mar 4-6 APPROVED.docx | 26.12 KB |
| Infosheet CLN150 Mar 4-6 APPROVED.doc | 69 KB |
 COI All Build classes - thru Mar 2019.PNG | 214.39 KB |
Day 1
8:30 | Welcome and Introduction |
8:45 | Epic Data Structures Static Data Dynamic Data Record Viewer |
9:45 | SmartPhrases and SmartLinks User and System Phrases User and System SmartLink Parameters |
11:30 | Building SmartLists |
12:00 | Lunch |
1:00 | SmartLists, continued |
2:00 | Creating SmartTexts and SmartLists SmartText Note Templates Advanced SmartLists Discrete Data |
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) Rule-Based SmartText Rule-Based Links |
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 |
12:00 | Lunch |
1:00 | Order Set Build SmartGroups Order Sets Merge Templates |
2:00 | Dynamic SmartSets Criteria SmartSet Base |
3:00 | Orderable SmartGroups |
3:30 | Evaluations* and Adjourn *Available for up to two weeks after class at: <<INSERT ETHOS LINK TO EVALUATION>> |
3:35 | Optional walking tour if anyone is interested |
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
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.
* 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 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