Epic Physician Builder Training – Healthy Planet CLN173 (Apr 1 - Sep. 30, 2021)

April 1, 2021 to September 30, 2021

Course Overview

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 population health management needs. Specifically, the courses will show physicians how to create population health registries, incorporate external data, stratify patient populations by risk, track patient care gaps, and configure clinical quality measures.

Course Schedule & Additional Information

7/14-7/16File 7/14-7/16 APPROVED AgendaMicrosoft Office document icon 7/14-7/16 APPROVED Infosheet
9/8-9/10File 9/8-9/10 APPROVED AgendaMicrosoft Office document icon 9/8-9/10 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:

  • Utilize custom population risk stratification tools
  • Create patient care gap tracing tools for health maintenance
  • Develop custom reports and dashboards for data distribution
  • Construct population health registries
  • Make use of customizable clinical quality measures and patient attribution logic
Course summary
Available credit: 
  • 16.00 AMA PRA Category 1 Credit
  • 16.00 University of Wisconsin–Madison Continuing Education Hours
    • 16.00 Approved for AMA PRA Category 1 Credit™
Registration opens: 
Course expires: 
Event starts: 
04/01/2021 - 7:30am CDT
Event ends: 
09/30/2021 - 8:59pm CDT

Day 1


Welcome and Introduction


Introduction to Healthy Planet and Epic’s Population Health Management Tools

  • Review registry build concepts
  • Population overview dashboards
  • Quality measures dashboards


Registry Build: Dependent Registry Strategies

  • Active patients
  • Sub-populations
  • ACO registry strategy


Metric Framework

  • Introduction to the Metric Framework
  • Plan quality measure build




Metric Framework, continued

  • Create CER rules for quality measures
  • Complete dashboard build for quality measures


Patient Provider Attribution & Data Summarization, continued

  • Attribution logic review
  • Data summarization


Introduction to Certification Environments


End of Day

*Each full day includes two 15-minute breaks in addition to the scheduled lunch hour

Day 2


Welcome and questions from the previous day


Registry Based Risk Scores

  • Overview of scoring tools
  • Create scoring CER rules
  • Create risk score data displays


Validating Predictive Models

  • Overview of model structure
  • Validating model output




Reporting Workbench: Monitoring Population Health Programs

  • Referencing complex registry data
  • Overview of program tools
  • Reports for program performance



Health Maintenance

  • Overview of care gap tracking tools
  • Health maintenance records
  • Build Health Maintenance plans
  • Build Health Maintenance topics


End of Day Wrap Up and Questions

*Each full day includes two 15-minute breaks in addition to the scheduled lunch hour

Day 3 


Welcome and questions from the previous day


Health Maintenance, continued

  • Satisfying Health Maintenance care gaps from external data sources


Overview of Healthy Planet Data Aggregation

  • Overview of external data sources
  • Review how information moves between data servers
  • Overview of external data in registry data
  • Overview of Roster Management Engine


Evaluations* and Adjourn

*Available for up to two weeks after class at: https://training.epic.com/Evaluations

*One 15-minute break will be taken on Day 3

United States

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 and detailed disclosures are listed below.

*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 companies.

Disclosures for Planning Committee & Trainers


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 16.0 AMA PRA Category 1 Credit(s)TM.  Physicians should claim only the credit commensurate with the extent of their participation in the activity.


The University of Wisconsin–Madison ICEP, as a member of the University Professional & Continuing Education Association (UPCEA), authorizes this program for 1.60 continuing education units (CEUs) or 16.0 hours.

Available Credit

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

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