Epic Physician Builder Training – Healthy Planet CLN173 (Jul 1 - Dec 31, 2020)
Course Overview
As a result of this training, learners will be able to:
- Create population health registries.
- Create custom population risk stratification tools.
- Create patient care gap tracking tools for health maintenance.
- Create custom clinical quality measures and patient attribution logic.
- Create custom reports and dashboard to distribute data.
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
Date | Agenda** | Infosheet** |
---|---|---|
9/15-9/18 | ![]() | ![]() |
12/1-12/4 | ![]() | ![]() |
*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:
- Create population health registries.
- Create custom population risk stratification tools.
- Create patient care gap tracking tools for health maintenance.
- Create custom clinical quality measures and patient attribution logic.
- Create custom reports and dashboards to distribute data.
Day 1
8:30 | Welcome and Introduction |
8:45 | Introduction to Healthy Planet and Epic's Population Health Management Tools Introduction to registries Population overview dashboards Quality measures dashboards Patient population risk stratification |
9:15 | Registry Build: Basics Registry inclusion Registry data structure and updates |
10:45 | Registry Build: Dependent Registry Strategies Active patients Sub-populations ACO registry strategy |
12:00 | Lunch |
1:00 | Registry Build: Metrics Custom metric validation Custom registry metric build Registry metric build recommendations |
3:30 | Creating Reporting Workbench Reports and Columns Report build basics Troubleshooting reports |
4:45 | Introduction to Certification Environments |
5:00 | Hotel shuttles depart Epic |
Day 2
8:30 | Welcome and questions from the previous day |
8:45 | Creating Reporting Workbench Reports and Columns, continued Creating custom columns Creating custom parameters |
9:45 | Registry Based Risk Scores Overview of scoring tools Create scoring CER rules Create risk score data displays Troubleshoot scoring rules and data displays |
12:00 | Lunch |
1:00 | Dashboard Basics Basic dashboard components Dashboard distribution |
3:30 | Metric Framework Introduction to the Metric Framework Plan quality measure build |
5:00 | Hotel shuttles depart Epic |
Day 3
8:30 | Welcome and questions from the previous day |
8:45 | Metric Framework, continued Create CER rules for quality measures Complete dashboard build for quality measures |
10:45 | Patient Provider Attribution & Data Summarization Review dashboard build settings Attribution rules |
12:00 | Lunch |
1:00 | Patient Provide Attribution & Data Summarization, continued Attribution logic review Data summarization |
2:30 | Health Maintenance Overview of care gap tracking tools Health maintenance records Build Health Maintenance plans Build Health Maintenance topics |
5:00 | Hotel shuttles depart Epic |
Day 4
8:30 | Welcome and questions from the previous day |
8:45 | Overview of Data Aggregation Overview of external data sources Review how information moves between data servers |
10:15 | Registry Guild: Incorporate External Data Enable registry metric for external data Create registry inclusion rules for external data Enable Health Maintenance for external data |
12:00 | Evaluations and Adjourn Evaluations are available for up to two weeks after class at https://training.epic.com/Evaluations |
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.
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 23.25 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 2.325 continuing education units (CEUs) or 23.25 hours.
Available Credit
- 23.25 AMA PRA Category 1 Credit™
- 23.25 University of Wisconsin–Madison Continuing Education Hours