Epic Physician Builder Training – Healthy Planet (CLN173) - June 11-14, 2019

Verona, WI US
June 11, 2019 to June 14, 2019

Course Overview

The purpose of this training is to teach Physician Builders about the following:

  • How to create population health registries.
  • How to create custom population risk stratification tools.
  • How to create patient care gap tracking tools for health maintenance.
  • How to create custom clinical quality measures and patient attribution logic.
  • How to 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.

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.
Course summary
Available credit: 
  • 23.25 AMA PRA Category 1 Credit
  • 23.25 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
06/11/2019 - 8:30am CDT
Event ends: 
06/14/2019 - 12:00pm CDT

Day 1


Welcome and Introduction


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

Introduction to registries

Population overview dashboards

Quality measures dashboards

Patient population risk stratification


Registry Build: Basics

Registry inclusion

Registry data structure and updates


Registry Build: Dependent Registry Strategies

Active patients


ACO registry strategy




Registry Build: Metrics

Custom metric validation

Custom registry metric build

Registry metric build recommendations


Creating Reporting Workbench Reports and Columns

Report build basics

Troubleshooting reports


Introduction to Certification Environments


Hotel shuttles depart Epic


Day 2


Welcome and questions from the previous day


Creating Reporting Workbench Reports and Columns, continued

Creating custom columns

Creating custom parameters


Registry Based Risk Scores

Overview of scoring tools

Create scoring CER rules

Create risk score data displays

Troubleshoot scoring rules and data displays




Dashboard Basics

Basic dashboard components

Dashboard distribution


Metric Framework

Introduction to the Metric Framework

Plan quality measure build


Hotel shuttles depart Epic


Day 3


Welcome and questions from the previous day


Metric Framework, continued

Create CER rules for quality measures

Complete dashboard build for quality measures


Patient Provider Attribution & Data Summarization

Review dashboard build settings

Attribution rules




Patient Provide Attribution & Data Summaraization, continued

Attribution logic review

Data summarization


Health Maintenance

Overview of care gap tracking tools

Health maintenance records

Build Health Maintenance plans

Build Health Maintenance topics


Hotel shuttles depart Epic


Day 4



Welcome and questions from the previous day


Overview of Data Aggregation

Overview of external data sources

Review how informatin moves between data servers


Registry Guild: Incorporate External Data

Enable registry metric for external data

Create registry inclusion rules for external data

Enable Health Maintenance for external data


Evaluations and Adjourn

Evaluations are 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


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

Jackie Gerhart, 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: Jackie Gerhart, Sara Stevenson, Andy Stoffels, Mark Henkelmann, Mark Phelan, Tyler Powers, Nikki Vullings, Kim Sprecker, John Nelson, Mattias Krause, Dave Mitsche, Matt Ackerman.

* 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.


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

Please login or register to take this course.