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ForwardEpic Physician Builder Training – Notecraft for Physicians CLN145 (December 9-11, 2025) - Virtual Live
Course Overview
Physician Builders make key decisions during electronic health record (EHR) implementation and maintenance process. They need to understand the implications of those decisions on clinical team members’ work and on patient safety. This course provides a solid foundation for Physician Builders to acquire competence in basic builds and techniques to modify the EHR. Physician Builders will learn how to select the best tools to meet clinical needs. They will learn how to customize the EHR to be more efficient for their organization.
Elements of Competence
This CE activity has been designed to improve learner competence and focuses on the following competencies:
Accreditation Council for Graduate Medical Education and American Association of Colleges of Nursing
- Skills/Strategies
- Systems-based practice
- Utilize informatics
Interprofessional
- Teams/teamwork
- Communication
- Roles/responsibilities
Diversity, Equity, and Inclusion
- Value Diversity
Statement of Need and Purpose
The purpose of this training is to learn skills related to data structuring and writing effective clinical notes. These skills are essential within various professions and are diverse patient cultural identities and health beliefs. The course covers building foundational tools for Electronic Health Records (EHRs), including the structure of data, clinical notes, ordering tools, and additional topics outlined in the NEW SKILLS/STRATEGIES section.
Course Schedule & Additional Information
| Date | Agenda** |
|---|---|
| 12/09-12/11 |  2025_12_9-11_Approved_CLN145 Agenda Virtual Live.docx |
Intended Audience
This program is intended for physicians in specialty and sub-specialty areas using the Epic EMR in their daily practice.
Learning Objectives
As a result of this training, Physician Builders will be able to:
- Describe the variety of tools available to document health information in the EHR.
- Build and modify foundational build tools such as SmartPhrases, SmartLinks, SmartLists, and SmartTexts that are inclusive of patient cultural identities and health beliefs.
- Apply rules to standard documentation tools to create patient specific note templates that adapt to the patient's needs.
- Evaluate which foundational tool is best for specific clinical needs to improve team-based care and patient safety.
This course will be held live online.
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 the 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.
This accredited continuing education activity is focused on the non-clinical topic – use of and communication within the electronic health record. As such, no persons in a position to control content have relevant financial relationships with ineligible companies to disclose.
Matthew Ackerman - Trainer, Epic | John Nelson - Trainer, Epic | Planning Committee: |
*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
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 Statements
American Medical Association (AMA) The University of Wisconsin-Madison ICEP designates this live activity for a maximum of 10.50 AMA PRA Category 1 Credit(s)TM. Physicians should claim only the credit commensurate with the extent of their participation in the activity. | |
 | American Board of Surgery (ABS) - CME Only Successful completion of this CME activity, enables the learner to earn credit toward the CME requirements of the American Board of Surgery’s Continuous Certification program. It is the CME activity provider's responsibility to submit learner completion information to ACCME for the purpose of granting ABS credit. By completing the requirements for this activity, the learner gives UW-Madison ICEP permission to share completion data with the ACCME and the certifying board(s) |
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 1.05 continuing education units (CEUs) or 10.50 hours. |
Available Credit
- 10.50 ABS Accredited CME
- 10.50 AMA PRA Category 1 Credit™
- 10.50 University of Wisconsin–Madison Continuing Education Hours
- 10.50 Approved for AMA PRA Category 1 Credit™