Epic Physician Builder Training – Orders (CLN172) January 17-19, 2018

Verona, WI US
January 17, 2018 to January 19, 2018

Course Overview

The purpose of this training is to help physician builders understand the terminology and possibilities of configuring orders in Epic. In the Physician Build - Basic class (CLN150), physician builders worked with tools that made ordering easier for physicians. These tools included Preference Lists, Order Groups, Order Sets and SmartSets. However, these tools don’t allow you to optimize everything about orders – to do further optimization, you need to get into the build of the orders-related master files.

This course will begin by giving physician builders an understanding of the life of an order from the beginning to when it is resulted. We will next explore setting up defaults, buttons, display items, and questions for procedures. We will also get into configuring charge capture. After focusing on procedures, we will turn our attention to configuring medication records and looking at medication-specific setup such as order contexts and mixture records. The course will conclude by looking at configuration that determines who gets notified of results and how those results appear in the In Basket.

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 give physician builders the background and skills they need to help improve computerized physician order entry at their organization.

Intended Audience

This program is intended for physicians in specialty and sub-specialty areas using the Epic EMR in their daily practice who are interested in orders maintenance.

Learning Objectives

Following this training the participant will be able to:

  • Configure the display of orders and results in the system to facilitate patient care and improve patient safety.

  • Modify available options and encourage common default selections for common orders.

  • Make charging easier for physicians.

  • Improve the usability of the In Basket task assignment and communication tool.

Additional Information

File Agenda27.25 KB
Microsoft Office document icon Infosheet70 KB
Course summary
Available credit: 
  • 16.00 AMA PRA Category 1 Credit
  • 16.00 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
01/17/2018 - 8:30am CST
Event ends: 
01/19/2018 - 5:00pm CST

Day 1



Welcome and Introductions




Tracing the Life of an Order 

Pending, Sign and Hold, Sign, Phases of Care

Parent and Child Orders

Order Transmittal

Procedures vs. Medications





Procedure Orders Configuration

Explore Procedure and Procedure Category

Build Category Records

Build Procedure Records

Buttons, Defaults, Allowed Items






Procedure Orders – Continued




Order Composer Configuration

Setting Display Items and Summary Sentence





Order-Specific Questions

Simple Questions

Cascading Questions

Advanced Question Configuration



Questions and Wrap-Up


Shuttles Leave for Hotels

Day 2


Welcome and Questions from the Previous Day


Medication-Related Build Concepts

Compare Procedure and Medication Build Options

Simple Medication Configuration

Contextual Overrides

Overview of Mixture Build

Configuring Alert Thresholds




Charging and Charge Capture

Orderable, Performable, Chargeable

Charge Capture Preference Lists and Settings


Overview of Order Transmittal

Order Transmittal Rule Structure

Multi-step Order Transmittal


Questions and Wrap-Up


Shuttles Leave for Hotels


Day 3


Welcome and Questions from the Previous Day


Lab Components

Base Names

Common Names

Results Review


Results Routing Overview

Schemes and Setup





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


OPTIONAL Study Hall – Instructor Available

No presentation

Work on certification projects

Questions with an instructor

Leave when you want



Epic Campus
1979 Milky Way
Verona, WI 53593
United States


John Nelson – Trainer, Epic

Katherine Guenoun – Trainer, Epic

Planning Committee

Danielle Hepting – Outreach Specialist, University of Wisconsin School of Medicine and Public Health

Katie Najduk – Client Events Manager, Epic

Kristen Lien – 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: Katie Najduk, Danielle Hepting, Kristen Lien, Dave Little, John Nelson, Katherine Guenoun.

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

Available Credit

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

Please login or register to take this course.