Epic Physician Power User Training - Inpatient Quick Wins (IPMD202) December 12, 2019 6:00 AM

December 12, 2019

Course Overview

The purpose of this training is to teach Physician Power Users to efficiently use an EMR, which includes documenting notes, placing order, and personalizing the tools used for individual workflows used in patient care. 

Elements of Competence

This CE activity has been designed to change learner competence and focuses on the American Board of Medical Specialties area of systems-based practice, the Institute of Medicine competency of quality improvement and the Interprofessional Competency of roles and responsiblities. 

Statement of Need and Purpose

The purpose of this training is to demonstrate efficiencies in EMR configuration in order to accommodate patient workflows in speciality and subspecialty areas. Specifically, the courses will show learners how to personalize the tools they use in documentation, placing orders, and messaging about patient cares. 

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:

  • Demonstrate how to personalize Patient Lists
  • Explain how to build a Patient List
  • Identify strategies to find and create documentation tools
  • Describe how to personalize activities used for common inpatient In Basket messages
Course summary
Available credit: 
  • 1.00 AMA PRA Category 1 Credit
  • 1.00 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
Course expires: 
Event starts: 
12/12/2019 - 6:00am CST
Event ends: 
12/12/2019 - 7:00am CST


Welcome and Introduction

Personalize Workspace
Startup activities
Patient Lists

Personalize the Problem List

Finding SmartPhrases and SmartLinks

Creating and editing Smart Phrases

Setting a default note template

Adding charges as favorites

In Basket
Personalize In Basket
Filter and follow up on messages

Live Q&A

Complete exercises

Webinar Ends


This is a webinar course conducted entirely online. 


Mark Henkelmann – Trainer, Epic

Mark Phelan– Trainer, Epic

John Nelson – Trainer, Epic

Andy Stoffels – Trainer, Epic

Haley Adams – Trainer, Epic

Kristina Angell – Trainer, Epic

Becky Baldwin-Brown – Trainer, Epic

Aubrey Bowser – Trainer, Epic

Lauren Brooks – Trainer, Epic

Anthony Burton – Trainer, Epic

Gabie Campbell – Trainer, Epic

Teresa Cousins – Trainer, Epic

Kevin Decker – Trainer, Epic

Kayla Droese – Trainer, Epic

Karin Drury – Trainer, Epic

James Enzler – Trainer, Epic

Amy Gagnon – Trainer, Epic

Bennett Gerber – Trainer, Epic

Angela Ginocchio – Trainer, Epic

Ingrid Greene – Trainer, Epic

Katherine Guenoun – Trainer, Epic

Adam Heidke – Trainer, Epic

Emily Higgins – Trainer, Epic

Erin Ippen – Trainer, Epic

Kirsti Johanson – Trainer, Epic

Angie Johnson – Trainer, Epic

Nick Macdonald – Trainer, Epic

Katie Majerus – Trainer, Epic

Elise Marthe – Trainer, Epic

Kelsey McLeod – Trainer, Epic

Megan Nelson – Trainer, Epic

Hannah Ostrow – Trainer, Epic

Stuart Pawlak – Trainer, Epic

John Thiel – Trainer, Epic

Paul Vash – Trainer, Epic

Nikki Vullings – Trainer, Epic

Lauren Wielgus – Trainer, Epic

Planning Committee

Howard Bregman, MD – Clinical Informatics, Epic

Jackie Gerhart, MD – Clinical Informatics, Epic

Mark Henkelmann – Trainer, Epic

Mark Phelan– Trainer, Epic

Kim Sprecker – Outreach Specialist, University of Wisconsin School of Medicine and Public Health

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: Mark Phelan, Mark Henkelmann, Kim Sprecker,  Andy Stoffels, John Nelson, Becky Baldwin-Brown, Lauren Brooks, Teresa Cousins, Karin Drury, James Enzler, Amy Gagnon, Bennett Gerber, Katie Majerus, Kelsey McLeod, Lauren Wielgus, Haley Adams, Kristina Angell, Aubrey Bowser, Anthony Burton, Gabie Campbell, Kevin Decker, Kayla Droese, Jackie Gerhart, Angela Ginocchio, Ingrid Greene, Katherine Guenoun, Adam Heidke, Emily Higgins, Erin Ippen, Kirsti Johanson, Angie Johnson, Nick Macdonald, Elise Marthe, Megan Nelson, Hannah Ostrow, Stuart Pawlak, John Thiel, Paul Vash, Nikki Vullings,. In order to resolve the conflicts related to the disclosed commercial interests, per the ICEP conflict resolution process, Howard Bregman did not participate in recommending or making decisions about content or speakers related to the relationships.  Only non-conflicted members of the planning committee make final decisions regarding this activity.

* 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.

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 1 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 0.1 continuing education units (CEUs) or 1 hour.

Available Credit

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

Please login or register to take this course.

Required Hardware/software

  • The workstation’s Citrix client must be at least version 12.1.

  • The workstation must have a recent version of either Internet Explorer, Chrome, or Firefox

  • The operating system must be Windows XP, Vista, 7, or higher with the latest root certificates patch.

  • Current version of Adobe Acrobat Reader or other .pdf reader