Epic Physician Power User Training - Pathologist Quick Wins (PATHMD202) 2/22/19 1 pm

February 22, 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. 

Target 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 activities in order to find and result cases more efficiently
  • Describe the different reporting tools available for analyzing data
  • Demonstrate how to find, edit, and run lab operational reports
  • Describe how to search case data for free text values and how to share these search results with others
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: 
02/22/2019 - 1:00pm CST
Event ends: 
02/22/2019 - 2:00pm CST


Welcome and Introduction

Managing Caseloads
Sort and filter to find cases

Personalize the Outstanding List activity

 Result Cases
Personalize Case Results to display patient history

Run and Edit Operational Reports
Identify reports in the Reporting Workbench activity

Run reports and view report data

Edit reports to change criteria and information displayed

Explore Lab Data
Use the SlicerDicer activity to dynamically explore lab data

Break down data across different criteria, including by test and by protocol

Use free text searching to find cases

Customize Dashboards
View data from the Dashboards activity

Personalize pathologist dashboard to show important data

Run reports from the dashboard

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

Becky Baldwin-Brown – Trainer, Epic

Lauren Brooks – Trainer, Epic

Teresa Cousins – Trainer, Epic

Karin Drury – Trainer, Epic

James Enzler – Trainer, Epic

Amy Gagnon – Trainer, Epic

Bennett Gerber – Trainer, Epic

Katie Majerus – Trainer, Epic

Kelsey McLeod – 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. 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.

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