Program Overview

Nurse SmartUser is an efficiency training program designed to help nurses make the most of Epic tools. Each session within the Nursing SmartUser Program contains one hour of time-saving tips for a specific subject.

Overall Program Learning Objectives

At the end of this program, participants will be able to:

• Customize and apply Epic personalization and workflow tools to efficiently organize work, manage tasks, and support patient care across inpatient and outpatient nursing workflows.
• Analyze nursing workflows and information flow to identify opportunities to reduce unnecessary navigation, cognitive load, and documentation burden while maintaining accuracy, timeliness, and clinical relevance.
• Create, modify, and evaluate user-level tools and configurations to support efficient, consistent, and clinically appropriate documentation and message management.

Session Overview

Session Statement of Need and Purpose 

Nurse SmartUser is an efficiency training program designed to help nurses make the most of Epic tools. Each session contains one hour of time-saving tips for a specific subject.

Nurses may not know how to efficiently locate existing reporting content, leading them to either recreate reports that already exist or go without. Without knowing how to apply reporting workbench filters, adjust columns, and save report views, users may end up working with default report outputs that may not suit their specific needs, and spend time manually sorting results rather than creating reusable personalizations. Nurses may also be intimidated by self-service reporting in SlicerDicer, or unaware of the options to operationalize those results.

In this course, learners will explore Epic's three primary reporting tools: Reporting Workbench, SlicerDicer, and Dashboards. With emphasis on personalization, you'll learn how to find, organize, and run Reporting Workbench reports using the Analytics Catalog, filter results, and save custom report views for repeated use. The course also covers building new reports from templates and taking bulk actions directly from results, such as sending patient messages or placing orders. For SlicerDicer, you'll learn to locate data models and existing sessions in the Analytics Catalog, then build new sessions by defining patient populations, applying slices and measures, and visualizing results. Finally, you'll pick up Dashboard personalization tips to create an efficient launchpad for all your reporting content.

Session Learning Objectives

At the end of this session, participants will be able to:

• Find and personalize Reporting Workbench reports.
• Create a new Reporting Workbench report and take action from results.
• Describe the basics of creating SlicerDicer sessions to explore Patient data.
• Apply dashboard personalizations to effectively organize reporting content and streamline reporting workflows.

Elements of Competence

This educational activity is designed to change learner competence and focuses on the following competencies:

Accreditation Council for Graduate Medical Education (ACGME)/Nursing: 

• Systems-based practice
• Utilizing informatics

Interprofessional Collaborative Competencies

• Roles and responsibilities
• Interprofessional communication

Intended Audience

This session is intended for nurses in inpatient settings using the EMR in their daily practice.

Course Schedule & Agendas*

*We will add agendas to this table as classes are scheduled. Credit information document is available on Epic's registration site. 

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.

*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 companies.

Planning Committee Members

Peer Reviewer: Laura Vergenz, BSN, RN

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 Nurses Credentialing Center (ANCC)

The University of Wisconsin–Madison ICEP designates this live activity for a maximum of 1.00 ANCC contact hours.

Continuing Education Units (CEU's)

The University of Wisconsin–Madison ICEP, as a member of the University Professional & Continuing Education Association (UPCEA), authorizes this program for 0.10 continuing education units (CEUs), or 1.00 hour.