Epic - Introduction to Clinical Tools (CLN105) June 3-4, 2025 - VIRTUAL

June 3, 2025 to June 4, 2025

Statement of Need and Purpose

Clinical informaticists make key decisions during electronic health record (EHR) implementation and maintenance process, and they need to understand the implications of those decisions on clinicians and patient safety. 

This course provides a solid foundation for Clinical Builders to acquire competence in basic builds and techniques to modify the EHR. Clinical Builders will be instructed how to determine what tools are best for different clinical needs and how they can customize the EHR to be more efficient for their organization.

 

Elements of Competence

This educational activity is designed to change learner competence in the following areas:

  • The American Board of Medical Specialties: Systems-based practice
  • National Academy of Medicine/Nursing:  Provide patient/person-centered care and utilize informatics
  • Interprofessional Education Collaborative Competencies: Roles/responsibilities, interprofessional communication, and teams and teamwork
  • Social Impact and Belonging: Value Culturally Centered Care

Intended Audience

This course is intended for Nurse Clinical Builders and other clinicians who have interest in building in general and specialty practice areas who are using Epic's EHR in their daily workflow.

Learning Objectives

Following this training, learners will be able to:

  • Demonstrate skills to improve clinical workflows and increase clinician satisfaction.  
  • Describe strategies to increase effectiveness as a liaison between IT and operations.
  • Explain the value and evolving role of the clinical informaticist in maximizing communication among members of the interprofessional healthcare team
  • Apply best practices for diversity, equity, and inclusion when building within or modifying the EHR.

Additional Information

Course summary
Available credit: 
  • 9.50 ANCC Contact Hours
  • 9.50 University of Wisconsin–Madison Continuing Education Hours
Registration opens: 
05/01/2025
Course expires: 
07/19/2025
Event starts: 
06/03/2025 - 8:30am CDT
Event ends: 
06/04/2025 - 12:00pm CDT
Cost:
$0.00
Rating: 
0

Agenda  -  EPIC Notecraft for Clinical Content Builders (CLN105)

*Not shown are 15-minute breaks and lunch breaks.

TimeTopics

15 minutes

Welcome and Logistics – No credit is provided for this section

180 minutes

Chapter 1 & 2

  • Introduction
  • SmartPhrases and SmartLinks
    • System-Level Parameter SmartLinks
    • System-Level SmartPhrases

210 minutes

Chapter 3 & 4

  • SmartLists
    • Create a New List
    • SmartTexts in Lists
  • SmartTexts
    • Community Library
    • SmartLists in Texts

180 minutes

Chapter 5

  • Morning Review
  • Dynamic Documentation
    • CERMSG in a SmartText
    • Help Text and Activity Links
    • CER Rules to Return Messages
    • CER Rules to Restrict a SmartList Selection
Live Webcast

This course will be held via live Webcast.

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 a 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

Planning Committee Members

**John Nelson, Epic Training Team 

Katie Lee, Epic Events and Design Coordinator

Shea Cunha, Epic Training Team  

Anna Miller, RN, Epic Nurse Executive

Jacquie Duppler, Epic Administrative Assistant

 

**Activity Chair 

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 Interprofessional Continuing Education Partnership (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 9.5 ANCC contact hours.

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 .95 CEUs or 9.5 hours.

Not a physician or nurse?

This course was approved for ANCC credits. When you attest to attending this course within ICEP’s learning portal, your credit certificate will indicate that you have earned UW–Madison CEUs. You can submit this documentation to your licensing body for possible application to your CE requirements.

Available Credit

  • 9.50 ANCC Contact Hours
  • 9.50 University of Wisconsin–Madison Continuing Education Hours

Cost:
$0.00
Please login or register to take this course.

The registration is through Epic.

Accessibility

If you need anything to participate in this program, please contact [email protected].

Required Hardware/software

All Epic training sessions use a current release of the application. If your organization is using an older version of the software, you will likely encounter some discrepancies between the features and functionality you learn at Epic and what is actually available in your system.