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ForwardEpic Physician Builder Training – Advanced (CLN160) January 24-26, 2018
Course Overview
The purpose of this training is to provide physician builders with the following information:
- How are navigators constructed? How can a Physician Builder optimize the navigator for a group?
- What logic is used to assign a navigator? How does the workflow engine rule assign navigators and control Epic menus?
- What is the EpicCare profile and what are the top 20 things Physician Builders want to set there?
- What are reports and print groups and how can a Physician Builder use them to create specialty-specific views that consolidate critical patient information on one screen?
- Where and how can Documentation Flowsheets be used to capture important clinical data during patient visits? How are these flowsheets built?
- What are some of the advanced SmartForm functions? How can Physician Builders create custom procedure SmartForms?
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 show physicians who use Epic’s electronic medical record how to configure the software to accommodate patient workflows in specialty and subspecialty areas. Specifically, the courses will show physicians how to create custom documentation and ordering tools.
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:
- Describe the variety of tools available to document in the EMR and how to evaluate which tool is best for which clinical need.
- Describe how to construct and modify SmartTexts, SmartLists, Documentation Flowsheets, SmartForms, SmartSets, Order Groups and Preference lists.
- List the top ways individual clinicians can customize the EMR to be more efficient.
Day 1
8:30 | Welcome and Introduction |
8:50 | Navigator Build – Basics Navigator Structure and Terminology Build a Navigator Topic Using Standard Navigator Sections |
10:30 | Workflow Engine Rules Terminology and Structure Assign Navigators Dynamic Navigators and Activity Tabs |
12:00 | Lunch |
1:00 | Navigating the Text Side Navigation Tips Keyboard Commands Duplicating Records |
2:00 | Navigator Build – Advanced Flowsheets in a Navigator Navigator Configuration Records Embedding Reports in a Navigator Embedding SmartForms in a Navigator |
3:00 | Building Flowsheets Rows, Groups, and Templates |
4:45 | Questions and Wrap-Up |
5:00 | Shuttles Leave for Hotels |
Day 2
8:30 | Welcome and Questions from the Previous Day | |
8:45 | Building Flowsheets, continued Custom Calculations Cascading |
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10:00 | Introduction to Profile Terminology and Structure Examine the Top Items Controlled by a Profile Record Profile Hierarchy, Linking, and Troubleshooting | |
12:00 | Lunch | |
1:00 | Reports and Print Groups Structure Explore the Print Group Encyclopedia Create Custom Result Print Group Print Group Parameters Print Groups Associated with SmartTools | |
3:00 | Synopsis and Review Flowsheets Synopsis Flowsheet Parts Synopsis-Type Print Groups Synopsis-Type Reports | |
5:00 | Shuttles Leave for Hotels | |
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Day 3
8:30 | Welcome and Questions from the Previous Day |
8:45 | Synopsis and Review Flowsheets, continued Standalone Review Flowsheets Flowsheet Data in SmartLinks and Reports |
9:45 | Procedure SmartForms Using Procedure SmartForms Building Procedure SmartForms Building a Procedure Triggering Charges with SmartForm Documentation |
11:45 | Evaluations*/Adjourn/Lunch Available for up to two weeks after class at: https://training.epic.com/Evaluations |
1:00 | OPTIONAL Study Hall – Trainer Available No Presentation Work on Certification Projects Questions with a Trainer Leave When You Want |
4:00 | Adjourn |
This course will be held in Voyager Hall.
Faculty
Mark Henkelmann – Trainer, Epic
Mark Phelan – Trainer, Epic
Andy Stoffels– 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, Andy Stoffels, Mark Henkelmann, Mark Phelan.
* 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 16.25 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
- 16.25 AMA PRA Category 1 Credit™
- 16.25 University of Wisconsin–Madison Continuing Education Hours