Epic Provider Essentials

September 8, 2025 to December 8, 2025

Activity description

As we transition to a new Electronic Health Record (EHR) system, this training activity is designed to equip healthcare professionals with the essential knowledge, skills, and confidence needed to navigate the new platform effectively. The shift impacts every aspect of clinical practice from documentation and workflow to communication and patient safety. In this course, healthcare professionals will learn how to complete the essentials of an office visit and procedure visit, including reviewing the chart, documenting problems and diagnoses, writing notes, placing orders, and how to apply best practices for handling In Basket messages and following up on patient communications. By participating in this activity, learners will improve efficiency, and contribute to a smoother, safer transition that ultimately enhances patient care. 

PLEASE NOTE: These materials are intended ONLY for those who attended the live Epic Provider Essentials session. Completion of the post-activity materials concludes your participation in the activity. The date on your certificate of attendance will reflect the date that credit was claimed.

This activity is designed to meet the educational needs of physicians who are interested in learning about the new Electronic Health Record (EHR) system. This will equip healthcare professionals with the essential knowledge, skills, and confidence needed to navigate the new platform effectively.

At the end of this activity, participants should be able to:

  • Describe the new Electronic Health Record (EHR) system and how to incorporate into daily practice.
  • Determine proficiency in reviewing patient charts, documenting problems and diagnoses, writing comprehensive notes, and placing orders.
  • Recognize best practices for handling In Basket messages and following up on patient communications to optimize outcomes for office and procedure visits. 
  • Discuss how to collaborate effectively with interdisciplinary teams using EHR-integrated communication tools to support coordinated patient care. 

Provided by
This activity is provided by Optum Health Education and Optum Health Networks.

Commercial support
No commercial support was received for this activity.

Required hardware/software
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Activity summary
Available credit: 
  • 4.00 AMA - Physicians
  • 4.00 Attendance - General Attendance
Activity opens: 
08/26/2025
Activity expires: 
01/08/2026
Event starts: 
09/08/2025 - 12:01am EDT
Event ends: 
12/08/2025 - 11:59pm EST
Rating: 
0

Presenters
Teresa Cervantez, LPN
Clinical Trainer    
America Health Networks, part of Optum

Kasey Litchfield, MA    
Systems Trainer    
America Health Networks, part of Optum

Sandy McClary, MA    
Senior Clinical Trainer    
America Health Networks, part of Optum

Amber Ulerick, MA    
Process Improvement Analyst/Certified Six Sigma Black Belt Consultant    
America Health Networks, part of Optum

Activity planners
Ashley Bieck    
Vice President, Experience & Advocacy    
Optum Health Networks

Rebecca Gleason, RN, CCM
Clinical Manager
Optum Health Education

Deena Kerr    
Director, Education & Training    
Optum Health Networks

Dawn Lagerkvist, MD
Senior Strategic Medical Director, 
Health Technology/Virtual Care    
America Health Networks, part of Optum

Zuri Mantilla    
Advisory Services Training Manager    
OI Advisory and Implementation

Accreditation statement
Joint Provider LogoIn support of improving patient care, this activity has been planned and implemented by Optum Health Education and Optum Health Networks. Optum Health Education 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 health care team.

Credit designation statements

IPCE Credit LogoThis activity was planned by and for the health care team, and learners will receive 4.00 Interprofessional Continuing Education (IPCE) credits for learning and change.

Physicians
Optum Health Education designates this live activity for a maximum of 4.00 AMA PRA Category 1 Credit(s). Physicians should claim only the credit commensurate with the extent of their participation in the activity.

PAs
The American Academy of Physician Assistants (AAPA) accepts credit from organizations accredited by the ACCME.

Attendance
A certificate of attendance will be provided to learners upon completion of activity requirements, enabling participants to register with licensing boards or associations that have not been preapproved for credits. To apply for credit types not listed above, participants should use the procedure established by the specific organization from which they wish to obtain credit.

Available Credit

  • 4.00 AMA - Physicians
  • 4.00 Attendance - General Attendance
Please log in to register.

PLEASE NOTE: These materials are intended ONLY for those who attended the live Epic Provider Essentials session. Completion of the post-activity materials concludes your participation in the activity.

The date on your certificate of attendance will reflect the date that credit was claimed.

You must be logged into your account to participate in this activity. Get started by clicking “Continue” and completing the “Evaluation”; then follow the prompts at the bottom of the screen. At the end of the activity, you will be able to view, save or print your certificate of participation. A complete listing of your activities can be found under “My Account,” “My Activities.”