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Epic Internal Medicine Optimization Classroom Training
Activity description
PLEASE NOTE: These materials are intended ONLY for those who attended the course held on July 25, 2025.
This one day EPIC Optimization Training activity will be focused on adult medicine and is designed to enhance clinicians’ proficiency and efficiency in using the EPIC electronic health record system through targeted training. Participants will focus on improving interprofessional communication by adopting more consistent and thorough documentation practices. The session will guide learners in streamlining their charting processes using tools such as chart search, note templates, speed buttons, and personalized preference lists. Learners will also discover how to identify and utilize shortcut features and relevant patient information within message cards and tabs. Emphasis will be placed on differentiating result statuses, recognizing when patients have viewed results, and taking timely, appropriate actions. Additionally, learners will gain skills in identifying and closing open office visits, processing prescription authorizations and patient call messages, and efficiently managing telephone and refill encounters. Learning how to apply specific preferences to their In-Basket folders to optimize message handling and workflow efficiency will also be highlighted. EPIC trainers will also be reviewing each participant’s EPIC set up and use before the session to help each participant make changes and optimizations to their individual workflows.
This activity is designed to meet the educational needs of physicians, nurse practitioners and PAs who are interested in learning about the EPIC electronic health record system to increase charting efficiency and improve successful patient outcomes and safety.
At the end of this educational activity, participants should be able to:
- Discuss how to utilize interprofessional communication through more consistent and thorough EPIC use.
- Demonstrate increased efficiency in charting encounters by effectively utilizing chart search, note templates, speed buttons and personal preference list.
- Recognize shortcut features and relevant patient information from within message cards/tabs.
- Interpret result statuses accurately and identify when patients have viewed their results and execute a timely clinical responses.
- Identify open office visits and complete necessary documentation to close them promptly.
- Apply EPIC tools to accurately process RX authorization, patient communication messages and refill requests using best practices for message management in EPIC.
- Describe how to use specific preferences to In-Basket folders to enhance the organization and prioritization of clinical messages.
Provided by
This activity is provided by Optum Health Education and Atrius Health.
Commercial support
No commercial support was received for this activity.
Required hardware/software
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Presenters
Melissa Fernandes
Epic Training Specialist II
Atrius Health
Stephanie Hills
Senior Epic Application Trainer
Atrius Health
Activity planners
Rebecca Gleason, RN, CCM
Activity Manager
Optum Health Education
Amanda Nolan
Manager of Epic Training
Atrius Health
Lauren Porter
Senior Program Manager
Clinical Affairs, Atrius Health
Disclosures of relevant financial relationships
In accordance with the Accreditation Council for Continuing Medical Education's (ACCME) Standards for Integrity and Independence in Accredited Continuing Education, Optum Health Education (OHE) requires all those in control of educational content to disclose their financial relationships with ineligible companies within the prior 24 months. Ineligible companies are defined by the ACCME as companies whose primary business is producing, marketing, selling, re-selling, or distributing health care products used by or on patients. Individuals must disclose all financial relationships, regardless of the amount, with ineligible companies and regardless of their view of the relevance of the relationship to the education. OHE ensures that the content is independent of commercial bias.
The presenters and activity planners have no financial relationships to disclose.
Accreditation statement
In support of improving patient care, this activity has been planned and implemented by Optum Health Education and Atrius Health. 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
Nurses
The participant will be awarded up to 7.50 contact hour(s) of credit for attendance and completion of supplemental materials.
Nurse practitioners
The American Academy of Nurse Practitioners Certification Program (AANPCP) accepts credit from organizations accredited by the ACCME and ANCC.
Physicians
Optum Health Education designates this enduring activity for a maximum of 7.50 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
- 7.50 AMA - Physicians
- 7.50 ANCC - Nurses
- 7.50 Attendance - General Attendance
These materials are intended ONLY for those who attended the course held on July 25, 2025.
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.”