NCHVR Guidebook
  • Welcome!
  • IT Set Up
  • Study-Specific Information
    • STRIKE-PE (Enrolling)
    • BOLT (Enrolling)
    • WAVE (Enrolling)
    • NECC (Enrolling)
    • GREAT Registry (Follow-up)
    • Transcend (Follow-up)
    • Gore AAA (Follow-up)
    • Backup Coordinator Studies
  • Study Maintenance
    • SIVs and COVs
    • Monitoring Visits (IMVs)
    • Bookkeeping
  • Tips/Hacks
    • EPIC personal preferences
  • Major Revolving Administrative Tasks
  • Screening
  • Consenting Patients
  • Enrolling Procedures
  • Follow-up Visits
    • Mileage & Expense Reimbursements
  • AE Reporting
    • Death Certificates
    • Requesting Medical Records
  • ClinCards
  • Important Numbers
    • Phone Numbers
    • Door Access Codes
  • Mail & Shipping
  • Downloading Imaging
    • Synapse CV
    • IDS 7 Sectra
  • Satellite Clinic Addresses
  • Non-English Speaking Patients
  • Device Accountability
  • Billing Review
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  1. Tips/Hacks

EPIC personal preferences

PreviousTips/HacksNextMajor Revolving Administrative Tasks

Last updated 1 year ago

High individualized depending on personal workflow preferences. Here are some things I found useful:

  • Set up patient lists for each study

  • Set up shared patient lists between coordinators who are on the same study

  • Configure snapboard/schedule settings

  • Make use of Smartphrases (I will share some with you), and you can make your own

  • Every institution has their own Epic configurations, refer to the UNC training information as the 'first line of information'. I personally have found this helpful too:

https://www.acep.org/administration/quality/health-information-technology/epic-articles/things-you-can-do-on-your-own-epic
11MB
Epic Training Notes.docx
My own Epic training notes from June 2021 (may be outdated, feel free to use for reference)