Title: Lesson 2 Entering Medications into EPIC

Lesson Overview: In this lesson the new PAS will learn how to search,
select and edit entries in the PTA medications screen. Special situations,
notes vs instructions, and icons will also be covered.

Resources/Materials:

 EPIC workstation

 Sample Medication lists from previous encounters including at least
one MAR

 Logging in to SME Video
 Documents
o Adding a PTA Medication
o Entering PTA Medication Checklist
o Guiding Principles
o Discontinue Decision Power Point
o Entering Meds Process Flowchart

Objectives:

 Given a list of PTA medications, the PAS will enter each medication into
the EPIC SME test environment according to PVH PAS standard practice
and guiding principles with 100 % accuracy based on the PTA
Medications Checklist

Time 2 hours

Step 1: Pre-instructional Activities
 Discussion/reflection of previous lesson on navigating EPIC and new
PAS observations.
 Answer any questions from previous lesson that new PAS might have.
 Overview of today's lesson
o Entering/editing medications into Epic
o Icons
o Notes versus instructions
o Guiding principles

Step 2: Content Presentation

 Logging in to SME video
 Adding a PTA Medication Handout

o Can be used either as script for guided practice or by the new
PAS individually as a guide through the basic steps of adding new
PTA medications into EPIC
 Discussion of notes versus instructions including use of common smart
texts

o Instructions include sig, start/stop dates, days of week or month
the medication is taken, other doses patient takes in conjunction
with present entry

o Notes appropriate when explaining how patient takes differently
than prescribed, information on whether medication is formulary,
notes on whether or when the information can be verified, etc.

 Introduction of Guiding Principles and decision Power Point for
discontinuing or flagging previous entries.

o Discussion of special scenarios and guiding principles.

 RX versus patient reported

 Definition of PTA medication

 When to use multiple entries

 How to read and input information from a MAR

o Present Sample MAR and point out where each type of
information can generally be found.

o Point out any information that is only for the Facility and should
not be included in our list

 Give sample medications for guided practice; observe new PAS; give
feedback

Step 3: Learner Participation

 Guided practice on entering common meds and looking for formulary
indication
 New PAS enters a “simple” list into SME environment, then prints the
Medication Reconciliation Report of that list and analyzes for
completeness, errors, etc. using the appropriate checklist and guiding
principles handouts
 New PAS enters a more complicated list which includes various dosing,
need for both free text instructions and order notes and again prints
and analyzes the report.

 New PAS receives peer feedback on each of the two reports above.

 New PAS enters information from a MAR into EPIC and analyzes the
corresponding Medication Reconciliation Report.

 New PAS updates a list that has been previously entered using the
appropriate decision making to either edit, flag, or discontinue each
entry. Peer/trainer feedback on printed report using PTA medication
checklist.

Step 4: Assessment
 Perform processes as indicated by the PTA medication checklist with
100% accuracy.

Step 5: Follow-through Activities
 New PAS uses PTA medication checklist and guiding principles to
analyze list generated by experienced PAS on a recent patient
encounter.