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Welcome to CLN251/252! 3 6
CD
We will begin class at 8:30 am CST. 9 -
Before class begins… 5 3
- B
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1. Log in to access.epic.com 4 8
7 -
• Use SSO link or UserWeb1credentials
2. Launch Virtual Hyperspace A D
• Environment: ####0
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• Log in as your B 5 C
Casey Builder
3. Make sure youFD have:
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• Your *new* C training companion
• New D:log-in information
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Goals 3 6
CD
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• Understand how information is stored in 3Epic
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B 5
• Configure staff-related records 8 -
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• Become familiar with the relationship -4 among Epic records
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that affect the end-user Hyperspace
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Introduction
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Tear out yourD cheat sheet!
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CD
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Overview of-4Chronicles
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CD
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Chronicles B 5 3 9
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is like a 4 8 1 8
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filing A D 1 7
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cabinet. 5C0
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Each drawer in CD
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the cabinet 5 3
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represents a 1 8
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unique 7 -
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database, or - A D
master file. 5C0
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CD
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Each drawer has 5 3SER

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its own 3-letter 1 8
4 8 EMP

initial to label it 7 -
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called an INI. -AD ECL

C 0 LPR

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There are over 900 master files36in Epic.
CD
9 -
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SER
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EMP
4 8
7 - LVN

ECL
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C 0
LPR
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The file folders inside the drawer 451
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represent unique records in that 3master
file. CD
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The pieces of paper inside the folder 0 4 are
contacts, which track data overDtime. 3 6
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3 9
B 5
Stethoscope,Sam
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Contact Date:
Jan 31, 2018
8 1 Contact Date:
March 10, 2018
Contact Date:
August 8, 2018

-4
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Specialty: Pediatrics Specialty: Pediatrics Specialty: Pediatrics

D
Departments: EMC Pediatrics Departments: EMC Peds West Departments: EMC Peds West

SER - A
Meds Authorizing Provider?: Meds Authorizing Provider?: Meds Authorizing Provider?:

C 0 No No Yes

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Provider Type: Resident Provider Type: Resident Provider Type: Physician

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Contact Date:
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March 10, 2018

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Specialty: Pediatrics

The questions to - C
Departments: EMC Peds West

3 9 Meds Authorizing Provider?:

fill in for each B 5 No

contact are items, 8 - Provider Type: Resident

8 1Contact Date: Contact Date:


August 8, 2018

4
Jan 31, 2018

and the 7 - Specialty: Pediatrics


Specialty: Pediatrics

information filled D 1 Departments: EMC Pediatrics


Departments: EMC Peds West

- A Meds Authorizing Provider?:

in for each item 0 is


Meds Authorizing Provider?: No Yes

C
a value. DB5
Provider Type: Physician
Provider Type: Resident

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Filing Cabinet Analogy 6
Epic Term
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CD
Filing cabinet
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Chronicles
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Drawer
- B file
Master
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4 8
A file folder in a drawer
7 - Record

D 1 Contact
A dated, or versioned, paper form
- A
C 0
A question on a paper form
B 5 Item
(Name, Sex, etc.)

F D
An answer filled inC
: 5 on a paper form Value
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(Bob Jones, Male, etc.)

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Components of Chronicles 3 6
CD
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1. All of the information that you enter in Hyperspace
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is stored in
Chronicles -B
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…Epic’s database management system.
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Components of Chronicles 3 6
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2. A(n) 9 -
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Contact - B
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…is a date-specific snapshot of the 4data within a record.
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Components of Chronicles 3 6
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3. Each 9 -
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Master file - B
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…stores all of the data about one type 8
4 of thing.
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Components of Chronicles 3 6
CD
4. A(n) 9 -
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Item - B
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…is a discrete field within a record. 4 8
7 -
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Components of Chronicles 3 6
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5. Each 9 -
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Record - B
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…stores information about one specific 8
4 entity in the master file.
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Components of Chronicles 3 6
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6. A(n) 9 -
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Value - B
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…is the data that is stored in an item. 4 8
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Patient documentation 3 6
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Diagnoses 5 3
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Orders -4 8
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Notes -A
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Patient documentation 3 6
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Diagnoses Earle, Richard
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Orders 1 8
4 8
Notes 7 -
D 1 EPT Contact Date:

- A Sept 19, 2019

C0 Diagnosis
(item 18400): Diabetes mellitus

B 5 Orders

D
(item 19000): Lipid panel

C F Notes

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(item 20330): Visit note

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Records point to other records in 0 4
different master files. 3 6
D Diabetes mellitus

C
Earle, Richard

9 -
5 3EDG
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Contact Date:
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September 19, 2019
4 8
7-
Lipid panel

Diagnosis
(item 18400): Diabetes mellitus D 1
ORD
0 -A
Orders
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(item 19000): Lipid panel

D B Visit note

Notes
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(item 20330): Visit note
HNO

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Exercise 3 3 6 0
CD
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18
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Components of Chronicles and a 3Patient
CD
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1. Using the terminology we’ve covered for Chronicles, “Bowens,
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Richard” is the name of the B
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Record 1
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- shot.
…that is being viewed in the screen 1 7
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Components of Chronicles and a 3Patient
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2. The Reason for Visit part of the report is an39example of one
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Item 8 -
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Components of Chronicles and a 3Patient
CD
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39for Visit?
3. What is the corresponding value for Reason
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Diabetes mellitus -B
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Components of Chronicles and a 3Patient
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4. An office visit is an example of which part of
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9Chronicles data
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structure? B
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Contact 81
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Reports
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Make data available
D to an end user
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PRINT CDGROUP
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53 (LPG)
B
REPORT 8 -
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(LRP) D 17
0 - A PRINT GROUP
5C (LPG)
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Hyperspace, Text, and Chronicles 3 6
C D
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Hyperspace
(end users, project team) 5 3
Text
B
(project team)
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• Log in with ID/Password
1 8
• Configure user records
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• Configure department
• Log in to a department
7 - • Configure report records
records
• View a report
D 1
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0
C Chronicles
B 5 (data is stored here)
• User (EMP)D
C F master file: Stores User ID and password
• Department (DEP) master file: Contains department-related

: 5
settings

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• Report (LRP) master file: Lists the print groups to show in a report

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Report (LRP) 3 6
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 Displays information
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 Made up of print groups (LPG) - B
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 Built in text 4 8
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Profiles
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Configure anDend user’s options
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within activities
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Profile (LPR) 3 6
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 “Details within activities”
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 Shareable - B
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 Can control hundreds of settings
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 Chart Review tabs
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 Preference Lists - A
 Reports C 0
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 Can be assigned atDsix different levels in a hierarchy
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 Built in text
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5 3 PRINT GROUP
- B
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PROFILE REPORT -4 8
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(LPR) 1
(LRP)
D PRINT GROUP
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C 0 (LPG)
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3 PRINT GROUP
CD
9 - (LPG)
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REPORT (LRP)
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- B PRINT GROUP
18 (LPG)
DEPARTMENT 4 8
(DEP)
PROFILE (LPR)
7 -
D 1 PRINT GROUP
- A (LPG)
C0 REPORT (LRP)
B 5 PRINT GROUP
F D (LPG)
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Use the profile hierarchy
to accommodate...
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Individuals with
exceptional needs 3 6
CD
WHO?
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A job’s
exceptional needs
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- B
18
A department’s
4 8
(login dept) needs
7 -
WHERE? D 1
(facility
Clinic
- A
structure)
or hospital’s needs

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B
Billing region’s
5
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needs

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: Global

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Big Picture
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USER TEMPLATE
PROFILE (LPR)
6 0
(EMP)

D 3
EPICCARE
- C
SECURITY CLASS PROFILE (LPR)
3 9
(ECL)
5
-B
PRINT GROUP

DEPARTMENT
1 8 (LPG)

(DEP)
PROFILE (LPR)
48 REPORT (LRP)

7 - PRINT GROUP

LOCATION (EAF) D 1
PROFILE (LPR)
(LPG)

- A
C0
SERVICE AREA
(EAF) B 5
PROFILE (LPR)

F D
SYSTEM
5 C
:
DEFINITIONS PROFILE (LPR)
(LSD)

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What is a compiled 5profile? 3
- B
1 8
A compiled profile, also 4 8 called a
7 -
composite profile, D 1represents the
-A
collection of0profile settings that will
impact a user.
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D B
C F
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Change 1 Change 2 Change 3

What setting needs to


D 3 Outpatient
change?
SnapShot Report Chart Review Tabs
- C Preference Lists
3 9 Your pediatricians,
Your pediatricians, 5
Band other residents, nurse
residents, nurse -
Your pediatricians
pediatricians8with the same practitioners, and
Which users need the
practitioners, and
8 1practice and job other clinical users
change?
other clinical users in
-4 duties
scope of
the department
1 7 in the department

A D
0 -
What is the most
general level of the
5 C
hierarchy that could
deliver this change just
D B
Department EpicCare Security Class Department
for the people who F
need it?
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What do users need?
5 1
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USER
TEMPLATE No Profile Linked
3 6 profile
(EMP)

CD records will

9 - you edit?
3
EPICCARE Generic Chart
Generic Chart
SECURITY
CLASS (ECL)
Review Tabs + ED
Review Tabs
Visit Tab
B5 2
8 -
DEPARTMENT TRNCLN##
8 1
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AMB Peds Pediatric
(DEP)
-
Pediatric Patient
Snapshot Preference Lists
7
Snapshot

D 1
LOCATION
(EAF)
- A
C 0
SERVICE AREA
B 5
(EAF)
F D
No Profile Linked

5 C
SYSTEM
: AMB Patient Default Chart

ID
DEFINITIONS AMB Preference
(LSD) Snapshot Review Tabs Lists

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User/User
LPR 1 14 5 1 Compiling
Template
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EpicCare
D 3
LPR 1 2 1 C
Security Class
9 -
5 3
Login LPR 2 1 1-B 2
Department
1 8
8
42
Revenue
LPR
7 - 1 3 1
Location

D 1
Service
- A
Area LPR 3
C 0 2 1 2

B 5
System
LPR 3D 4 2 1 3 2 3 2 4 3
Definitions
C F
Compiled : 5
Profile
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DEPARTMENT (DEP)

CD
9 -
5 3
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LOCATION (EAF)
18
4 8
7 -
D 1
A
SERVICE AREA (EAF)
-
C0
B 5
F D FACILITY (EAF)

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CD
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Navigators
-4
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Guide cliniciansDthrough a workflow
- A
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Navigator (LVN) 3 6
CD
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 Guide clinicians through a workflow
5 3
 Templates - B
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 Topics 4 8
7 -
 Sections D 1
- A
C 0
 Usually assigned in a Workflow Engine rule record
B
 Built in Hyperspace 5
F D
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NAVIGATOR1
0 4
SECTION
6
3
NAVIGATOR CD (LVN)
TOPIC (LVN) 9 -
5 3 NAVIGATOR
- B
NAVIGATOR 18 SECTION (LVN)
4 8
TEMPLATE 7 -
(LVN) D 1
NAVIGATOR
-A
0 SECTION (LVN)
5C NAVIGATOR
B
C FD TOPIC (LVN)
NAVIGATOR
: 5 SECTION (LVN)
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CD
9 -
5 3
- B
8
Workflow Engine
-4 8 1 Rules
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Change details for anDend user based on context
- A
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Workflow Engine Rule (LOR) 360
CD
 “Details based on context” 9 -
5 3
 If = condition - B
1 8
 Nested conditions have an AND 4 8 relationship
7 -
 Conditions evaluate properties
D 1 (e.g. patient age,
patient sex, department A specialty)
 Then = directive 0 -
5C
D B
 Typically linked within Profiles
C F
 Built in Hyperspace
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CD
9 - NAVIGATOR
SECTION
3
5NAVIGATOR (LVN)

- B TOPIC (LVN)

18 NAVIGATOR
SECTION
WORKFLOW
4
NAVIGATOR8 (LVN)
PROFILE (LPR) ENGINE RULE
7 -
TEMPLATE
(LOR)
D 1
(LVN) NAVIGATOR
SECTION
- A (LVN)

C0 NAVIGATOR
TOPIC (LVN) NAVIGATOR
B 5 SECTION

F D (LVN)

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Property 9 -
Value 5 3
- B
18
4 8
7 -
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Nested Conditions 3 6
CD
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18
4 8
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Directives- “Then” 3 6
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18
4 8
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Continue Afterwards 3 6
CD
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5 3
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18
4 8
7 -
D 1
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CD
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After Class Information
-4
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What D now?
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Chapter 10- Lab 3 6
CD
9 -
 More hands-on practice
5 3
- B
 Testable material 8 1
8
4hall or at home in practice
 Can be completed during study 7 -
environment D 1
- A
C 0
B 5
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Chapter 11- Category Lists 3 6
CD
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 Should be completed as self-study
5 3
- B
 Testable material 18
4 8
7 -
D 1
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Chapter 12- Online Resources 360
C D
9 -
 Practice with Epic’s online tools for your own
5 3 research
needs after class - B
1 8
 Not testable material 4 8
7 -
D 1
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Appendices 3 6
CD
9 -
 Additional Practice
5 3
-B
 Check out the big picture diagram and8scenarios in this appendix-
very helpful for the exam
481
7 -
 Certification Information
D 1
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Review and Preview 3 6
CD
-
9 like the tabs in
3
What record controls details within activities
5
B
Chart Review, or the default report in -Snapshot?
1 8
Profiles 84
7 -
D 1
If you wanted to know the- Arecord name of the Snapshot
0 that out?
report, how could youCfind
B 5
Go to Session Information
D Report and click the link to Enable
F
C Group IDs
Report and Print
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Review and Preview 3 6
CD
- 9
3
Is the Plan activity a report-based or navigator-based
5
activity? How do you know? - B
1 8
Navigator-based activity.
4 8
7 -
End users are going through a1workflow!
A D
0 -
How could you see the5Cnames of the records if you want to
duplicate or modify
D Bthe Plan activity?
F
C F12, F10
CTRL + ALT +5SHIFT,
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Review and Preview 3 6
CD
-
9
What type of record changes a workspace3based on context?
B 5
Workflow Engine Rule 8 -
8 1
-4
Where do you link a Workflow 7
1 Engine Rule?
A D
Profile 0 -
5C
D B
C F
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CD
9 -
5 3
- B
8
Security -Classes
4 8 1
1
Give an end user
7
D access to activities
A
0 -
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Security Class (ECL) 3 6
 “Access”
D C
9 -
 Shareable 5 3
-B key)
 Point: Individual piece of functionality 8(e.g.
8 1
 Types of Security -4
7
• In Basket, Shared, Reporting1 Workbench (everyone)
D
A clinical tools)
• EpicCare (people who -need
C 0
• Inpatient (people 5working in a hospital)
 Class: Grouping of
B
Dpoints (e.g. key ring)
F
5C
 Built in Hyperspace
:
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Security Points = Access to functionality 0 4
3 6
C D
9 -
5 3
Patient Deliver a Order8 -B Sign Non-
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