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Advanced Charting for Clinicians
Activity description
Upon completion of this course, participants will gain proficiency in navigating and utilizing the Epic (EHR) system and have a deeper understanding of Epic tools, workflows and shortcuts. This activity will enhance efficiency and effectiveness and empower attendees to provide high-quality patient care.
PLEASE NOTE: These materials are intended ONLY for those who attended the live Advanced Charting for Clinicians session.
Provided by
This activity is provided by Optum Health Education and Reliant Medical Group.
Commercial support
No commercial support was received for this activity.
Required hardware/software
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Target Audience
This activity is designed to meet the educational needs of nurses, nurse practitioners, physicians and PAs who are interested in learning about advanced charting.
Learning Objectives
At the end of this activity, participants should be able to:
- Organize personal and team schedule(s) and patient reports.
- Demonstrate various chart review techniques.
- Examine various Epic tools including Navigators, SmartSets, Preference Lists and speed buttons.
- Identify appropriate location for various patient data within the EMR.
- Construct personal QuickActions to efficiently manage In Basket tasks.
Faculty and Planners
Rebecca Gleason, RN, CCM
Activity Manager
Optum Health Education
Matthew Horsfield, MD
Family Medicine Physician
Senior Clinician EHR Optimization Specialist
Reliant Medical Group
Helen Page, MHP, PA-C
Department of Dermatology
Assistant Director Epic Clinical Optimization
Reliant Medical Group
Megan Persenaire, PA
Physician Assistant Family Practice
Clinician EHR Optimization Specialist
Reliant Medical Group
Nicole Winters, MD
Family Practice Physician
Medical Director for Clinician EHR Optimization, Training and Efficiency
Reliant Medical Group
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 activity faculty and planners have no financial relationships to disclose.
To apply for credit types not listed below, participants should use the procedure established by the specific organization from which they wish to obtain credit.
Accreditation statement
In support of improving patient care, this activity has been planned and implemented by Optum Health Education and Reliant Medical Group. 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 3.00 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 live activity for a maximum of 3.00 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.
Psychologists
Optum Health Education is approved by the American Psychological Association (APA) to offer continuing education for psychologists. Optum Health Education maintains responsibility for this program. 3.00 CE hours.
Social workers
As a Jointly Accredited Organization, Optum Health Education is approved to offer social work continuing education by the Association of Social Work Boards (ASWB) Approved Continuing Education (ACE) program. Organizations, not individual courses, are approved under this program. State and provincial regulatory boards have the final authority to determine whether an individual course may be accepted for continuing education credit. Optum Health Education maintains responsibility for this course. Social workers completing this course receive 3.00 continuing education credits.
Counselors and/or marriage and family therapists
CA: The Board of Behavioral Sciences has deferred CE course approvals to APA and ASWB for its licensees. See those approvals under Psychologists and Social Workers.
Other States: If your state is not specifically listed, nearly all state Counselor and MFT boards accept either APA or ASWB approval, or are reciprocal with other state licensing board approvals, such as those listed below. Check with your board to be sure.
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. PT/OT and Optometrists are welcome to take this class but there is currently no specific CE credit available.
Available Credit
- 3.00 AMA - Physicians
- 3.00 ANCC - Nurses
- 3.00 APA - Psychologists
- 3.00 Attendance - General Attendance
These materials are intended ONLY for those who attended Advanced Charting for Clinicians.
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.”