epic can you add another report to the toolbar in patient summary

by Elza Ullrich 8 min read

Tips and Tricks for Getting the Most out of Epic - Hopkins Medicine

31 hours ago  · Step 1: Select the “Tools” heading, choose “Smart Tool Editors” and select “smart phrase". Step 2: Select the file name which contains your name/user ID (you can not edit the NMFF standard set of smart phrases). Step 3: Add a new smart phrase by clicking on the “+” icon. >> Go To The Portal


How do I view patient lists in epic?

From the red Epic drop-down menu in the upper right hand corner of your screen, select Patient Care and then from that submenu, select Patient Lists. TIP: After you have accessed Patient Lists, it will appear in your Epic drop-down menu in the “Recent” section. Just so, how do you find patients in epic?

How do I get to the Doc detail report in epic?

Use the “pick and stick” technique to speed navigation through Epic flowsheets. Click on the “Doc Detail Report” link on the right side of the flowsheet screen. Then left-click to pick the option, and right-click to make it stick.

What are reports in epic EHR?

Reports in Epic EHR can be used to identify appropriate patients within the practice panel not at treatment goal. These reports enable the practice to analyze clinical data about their patients based on specific information, such as: Diagnosis, Lab results, Medications.

Does epic support point-and-click documentation?

In addition to being able to populate the content of your note using free-text, SmartPhrases, SmartText, SmartLists, and voice transcription, Epic also includes a NoteWriter tool that allows point-and-click documentation.

How do I customize my Epic patient list?

0:013:25Modifying a Patient List - YouTubeYouTubeStart of suggested clipEnd of suggested clipSelect the list maintenance icon. Which is next to the wrench. This will open the list maintenanceMoreSelect the list maintenance icon. Which is next to the wrench. This will open the list maintenance window. The window displays all of the filter criteria. That can be set.

How do I edit my Epic toolbar?

Found under the More Activities button, Menu Personalization allows users to customize their Activity List and the Toolbar that runs along the top of the screen. Users can add additional Activities to their list of default activities and rearrange the order to meet their specific needs.

How do you add a report to your favorites section in Epic?

Select a report. Click Run to run the report with the current settings. Click to add the report to your Favorites list in the Catalog, My Reports and favorited report for easy access later. Click Edit to change the report's settings.

How do I add reports to Epic dashboard?

1. Go to Epic button > Reports > My Reports and select the Library activity tab. Create a new report or select Edit for the report you want to update. The Report Settings window opens.

What is main toolbar in epic?

The main toolbar contains popular selections depending on your user role. Additional selections can be located from the Epic button. The main toolbar is always available.

What does the wrench do in epic?

The wrench icon shows areas you can personalize. I like to personalize the columns in my In Basket, and I also personalize speed buttons for the diagnoses I use the most. This saves clicks and reduces scrolling.

How many Reports can a user add to their favorites?

50 favorite reportsTo rearrange favorites: Since you can add up to 50 favorite reports, you may want to rearrange the list to put the reports you use most often nearer the top. You can rearrange the list of favorites by dragging and dropping in the list.

What are Crystal Reports in Epic?

Crystal Reports is a reporting tool from SAP Business Objects that Epic uses for reporting on large amounts of long-term Clarity data. Crystal reports can be scheduled and distributed through Hyperspace using Epic-Crystal integration.

Where are tip sheets in Epic?

Note: You will find the majority of WMed specific tips sheets under the Ambulatory Clinical Documentation and Ordering (EpicCare Ambulatory) folder.

How do you add a table in Epic?

Inserting a Table into a Report or an AutoTextPlace your cursor where you would like the table to appear in your report or AutoText.Click the Table icon and hover your cursor over the grid to select your table size (or click Insert > Table, select the number of rows and columns for the table, and click OK).

What are Reports in Epic?

The Epic Report shows a list of complete, incomplete, and unestimated issues in an epic. It is particularly useful in planning work for an epic that may extend over multiple sprints.

What is a workbench report?

Reporting Workbench (RWB) reports are reports that display both rows of data, and can also display charts and graphs. RWB reports are also known as 'My Reports' as that is how you will find them in Epic's navigation. RWB reports can be sorted and filtered by end users.

Why do physicians use order panels?

Some organizations may have created order panels available for all physicians to use to help expedite placing certain bundles of orders. If your organization has not created these, or you would like to create personalized versions for yourself.

Where is the report workbench?

To access the reporting workbench, you can either search for “My Reports” in your top navigation bar, within the “Epic” menu at the top-left, or use the search tool at the top-right of your screen to “Jump To” “My Reports”. Within the Reports tab, select “Library” in the left-hand navigation bar to see a list of reports that are available to you.

What is a trackboard in an ED?

The trackboard is an essential way to know which patients are in your ED, where they are located, who is caring for them, their current condition, and where they are at in the course of their work-up.

Can you link Epic to external health information exchanges?

While Epic can be configured to link to external health information exchanges, you can easily view patient information from other Epic organizations using CareEverywhere. For the most part, linking a patient’s records across Epic organizations is not an automated process, it requires querying specific organizations where the patient has been seen. Organizations must be individually queried to make matches, just because you see some organizations listed in CareEverywhere, doesn’t mean there aren’t others. If the demographic information closely matches between organizations, a match will be automatically suggested (meaning that you are not likely to find matches before patients are registered or patients who are undomiciled, do not have social security numbers, or have recently changed mailing addresses or phone numbers).

Is Epic UserWeb open?

The Epic UserWeb is open to all Epic users and creating an account is usually as easy as selecting your organization and verifying your credentials using your hospital or health system’s single-sign-on (though some health systems may require additional verification or submission of an application to gain access).

Can you see past medical history on ED trackboard?

From within the side-by-side trackboard, you can see a patient’s past medical history, medications, vital signs, triage note, results, and even add time-stamped updates to the patient’s ED course which can be automatically included in your note by using the .edcourse SmartPhrase in your note template.

Do physicians have trackboard views?

In the past, all users of a certain type (physicians, residents, nurses, techs) had the same fixed trackboard views, however since the February 2019 release of Epic, many organizations now let physicians customize which columns show up on each view of their trackboard.