Epic for the Clinic
Signing in
• From home: citrixnet7.gmh.edu
• Enter username/pw
• Search for your pod
Checking your schedule
1. Schedule icon
2. Select date
3. Find your name in drop-down menu
Types of visits
• EST – established patient
• OVB1 – overbook
• NEW – new patient visit
• DC – hospital discharge
Your Inbasket
• Check results prior to leaving clinic
• Within two weeks:
– Call patients with abnormal results
– Mail abnormal results
• Ask pod lead or attending you signed out to if questions
Sending a message
• “New message”
• Search name
• F3 to link patient
• “Accept”
Pre-charting
• No more than 5 mins per patient
• Review:
– Encounters since last PC visit
– Labs/imaging
– “My Sticky Note”
Accessing a patient chart
• Click “chart” button, OR
• Double click encounter
Snapshot
• Demographics
• Problem list
• Meds/Allergies
• Recent visits
• Future appointments
Chart review
• Encounters, Notes
• Rx30, Pulmonary for PFTs
Results Review
• Includes labs
and imaging
Alternate way to view results
• Chart Review tab
– Labs, Imaging, Cardiology (EKG)
Charting in clinic
Pre-visit planning
• Day of clinic, prior to patient arrival
Pre-visit planning allows you to…
• Update problem list
• Start your note
• Put in orders
Review vitals
• “Triage” tab
– Visit Info: CC
– Vital signs
Review vital trends
• “Review flowsheet”
– Select “vitals”
Inputting new vital signs
• “Triage” tab → “Vital Signs”
Update the problem list
• Edit, resolve or associate with this visit
Mark Meds/All as reviewed
• Under “Triage” tab
Mark medical history as reviewed
• Under “History” tab
– Medical
– Surgical
– Family
– Social
Update health maintenance
• Postpone or discontinue
• Fulfilled elsewhere • Change frequency
A note on health maintenance
• Not all items are included in HM tab
• PCC note template has a thorough list:
Start your note
Useful Dotphrases
.PCCGENNOTE2019
.NAME
.AGE
.SEX
.PROB
.PMH
.PSH
.MEDS
.ALG
.SOCHX
.FAMHX
.ROS
Borrowing note templates
• AKA “Smartphrases”
Make your own note template
• “New” then paste/edit and name your smartphrase
Be careful with copy/forward!
• Your note should accurately reflect what happened in your visit with the patient
– ROS
– PE
– Labs/imaging reviewed
– Assessment/plan
Add a new visit diagnosis
• Input your own or use “Common” diagnoses
Add orders
• Search for an order, hit enter; it appears bottom right
Medication changes
• “Meds and Orders” tab
– pencil icon to adjust
– “x” to discontinue
Adjust sig
• Hit “Accept” when finished
Changing pharmacy
• Click on pharmacy name under “Meds and Orders”
• Search for new pharmacy using name and address
Associate orders with visit dx
• “Dx association” then check appropriate box
Sign your orders
• After signing out to attending, designate them as cosigner
Follow-up
• Input when you would like them to return
Patient instructions
• Search under “References” for frequent conditions
• Free text
Sharing normal results
• Create a letter from your inbox
• Route to your PAR
to print and mail
Sharing abnormal results
• Call patient!
• Create a telephone encounter to document
Questions?
• Up next: Epic scavenger hunt