EPIC Tips and Tricks

• Open Care Team

• Click "add me" next to PCP

• Update PCP Type to "Resident"  - tjhis is a very important step as not updating this will results in removal of the attending physician as PCP

• Set Notification Preferences

• • Under Receive Notifications About Admissions? select Yes.

  • Under Receive Result Notifications? select All results

• Accept the Assignment

• Once the assignment is saved, scroll to the Care Team section. Confirm that the new PCP appears under PCPs (e.g., Yimit, Asigul, MD – PCP: Resident, Internal Medicine).

• Open an encounter (telephone, results review, Rx request, etc)

• Navigate to "Routing"

• Under "My List," choose "Build My Lists"

• Under each encounter type, type "p doug" and both the pools you will need will show up. This includes the front desk staff (P DOUG IM SCHEDULERS POOL - FRONT DESK) and clinical staff (P DOUG IM NURSE/MA POOL - CLINICAL)

• Now those options will show up as quick buttons in the routing section as you see in the first photo below

Create a quick action from an existing task 

• In your In-basket, start a task, such as releasing a result or sending a patient message.

• Complete the necessary steps for the task but do not click "Accept". Instead, look for and click the "Save as Quick Action" button.

• Give your new quick action a descriptive title and click "Mark as Done". This will remove the encounter from your In-basket. 

• You can then find your new quick action under "QuickActions" in the top right corner of your screen in your In-basket for future use. 

Create a quick action using the "Manage Quick Actions" button 

1. Go to your Inbasket and locate the toolbar.

2. Click the arrow next to the "Manage QuickActions" button.

3. From the drop-down menu, select the type of quick action you want to create, such as "New Patient Message" or "Create Result Note".

4. Follow the on-screen prompts to build and save the quick action, including adding any necessary SmartLinks to pull in patient-specific data. 

Tips for quick actions

• Use SmartLinks: Include SmartLinks in your quick action templates so that they automatically pull in the correct patient information when you use them.