Epic EHR Skill Overview

Welcome to the Epic EHR Skill page. You can use this skill
template as is or customize it to fit your needs and environment.

    Category: Information Technology > Medical software

Description

The Epic EHR skill is essential for a Patient Experience Operations Manager in healthcare administration, focusing on optimizing healthcare operations. This skill involves navigating the Epic Electronic Health Record (EHR) system to manage patient information efficiently. It includes entering and updating patient demographics, scheduling appointments, and accessing medical histories. Proficiency in Epic EHR allows for generating reports, managing patient flow, and coordinating with clinical staff. Advanced capabilities include analyzing data trends, optimizing workflows, and integrating third-party applications. Mastery of this skill ensures seamless healthcare operations, enhances patient experiences, and supports compliance with industry standards, making it a critical asset in modern healthcare environments.

Expected Behaviors

  • Fundamental Awareness

    Individuals at this level can navigate the Epic EHR interface, recognize key patient information fields, and understand basic system functions. They are familiar with logging in and out securely and can identify common icons, laying the groundwork for further skill development.

  • Novice

    Novices can enter and update patient demographics, schedule appointments, and access medical histories. They are capable of generating basic reports and have a foundational understanding of how to use Epic EHR for routine tasks.

  • Intermediate

    Intermediate users customize dashboards, manage patient flow, and utilize billing and coding features. They coordinate with clinical staff using communication tools and begin to optimize workflows within the Epic EHR system.

  • Advanced

    Advanced users analyze data trends for operational improvements and implement workflow optimizations. They train staff on advanced functionalities and integrate third-party applications, demonstrating a deep understanding of Epic EHR capabilities.

  • Expert

    Experts design and implement system enhancements, lead upgrades, and develop custom modules. They conduct comprehensive audits and ensure compliance, showcasing mastery in leveraging Epic EHR for strategic healthcare operations management.

Micro Skills

Identifying main menu options and their purposes

Navigating between different modules within Epic EHR

Using search functions to locate patient records

Understanding the layout of the Epic EHR dashboard

Locating patient name and contact information fields

Recognizing insurance and billing information sections

Identifying medical history and current condition fields

Understanding the importance of accurate data entry

Identifying icons for adding new entries

Understanding icons for editing and updating information

Recognizing alert and notification icons

Learning the function of help and support icons

Understanding login credentials and authentication methods

Recognizing the importance of secure password practices

Following proper procedures for logging out

Identifying security features to protect patient data

Locating the patient demographic section in Epic EHR

Inputting new patient data accurately

Editing existing patient information

Verifying data entry for accuracy and completeness

Accessing the appointment scheduling module

Selecting appropriate appointment types and durations

Assigning appointments to available time slots

Sending appointment confirmations to patients

Navigating to the patient medical history section

Identifying key components of a patient's medical history

Interpreting medical history data for clinical relevance

Documenting observations and notes on patient history

Selecting report templates within Epic EHR

Customizing report parameters to meet specific needs

Running reports and reviewing output data

Exporting and sharing reports with relevant stakeholders

Adjusting display settings for optimal viewing

Setting up personalized shortcuts for frequent tasks

Configuring notification preferences for alerts and reminders

Organizing dashboard widgets to prioritize information

Utilizing patient tracking boards to monitor status

Updating patient location and status in real-time

Coordinating with clinical staff for patient handoffs

Generating reports on patient flow efficiency

Entering accurate billing codes for procedures

Verifying insurance information and eligibility

Resolving billing discrepancies and errors

Generating billing reports for financial analysis

Sending secure messages to clinical team members

Scheduling and managing team meetings within Epic

Documenting communication logs for patient records

Utilizing chat functions for real-time collaboration

Extracting relevant patient data from Epic EHR for analysis

Utilizing data visualization tools to identify trends

Interpreting data patterns to inform decision-making

Collaborating with clinical teams to validate data insights

Mapping current workflows to identify inefficiencies

Designing optimized workflows using Epic EHR tools

Testing new workflows in a controlled environment

Training staff on updated workflows and monitoring adoption

Developing training materials tailored to staff roles

Conducting hands-on training sessions for staff

Assessing staff proficiency through practical exercises

Providing ongoing support and resources for skill reinforcement

Identifying compatible third-party applications

Configuring Epic EHR settings for integration

Testing data exchange between Epic EHR and third-party apps

Ensuring compliance with data security and privacy standards

Conducting needs assessments to identify enhancement opportunities

Collaborating with stakeholders to define enhancement requirements

Developing project plans for system enhancement implementation

Testing new features in a controlled environment before deployment

Documenting enhancement processes and outcomes for future reference

Planning and scheduling system upgrade timelines

Coordinating with IT teams for technical support during upgrades

Ensuring data integrity and security during migration processes

Training staff on new features post-upgrade

Monitoring system performance post-migration to ensure stability

Identifying operational gaps that require custom module development

Designing module architecture to align with existing system infrastructure

Coding and testing custom modules for functionality and reliability

Integrating custom modules with existing Epic EHR components

Providing documentation and training for end-users on new modules

Establishing audit criteria based on regulatory requirements

Utilizing Epic EHR tools to extract relevant audit data

Analyzing audit findings to identify compliance issues

Reporting audit results to management and recommending corrective actions

Implementing follow-up procedures to ensure compliance improvements

Tech Experts

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  • Expert
    4 years work experience
  • Achievement Ownership
    Yes
  • Micro-skills
    84
  • Roles requiring skill
    2
  • Customizable
    Yes
  • Last Update
    Wed Sep 24 2025
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