Getting Started with Epic: Clinical/Support Staff

External Video Links

Ella (Epic training site)

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The below links require login with an Ella account.  Please submit a ticket if you need an Ella account created.

Front Desk

Scheduling and Registering a New Adult Patient: Part 1

Scheduling and Registering a New Adult Patient: Part 2

Overview of the Appointment Desk

Overview of Making Appointments

Overview of the Department Appointments Report (DAR)

Overview of the Snapboard

Interpreting Provider Schedules

Canceling and Rescheduling Appointments

Patient Arrival and Check In

Overview of Real-Time Eligibility Queries

Scheduling Follow-Ups and Checking Out Appointments

Back Office/MA

Office Visit Demonstration

Clinical Support Visit

Finding Patient Information

Clinic Administered Medications (MAR)

Overview of MyChart Patient Portal

Additional Resources

Services (IT Request Forms)

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EHR Account Request

Please ensure that you have completed the WesternU HIPAA Training before submitting the above request for your EHR (Epic) account to be created.

Epic (EHR) Remote Access Request

Use this form if you will need to access Epic from a location outside of the WesternU campuses.

Other Epic Knowledge Base Articles

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WesternU HIPAA Training and Certification

How to Access Epic (from WesternU)

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Related Articles (10)

This article provides an overview of key clinical areas within the Epic application. This is intended as a starting place for newly hired Providers. Please refer to your clinical leadership for workflows specific to your center.
Clinical/support staff tips for documenting a refill (prescription) encounter with a patient.
Clinical/support staff tips for documenting a telephone call with a patient.
Clinical/support staff tips for using the Screenings activity / collect patient responses.
Clinical/support staff tips for searching patient records and opening records from hospitals outside of WesternU.
Clinical/support staff tips for pre-charting documentation, such as chief complaint and patient vitals, under the Rooming tab of an encounter in Epic.
Clinical/support staff tips for modifying the provider of an existing appointment.
Provider tips for viewing your daily schedule of patient visits.
Clinical/support staff tips for entering patient SOGI information.
Clinical/support staff tips for pre-charting documentation, such as chief complaint and patient vitals, under the Rooming tab of an encounter in Epic.