Welcome to our Specialty Trainer Quick Reference Guide to User Settings Labs for providers. You will be guiding them through the most important part of training. In this short video, we’ll walk you through the steps for giving providers the best chance to be successful when they start seeing patients.
Everything you need is right under the F1 key in Epic. Scroll down to User Settings Labs documents for the slide deck, a quick reference guide checklist you can print out, and all the specialty user settings guides.
Open your slide deck and choose your favorite Epic Journey travel destination for the title slide to make it fun. The class goals are the required elements that must be completed before the provider leaves class. Let’s review each one so you’re comfortable with the process.
The first priority is making sure the provider can log into Epic. Clicking the red Epic icon on their desktop or the white Epic icon in their workspace will bring them to the login screen.
If they are offsite, they can go to citrix.hs.uab.edu for remote access and find the Epic PRD icon in their Citrix workspace. They will use their UABMC username and password and then select their login department. The easiest way is to type in their specialty and select the appropriate facility.
Once logged in, the provider is in the Epic production environment and will retain access after completing the User Settings Lab. If it’s their first login, they should search for the Login Testing report and complete the Login Lab survey from their desktop.
Next, download the specialty USL guide from the F1 Help section. This guide covers everything in the lab and serves as a resource during and after training, including links to helpful videos, ordering and documentation tools, and UAB-specific Epic content such as order sets, note templates, and SmartSets.
Each provider must achieve 100% on the Essential User Settings score, available in My Tools > User Settings Dashboard. To reach 100%, they need to save one ordering tool and one documentation tool. Each item includes a video link and direct navigation guidance within Epic.
Additional tools to explore include following users, customizing order sets, using NoteWriter, creating macros for physical exams, and configuring order panels and the user dictionary.
Providers will also need to use a test patient to save favorites and SmartPhrases. For inpatient workflows, access the patient list workspace, select a St. Vincent’s hospital, and choose a patient from any unit (excluding emergency medicine). For ambulatory workflows, search for ZZUSL patients and open a chart.
Once in the chart, click “Place Orders” to begin an encounter and start favoriting orders. Refer to Epic’s recommended training on JourneytoEpic.org/providers for best practices on saving favorites and using the preference list composer.
SmartPhrases are another essential. Navigate to My Tools > My SmartPhrases, select “New User SmartPhrase,” and create a commonly used phrase or add your credentials. Save and test it in the patient chart.
Providers can also copy commonly used phrases from their legacy EMR using the SmartPhrase Manager or download SmartTools from their previous system if available.
After completing ordering and documentation tools, providers can explore My Tools > User SmartSets to locate and customize specialty-specific order sets. These are best managed outside of the patient chart.
Next, set up Haiku and Canto mobile apps. Access the setup guide in F1 Help, scan the QR codes, and log in using UABMC credentials.
Finally, providers should configure their specialty console list and care teams to ensure they can locate patients at go-live. From the Patient List tab, select the appropriate hospital, locate their specialty console, and add it to “My Patient List.” Then add their provider care team from the available lists.
Congratulations, you’ve completed the initial User Settings Lab. Encourage providers to continue refining their settings before go-live to maximize success.
