Epic Tip Sheets

This page is intended to be a resource for Stanford researchers with Stanford login credentials only.

Epic Introduction

• 1. Workspaces (Patient List, Schedule) |  Watch video
• 2. Workspaces (Grease Board, Inbasket) | Watch video
• 3. Encounters & Chart Review  | Watch video
• Research Study - Finding MAR and Flowsheet Documentation | View document

Epic and Research Studies

• Research Study - Patient Enrollment and Encounter Linking | View document | Watch video
• Research Study Enrollment – Active Start Date and Active End Date | View document
• Research Study - Patient Encounter Linking from the Report | View document
• Adding Notes to an Upcoming Appointment | View document
• Epic Trial Management Closing the Studies | View document
  
• Order Pending Workflow
  • Order Pending Workflow - During Office Visit | Watch video
  • Order Pending Workflow - Orders Only | Watch video *NEW*
  • Order Pending Workflow for Research Coordinators on LPCH Epic | View document *NEW*

Epic Research Billing 

• Research Billing Review Related Changes with the Epic Upgrade | View document
• Epic Research Billing Training  Presentation | View document
•  Epic Research Billing Points To Remember | View document
• Epic Research Billing Training Video  | Watch video 

Tipsheets for Interpreter Services

Requests for interpreter services must now go through Epic. Please review the workflow processes in the PDFs below.

• Request Interpreter for Admitting 
• Request Interpreter for Periop Patients 
• Request Interpreter for Inpatient Visit 
• Request Spanish Interpreter for Outpatient Visit 

Contact

Should you have any questions or trouble accessing the Epic interpreter requests, please contact the Stanford Medicine Children's Research Informatics team.