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 documentWatch video
  • Research Study Enrollment – Active Start Date and Active End Date | View document
  • Research Study - Patient Encounter Linking from the Report | View document
  • Orientation to EpicCare Link for Research Monitors (For Research Coordinators) | Watch video
  • Adding Notes to an Upcoming Appointment | View document
  • Epic Trial Management Closing the Studies | View document
  • Order Pending Workflow

Epic Research Billing 

Tipsheets for Interpreter Services

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


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