CLN103 – Clinical Workflows & Epic Fundamentals

MyChart

Epic’s patient portal that lets patients view health information, schedule visits, send messages, pay bills, and complete eCheck-In

eCheck-In

Pre-visit workflow in MyChart where patients verify demographics, insurance, meds, allergies, complete questionnaires, and sign documents

In Basket

Messaging hub in Hyperspace where clinicians manage results, refill requests, MyChart messages, and other tasks

QuickAction

Reusable response or action in In Basket that files documentation or replies with one click

Navigator

Step-by-step workflow guide displayed on the left of Hyperspace (e.g., Rooming, Triage, Admission, Discharge)

Rooming Navigator

Outpatient navigator used by nurses/MAs to capture visit info, vitals, med review, etc. when seating the patient

Storyboard

Left-side patient summary panel in Hyperspace showing key demographics, visit status, and alerts

ED Manager / Track Board

Emergency Department tracking board listing patients, locations, status, and allowing triage, rooming, and assignments

Patient Status (ED)

Milestone that tracks a patient’s progress (e.g., Waiting for Triage, In Triage, Waiting for Provider, In Process)

ED Narrator

Workflow tool for ED nurses combining quick links, assessments, orders, and documentation in one screen

Quick List

Preset list of common orders (often in ED) enabling rapid selection without searching the full catalog

Order Set

Pre-built collection of recommended orders for a particular condition or workflow (e.g., Pneumonia Admission)

OurPractice Advisory (OPA)

Epic term for BestPractice Advisory; alert that guides clinicians based on clinical criteria

Sign & Hold

Order status where orders are signed but held inactive until released by receiving unit

Acknowledge Orders

Nursing action indicating new active orders have been seen; does not activate or complete the order

Bed Request

Grand Central order asking Bed Planning to assign an inpatient bed for admission or transfer

Bed Planning

Activity where bed planners assign and manage beds, view capacity, and monitor discharge milestones

Unit Manager

Inpatient charge-nurse tool to view beds, perform transfers, and manage treatment teams

Brain

Nursing task organizer showing patient timeline, due meds, labs, and documentation with one-click actions

Brain Sidebar

Right-side pane in Brain listing Admission/Shift/Discharge tasks and shortcuts to flowsheets

Flowsheet

Table of time-stamped clinical data (vitals