LDAP Impersonation & NOVA Notes — Comprehensive CI Study Notes

Core Idea: Lightweight Directory Access Protocol (LDAP) allows support staff to impersonate / view a user’s Epic session without ever learning or resetting that user’s password.
- Protects security & audit trail integrity ➜ every action still logged under the real end-user.
- Staff only need their own credentials; no password sharing.
Simultaneous Workspaces
- Epic usually permits logging in to $2$ different Hyperspace Workspaces concurrently.
- Multiple staff could even log in as the same user (e.g., “Logan”) at once; the system tolerates it.
- Caveat: Organizations may optionally lock this down to prevent dual logins.
Common Roles Involved
- Physician builder providing live adjustments.
- Clinical informaticist (CI) coaching the builder while logged in via LDAP.
- QA personnel inserting test notes while other staff are active.
Benefits vs. Resetting Password
- Eliminates the risky workflow of manually changing passwords.
- Maintains uninterrupted user access.
- Ensures accurate forensic audit trails.

Definition: EPIC’s central repository of post-go-live maintenance items (a.k.a. release notes or upgrade notes).
- Houses detailed descriptions of new features, fixes, optional optimizations, training tasks, build tasks, etc.
Why CIs Must Care
- You will help analysts interpret notes and judge end-user impact.
- May be asked to own certain NOVA dashboards, progress trackers, or training deliverables.
- Critical for upgrade prep: decide what to adopt ➜ build ➜ test ➜ train ➜ go-live.
Contrast With Orion
- ORION = Implementation-phase project tracker with tasks & timelines.
- NOVA = Ongoing maintenance tracker once the site is live and entering regular quarterly releases.

Landing Timeline
- Shows release cadence (e.g., next upgrade $\text{Aug}\,1$ ; events $\text{Aug}\,4$ ).
- Progress bars for Review, Build, Testing, Training.
- Example: Review only ${2\%}$ complete ➜ CIs expected to jump in.
Projects Panel
- Click Review ➜ filter by App (e.g., ClinDoc) ➜ "Outstanding Work" report appears.
- Columns sortable/filterable like any standard Epic report.
Deep-Dive Into a Release Note
1. Click note ➜ full narrative appears.
2. Sections: Overview, What’s Changed, Benefit/Value, Affected Users, Build Tasks, Training Tasks.
3. Build Tasks = analyst/builders; Training Tasks = YOU.
Collaboration Tools
- Comments: quick one-off remarks (“Think this needs a $5$ -min tip sheet”).
- Discussions: threaded conversations; can tag specific staff (auto-emails them).
- Advice Requests: analysts can flag a note "Need CI advice" ➜ lands in My Notes inbox.
My Notes Inbox
- Aggregates all Advice Requests & Team Discussions that explicitly involve you.
- Work through it like email.
Search Function
- Filter by Project (Future Upgrade), App (e.g., ClinDoc), note type, status, etc.
- Sidebar preview + quick access to training tasks.

Open Projects ➜ Review list.
For each note:
- Skim Overview + Training Tasks only.
- Ignore Build Tasks unless curious.
- Decide: Adopt now? Defer? No impact?
- Leave comment / discussion as needed.
Monitor Advice & Team Discussions reports → respond promptly.
Use My Notes for personalized task queue.

Goal: Track adoption of newly released features.
- Segments: In Use, Unsure, Later Version, Not Implementing.
- Org example ➜ $97\%$ overall adoption.
Typical Reasons to Defer
- AI functionality not ready.
- Adult-only workflows in pediatric orgs.
Sidebar Actions
- Click feature ➜ open quick summary & full note.
- Start discussion or request advice directly from dashboard.

Purpose: Quantifies how thoroughly an organization leverages Epic capabilities.
- Tiers $1$ – $10$ per focus area.
- Example focus areas: Ease of Use (Nurses, Physicians), Operating Margin, etc.
Tier Anatomy (using Ease of Use for Nurses):
- Tier 1: baseline (document supplies, EBS preferences, order panels).
- Tier 2: Brain usage, Patient Education, In-Basket Quick Actions.
- …
- Tier 10: advanced integrations (virtual nursing, device auto-file, pump integration).
Build vs. Usage
- NOVA now tracks both "Feature Configured" and actual usage (via user activity logs / SlicerDicer).
CI Responsibilities
- Identify quick wins to leap tiers.
- Partner with trainers, device integration teams, virtual nursing projects, etc.

NOVA Help Page ➜ Embedded videos, step-by-step guides.
Galaxy Document “Informatics & NOVA” ➜ outlines minimum access rights CIs should demand.
In-System Filters & Reports
- SlicerDicer user-activity sessions ➜ prove real adoption for Gold Stars.

Applies to both $100$ & $104$ classes.
Format: $40$ Qs, $2$ hours, proctored, open-book/open-notes/open-system.
Passing: $\ge 80\%$ .
3-2-1 Policy
- First $3$ attempts ➜ can test independently.
- Fail $3$ $\Rightarrow$ retake class virtually.
- $2$ more attempts; fail again $\Rightarrow$ retake class in person.
- After that, one-to-one repeat pattern.
Support
- After any fail, email to schedule a $30$ -min exam review with instructors.
- Sample exam available (older version) — watch chapter mapping (Flow Sheets = 104, etc.).
- Contact: citraining@epic.com.

EPIC conducts periodic roundtables (usability studies) via people.epic.com/test/#####.
Participation helps refine upcoming features before wide release.

[ ] Gain NOVA access (use the Galaxy justification doc if needed).
[ ] During each upgrade cycle:
- Review $100\%$ of notes in your specialty.
- Flag Training Tasks; draft tip sheets / videos.
- Engage relevant analysts / trainers / end-users.
[ ] Monitor Staying Current & Gold Stars dashboards ➜ drive adoption.
[ ] Use LDAP for secure user impersonation; never reset passwords casually.
[ ] Prepare for certification exam; leverage open-book format and instructor reviews.