EPIC: Worklows, Job Aids, Tips 

Manual Table of contents: need to figure out how to get the other one to work

Epic updates (reverse chronological (?Remove if no longer accurate)


Formal tip sheets

Note templates and smart phrases:


Adolescent Mychart 

Dear Registration & Access Team Staff,

To optimize adolescent access to the Connect patient portal and prepare for sharing adolescent clinical notes, the NY Consortium has begun an initiative to improve adolescent and proxy Connect portal enrollment. A critical aspect of this initiative is a standard training course for all staff which reviews the workflow for Connect patient portal activation and proxy assignment.

NY state law encourages patients between the age of 12 to 17-years-old to be the primary holders of their portal accounts. This allows adolescents to share more information with their healthcare providers while also empowering younger patients to learn more about their health.

Moving forward for patients ages 12 to 17-years-old, Connect accounts should be registered with the adolescent’s personal email address as the username and primary point of contact and should not be registered with a parent or legal guardian's email. When registering any patient 12 to 17-years-old, please verify that the patient's Connect account is registered under the adolescent's email. If this is not the case, the account should be deactivated and reactivated with the appropriate adolescent information.

For most adolescent patients 12 to 17-years-old registered in Connect, a "Parent to Adolescent" proxy account should be created for a parent or legal guardian. This provides the parent or guardian access to an adolescent's account while maintaining the confidentiality of sensitive information for adolescent patients.

In the next few days, you may receive an email regarding a training course that reviews the standard portal enrollment workflow for adolescents and proxies. This training documentation and video are also provided below with a list of frequently asked questions we expect patients, parents, and guardians to have regarding the process. Please review these educational materials as soon as possible.

Training Document & FAQ: How to Create and/or Modify a Connect Account for a Patient 12 to 17-years-old & Proxy

Training Video: How to Create and/or Modify a Connect Account for a Patient 12 to 17-years-old & Proxy

Please contact your manager if you have any questions about the training, workflow or re-enrollment efforts.

Thank you for your help in promoting access to medical care for our patients.

EI Referral In Unite Us

EPIC Efficiency Training 

https://epictogetherny.org/Training


There are also these options:

Open Office Hours [drop-in, small group, answer any questions]

•Tuesday 2:30pm – 3:30pm

•Thursday 5:00pm – 6:00pm

•Friday 8:00am – 9:00am

•No Sign-up needed!  Link for all three: https://nyph.zoom.us/j/91704529079


Thrive Classes [scheduled, set agenda, small group, teaching personalization]

•Medical Provider on the last Wednesday of each month from 11am-12pm.

•Surgical Provider on the last Thursday of each month from 11am-12pm.

•Enroll via https://nypres.service-now.com/nyp-portal/ no later than 1 week prior to the session.


Personalization Sessions: [ scheduled, 1:1, personalization but also answer questions]

•Bookable appointments every Friday for a 1:1 (or small group session if preferred) from 9am – 2pm

•Enroll via Provider Personalization and Efficiency (epictogetherny.org)



EPIC: Job Aids

Resident Prescriptions for Patients with NYS Medicaid


EPIC Help--> I have an IDEA!


Interpreter Services Smartphrase


Job Aids: 

Adding yourself of someone else to care team

Documenting medications given during a procedure

Attesting a residents note  

How to get a procedure consent within epic  

Advanced Care Planning 

Epic FAQs 

Dictation Speech Commands (MModal / Fluency Direct) 

Inbasket Superdoc

Giving access to your inbasket 

One click gap closure  

Labs

Ordering E-consults 

Sending lab requisition to patient via mychart 

Creating a timeout note 

Vaccine reconciliation and adding historical vaccines 









Providers_E_Consult_Workflow.02.pdf