Glossary of Epic TermsApplicationsAccess/RevenueGrand CentralShort for Admission/Discharge/Transfer. A system for tracking inpatient visits. Used by organizations to track(ADT, EVS, Transport) inpatients from their arrival (admission), to their movements inside the hospital (transfer), to their departure(discharge).Cadence (Scheduling) Epic's enterprise scheduling product. Used to schedule and track patient appointmentsHealth InformationManagement(HIM)A suite of products that are each sold separately, installed separately, and frequently accessed by differentgroups of users in the medical records department of a healthcare organization. Epic's HIM suite includesChart Tracking, Deficiency Tracking, Release of Information, and Coding & Abstracting.Identity(ID)Epic's ID and duplicate record management application. Can be used to prevent such issues as multiplerecords for the same patient, or single records for multiple patients with identical names and similar data.Prelude EnterpriseRegistrationRelease ofInformation(ROI)Resolute HospitalBilling(ARHB)Resolute ProfessionalBilling(ARPB)Epic's registration application.Epic's Health Information Management (HIM) application used to track and fulfill requests for patient healthinformation.Epic's Patient Accounting product for hospitals, or a product for the facility fees for an organization with bothhospitals and clinics.Epic's Patient Accounting product for clinics.Inpatient tion)Clinical CaseManagementInfection ControlOrders/CPOEEpic's emergency department information system application.Epic's Anesthesia Information Management System (AIMS) product.Epic’s application for inpatient documentation performed by clinicians and may include notes, flowsheets,assessments, plan of care and medication administration.Epic’s application designed to centralize the workflows for case managersEpic's module for identifying and monitoring patients at risk for infection.Epic’s application for the ordering of workflows of inpatient orders. Can be used to share order details, signorders, place orders and find orders.
OpTimeEpic's operating room management application.(OR)Phoenix (Transplant) Epic application that provides a comprehensive view of the patient's transplant chart, focusing on thecontinuum of care from the initial evaluation to post-operative follow-ups.Stork(Obstetrics)Epic's obstetric applicationOutpatient ClinicalEpicCare Ambulatory Epic's ambulatory electronic medical record application for outpatient settings, or the Epic division thatproduces this application. Can also refer to other Epic applications, such as Willow l)Epic's ophthalmology application. Used in conjunction with EpicCare Ambulatory, Kaleidoscope providesadditional features for ophthalmology specialty departments, such as support for procedural-based workflowsand subspecialty exam documentation.Epic's product that provides tools and workflows for dentistry.Ancillary ClinicalBeacon (Oncology)Epic's medical oncology productBeaker (Laboratory) Epic's laboratory application.Cupid (Cardiology)Epic's cardiology application. This application was formerly known as Cardiant.LumensEpic's endoscopy application(Endoscopy)Radiant (Radiology) Epic's radiology applicationWillow(Pharmacy)Epic's Pharmacy applicationOtherBones(Ortho)The Bones module is designed to enhance EpicCare Ambulatory workflows with specialty orthopaedic featuresand workflows.Bridges (Interfaces) The Epic toolkit for interfacing Epic applications with external systems, including interface profiles and utilitiesfor configuring and maintaining interfacesCantoCare EverywhereEpicCare’s mobile app for the iPad. Designed to give providers secure and portable access to patient charts.An application that provides access at the point of care to the patient's medical records from otherorganizations.Clarity(CLR)An Epic application that extracts data from Chronicles and stores it on a dedicated analytical reporting serverin a relational format, organized as tables and columns.Cogito(Reporting, DataWarehouse)Epic's enterprise intelligence suite, which includes everything related to Epic reporting and analytics (Clarity,Radar, Reporting Workbench, data warehouse, Analytics). Short for "Cogito ergo sum Enterprise Intelligence."
EpicCare Link(EL)HaikuA web application that allows providers at an affiliate organization to view a patient's clinical data from yourEpic system using the Internet.EpicCare’s mobile app for the iPhone and Droid. It gives providers secure and portable access to patient charts.Healthy Planet (HP) Epic's population health module. Used to define populations using registries, understand populations throughrisk stratification and benchmarking, engage populations through population outreach and high-risk caremanagement, and track populations with patient outreach tracking and analytics.MyChart(Patient Portal)Nurse Triage(NT)Radar(ME)Epic application that allows patients to view their medical records and interact with their physicians over theInternet.An Epic application that allows staff to deliver care advice and document clinical information while on thephone with a patient.An application that provides customers with the means to pull in reports and information from multiple areasinto a single location or dashboard.RolesRolesAnalystA person who is responsible for design, build, testing, validation, and ongoing support of clinical and/orrevenue cycle and access applicationsApplicationA person who is the primary owner, contact, and customer representative for a specific application.CoordinatorApplication Manager A person who works closely with the application coordinator to ensure a successful installation by providingguidance and experience about best practices and system functionality specific to a particular application.Clinical OperationalReadiness Owners(CORe)Credentialed Trainer(CT)CORe owners are individuals from clinical operations who are accountable for the overall success of theirassigned areas.End-user trainers who complete an in-house training program/testing/presentation assessment but who arenot Epic-certified. While your credentialed trainers don't need to be certified, the Good Install program doesrequire them to be "credentialed.”Principal Trainer(PT)A site's leading trainer for a particular application. Principal trainers, sometimes referred to as instructionaldesigners, master both an Epic application and your specific workflows and then develop and implementtraining programs tailored to your needs.Project ManagerA member of the customer project team who's responsible for the overall success of the application. Thisindividual spends most of his time on project management and is responsible for tasks such as identifying andmanaging the scope of report implementation, determining and implementing reporting process workflows,and measuring ongoing reporting success.SchegistrarA role that combines scheduling and registration. To ensure consistent spelling, Epic uses "schegistration" and"schegistrar" in documentation.
Subject Matter Expert Subject matter experts (SMEs) provide your project team with real-life knowledge of the work that is(SME)happening in your area today to ensure that the system is configured to best support your area in the futureSuper User(SU)Super Users provide at the elbow operational support for the Epic implementation project. They are End Userswho are respected among their peer group and are trained to support their peers during go live and beyond.Training Area Lead(TAL)The Training Area Lead (TAL) is an Epic Application Coordinator (AC) staffed to a customer. This individual is acustomer's main contact for any training-related questions.Training ManagerA customer site's highest ranking training supervisor who supervises multiple applications' training.Training ProjectManager(TPM)End UserThe Epic Training Project Manager (TPM) is a point of contact for Epic's implementation director and trainingarea lead for training responsibilities and timelines.A person who can log in to an Epic application. A user can be a staff member (logging in to Hyperspace), areferring provider (logging in to Affiliate Portal), or a patient (logging in to MyChart).ToolsToolsActivityThe main place where users or administrators enter and view data in Hyperspace. For example, the OrderHistory activity is used to view information for an order and the Medications activity is used to manage apatient's prescriptions. An activity can consist of a form, a report, or a series of forms.After Visit Summary Patients receive an After Visit Summary (AVS) to take home after each visit or hospital stay. The AVS is a print(AVS)group-based report that shows important information about the care a patient received and any follow-ups ormedication changes.Appointment DeskA Cadence workspace from which schedulers view, manage, and schedule appointments for patients.Schedulers can also perform various appointment-related functions for a given patient.BestPractice Advisory A central tool in the Epic decision support system that serve as reminders or warnings to clinicians during theirworkflows. Advisories can appear based on specific patient, provider, and facility criteria you define.CachéCase RequestIntersystems Caché is a third-party platform which Epic's Chronicles database management system runs on.In OpTime, a request to create a case, or surgery, for a patient.Charge Router(CHGROUTER)An Epic product used to communicate charges from clinical to billing systems. It is a centralized place tohandle all chargeable events.Chart ReviewActivity where you can review reports about a patient's encounters, labs, imaging orders, procedures,medications, and more.ChroniclesDeveloped specifically for healthcare facilities, Chronicles is the complete database management system thatunderlies all of Epic's applications. Each application builds upon the Chronicles unified data model to createinpatient, outpatient, clinical, financial, and administrative data sets. Chronicles manages these data sets andprovides the underlying structure that allows you to run reports and searches, analyze statistics, performcomputations, import and export data, and manipulate data set structures.
Clarity ExtractThe process of moving and translating data from your organization's production environment (live data) to aseparate Clarity server for analysis and report writing.Community Library A section on the Epic UserWeb where customers and Epic share files, strategies, reports, SmartForms, trainingtools and techniques, implementation tools and techniques, and more.DashboardEpic UserWebFlowsheetGrease BoardIn Basket(IB)Learning HomeMacroMedia ManagerA screen on which data collected from various sources appears in an accessible format. Dashboards typicallycontain charts, graphs, and other graphics so users can do a quick analysis of various metrics.Online forum for sharing information between Epic and our customers and among Epic customers.A spreadsheet for documenting patient care consisting of a template that holds rows or groups of rows. Epicsupports both documentation flowsheets and review flowsheets.An activity that enables users to quickly ascertain the status and track the progress of surgeries in one or moreoperating rooms in multiple locations. Each surgery is highlighted in a certain color to indicate its currentstatus.Electronic messaging system used within Epic applications. With Epic's embedded communication system,users can send messages to one another as well as jump to other parts of the system (such as DeficiencyCompletion).Learning Home dashboards are Radar dashboards that give users access to customized, role-specific QuickStart Guides, Tip Sheets, and other training materials directly in Hyperspace. From their Learning Home, userscan see updates about system changes, read short efficiency tips, and open Quick Start Guides.Used in the NoteWriter to quickly apply a set of default values to a form.The Media Manager activity is a one-stop solution for managing many different types of files attached to thepatient record. You can attach scan, voice, video, document, and other types of files at the patient, encounter,or order level.NarratorA documentation tool that allows users to perform a number of tasks while viewing the timeline of thepatient's visit or of a specific event (such as a procedure).NavigatorA series of sections meant to follow a particular workflow, such as an office visit or medication reconciliation.Common examples include the Visit Navigator, the Discharge Navigator, and the Call NavigatorNotesActivity where clinicians can review all notes for a patient and, if authorized, create, edit, or cosign notesNoteWriterAn activity that generates note text based on point-and-click documentation. Information that a cliniciandocument from the NoteWriter includes a patient's history of present illness, review of systems, medicaldecision making, and physical exam.OrionOrion is the task management tool you'll use during build. You'll use Orion to assign tasks to analysts andmonitor the team's progress during buildPanelA set of orders (can include procedures and medications) typically ordered as a group. A panel is placed as asingle order that expands into a discrete set of orders in order entry or when the order is accessioned.Patient ListsActivity where you can assemble and view lists of patients and view reports for each patient.
Patient StationA tool for registration and clinical staff to help simplify the process of selecting the correct patient encounter.Serves as an access point into encounter-specific workflows. Patient Station can also be used to createencounters.Patient SummaryActivity in the hospital chart or encounter that displays configurable reports about the patient. Also called thePatient Summary activity.Phase of CareDesignation given to an order to indicate when during a patient's care the order should be applied. Provides amethod to efficiently place and manage orders while a patient goes through a potentially large number ofdepartments/transfers.Preference CardA template of the settings for a particular OR Procedure, tailored to meet the needs or preferences of a specificsurgeon, location, or service. These are built in addition to the original procedure's settings.Problem ListAn activity or navigator section where clinicians can view a patient's current medical problems, record newmedical problems, and document resolved problems. From the Problem List, clinicians can also write notesabout problem statuses, place related orders, and set goals for the patient.Preference ListA set of frequently used orders. Orders can be added to facility preference lists by members of your projectteam and you can also maintain your own personal preference list to include orders you have pre-configuredbased on your preferences.Procedure PassA checklist for clinical users to ensure certain tasks are completed prior to an interventional radiology (IR) orsurgical procedure being performed.ProtocolIn Beacon, a protocol is a non-patient specific chemotherapy treatment template that contains recurringmedication, procedures, and related orders for the span of oncology treatment.In Radiant, a protocol is a set of instructions that a radiologist or cardiologist may enter for the technologistbefore an imaging exam, explaining how the exam should be performed.ReportingWorkbenchSherlockAn Epic tool that provides flexible, template-based reporting integrated with Hyperspace.SmartFormA customizable form in Hyperspace used for gathering clinical and other patient data.SmartLinkA SmartTool that pulls (or "links") information from the patient record directly into your documentation. Forexample, if you enter .name, the patient's name is pulled in.SmartListA SmartTool that allows you to choose from a list of pre-configured choices in a SmartText or SmartPhrase.These can be single- or multiple-response lists.SmartPhraseA SmartTool that allows you to type a few characters that automatically expand into a longer phrase or blockof text. For example, .pt becomes patient.SmartTextA text template that can include text, SmartPhrases, SmartLists, and SmartLinks. Frequently used in progressnotes, but can be used in many different types of records.Epic's issue-tracking tool, through which organizations' users can have direct access to create and updateSupport Logs (SLGs), Release Authorizations, and Reportable Issues hosted at Epic.
SmartToolPre-configured text that can be used to standardize documentation, such as notes, within the system.SmartTools include SmartLinks, SmartLists, SmartPhrases, and SmartTexts.SnapboardA single activity where both case and appointment schedules can be managed in a real or near real-timemanner by dragging and dropping cases and appointments that need to be scheduled from the case depotonto the schedule.SnapShotActivity or report that shows a quick overview of patient data, such as the problem list, medications, allergies,and comments.Sticky NoteStop SignAn Epic tool that can be used within the patient chart as a personal, non-medical, form of documentinginformation. Comparable as the electronic version to the physical paper we call a post-it note.An icon that indicates that you must enter something in that field before continuing.System ListThe set of all patients in the system who meet certain criteria. An entry for each patient appears on the systemlist in the Patient Lists activity.Therapy PlansTherapy plans are pre-defined sets of orders that are administered to a patient during multiple encounters atspecified intervals, such as for dialysis or infusion therapy.Time MarkToolbarTreatment PlanUnit ManagerA button in the Order Review and Results Review activities. When you click this button, you signal that youhave seen the patient's new orders or results, and they no longer appear as new for you.The row of buttons at the top of the Hyperspace window, including the Epic button.A clinical protocol that has been applied to a patient and can now be customized for that individual patient.A home workspace that shows current and incoming patients in multiple departments. Staff can use thisworkspace to prepare for and quickly complete transfers and admissions.WildcardOften denoted by three asterisks (***) and used in various SmartTools, this text allows the user to insert freetext into documentation. To replace the wildcard, a user selects it and begins typing over the asterisks.Work ListActivity in which you can view and document on nursing or respiratory therapy tasks.WorkqueueGeneric term for a workable list in Epic. Common workqueues include patient workqueues, follow-upworkqueues, claim edit workqueues, charge review workqueues, and many others.Yield SignAn icon indicating that it is recommended to enter something in the field before continuing.
Miscellaneous TermsMiscellaneous TermsAccess and Revenue A program developed by Epic that promotes long-term success of access and revenue cycle areas byCycle Readinessengaging operational leadership in the Epic implementation. It involves operational experts in the design(ARCR)and decision-making throughout the install.Audit TrailThe audit trail tracks changes to a record. It keeps track of the old and new information, who changed theinformation, and when the information was changed.Business Continuity Formerly known as Downtime Reporting, BCA allows your site to perform batch printing of key Epic reportsAccess (BCA)without having direct access to patient information during a server downtime.Clinical LeadershipGroup (CLG)The Clinical Leadership Groups (CLGs) help to promote long-term success by engaging operationalleadership in the Epic implementation. Clinical Leadership Groups (CLGs) will ensure that clinical content isdesigned to meet your department’s needs.Clinical Operational A program developed