1. EPIC Tools for Clinical Research
Shara Power, RN, BSN, OCN
Informatics Specialist, EPIC – Beacon Oncology
UIHC Healthcare Information Systems

2. Request Your Study to be Built in EPIC
To be able to associate patients to research studies in EPIC, you must first have a study specific research record created.
Please submit your request via the I-CART system managed by ICTS

3. Research Studies Activity: Associate Patients to Your Study
Once a research record has been created, you can associate your patient
You must be listed as part of the study team to complete this action (i.e. PI, Coordinator, Research Nurse etc)
Patients can be associated via the Research Studies Activity.
Search for your study by IRB #

4. Research Studies Activity: Associate Patients to Your Study
Complete Appropriate Fields
Coordinator
Status (required)
Active Start Date (required)
Comments

5. Research Studies Activity: View Study Associations
Utilize the Research Studies Activity to view current study association details
View Study Description and Enrollment Comments
See past changes

6. Research Studies Activity: View Study Associations
Utilize the Research Studies Activity to view past study association details
By default, the Research Studies Activity only displays “Active” associations. Utilize the “Show” boxes to see other associations.

7. Clinical Tools for Research: Reporting Workbench
Utilize Reporting Workbench reports customized to your study to find patient visits or monitor all enrolled patients
For assistance in creating a Reporting Workbench report for patients enrolled in your clinical trial, please submit an ASRT request. Please route your request to “Administrative Apps”.
RWB reports are not appropriate for extracting large amounts of de-identified clinical data on study patients from EPIC. Those requests still need to be routed through ICTS workflows.

8. Clinical Tools for Research: Event Notifications
Develop study specific event notifications. For example, be notified by an InBasket message when a patient on your study is admitted to the ED.
To develop event notifications for a trial you manage, please contact Shara Power Please note this will require someone from the study team to be identify as a point of contact for development and maintenance.

9. Clinical Tools for Research: Recruitment Options
Not every trial will qualify or benefit from EPIC recruitment development.
Best Practice Advisories (BPA)
Your study must have approval for this type of recruitment from the IRB
Enrollment criteria must exists as discrete data fields in EPIC
Requires someone from the study team to be a point of contact for development and maintenance
Contact Shara Power to start the process
MyChart Questionnaires
Opportunities exist for MyChart to be utilized for patient entered questionnaires for data and potentially recruitment

10. Additional Resources
EPIC Education A-Z site for Research