Generate a Patient Timeline in Epic

What is a Patient Timeline?

  • Most studies that involve UF Health services or locations will be uploaded to Epic and interfaced with OnCore.
  • If the study includes billable services, the billing grid information in OnCore is shared with Epic.
  • When a patient is enrolled into a study with an Epic billing calendar/billing grid, an Epic timeline MUST be generated and managed throughout the patient’s participation in the study.
  • A patient’s timeline includes the date range when each set of events/charges are expected to occur.
  • Epic charges will auto-direct to the appropriate billing designation (“bucket”) based on the applied timeline.

How is a Patient Timeline Managed?

Study coordinator must generate, manage, and update patient timelines in Epic throughout the life of the study. For details, see: