Epic Research User Guides

Access

• Request Epic Research Access
• Summary of Epic Research Access Training Requirements

Association of Subjects

• Associate a Patient to a Study

Billing 

• Complete Billing Charge Review
• More Efficient Research Billing

Documentation

• Document an Adverse Event
• Document Consent in Epic
• Enter a Research Note into Epic 
• Review Research In Basket Notifications
• Upload an Informed Consent Form to Epic
• View Inpatient or Emergency Department Patient Medications and Notes 

Epic-Only Research Subject Statuses

• Use the Epic-Only Long-Term Follow-Up Status
• Use the Epic-Only Pre-Consent Status 

Login

• Login to Epic for Research Billing Workflows

Inpatient

• Associate a UF Health Inpatient Admission Encounter to a Study
• Create Hospital Account for Research Patients – Admissions Staff

Orders

• Enter Research Order for Lab – Lab Staff
• Pend Orders – Inpatient and Hospital Outpatient Department (HOD)
• Pend Orders – Outpatient and Ambulatory
• Place Orders for Investigational Medicines (IDS)

Outpatient

• Associate a UF Health Outpatient Encounter to a Study
• Set-up Research Services in the UF Health Eye Center
• Use U Codes for UFHP Clinic Research Visits

Patient Timelines

• Guide to Epic Billing Calendars & Patient Timelines
• Generate a Patient Timeline in Epic
• Manage a Patient Timeline in Epic
• Update a Calendar Version and Patient Timeline in Epic

Reports

• Run Appointment Report for Research
• Run Reports for Research Studies

Misc

• Assist a Subject from a Non-UF Study Who Needs a Study-Paid Service
• Convert a Central Lab Service to a Local Lab Service
• Instruct a Non-UF Provider to Code Routine Costs
• Manage the Study Administrative Record
• Remote Study Monitoring

Additional Resources

• List of all OCR Training Courses
• Epic Research Training
• Epic Research User Guides & Tip Sheets
• OnCore Training
• OnCore User Guides Tip Sheets
• Research Billing Compliance Training