OCR860: Epic Timeline Management


  • Whenever you enroll a patient into a study that has a billing grid/calendar in OnCore AND in Epic, you MUST manually generate a patient timeline in Epic. This will auto-direct the subject’s Epic charges to the appropriate billing designation (“bucket”) based on the applied timeline.

Target Audience:  Research team members responsible for enrolling patients into clinical research studies that are in both OnCore and Epic

Modality:  Live Zoom/Virtual/Remote until further notice

Duration: 2 Hours


Learning Objectives: As a result of participation in this activity, participants should be able to:

  • Apply a patient-specific timeline in Epic
  • Associate a patient-specific timeline for inpatient encounters
  • Associate a patient-specific timeline for outpatient encounters
  • Understand how to make manual adjustments to patient-specific timelines as needed
  • Update patient-specific timelines if the billing grid/calendar has been modified

To Register for this Course:

  1. Click on this link to access the registration page in the myTraining system.
  2. Click the blue [REGISTER] button in the upper right corner – all upcoming sessions will be listed.
  3. Find the session you wish to register for and click the blue [ADD] button.
  4. Click the blue [REGISTER] button in the lower right corner.
  5. Note: If you are unable to register through myTraining, please contact OCR-Training@ahc.ufl.edu.