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


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

Duration: Requires approximately 2 Hours to complete


  • An online course in the myTraining system, which includes knowledge checks and an assessment.


  • Make sure you are using a computer with audio capabilities and that your volume is set at an appropriate level. This course is best viewed with Chrome or Firefox (Window) or Safari or Chrome (Mac).


  • Completion of an online assessment is required. To successfully complete Part 1 of the course, you must achieve a score of 80/100 points (80%) or higher. After completing the course, your training transcript will be updated immediately. You will still need to complete Part 2 in order to get OnCore access.

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.