OCR861: Research Orders & Encounters in Epic


This course will provide an overview of the research order and encounters functionality currently available in the Epic electronic medical record system.

Target Audience:  All UF personnel who are responsible for linking research participants to research studies and/or setting up research appointments and encounters in Epic


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

  • Describe what studies are in Epic and OnCore
  • Evaluate a given study to determine where study staff and patient statuses are to be managed
  • Navigate the Epic Research Dashboard
  • Find and run Epic Research Reports
  • Manage study staff and patient statuses in OnCore or Epic (as applicable)
  • Use Research Workflows when setting up Orders and Encounters in Epic
  • Generate and use Epic Timelines when applicable

Duration: 2 Hours

Modality:  Live Recording

  • This live course is being offered through ZooThis live course is being offered through a pre-recorded Zoom
  • Once you register, you will receive an automatic email confirmation
  • You will receive an email from OnCore Support that will include the course materials and other information

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.