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: 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.