OCR865: Research Billing in Epic


  • This course will provide an overview of the research billing functionality currently available in the Epic electronic medical record system.

Target Audience:  All UF personnel who are responsible for reviewing research billing charges in Epic and/or paying for study-funded UF Health patient services.

Modality:  Live Zoom/Virtual/Remote until further notice

Prerequisites:  RBC810: Human Subjects Clinical Research Billing

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

  • Explain the Research Billing Office’s mission and understand its role in the collaboration necessary for compliant research billing.
  • Describe the information that is received through the Epic-OnCore interfaces and how it impacts Epic research billing workflows.
  • Utilize Epic Research Timeline Management, Encounter Linking, and Order Linking to ensure research charges are associated to the correct study and billing plan.
  • Run Epic Research Billing Review reports in the Research Home Dashboard to find research charges that are waiting for study team review.
  • Discuss the different Epic research billing designations.
  • Identify study-related Epic charges during billing review and if needed, perform Research Corrections to ensure the charges will be routed to the correct payor.
  • Review UF Health Research Statements.
  • Use the Research Study – Transaction History to review each study’s financial guarantor account information.

Duration: 2 Hours

Nursing CE Contact Hours: Not Available

Conflicts of Interest: The presenters/authors/members of the planning committee for this course do not have financial arrangements, interests or affiliations related to the subject matter of the presentation.

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.