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  • 1.  Documenting Patient Education in Epic

    Posted 20 days ago

    Hi everyone,

    I'm looking for guidance and best practices on how nurses are documenting patient education in Epic within an ambulatory setting.

    Currently, I am struggling to find a flowsheet or structured documentation tool that is editable and meaningful for nursing education, which has led to narrative notes. While this gets the information documented, we're concerned about consistency, reporting, and the overall usability of this approach.

    I'd love to learn:

    • What Epic tools are you using to document nursing education? (Flowsheets, education activities, SmartForms, SmartTexts, etc.)
    • Do you have an education‑specific flowsheet that nurses actually use?
    • How are you balancing structured documentation vs. narrative notes?
    • Any tips on builds or workflows that improved nurse adoption in the ambulatory space?

    Appreciate any insights, screenshots, or lessons learned. Thanks in advance!



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    Brittney Saldierna MSN, RN, CPN, EBP-CH
    Program Director –
    Ambulatory Clinical Programs
    C: 972-626-3428
    E: brittney.saldierna@childrens.com



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  • 2.  RE: Documenting Patient Education in Epic

    Posted 19 days ago

    I use the Smart Phrase " Gen Ed" which creates a template within the nurse's notes. The nurse then " fills in the blanks ", such as Learner , method, etc

    I am not sure if this is within EPIC across the board but try it out.

    Have a great weekend,

    Karen Hunter, BSN, RN, AMB-BC




    Original Message


  • 3.  RE: Documenting Patient Education in Epic

    Posted 17 days ago

    Hi Brittney,

    As with Epic you could accomplish this in a number of ways. If just to document the information you covered with the patient, entering this into a note using SmartLists or a SmartForm within a note, would get you there. If it would be helpful to be able to review what topics of educations was done, barriers, and to see this ver time, then a Documentation Flowsheet would be the better option. The documentation occurs in the flowsheet and with SmartLinks, that content could be pulled into a note, be reported on and displayed in useful ways. Epic doesn't allow for screenshots, but you could look at the EpicUser Web > Community Library to see examples of what other organizations are doing. I will assume you'll need to request something built for you at your organization, as I don't think there is a "canned" flowsheet within Epic. I believe if you are an Epic customer, you can get access to the UserWeb: https://userweb.epic.com/ this is an excellent place to start, and when you submit the request at your organization, you could share the example you found in the Epic Community Library to draw from, which may make the process easier for your build team. I hope this helps.

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    Original Message


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