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Danielle Ortega, D.O.Family Medicine | Wellstar Princeton Lakes Dr. Ortega also serves on the Primary Care & Medicine Service Line Advisory Council and the SOGIE Taskforce and is a member of the World Professional Association for Transgender Health. Dr. Ortega is passionate about making Epic work better for providers and staff. A recent review of Epic Signal data identified her as one of Wellstar’s highest-proficiency ambulatory Epic users. Across more than 2,000 ambulatory providers, Dr. Ortega achieved a July Epic Proficiency score of 9.9 out of 10. Her workflow reflects strong use of personalization tools, including diagnosis and level- of-service speed buttons. I’m very passionate about efficiency and making the system work for the staff and providers. I’ve learned more than a few new tricks from the Epic efficiency courses. Resources Ambulatory Epic Education | August 2026 Free Epic Smart User Classes: www.efficiency.epic.com Ambulatory Provider/ Efficiency SharePoint
Ambulatory Epic Education | August 2026
Ambulatory Epic Education | August 2026 Epic Education | Wellstar Health System | August 2026
Ambulatory Epic Education | August 2026 Epic Education | Wellstar Health System | August 2026 Workflow Tip Chart Search: Trend, Calculate, and Convert Building on last month's Chart Search tips, Chart Search can do more than search for keywords, activities, and information. It can also help you trend certain values, perform calculations, and convert units directly from the search field.Trend values Type “trend” followed by the value you want to review, such as trend vitals or trend AIC. When available, a graph card may appear showing recent results over time.Perform calculations Enter an equation in the search field and press Enter to view the result.Convert units Enter a measurement conversion, such as 37 C to F, and press Enter to view the converted result.Shortcut: Ctrl + Spacebar🔍Search Keywords📂Open Activities⚡Use Spotlight Cards
Ambulatory Epic Education | August 2026 Mobile ToolsHaiku and Canto: Epic Access on the Go Haiku and Canto are Epic mobile apps that help clinicians stay connected when they are away from a workstation. Haiku is used on smartphones, and Canto is used on iPad.Common usesHaiku is used on smartphones. Canto is used on iPad. Note: Not all Hyperspace activities are available in the mobile apps. Learn more Epic Mobile Applications SharePoint page Epic Training Ambulatory Mobile Apps eLearnings course in Workday Review key chart details, recent notes, results, medications, allergies, and appointments. Use your mobile device camera to capture clinical images securely in the chart when appropriate. Complete selected workflows Place orders, review results, document selected information, and capture professional charges. Stay connected through In Basket Review and respond to In Basket messages while away from a workstation. Review patient information Add clinical images Epic Education | Wellstar Health System | August 2026
PDMP Training Now AvailableProviders are required to check the Prescription Drug Monitoring Program (PDMP) before prescribing Schedule II opioids and/or benzodiazepines. This new course reviews when PDMP query and review are required, how to access PDMP from the Controlled Meds tab in Epic, and how to document review. Ambulatory Epic Education | August 2026 Epic Education | Wellstar Health System | August 2026 Documentation & Privacy Reminders Documentation Updates Behavioral Health: Marking Notes as SensitiveFor Behavioral Health documentation, mark notes as Sensitive when they should not be shared with non-Behavioral Health users. Use the lock icon in the note to apply the Sensitive designation. Once marked as Sensitive, the note is labeled in the chart so users can identify that additional privacy controls have been applied. Click here
Focus on the questions that apply to the patient and situation. A new Provider Communication section is available in all therapy plans to support clearer communication between ordering and treating providers. Use this section to document relevant provider-to-provider communication directly within the therapy plan workflow. Ambulatory Epic Education | August 2026 Workflow Reminders Clinical Workflow Clarifications A few important reminders to help support accurate documentation and efficient workflows. PROMs Reminder PROMs (Patient-Reported Outcome Measures) help capture orthopedic patients' perspectives on pain, function, and recovery before and after hip and knee replacement surgery. When completing pre-op or post-op PROMs questionnaires, not every question is required. Complete the questions that are applicable to the patient and the situation.
Provider Workflow UpdatesAmbulatory Epic Education | August 2026 Epic Education | Wellstar Health System | August 2026 Provider Workflow UpdatesUpdates are available to support charge reviewCharge Review Update: Cosign Messages A new All Charges for This Encounter section has been added to Cosign-Chart Messages. When charges require co-sign, clinicians can now review charges dropped during the encounter directly from In Basket before completing the co-sign workflow.1
3Beginning August 13, a new ServiceNow form will be available to request provider fax number additions and provider communication preference updates in Epic. Use this form when transcribing an order into Epic and the ordering or authorizing provider does not have a fax number listed. If the fax number is available on the paper order, submit the form to request that it be added to Epic. This helps ensure results and clinical communications are routed correctly and delivered to the provider who ordered or authorized the service. How to complete the form: Submit the request through ServiceNow here. If the provider’s NPI is not listed on the paper order, click here to use the NPI Registry to look it up before submitting the request.A new Ambulatory Referral to Endocrine Surgery (REF322) order is now available. Use this order when referring patients to Endocrine Surgery. The referral will route to the WMG SURG GS COBB – REFERRED TO (PARENT) (4221) referral work queue. Ambulatory Epic Education | August 2026 Epic Education | Wellstar Health System | August 2026Additional Workflow Updates Updates to support referral routing and provider communication maintenance. New Referral Order: Endocrine Surgery2 New ServiceNow Form: Provider Fax Number and Communication Updates
Ambulatory Epic Newsletter | August 2026 Check out the F1 Learning Home Dashboard for a list of training logins and information. Click here to go to the Epic Connect Site for tip sheets and other education. Have you checked out the new Epic Education SharePoint site? Use the new search agent to quickly find the most up-to- date resources. Click here for the new site. Academic Affairs: gme.aa.cis@wellstar.org DAX Copilot CIS: daxcis@wellstar.org Front Office Staff CIS: foscis@wellstar.org Ambulatory CIS: ambcis@wellstar.org CIS Rounding with a Purpose Newsletter August Edition: Highlights include the CIS move to Wellsource, DAX Copilot for Android, additional Epic resources, and more. Find it here EDUCATIONAL RESOURCES: Check out the videos below for information about Epic time saving tips and efficiency: Click the image above for more info about the CyberStar Program WANT TO LEARN MORE ABOUT EPIC ? Epic Elevate Ambulatory Clinical Support Time-Saving and Personalization Strategies Epic Elevate: Documentation in Epic Epic Elevate: In Basket If you’re interested in learning more about Epic and being a resource for your peers, visit the new Epic CyberStars Sharepoint on the Epic Education site or reach out to ambcis@wellstar.org for any questions. Click the image below to nominate someone for recognition in a future newsletterEmail: Jennifer.Kimpel@Wellstar.org