Notes are primarily created to document information related a patient’s care and communicate with other care providers. Many different types of notes are used to document a variety of information from consults, to procedures, clinic visits, discharge summaries, critical events and more. Notes may also be generated from within a variety of Epic activities such as the Notes activity or a workflow navigator. Additionally, notes must be created and/or modified within the related patient encounter. See the Notes Resources Pages for more information.

Notes Resource Pages

Getting Started with Notes   |   Note Tools & Settings   |   Editing & Reviewing Notes   |   Role-Specific Notes & Note Types

Getting Started with Notes

Videos/eLearnings

  • Basic Note-Writing in Epic - (Video: 17min) Walks through the basic steps of writing a note from selecting the encounter to completing and signing the note. Also reviews the Notes activity, basic Epic SmartTools, and addendums.
  • Overview of Writing Notes (CLN055) - (eLearning: 10 min) Write notes using Epic's stardard Note tools, including SmartTools and NoteWriter.

Handouts

  • Copying Previous Notes - (Handout) This document shows you the approved method to copy previous notes in accordance with UIHC policy.
  • Note Writing Basics - Creating Notes Using NoteWriter - (Handout) There are several methods available for writing notes, and each one has unique advantages. For that reason, many staff use a combination of methods depending on the length, level of detail, uniqueness of the note, and availability of note type.

Related Pages

Return to Epic Resources