Provider

Welcome to the Provider Resource Page for Portfolio Epic! This page includes TipSheets, Guides, Videos and other training materials for all Provider roles.

 

 

 

 

 

Guides

Videos

Provider Updates

TipSheets

  • Use the keystroke combination "Ctrl + F" to search for tip sheets by title, role or topic.
  • Please familiarize yourself with content covered in the "All Provider Roles" section before navigating to your specific role.
  • If you do not see your specific role/topic listed here and there is a topic you would like to know more about, please contact your unit Super User or Credentialed Trainer.
 
Add Clinical Reference to Patient Instructions - Nursing and Providers - UMMS (May 2022) 
Adding and Removing Providers to the Treatment Team - All Users - UMMS (July 2022)

Adding Follow up Providers to the Inpatient After Visit Summary (AVS) - Providers - UMMS (August 2022) 

Adding Yourself to the Treatment Team - All Users - UMMS (April 2023New
Additional Medication Details Added to IP Provider Discharge Navigator - Providers - UMMS (January 2022)
Admission to the UM CAPMC Cardiovascular Center - Provider - UM CAPMC (June 2021)
AMB ORD Follow Another Provider's Preference List - Ordering Providers - UMMS (July 2022
Ambulance Transport Order - Providers - UM Rehab and Ortho (March 2021)
BCA Computer for Downtime - All roles - UMMS (January 2023
BCC Telehealth Consult Navigator - Consulting Workflow - Inpatient Providers - UMMC (January 2021)

Bilirubin Activity Update to AAP 2022 Guidelines - Nursery and NICU providers and Nurses, Pediatric Ambulatory Providers and Nurses - UMMS (December 2022)

BPA Going Away for Clinical Decision Support for Imaging Studies (September 2022)
Cancel Discharge Readmit Orders - Providers - UMMS (March 2021)
Capturing Clinical Images Using Haiku/Canto - Haiku/Canto users - UMMS (July 2022) 
Cerner Bridge: Changing and Viewing Lab Collection Status - RN, Provider, PCT - UMMS (February 2022)
Cerner Bridge - New Specimen Collection Grouping Functionality - All Roles - UMMS (February 2022)
Changing Patient Admission Status Post Procedure Interventional Radiology - Providers - UMMS (February 2022)
Chart Review Filters - All Users - UMMS (August 202) 
Click “Edit” to Change the Primary Care Team - UMMS (September 2022)
Comfort Measures Icon in Storyboard - Clinical Roles - UMMS Hospitals excluding UM Rehab and Ortho (March 2022) 
Common Chart Correction Scenarios - Nursing and Providers - UMMS, UM CRMC, UM SJMC, UM REHAB AND ORTHO - (November 2022
Complete User Enrollment Guide in Imprivata for DEA EPCS (March 2020)   
Consult Order Changes - Providers - UMMC (September 2022)
Consult ordering and Tiger Connect messaging - UMMS  (June 2022)
COPD CarePath System List & Columns - Providers, Nursing, Ancillaries - UMMS (September 2022)
COVID Serial Testing Ordering Update - Physicians, Nurses - UMMS (September 2022)
Create Customized Reports – Reporting Workbench Users (May 2019)
Creating and Editing a SmartPhrase - Providers - UMMS (December 2021)
Create an Order Panel – Providers (April 2019)
CRISP HIE InContext Updates - Effective May 31, 2022 - CRISP Users - UMMS (June 2022) 
Customize a Patient List - All Users - UMMS (August 2021) 
Cyclic TPN – Rate Change Actions Appear on the MAR - Dieticians, Pharmacists, Providers - BWMC, CRMC, Shore, UCH, UMROI(February 2023New
DataArk Now Available in Epic Giving Access to Patient Charts in Legacy Systems - Providers, Nursing, Ancillary Roles - UMMS (May 2022)
Discharge Readmit Order Reconciliation Workflow - Providers - UMMS (July 2020)
Discharge to Another Facility - Providers - UMMS (August 2020)
Discharge Diet Tube Feeding Orders - Providers - UMMS (December 2022)

Downtime Resources and Workflow – All roles – UMMS (December 2022)

Duplicate Order Alerts for Providers - Providers - UMMS (February 2022)
Ebola Travel Screening - Providers - UMMS (December 2022)
Elopement Precaution Banner - All Clinical Roles - UMMS (March 2022) 
E-Prescribing Controlled Substances (EPCS) - Providers (March 2020)
E-Prescribing Controlled Substances to Skilled Nursing and Long Term Care Facilities - All Providers - UMMS (February 2023New
EPCS - Cancelling a Prescription - Providers (Janurary 2020)
Event Log -  Providers, Nursing - UMMS (May 2021)
Faxing from Epic - Ambulatory and Inpatient - UMMS (April 2022) 
How to Change Context - All Roles - UMMS (January 2022)

How to Document a Patient’s Preferred Pharmacy - Providers, Nursing all roles – UMMS (February 2023) New

How to Update EDD (Expected Discharge Date) - UM Capital Region Health, UM CRMC, UM CAPMC (September 2022)
Immunet Registry Queries Automatic for Inpatient Admissions - Inpatient Providers - UMMS (April 2022)
Institutional DEA Number Selection When Ordering Controlled Medications - Residents - UMMC, MTC  (July 2022
Inpatient Provider Epic Activity Updates - Providers - UMMS (December 2022
I-STAT Cord Blood Gases - Labor and Delivery Providers - UM CAMPC (July 2021)
Lab Orders and Specimen Collection Workflow - Providers, Nursing, Lab - UMMC (April 2022)
Leave of Absence (LOA) Capital Region - Providers, Nursing, Unit Clerk and Secretaries - UM CAPMC (June 2021)
Linking Medications - Providers - UMMS (March 2022)
Lung Transplant Best Practice Advisory for Encounter Department - Providers, Nurses, Medical Assistants - UMMS (January 2021)
Managing Chart Deficiencies from the In Basket - Providers - UMMS (May 2022)
Manual MAR Hold – Nurses and Providers - UMMS (April 2019)
Manually Add Certain Health Maintenance Topics to an Existing Care Gap - Clinical Users - UMMS (November 2022)
Massive Transfusion Event (MTE) Blood Product Ordering - Providers - UMMS (June 2022)
Medication Reconciliation –Medications Restart from Previous Admission for Non-UMMS Facilities – Providers (April 2019)
Neonatal Sepsis Risk Update June 16, 2022 - Nursery and NICU Nursing and Providers - UMMS (June 2022) 
New and Updated Inpatient Orderables - Providers - UMMS (December 2022)
New Health Maintenance Topic for Annual Screening, Brief Intervention, and Referral to Treatment (SBIRT) for Alcohol and Substance Abuse - Providers - UMMS (November 2022
New Telemetry Order Indications - Nursing critical care and telemetry, Providers - UM CRMC (February 2023New
New Visit Order Report available in Sleep Centers from the Multi-Provider Schedule - Sleep Center Users - UMMS (November 2022) 
New UMMS Standard Isolation Panel , Ordering Logic, Advisories, and BPA - All Who Order isolation - UMMS (November 2022) 
Notes: Deleting Notes Erroneously Flagged for Cosign - Providers - UMMS (June 2021)
Ordering a Medication with Multiple Dosages – Providers (April 2019)
Ordering Blood: Blood Procedure Panel - Providers (June 2020)
Ordering Paxlovid at discharge - Inpatient Providers - UMMS (July 2022)
Ordering Paxlovid at discharge from UM Rehab - Providers- UM Rehab (July 2022) 
Ordering Sliding Scale Insulin - Inpatient Providers - UMMS (February 2021)
Orders Only Encounter - Providers - UMMS (July 2021)
Outside Immunization Reconciliation - Providers - UMMS (June 2021)
Pediatric and Neonate Blood Panel Comments No Longer Carry Over to Subsequent Orders - Pediatric and Neonate Providers - UMMS (February 2022) 
Pediatric Telehealth Consulting Workflow - Providers - UMMS (October 2021)
Perinatal Substance Abuse Screen - Nursing and Providers - UMMS(March 2021)
PHQ-2 Total Score > 0 Now Cascades PHQ-9 Flowsheet Groups - Providers and Clinical Staff - UMMS (April 2021)
Physician Advisor Referral - New Options - Providers, Physician Advisors, Care Managers (December 2021) 
Placing Round Trip Requests to the Access Center - Inpatient Providers - UMMS (July 2022)
Preferred Pharmacy - How to Document a Patient's Preferred Pharmacy - Nurses and Providers - UMMS (December 2019)
Prep for Procedure/Orders for Hospital - Providers - UMMS (July 2021)
PreOp Checklist at UM Capital Region Medical Center - Multiple Provider Roles (July 2022) 
Prescribing IV Antibiotics at Discharge - Pharmacists and Providers - UMMS (2021.11.01)
Preventing Harm Exception to Information Blocking - All Clinicians - UMMS (March 2022) 
ProFee Billing Addendums - Billing Providers - UMMS (April 2021)
ProFee Billing for PFTs - Pulmonary Providers - UM BWMC (February 2020)
Provider Note – Service – Emergency Surgery (ACES) Renamed to Acute Care Emergency Surgery (ACES) - All Providers - UMMS (February 2023New
Placing a PT,OT,SLP Order for Special Care Nursery - UM CAPMC (February 2022)
Release a Result to MyPortfolio - Providers - UMMS (July 2021)
Reporting Workbench - How to Filter and Print Reports (March 2020)
Requesting Add On Lab Tests - Providers and Nursing - UMMS (June 2021)
Resolving COVID-19 PUI Status - MD, PA, Fellows, NP - UMMS (January 2022) 
Retired Order Sets as of Jan. 2023 - Providers - All Facilities (February 2023New
Request a Tele-sitter (Remote Observation) with the Safety Observation Order - Providers, Nursing - UMMS (February 2023)New 
Routing from Chart Review and In Basket - Care Managers, Nursing, Providers - UMMS (April 2022)
Rx Assist Prescription Saving Program (October 2022)
Rx Reprint After Discharge - UMMS (March 2020)
Scheduling an Induction via the InBasket - Labor and Delivery Providers - UM CAPMC (June 2021)
Searching for Inpatient Profee Billing CPT Codes - IP Providers - UM CAPMC (June 2021)
Select Inpatient Summary Reports Now Updated with Discharge Planning Milestones - All Inpatient Users - UMMS (February 2022) 
Shortcut: Mass Way to Change the Primary Care Team (September 2022)
Signed and Held Orders Tab Added to ADT Navigators - Providers - UMMS (May 2022)
Sign In Function for Providers - Providers - UM CAPMC (August 2021) 
SJMC Infection and Isolation Changes - ED Providers, Inpatient Providers, and Infection Preventionists - SJMC (March 2023New
Sleep Apnea Interpretation Workflow - Providers - UMMC, UMMC Midtown, UM BWMC (October 2021) 
Spanish After Visit Summary (AVS) - All Clinicians and Clinical Support Staff - UMMS (December 2022)
Stroke Alerts and Order Set Changes - Providers - UMMS (December 2022)
Telehealth Consult Navigator - Inpatient Providers - UMMS (October 2020)
Tenecteplase for Use in Acute Ischemic Stroke - Pharmacists, Providers, Nursing - UMMS (December 2022)
Treatment Plan Conversion - Providers - UMMS (July 2020)
UM CAP MC Hospitalists/Orthopedic Surgeons Have New Orderset for Hip Fracture Patients - Hospitalists and Orthopedic Surgeons - UM CAP MC (June 2022)
UMMSMobile Updates - All Roles - UM CAP MC (February 2022)
UMMS Psychiatry and Mental Health Consult system lists optimized -All Roles (July 2022)
Using SmartPhrases in a SmartList - All Users - UMMS (January 2021)
Video Visit Quick Start Guide - Providers - UMMS (April 2020)
Viewing Aggregated Data for Multiple Identities in CRISP Search - All Clinical Roles - UMMS (July 2022)  
Ordering Labs in Epic - Inpatient Providers - UMMS (August 2022)
Type and Screen Last Drawn Date and Time Show in Patient List Column and RTC - Nursing, Providers - UMMS (August 2022)
Removing Cosigner Field from New Notes - All Clinical Users - UMMS (August 2022)
Workflow Change to the Primary Care Team (September 2022)
Ambulatory Providers
2021 AMA Changes to Evolution and Management Codes and Documentation -Providers - UMMS (December 2020)
Annotate an Image in Note or Image Activity - Providers and Nursing - UMMS (April 2021)
BPA Update: Review Hierarchical Condition Categories (HCC) Diagnosis - Providers - UMMS (June 2022) 
Copy Family History Between Siblings - Providers - UMMS (August 2021) 
COVID Vaccine Tools (Regulated) - Providers, Nursing, Practice Managers, Medical Assistants, Front Desk Staff - UMMS (August 2021) 
COVID Vaccine Tools (Unregulated) - Providers, Nursing, Practice Managers, Medical Assistants, Front Desk Staff - UMMS  (August 2021) 
Diabetes Foot Exam - Update Health Maintenance - Providers - UMMS (September 2021) 
Diagnosis Association Requirements for Diabetic Supplies Prescription - Providers - UMMS (March 2021)
Digital Health Radar Dashboards - Ambulatory Providers - Practice Managers, Directors - UMMS (May 2022)
Edit Transplant Information from New Transplant Information Activity - Providers, Nursing, Medical Assistants - UMMS Lung Transplant Depts (February 2021)
Enter Charges from a Charge Capture Preference List - Providers, MA - UM CAPMC (June 2021)
HCC Provider Management Dashboard Now Available - Ambulatory Providers - UMMS (May 2022)
Medication Adherence Scoring - Providers, Nursing, Medical Assistants - UMMS (May 2022)
Monitor the Progress of Covid-19 Vaccinations - Providers, Nurses, Practice Managers - UMMS (August 2021) 
Opioid Management Dashboards and Opioid Agreements - Providers & Clinic Managers - UMMS (July 2021)
Place Follow-Up Orders from a Result Message with the Reflex Order Button - Providers (Ordering Privileges) - UMMS (December 2020)
POC COVID-19 Antigen Test & Storyboard Alerts - Providers, Clinical Staff - UMMS (January 2021)
Portfolio - Taking Differently Last Dose Button - Providers, Nursing, MAs - UMMS (January 2022)
Quality Measure – Breast Cancer Screening (CMS 125) –  Providers (September 2021) 
Quality Measure - Cervical Cancer Screening (CMS 124) - Providers (MIPS eligible Clinicians) - UMMS (September 2021)
Quality Measure – Colorectal Cancer Screening (CMS 130) – Providers (September 2021)
Quality Measure – Controlling High Blood Pressure (CMS 165) - Providers (January 2021)
Quality Measure – Diabetes Eye Exam (CMS 131) – Providers (September 2021)
Quality Measure – Diabetes HbA1c Poor Control (CMS 122) Providers (September 2021)
Quality Measure – Falls – Screening for Future Fall Risk (CMS 139) – Providers - UMMS (January 2021)
Quality Measure - Preventive Care and Screening: Body Mass Index (BMI) Screening and Follow-up Plan (CMS 69) - Providers - UMMS (April 2021)
Quality Measure – Preventive Care and Screening: Screening for Clinical Depression and Follow-Up Plan (CMS 2) – Providers - UMMS (August 2021)
Quickly Reconcile Patient-Entered Questionnaires - Provider, Nurse, MA - UMMS (October 2021)
Receive Overdue Result Messages - Providers - UMMS (February 2022) 
Result Note Finds a New Home in the Sidebar - Nursing and Providers - UMMS (February 2021)
Scanning Workflow to Update Health Maintenance Topics & Satisfy Quality Measures  – Medical Assistants, Nurses, and Providers (August 2021) 
Select BPAs Will be More Visible for Residents at UMMC, UMMC Midtown Campus and UM CAP MC - Residents - UMMC, UMMC Midtown Campus, UM CAP MC (April 2022)
"Smoking Counseling Given" Now Completes the Smoking Cessation Health Maintenance Topic - Providers - UMMS (February 2022)
Take Your Colorectal Cancer Screenings in for a Checkup - Providers (Health Maintenance) - UMMS (January 2021)
Transfer Intake Request for Access Center - Providers - UMMS (October 2021)
Treatment Team Reassignment from ED Attending to ASC IP Psychiatrist - ED Providers/IP Providers - UM CAPMC (June 2021)
Understanding and Managing Medications on MAR Hold - Nursing, Providers, Pharmacists - UMMS (June 2021)
Understanding the MyPortfolio Status from Storyboard - All Roles - UMMS (June 2021)
Update Physical Exam Macros - Providers (Using NoteWriter Macros) - UMMS(May 2021)
Using Advance Care Planning (ACP) Navigator - Inpatient Providers - UMMS (February 2021)
Anesthesia Providers
Antibiotic Reminder Med Exclusion - Anesthesiologist, CRNA - UMMS (February 2022)
AN Difficult Airyway Letter - Anesthesiologists and CRNAs - UMMS (September 2020) 
An Updated Order Composer for Case Request Orders - Providers - UMMS (February 2022)
ANE DOS Workflow Guide - Anesthesia E-Consent Pilot - UM Midtown Campus (April 2022)
Anesthesia E-Consent Pilot DOS Workflow Guide - UM Midtown Campus (February 2022)
Antibiotic Reminder Med Exclusion - Anesthesiologoist, CRNA - UMMS (February 2022)
Anesthesia PACU Signout - Anesthesia Providers - UMMC DTC (November 2022)
Bedside Patient and Product Review Row Added to Transfusion Reaction Group - Anesthesia Providers, Nursing, Oncology, Med/Surge, OR, Mother/Baby, Interventional Radiology and Cardiac Cath Lab - UMMS (May 2020)
Closing Encounters - All Anesthesia - UMMS (November 2022)
Common Chart Locks and Errors - Anesthesia Providers and Perioperative Nurses - UMMS (November 2022) 

Epidural Documentation - Anesthesia - UMMS (February 2023) New

Epidural to C-Section Workflow - Anesthesia - UMMS (February 2023New 

Epidural to C-Section Causing QBL Calculator Error - Anesthesia Providers and L&D Nurses - Anesthesia Providers and L&D Nurses (February 2023New 

Get Quick Access to Commonly Given Medications - Anesthesiologists, CRNA - UMMS (January 2022)
In Basket Messaging for Open Anesthesia Billing Encounters - Anesthesia Providers, Anesthesia Billers - UMMS (March 2023New
Incomplete/Co-signed Note Close Encounter Checks - Anesthesia Providers - UMMC, MTC, BWMC, UMROI (March 2023New
Locating Open Anesthesia Encounters – All Anesthesia - UMMS (November 2022) 
Medications Color Coded by Class on the Intraprocedure Timeline - Anesthesiologist, CRNA - UMMS (January 2022)
Modifying the Status Board - All Anesthesia - UMMS (November 2022)
New UMMS Standard Isolation Panel, Ording Logic, Advisories, and BPA - All Who Order Isolation - UMMS (November 2022) 
PACU Signout - Providers - UMMS (November 20220
PreOp Checklist at UM Capital Region Medical Center - Multiple Provider Roles (July 2022) 
PPID ANE Staff to ID Patient Before Attach Device - Anesthesia Provider and CRNA - UMMS (June 2021)
Search for Events in Intraprocedure - Anesthesia Providers - UMMS (January 2022)
UMMC Downtime Documentation - Anesthesia Providers - UMMS (November 2022)
UMMC Pain Service Documentation - Anesthesia Providers - UMMS (December 2022)
ED Providers
Animal Bite Form with No Fax Contact Information Available within the Available Documents Section of the Preview AVS Activity - ED Nursing, ED Providers - UMMS (January 2022)
ASAP FYI Track Board Column - ED Providers and Nursing - UMMS (November 2021)
Behavioral Health Response Team Best Practice Advisory for Psych Related Chief Complains - ED Providers - UM SJMC and UM SRH (December 2021) 
Canto for Providers - UMMS (March 2020)
Consult to Tele-Addiction for UM Shore Regional Health ED Providers - ED Providers - UM SRH (June 2022) 
COVID-19 ED COVID Antigen Testing Order Placement - ED Provers and ED Nursing - UMMS (December 2020)
COVID-19 ED Vaccination Workflow - ED Providers and Nursing - UMMC and UM BWMC (October 2021) 
Covid Testing & Monoclonal Antibody Infusion in the ED - ED Providers - UMMS (July 2021)
Documenting Medication Administration on the MAR - ED Providers - UMMS (January 2022)
ED Denials Related to Unspecified Diagnoses - ED Providers - UMMS Emergency Departments (November 2021)
ED Provider Signing Orders in Ambulatory Encounter - Emergency Physicians and Forensic Nurse Examiners - UM CAPMC (May 2021)
Left Prior to Completing Treatment BPA - ED Provider and ED Nursing - UMMS (December 2021) 
Monoclonal Antibody Infusion in ED FDA EUA Update - ED Providers - UMMS (May 2021)
New Bridge Order set for pediatric ED Patients Awaiting Inpatient Psychiatric Care  - ED Providers - UMMS (February 2022)
New Chief Complaint of Laceration Finger Available - ED Nursing and ED Providers - UMMS (March 2022) 
New Navigator Section - Form Filler - MA Certification for Ambulance Transports - ED Nursing and ED Providers - UMMS (October 2021) 
New Provider Rabies Workflow - ED Providers  - UMMS (except UM UCH and UM HMH) (January 2022)
New Rabies Provider Workflow - UM UCH and UM HMH - ED Providers - UM UCH and UM HMH (January 2022)
Pediatric ED Pysch Bridge Orderset available - Pediatric ED Providers - UMMC (April 2022) 
Provider FYI Do Not Delete Smarttools/Smartlinks from Provider Note Template - ED Provider/ED Mid-Level - UMMS (December 2022)
Provider Reminder - Refresh Smartlinks within Provider Notes - ED Providers - UMMS (March 2022)
Pulmonary Hypertension Best Practice Advisory - ED Providers UM BWMC (February 2021)
Specific Chief Complaints Now Prompting Suggested SmartSets - ED Providers and ED Nursing - UM UCH (December 2021) 
UM CAP MC ED to UM LMC/BHC ED Patient Movement Workflow - ED Providers, ED Nursing - UM CAP MC, UM LMC/BHC (August 2021) 
Updates to Quick Follow Up Referral SmartSet - ED Providers - UM UCH and UM HMH (March 2022)
Viewing More Clinical Information by Utilizing a Floating Window - ED Providers - UM CAPMC, UM BHC, UM LMC(June 2021)
Imaging Providers
 
Interventional Cardiology
Use Orders Only to Place Radiology Orders - Pediatric Interventional Cardiology/Electrophysiology Staff - MWPH at UM CRMC(April 2021)
Oncology Providers
Allow Providers to Sign Carboplatin Dosed by AUC with No Dose - Oncology Providers and Infusion Nurses - UMMS (June 2021)
Documenting Organ Rejection - Transplant Providers - UMMS (October 2021) 
Find Patients Scheduled for US-Guided Kidney/Pancreas Biopsies - Transplant Providers, Transplant Coordinators (Kidney/Pancreas) - UMMC (December 2021)
How to Manage a Provider Leaving UMMS in Portfolio - Oncology Providers - UMMS (April 2021)

How to Modify Chemo Drugs - Oncology Providers, Apps, Pharmacists, Research Coordinators - UMMS (April 2021)

New Cancer Staging Close Encounter Requirement - Oncology Providers - UMMS (March 2022) 
Oncology SmartLinks - Providers - UMMS (March 2021)
Prevent Treatment Plan Orders Released on Incorrect Day Type - Infusion Nursing and Oncology Pharmacists - UMMS (May 2021)
Transplant Organ Offer and Organ Linking - Nursing Coordinators and Providers - UMMS (October 2021)
Surgeon Providers
Changing CPT codes in the Post Op navigator - Surgeons, Surgical Providers - UMMS (March 2022)
FAQ for ProFee Billing (aka “Charge Capture”) - Surgeons - UMSJMC & UMUCMC (February 2023New
Post-Op Order Reconciliation: Admission  - Surgical Providers (April 2020)
Post-Op Order Reconciliation: Discharge - Surgical Providers (April 2020)
Post-Op Order Reconciliation: Transfer - Surgical Providers (April 2020)
PreOp Checklist at UM Capital Region Medical Center - Multiple Provider Roles (July 2022)
ProFee Billing for Surgeons and First Assists - Surgeons (January 2020)
Return to Previous UMMS Facility for LOA Patients - Surgeons - UMMS (February 2023New
Schedule with Patient List Dashboard - OR Surgeon Providers, OR PA, OR Resident, OR Nurse Practitioner - UMMS (March 2021)
Surgical Residents OR Time Report - Surgical Residents - UMMC and UMMC Midtown (July 2021)

This content is for Internal Use only.