Research Epic Portfolio

UMMS EPIC and IS&T Research Request Epic Research access request through IST portal must be submitted by department manager. Research Compliance will give final approval determination for Research Nurses, Research Clinical Coordinators/ Research Specialist and view only access for students and volunteers.

UMMS EPIC Research request through Portal 

• Remote Access Start Guide
• IS&T Epic access request portal

Epic Cherwell Portal 

• Epic Cherwell Portal

My Portfolio Submission Template

• My Portfolio Submission Template

Monitors Request Forms 

• Portfolio MD
• Research Monitor Request Form
• COVID Monitors
  • UMMC COVID Monitors
  • COVID-19 Risk Statement for Human Research Participants

Please see COVID communications for additional info.

Training Link

• UMMS U
• Research Coordinator and Research Specialist Workflow Guide

Tip Sheets

General Tip Sheets

• EPIC Quick Start
• Navigation Tips
• Research Study Recruitment Report
• View All Patient MRNs Snapshot Patient Summary

Research Study Teams

• Clinical Research Coordinator and Research Specialist Workflows 
• Account Maintenance Banner
• Appointment Search
• Associating Patient
• EPIC Access for Monitor and Auditors
• Linking Inpatient Encounter
• Linking Outpatient Encounter
• My Portfolio Recruitment Sheet
• View Billing Protocols