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EPIC Training 2026- Comprehensive Guide, Terminology, Workflow, and Certification Prep.

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The EPIC Training 2026 Guide is a complete resource for healthcare professionals seeking mastery of Epic Systems. This guide covers essential terminology, workflows, and system functionalities across inpatient, outpatient, and administrative modules. It is designed for Epic certification preparation and practical daily use in clinical and operational settings. This guide includes: Epic Terminology & Concepts: Understanding key terms such as Chronicles, Hyperspace, Storyboard, HOV/HOD, and Patient Class. Workflow Processes: Step-by-step guidance for admissions, transfers, discharges, bed planning, precertifications, and patient updates. Documentation & Navigation: Learn how to navigate Epic’s interface, save work, manage patient charts, and use SmartPhrases efficiently. Reporting & Analytics: Detailed coverage of Epic reports including Production, Shadow, Clarity, Dashboard, Registration Audit Trail, and Workbench reports. Certification Preparation: Practice scenarios, workflow examples, and critical steps to pass Epic certification exams confidently. Best Practices for Clinical & Administrative Staff: Guidance for nurses, physicians, and administrative teams on daily Epic usage to improve efficiency and reduce errors. This resource is ideal for Epic learners, healthcare staff, and certification candidates aiming to become proficient in Epic Systems while streamlining patient care and administrative workflows.

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Epic
Course
Epic

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EPIC Training 2026: Comprehensive Guide, Terminology,
Workflow, and Certification Prep


1. Preadmission: Gathering patient info before hospital arrival.
2. Patient Workqueue: List of encounters requiring follow-up.
3. SWTD (System with Training Data)
4. iSWTD: Training environments outside class. Refresh Fri 10 PM (Mnemonic: Video
Game names)
5. Project Environments: Build certification projects (Mnemonic: Country names)
6. HOV (Hospital Outpatient Visit)
7. HOD (Hospital Outpatient Department) – e.g., radiology, dialysis, PT
8. RTE (Real Time Eligibility)
9. Patient Class: Type of encounter – inpatient/outpatient
10. Occurrence Code (Claim Info): Onset and timing
11. Admission Event: Patient admitted to specific room/bed
12. Transfer Event: Patient moves to a different bed
13. Patient Update Event: Change in time/date-sensitive info (not room/bed)
14. Discharge Event: Patient stay ends
15. HOV Event: Patient arrives for hospital outpatient visit
16. Hyperspace Activity Toolbar: Buttons for tasks related to current activity
17. F5: See values available for selection list
18. Tab: Move between fields on form
19. Employer Field – Other: Enter “Other” if employer not in Hyperspace
20. Guarantor: Person responsible for balance not covered by insurance
21. HAR (Hospital Account Record): Determines which coverage goes to claims and
which guarantor gets billed
22. Preauthorization: Approval for services/procedures
23. Today's Patients Report: Patients expected ±2 weeks
24. FO (Filing Order)
25. Terminate Coverage: Coverage no longer effective
26. Guarantor Account – Deactivate: Guarantor no longer valid
27. Guarantor Account – Remove: Wrong guarantor added by mistake
28. Reservation Workflow: Create pending admission; reserve bed for direct admit
29. Pre-Admission, Pending: Data partially entered in advance
30. Bed Planning Unit View: Hospital beds overview – sorted by unit, shows occupancy
31. Patient Type Field: Flags special patient (employee/celebrity)
32. Private Encounter Field: Hides admission from unauthorized staff
33. Pre-Admission, Confirmed: All info collected
34. Admission, Pending: Reservation in progress but not complete
35. MSPQ (Medicare as Secondary Payor Questionnaire)
36. Reports, Application: Targeted real-time reports from Production Server
37. Reports, Reporting Workbench: Template-based, real-time operational reports

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March 16, 2026
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2025/2026
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Epic Training & Certification Bundle 2026 – Complete Epic Systems Modules, Workflow Guide, Terminology, Practice Questions & Exam Prep for Healthcare Professionals (6-Document Package)
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