SingHealth NGEMR · Epic training
Gastro
101
Your pocket guide to Epic for Gastroenterologists and APNs, from clinic to ward to scope room.
your finger!
This eBook covers
Before we start
Tap, flip, learn
This eBook reacts to your finger. Look out for these.
Red buttons
Tap to reveal the answer or hidden tip.
Flip cards
Tap a card to turn it over and see what's behind.
Quick quiz
Pick an answer. Green is right, red means try again.
Step by step
Press Next step to walk through a workflow one click at a time.
Hotspots
Tap the numbered dots on a screen to learn what each field does.
Turn the page
Use the bar at the bottom, swipe left or right, or press the arrow keys. Tap the page number for contents.
💡 Stuck in the real system?
Press F1 anywhere in Epic to open your Learning Home with tip sheets and quick start guides.
Gastro 101
What's inside
Tap any part to jump straight there.
Our cases
Meet your patients
Tap each card to see why they're here. You'll meet them again later.
Part 1 · Outpatient
Log in & your schedule
Where your clinic day begins.
🔑 Two kinds of login department
What physicians log into, so you get the right clinical tools. You rarely change it unless you change specialty.
Real places: the clinic where PSA books the visit, or the ward the patient is admitted to. Used for things like Orders-Only encounters.
📅 Reading the Schedule
- Arrows or the calendar icon change the date.
- Status column shows if the patient is checked in or having vitals taken.
- Visit Type: FV = First Visit, RV = Repeat Visit.
- Single-click an appointment for a quick summary report. Double-click to open the chart.
Part 1 · Outpatient
Get up to speed fast
Clinic-Kailin is waiting. Before calling her in, let's review her chart.
💡 Converted at go-live
Active allergies and immunisations file straight to the chart. The problem list arrives in Reconcile Outside Information, where you reconcile it yourself.
Part 1 · Outpatient
Note & problem list
✍️ Write the clinic note
- Click Open Sidebar on the right to open Notes.
- In Insert SmartText, search SH ALL AMB Clinic Note.
- Go to Assessment & Plan and click the Diagnoses button.
- Add Change in bowel habit from the problem list with the + button.
- Type your A&P in the blue border beside the problem.
- Sign, or Pend if you'll come back to it.
🧩 Problem list etiquette
- Evolved? Click the change (triangle) icon. Your A&P history is kept.
- Better? Resolve it. Tick Past Problems to see it later.
- Wrong? Only delete problems entered in error.
- Green + adds a problem as a visit diagnosis. A green tick confirms it.
Part 1 · Outpatient
Pick the right icon
The icon tells Epic where and when the order happens. Tap to flip.
⚠️ Review allergies first
- You must click Mark as Reviewed this encounter, or Epic warns you before you can sign new medication orders.
- Epic talks to CMIS. Coded drug allergies go both ways.
- Non-drug allergies (e.g. shellfish) and the "No Known Allergies" flag are not sent to CMIS.
- Can't find the drug? Use the CMIS icon to free-text it.
🛒 Where do I order?
New order any time: Add Order on the visit taskbar, or Ctrl + O.
Reorder or edit an existing med: This Visit tab › Medications Management.
Orders wait in the shopping cart (bottom right) until you sign.
Part 1 · Outpatient
Prescribe smarter
Kailin needs her lactulose reordered and a new simethicone capsule.
🔁 Refill means something new
12 weeks
+ repeat ×1
= 24 weeks
24 weeks
+ refill ×1
= 24 weeks
In Epic you enter the full duration. Tick Mark long-term if needed.
⌨️ Try the date shortcuts
Type in any date field instead of picking from a calendar. Try it:
t = today (days) · w = weeks · m = months · y = years · + future · − past
💡 Reorder many
Right-click a med › Multiple Select › tick › Reorder.
💡 Edit many
Edit Multiple in the cart applies the same values to all selected orders.
💡 Tapering?
One order covers it. Choose Taper/Ramp, Combination Dosage or Free Text.
Not on formulary? Add Order › search Not In Institution FORMULARY. Right-click anywhere in the order composer to save and close.
Part 1 · Outpatient
Labs the easy way
Kailin needs FBC one week before her next visit.
⭐ Preference list
Click the list icon on the visit taskbar. Star = your personal favourites. Order something 10 times and it becomes a frequent order that pops up as you type. Build yours in the Personalisation Lab.
📦 Order panels
Meds, labs, procedures and appointments bundled together. Search "panel", preview with the icon, remove what you don't need (you'll give a reason), then sign.
Part 1 · Outpatient
Follow-up & paperwork
📅 TCU order: who will she see?
Place it in This Visit › Follow Up. State the reason and any pre-visit labs.
| Option | Means |
|---|---|
| Encounter Provider | Same doctor |
| Encounter Provider or Their Team | Anyone in the team |
| Specific Provider | A named doctor |
| Subspecialty | The subspecialty team |
Open date? Still place a TCU and pick Open Date.
🚦 Signing the visit checks for
At least one disposition order:
- Admission
- Outpatient Referral (SHPs only)
- Outpatient TCU
- Case Request
None? A warning appears in the sidebar. A PSA in the room doesn't replace the order.
✉️ Memo for work
This Visit › Communications › New Communication › Print for Patient › template AMB GENERAL MEMO › Print Now. Tick Route draft to staff if someone else will finish it. Find it later in Chart Review › Letters.
🧾 Medical Certificate
Add Order › "MC" › Outpatient Sick Leave, 3 days. Light duty goes in the same order. It goes to the patient's MyChart automatically; Print if they want paper.
Part 1 · Outpatient
List for scopes
Kailin agrees to OGD and colonoscopy. List her at the Endoscopy Centre and take consent before she leaves.
🔬 Place the procedure orders
- Open the Prep for Procedure navigator › Orders. (Also in ED and wards.)
- Open the order set Endoscopy Pre-Procedure Orders. Partial typing works fine.
- Tick OGD and Colonoscopy. Different TOSP codes = two orders.
- Location Endoscopy centre, Elective, Sedation, Dx: change in bowel habit, Consultant In Charge.
- Flag anti-platelet, anti-coagulant or anti-diabetic meds so the scheduler can advise her.
- Add bowel prep if it's in your build, then Sign. They go as 🏠 OP Future Orders to the schedulers.
🖊️ Take e-consent
- Procedures activity › E-Consent with e-pad.
- Choose Generic Consent Form. Patient and procedure details auto-fill.
- Click Sign Here, sign on the e-pad, blue arrow to the next field.
- Accept. Or Accept & Print for paper, then follow your scanning workflow.
- Preview under Attached Documents. Signed consents can't be deleted; use the cancellation workflow.
Part 1 · Outpatient
Close the loop
An open encounter means charges don't reach NBS.
💰 Charge Capture
- Consult charges are generated automatically at check-in.
- Waive a fee: search "waiver" and pick the reason. NBS gets a $0 charge.
- Bill is closed when Charge Capture disappears from This Visit.
✅ Sign Visit
Last clinician documenting? Click Sign Visit so charges release.
Not the last? Just close the patient tab with the X.
Warning shown? Click it to jump to what's missing.
Common questions
Can I pend notes and still sign the visit?
Need to change something tomorrow?
Forgot to finish charting?
Want to come back later?
Part 1 · Outpatient
Imaging orders
Clinic-Ravi lost 10 kg. He needs an early CT thorax, abdomen and pelvis with bloods first.
Seven priorities:
P1 Stat / OP same day … P7 OP on arrival next visit
Routine · STAT · Early
Just three.
📝 Ravi's CT order
Include a Renal panel before contrast CT, with the expected date before the scan.
💡 Where to find it later
- Orders and reports: Chart Review › Imaging
- Images: More Activities › External Links › SingHealth CPACS
- Same-day CXR during an outpatient visit: Status Normal, Priority STAT.
Part 1 · Outpatient
Refer, biopsy, admit
Clinic-Mei: liver biopsy via Interventional Radiology.
- Add Order › REF IR. Read the Process Instructions first so it isn't rejected.
- Reason: image-guided percutaneous liver biopsy. Dx: abnormal LFTs. Priority: Routine.
- Add the Liver Biopsy order as Future (e.g. w+2), flag anticoagulants, plus pre-biopsy FBC and PT/INR.
- Reprint a referral: Chart Review › Referral tab › Reprint External Referral.
Clinic-Ahmad: likely obstruction, needs admission.
- Abdominal X-ray today: Status Normal, Priority STAT.
- Inpatient orders go in the Orders for Admission navigator. Search ADM › Admit to Inpatient.
- Queue FBC, renal panel, NBM, IV fluids there.
- They stay on hold until the inpatient team releases them.
Part 1 · Outpatient
In Basket & results
Your to-do list and secure mailbox inside Epic.
🚨 Critical lab result
Acknowledging the pop-up does not clear the In Basket message. Normal results don't send messages.
Three moments to acknowledge a result
💡 Save time
Typing the same result note often? Save it as a SmartPhrase or a Quick Action.
📞 Patient calls & referrals
Open the telephone encounter, write a note, route with Add Sender, then Done. Referrals not triaged are auto-accepted after 5 calendar days. Rejected referrals come back to you to cancel and re-place.
Part 2 · Inpatient
Own your shift
Your Patient List is home base. Tip: star it as your default activity.
📂 Two kinds of list
My Lists: My Patients (everyone whose treatment team you're on) plus your favourites.
Available Lists: hospital, unit and specialty lists. Favourite SH Division of Medicine › Gastroenterology › Gastroenterology Patients with the star.
🟢 Sign-in
Mostly automatic from roster uploads to the On-Call Finder. Sign in manually only for last-minute changes (e.g. MC cover, split wards).
Set shift times and Epic removes you from the treatment team 2 hours after shift end if you forget to sign out.
⚠️ Finding a patient who isn't on your list
Use the search box at the top right of Patient Lists.
Use Patient Lookup (top left). It opens a read-only chart.
💡 Pre-round in seconds
Click a patient and use the arrow keys to move down the list. The report pane below updates without opening each chart. Check the Physician Handoff report from the last shift.
Part 2 · Inpatient
Know your tabs
Ward-Kailin, 52 F, community ambulant. Admitted for ERCP for CBD stones.
❤️ Code status on the Storyboard
| Assume Full | Never addressed anywhere. Default for Kailin. |
| Prior | Shows status from a previous encounter. |
| Full | Needs a Full Code order. |
| Partial | Specific instructions on sidebar. |
| Comfort Care | Symptom relief. If prior admission was Comfort Care, you must review it. |
📜 Inpatient results policy
- No result-level acknowledgement needed. Reviewed as part of routine care.
- Critical lab: in-system alert first (10 min), then a phone call.
- Critical radiology: Secure Chat first (10 min), then a phone call.
- Results up to 24 h before discharge are auto-acknowledged.
Part 2 · Inpatient
Admit Ward-Kailin
The Admission tab is your one-stop shop.
⏱️ Within 24 hours
- Admission Note: Create Note, pick Specialty. Use NoteWriter for the exam and F2 to jump between blanks.
- Add Choledocholithiasis as principal problem, present on admission.
- Admission medication reconciliation (MOH requirement).
⚠️ NEHR is not inside Epic
Context-switch to NEHR to check historical meds. Pharmacists may pre-enter home meds; add any you find.
Med rec buttons: tap to learn
🏠 Home Medications
Then Mark as Reviewed. Not ordering a home med does not stop the outpatient prescription.
🛏️ Hospital Orders
Decide on every order. No green tick = med rec not done. Skipped orders continue, but nurses see them as unreviewed.
Part 2 · Inpatient
Manage orders
New orders from the taskbar. Existing ones in the Orders activity.
⏳ Expiring orders
| Button | Does |
|---|---|
| Renew | Extends the order (no pharmacy re-verification). |
| Reorder | Extends a continuous medication. |
| Let Expire | Tells others you don't plan to renew. Stamps your name and time. |
Expired or completed orders stay on the Active tab for 24 hours for easy Reorder. After that, go to Order History.
Remember: nothing is active until you click Sign.
Part 2 · Inpatient
Every kilogram matters
Weight-based (mg/kg) and BSA-based doses show three weight buttons.
💡 See the maths
Hover the i icon to see how Epic calculated the dose.
💡 Schedule grid
Shows planned admin times so you can decide if you need an Include Now dose.
💡 Labs in the composer
Ordering potassium? Related results show right inside the order.
💊 Non-formulary
Search "non form" › NOT IN INSTITUTION FORMULARY › fill drug name, form, length of therapy and reason.
Part 2 · Inpatient
Ward round notes
📝 Write a Wardround note
- Notes activity › New Note › type Wardround.
- Pick Specialty. Tick Co-Sign Required if needed.
- Use SmartTools, or Physical Exam to launch NoteWriter. Click the Abdomen tab and tick findings.
- Copy text from an earlier note or add an image via the icons.
- Sign, or Pend to finish later.
⚠️ Pended notes
- Find them in the Incomplete tab or In Basket › My Incomplete Notes.
- Others should not act on pended notes. They may be wrong or incomplete.
- They're purged 30 days after discharge.
How cosign works
💡 Hospital Course: write once, reuse
Update the Hospital Course as the stay goes on (type .td for today's date). It's pulled into the discharge summary automatically and isn't purged after discharge.
Part 2 · Inpatient
Blood transfusion
Ward-Kailin's Hb is 6.7 g/dL. She needs 2 units of red cells.
🩸 Step by step
- Check consent. If none: Consents › Blood Transfusion Consent › e-sign.
- No T&S in the last 72 h? An advisory prompts you. Order Type & Screen.
- Add Order › "blood" › order set NGEMR BTS BLOOD ADMINISTRATION.
- Pick Red Blood Cell. Fill both the Prepare order (to blood bank) and the Transfuse order (for the nurse).
- Sign. The nurse releases it from the Blood Admin flowsheet when ready.
⚠️ Changes from SCM
- GXM is gone. T&S covers screening and crossmatch.
- Blood is ordered via the order set, not standalone orders.
- Standby for surgery: use Sign and Held.
- Paediatric: order in mL, not units.
🏷️ T&S specimen
Brain tab › Print Labels › confirm 2 identifiers at bedside › label immediately › Collect Specimen › send to lab.
🚩 FYI flag
Anyone can flag key info (e.g. blood product refusal). It appears beside the name on the Storyboard.
Part 2 · Inpatient
Which referral?
In Epic, referrals are orders, not notes.
📤 Sending
Type "Blue Let" › fill specialty and reason (F2 and SmartPhrases work) › Sign. Track accepted or rejected in Orders › Order History.
📥 Answering one
System Lists › SGH Blue Letter › Gastroenterology. Open the referral link. Write a Consultation note and link the consult order; signing completes it. Juniors enter the consultant as billing provider.
Part 2 · Inpatient
Leave & home leave
🚶 Leave of Absence (LOA) order
| Category | Reason |
|---|---|
| Basic Leave | Home Leave · TCU at another hospital |
| Dual Admission Leave | Sent to a procedural area |
| Misc | Others |
Once the nurse starts the leave: meds go to MAR Hold and procedures, imaging and labs are suspended. On return everything resumes automatically, no med rec needed.
🏡 Home Leave
- Open the Home Leave navigator (More menu).
- Go to Medication Reconciliation for meds to take home.
- The LOA order is added automatically. Fill leave and return date/time.
- Click Sign & Hold – Will be Released by Nurse. Med duration is calculated from the LOA dates.
- Nurse releases so Pharmacy can dispense. Review the patient on return.
Part 2 · Inpatient
Moving the patient
HD-Klara had an upper GI bleed treated at OGD. She's stable to step down to the General Ward.
↘️ HD to General Ward
- Use the Transfer navigator (for any move in the hospital, including to MIC@Home).
- Order/Med Reconciliation: a Transfer order is auto-created. Fill it in, review orders, sign.
- Med rec isn't required, but review the med list.
Order for Now: active before transfer. Transfer med review locks until you sign or discard them.
↗️ Up to ICU / HD
- Unplanned: call or Secure Chat the ICU team first.
- Planned (e.g. post-procedure): ICU/HD Bed Request order. Once accepted, place a Transfer Order.
💬 Secure Chat
Speech bubble (top right) › attach the patient › send to a team name. It reaches whoever is signed in on call, so no hunting for names. Bubble turns purple when you have a message.
Part 2 · Inpatient
Discharge Kailin
Pick the right navigator tab first.
Home / External Facility
Home or nursing home.
Discharge and Readmit
RH to Community Hospital and back, both on Epic.
Discharge as Deceased
Cause of death here, plus eCCOD in NEHR.
🏠 Home Medication buttons
| ➡️ Continue | Resume. No new prescription. |
| ✏️ Prescribe | Resume with changes. New Rx, old one cancelled. |
| ⊗ Discontinue | Stop and cancel the old prescription. |
🛏️ Hospital Order buttons
| ➕ Prescribe | New prescription for discharge. |
| ✏️ Prescribe | Use the inpatient order details for the Rx. |
| 🚫 Discontinue | Stop at discharge. |
⚠️ Easy to miss
- All inpatient orders are deleted at discharge. Re-order anything outstanding as a Discharge Order.
- Signing new inpatient orders after med rec makes it incomplete again.
- Don't discontinue a home med outside your specialty if the patient still needs future dispenses.
- Prescriptions are e-prescribed by default. Change the Class to print.
Part 2 · Inpatient
Can the nurse print the AVS?
Tick what you've done. The After Visit Summary is blocked until all are complete.
💡 Check before you go
Sidebar Summary › Discharge Checklist lists anything outstanding. Preview to Print shows exactly what the patient will see.
🌙 End of shift handover
Patient Lists › Write Handover. Add tasks with +, write a summary, Close. Use Previous/Next arrows to move patient to patient. View it in the Physician Handover Report.
Part 3 · Endoscopy
Order the scope
Ges-Nora, 41 F with Crohn's, admitted from ED. Find her on the Gastroenterology list, add yourself as her provider, then order a colonoscopy.
📍 Tap a red dot
Each dot explains one field of the procedure order. Try all 8.
Path: Prep for Procedure navigator › Orders › order set Endoscopy Pre-Procedure Orders › Colonoscopy.
Part 3 · Endoscopy
House or bed?
The order mode depends on who the patient is and when it happens.
💡 Scope in clinic, right now?
Still an OP Future Order. It silently schedules and auto-advances, so it behaves like a normal order.
Part 3 · Endoscopy
Timing is everything
🕐 Phase of Care
Tells Epic when an order should happen, and whether it's signed or signed and held.
Example: a Fleet enema not in the order set. Add it from the search at the end of the set. On signing, choose Preprocedure and link it to the procedure.
The nurse releases held orders when the patient reaches preprocedure. See them in Orders › Signed & Held.
🔀 Review context box
Pops up only when it's unclear which procedure an order belongs to, e.g. the patient has both IR and endoscopy booked.
Before the scope, complete
🖊️ Consent
All endoscopies need consent. Emergency procedures use presumed consent.
😴 Pre-sedation checklist
Needed when you chose Sedation and no anaesthetist is involved. Open Pre-sedation Checklist in NoteWriter, complete, sign.
Part 3 · Endoscopy
Capture images
Ges-Gloria is in the scope room for colonoscopy.
📸 ImageSys, one step at a time
- From the Schedule, pick the procedural visit row (she appears twice, check Visit Type). Click the ImageSys button.
- Or: chart › More Activities › External Links › ImageSys.
- Choose the right procedure if there's more than one, then click Examine.
- Capture or add the scope images.
- Click Finalise to send them to Epic. Watch for the success message.
- Status becomes Signed. No more images can be added. For a second procedure, double-click its order and repeat.
🧭 Schedule or Patient Lists?
Schedule: clinic visits and procedural patients.
Patient Lists: inpatients and Blue Letter consults.
⚠️ Upload images first
Always finalise scope images before you open the Add Details tab of the report.
Part 3 · Endoscopy
After the scope
Gloria is in recovery. Multiple small ulcers in the transverse and descending colon.
🧾 Postprocedure navigator
- Open the chart from the Schedule. Pick the tab: Discharge (going home) or Ward (going to a ward).
- Problem List: triangle icon › change "change in bowel habit" to Colonic ulcers.
- Cosign Orders placed by support staff during the scope › Sign All › Continue Cosigning.
- Diagnosis: enter the coded Post-op Diagnosis. It flows into the report.
- Special Billing for extra professional charges, and check Implants (these show on the Storyboard).
- Did an extra OGD? Verify Procedure › Ancillary Orders › New Order. Close Ancillary Orders when done; it locks the procedure orders.
💡 Change or cancel a procedure
Post-proc Documentation › Imaging/Procs › arrow next to Enter Result › Change Order or Cancel Order.
Part 3 · Endoscopy
Write the report
Imaging/Procs › Enter Result. Tap each tab.
- Click Normal (a macro) to chart standard details quickly. You can still edit.
- Set procedure difficulty, e.g. moderately difficult.
- Unplanned Sedation Intervention: for sedation reversal due to over-sedation or an adverse event.
- Add findings with buttons or search. Use Other if nothing matches.
- Gloria: ulcer in the descending colon, round, cratered, no bleeding. Tap the segment on the anatomical diagram.
- Create Macro saves your common findings as a button.
- Hover an image › link icon to attach it to a finding (auto "In report"). Expand to annotate with text, arrows, circles.
- Right-click an image › Include All Images.
- Report text builds from everything so far. Fill the *** wildcards with F2.
- Choose Recommendation and Follow-up, e.g. due in w+2.
- Click Refresh to pull in updates, then Sign. It goes to NBS for charging automatically.
Where does each heading come from?
| Report heading | Comes from |
|---|---|
| Indication | 👨⚕️ Ordering doctor: pre-procedure Dx in the order |
| Procedure performed | 👨⚕️ TOSP in the order, or changed in Ancillary Orders |
| Post-procedure diagnosis | 👨⚕️ Resulting doctor: Postprocedure navigator |
| Details · Findings | 👨⚕️ Resulting doctor: Get Started · Add Details |
| Staff · Medications · Events · Specimens | 👩⚕️ Nurse: intraprocedure narrator |
Part 3 · Endoscopy
Tidy up
➕ Forgot something after signing?
Enter Result again. It's read-only. Click Addendum, edit, Refresh, sign.
👁️ Viewing the report
Chart Review › Procedures tab. "Open External Result Report" shows it with images. The "ImageSys" link opens high-res images.
⚠️ Not done or unsuccessful
- Cancelled before the day: PSA or nurse reschedules; doctor cancels unscheduled orders.
- Cancelled in preprocedure: Verify Procedure › Procedure Not Performed.
- Unsuccessful: mark Unsuccessful Attempt, result as usual, add .unsuccessful for the red banner. Still charged as TOSP.
🛏️ Back to the ward
- Postprocedure navigator › Ward tab › Order Reconciliation.
- Preprocedure-phase orders are auto-discontinued. Continue NBM if needed, or start clear feeds.
- Order set Gastroenterology Postprocedure (e.g. repeat FBC; TPN via order set) › Sign & Hold.
Finish line
Final quiz
12 questions. First tap counts.
Answer all 12 to see your result.
You made it
Where to get help
Nobody expects you to be an Epic expert yet.
Press F1
Opens your Learning Home from anywhere, with tip sheets and step-by-step guides. Or click the ? at the top right. Check What's New after go-live.
Practise
Rewatch the e-Learning videos and practise in the Playground.
Personalise
At User Settings Lab, build your preference list, order panels, note templates and SmartPhrases.
Ask people
Your super users and area managers can help after class.
Pass the assessment
You need to pass it after class to get system access at go-live.
Remember
Training covers the tools. Apply them to your department's own workflows and policies.