EHR Updates


Posted on Nov 3, 2020 in EHR Updates, Uncategorized | 0 comments

A new ordering question was added to all imaging procedures, “Is this patient discharging today?”

A response of “Discharging” will help the Radiology Techs to prioritize these exams. 

IMPORTANT: If you have an imaging order in your Preference List, please update the order. 

Below is a picture of the new question, as well as instructions to update your preference list (delete the existing order and add the new order)


Delete the old version:

  1. Select the EPIC button in the upper left corner of the screen
  2. Select Tools and then Preference List Composer
  3. In the lower right corner, click the Edit button
  4. Select the list to be updated, i.e., Orders Preference IP
  5. Once you see your imaging orders, write down (or screenshot) the ID number(s)
  6. Single click on the order(s) to be deleted and press Remove Item from the menu

Add the new version:

  1. Add the new order by selecting New Item,
    Enter the ID number (or order name) and customize the order
    Press Accept

If you need any assistance, please give us call.

Thank you!
Patty 510-325-9618
Shala 510-495-5254

EHR Education for Providers

Posted on Jul 7, 2020 in EHR Updates | 0 comments

2018 Epic/EHR Update- November 11, 2018

Posted on Nov 1, 2018 in EHR Updates | 0 comments

The fourth quarter Sutter EHR release of 2018 is scheduled for Sunday, November 11th.

Many upgrade changes are coming which will impact inpatient providers, including:

  1. New notes chart layout
  2. Streamlined Order Reconciliation Process 3. New custom order panel feature

All inpatient medical staff are encourage to become familiar with the coming changes.

An informational link is now available on the Sutter Desktop computers.

For further information on these coming changes, please refer to the Sutter Wiki link:

URL for Sutter Wiki Link:


EPIC Upgrade – November 11, 2018

Posted on Oct 2, 2018 in EHR Updates | 0 comments

Please be aware of upcoming changes coming on November 11th.  A System Notice will be sent to the sent by email.  There will also be printed materials available in the Doctor’s Cafeteria and Surgery Lounge.  Highlights of the upgrades are below:

Emergency Department

  • Customize your ED Track Board
  • Hide Rarely Used Toolbar Buttons
  • ED Provider Charting – Finish Up Fast (complete charting from the track board and avoid In Basket Messages)
  • Receive Notifications for Specific Order Results
  • Delete SmartBlocks from Notes

Inpatient Changes

  • Documenting Transgender, Intersex, and Nonbinary Patients – more options for documentation
  • Better Support for Patient Preferred Names in EPIC
  • New Layout for Notes Activity
  • New Layout for Order Reconciliation
  • Preview the AVS during Discharge Medication Reconciliation
  • Turn Group of Orders into a User Order Panel
  • User SmartLists Give All Users the Power of the Smartlist Editor
  • Document and Visualize LDAs on an Avatar
  • See Trends in Wound Healing from the LDA Avatar

Anesthesia Optime

  • Quality Dashboards for medical directors in the OR
  • Updated Formatting for Viewing Labs
  • Review Imaging Results in Pre-procedure
  • Track Estimated Volumes for Orders in Non-Duplicable Infusion Groups
  • Anesthesia Record Report – New Format
  • Automatically Record Stopped Actions for Intraprocedure Blood Boluses
  • Document Meds for Anesthesia Procedures in Notes – You can now enter medications in your procedure notes
  • Surgeon Scorecard Dashboard – to track performance for core surgical metrics over the previous month

Patty Fitzgibbons
EHR Physician Liaison, ABSMC



Posted on Sep 5, 2018 in EHR Updates | 0 comments

In order to place a hold on any potential medical records deficiencies, you have 3 options:

  1. Call the Local HIM/Medical Records Department, Chart Completion Team Summit: 510-869-6545, option 2 (Summit Campus only)
  2. Call or email the S3 physician line (Summit and/or Alta Bates Campus) 855-398-1641, Option 1, or email S3Chart
  3. Call or email the HIM Manager (Summit and/or Alta Bates Campus) Summit: 510-869-8741, or Email

When providers are away from the office, they can also add an Out of Office alert in EPIC. HIM must still be contacted to place chart deficiencies on hold.

Placing an Out of Office, Out of Contact alert in EPIC:


























Order Reconciliation

Posted on Sep 5, 2018 in EHR Updates | 0 comments


Please don’t forget to do Order Reconciliation for Inpatients, Outpatients with Overnight Stay, and Observation

Below is a brief outline of the steps to be taken. For more In-depth training, contact the EHR Physician Liaison, Patty Fitzgibbons, at 510-325-9618 or via email at  If you need immediate help and the liaison is unavailable, please contact the Help Desk at ext. 6747.


  1. Click on the Periop or PeriProc activity tab on the left side of your screen.
  2. Select the Post-Op to Floor tab
  3. Select Order Reconciliation
  4. 1. Review Current Orders (it is helpful to sort by Order Set)




2. Review Prior to Admission Medications (add/modify list if needed)3. Reorder Prior to Admission Medications (Select either Order, Replace, Don’t Order or Discontinue)





4. New Orders: Enter your Post Op Order Set + any Additional Orders







5. Review and Sign Double check that you have not discontinued orders that are needed on the floor. Be sure that you have continued orders that you want to remain on the floor. Sign – Will be initiated by receiving unit