Training · Onboarding
What should a new employee learn first in an Epic workflow?
Teach the work in the order the employee encounters it: the highest-frequency tasks, the owner after each handoff, the queues or pools they are responsible for, what not to do, and where exceptions go. Navigation matters, but the local operating model should come before rare features.
First checks
Work through the workflow before escalating blindly.
- List the role’s five highest-frequency workflows.
- Pair each workflow with the receiving owner.
- Teach stop points and escalation rules.
- Separate access problems from training problems.
- Give the employee a short role-specific reference.
Ownership questions
- Who owns onboarding content?
- Who validates the local workflow?
- Who handles access issues?
- Who reviews the materials after upgrades or policy changes?
Avoid making the problem worse
Common failure patterns
- Teaching every feature before daily tasks.
- Using personal workarounds as official training.
- Sharing credentials or patient screenshots.
When to escalate
Account access, security, suspected defects and protected configuration belong with authorized internal teams. Training should not be used to explain away those issues.
Related resources
Continue with the closest workflow tool.
New-employee training guide→Front-desk training guide→Training workflows→Boundary: Your organization’s approved policy, configuration, security controls and escalation process always control. HelpEpic is independent workflow guidance, not clinical advice or official Epic support. Never send HelpEpic patient names, DOBs, MRNs, screenshots, records, passwords, tokens or confidential internal information.