How to Approach Epic Software Training and Succeed - A Detailed Guide_314e.pdf

Epic software training is more than just a one-time event—it’s a continuous journey that requires strategic planning, tailored learning, and ongoing support. In this presentation, we break down the key steps to approach Epic training effectively and ensure long-term success.

Learn how to:
✅ Structure training for different user roles, from foundational learning to advanced workflows.
✅ Leverage Just-in-Time (JIT) training and microlearning to reinforce knowledge.
✅ Empower Super Users to drive adoption and provide peer support.
✅ Overcome common training challenges, including skill gaps and resistance to change.
✅ Ensure post-training support and continuous learning for long-term Epic proficiency.

1. How to
Approach Epic
Software
Training and
Succeed
A Detailed Guide

2. WHY EPIC
TRAINING
MATTERS
Epic is a powerful and complex system,
and mastering it is essential for
success. Proper training ensures
efficient workflows, reducing errors and
enhancing patient safety. It also
maximizes the return on your Epic
investment by improving productivity
and system utilization.
Most importantly, effective training
boosts user satisfaction and adoption,
empowering teams to make the most
of Epic’s capabilities.

3. STAGES OF EPIC
LEARNING
Epic Onboarding
Ongoing Training
Upgrade Training

4. THE CURRENT STATE OF EPIC
SOFTWARE TRAINING
Stage
Epic Training for Nurses and
Technicians
Epic Training for Providers
Onboarding Training
Digital Learning (CBT), Virtual Training,
In-person Training with Preceptors,
Learning Lab Environments.
Self-paced digital learning and virtual
instructor-led classes.
Continuous Education
Epic Upgrade Training, Enhancement
Training, Additional Learning
Resources.
Epic Upgrade Training, Enhancement
Training, Additional Learning Materials.
Communication Methods
Email, learning home dashboard, and
intranet site.
Email, learning home dashboards, and
intranet platforms.
Nurses and providers can test out of training based on prior Epic experience, typically through an EUPA-style assessment or an
autograder-based test in most organizations.

5. CHALLENGES IN CURRENT EPIC
TRAINING METHODS
Onboarding Knowledge
Fades Too Quickly
One-Size-Fits-All Training
Training Feels Like a Task,
Not a Learning Experience
Training Updates Get Lost
in Email Inboxes
01
02 03
04

6. A Well-planned Training
Strategy
A Learner-
centric
Approach
Personalizing
Training
The “PULL” Strategy –
Enabling Just-in-Time
Learning
THE PRINCIPLES BEHIND
A HIGH-IMPACT EPIC
SOFTWARE TRAINING
PROGRAM
Along with these, don’t forget - Clear and Effective
Communication +
Data-driven Continuous Improvement

7. The Ideal Way to
Approach Epic
Software Training:
The 6 Ps
People – make roles and responsibilities clear1.
Process - structured and well-defined training
foundation
2.
Presentation - have the right mix of training
formats
3.
Practice - include real-world learning
opportunities
4.
Performance Testing - ensure learners are truly
prepared to use Epic
5.
Proficiency - do not stop once users complete
onboarding
6.

8. WHERE JEEVES FITS IN YOUR EPIC SOFTWARE
TRAINING JOURNEY
Foundational Epic software training sets the stage, but clinicians often struggle to recall key steps in real-
time patient care.
That’s where Jeeves comes in—seamlessly integrating into Epic to deliver Just-in-Time (JIT) training and
microlearning, providing support exactly when it’s needed.
?????? Reinforcing Learning at Every Stage:
✔ After Onboarding – Reinforces critical lessons, helping new hires navigate Epic with confidence.
✔ On the Floor – Acts as an always-available support system, eliminating the need for help desk wait
times or manual searches.
✔ As Workflows Evolve – Helps keep content updated effortlessly, ensuring clinicians always have the
latest guidance—without extra classroom sessions.
Jeeves doesn’t just teach—it sustains and enhances Epic software training in real-world scenarios.

9. Click here: To learn about Epic software training
in detail.

10. TO KNOW MORE ABOUT
Click here and get in touch with us for all details about Jeeves!