How To Create Smartlist In Epic?

How to Create a Smartlist in Epic

Epic is a powerful electronic health record (EHR) system that can be used to manage patient care. One of the many features of Epic is the ability to create smartlists, which are lists of patients that meet certain criteria. Smartlists can be used to identify patients who are at risk for certain conditions, patients who need follow-up care, or patients who are due for a certain screening.

Creating a smartlist in Epic is relatively simple. To get started, open the Patient Search screen and click on the Smartlists tab. Then, click on the Create Smartlist button and enter a name for your smartlist.

Next, you will need to define the criteria for your smartlist. You can use a variety of criteria, such as patient demographics, medical history, or lab results. Once you have defined the criteria, click on the Create Smartlist button.

Your smartlist will now be created and you can view it by clicking on the Smartlists tab. You can also export your smartlist to a spreadsheet or other file format.

Smartlists are a powerful tool that can be used to improve patient care. By using smartlists, you can identify patients who are at risk for certain conditions, patients who need follow-up care, or patients who are due for a certain screening. This information can be used to improve the quality of care that you provide to your patients.

How To Create Smartlist In Epic?

| Column 1 | Column 2 | Column 3 |
|—|—|—|
| Step 1 | Go to the Epic dashboard and click the Create Smartlist button. | |
| Step 2 | Enter a name for your Smartlist and select the Criteria you want to use to filter your data. | You can use any of the following criteria:

  • Patient Name
  • MRN
  • Date of Service
  • Procedure Code
  • Diagnosis Code
  • Insurance
  • Location
  • Status

| Step 3 | Click the Create Smartlist button. | Your Smartlist will be created and you will be able to view it in the Smartlists tab. |

What is a Smartlist?

A Smartlist is a dynamic list of contacts that is automatically updated based on certain criteria. For example, you could create a Smartlist of all contacts who have purchased a product from your company, or all contacts who have visited your website in the past month.

Smartlists are a powerful tool for marketing and sales teams. They can be used to:

  • Target specific audiences with marketing campaigns
  • Track the performance of marketing campaigns
  • Identify potential leads
  • Personalize customer service

How to create a Smartlist

To create a Smartlist in Epic, follow these steps:

1. Go to the Contacts tab and click Smartlists.
2. Click Create Smartlist.
3. Enter a name for your Smartlist and select a criteria.
4. (Optional) Enter additional criteria to narrow down your list.
5. Click Create.

Your Smartlist will be created and automatically updated based on the criteria you selected. You can view your Smartlist by clicking Smartlists in the Contacts tab.

Smartlists are a powerful tool that can help you to improve your marketing and sales efforts. By using Smartlists, you can target specific audiences with marketing campaigns, track the performance of your campaigns, identify potential leads, and personalize customer service.

Here are some additional resources that you may find helpful:

  • [Epic Smartlists documentation](https://www.epic.com/docs/smartlists)
  • [Epic Smartlists tutorial](https://www.epic.com/docs/smartlists/tutorial)
  • [Epic Smartlists webinar](https://www.epic.com/docs/smartlists/webinar)

How to Create Smartlist in Epic?

A Smartlist is a dynamic list of contacts that you can create and manage in Epic. Smartlists are based on criteria that you specify, such as contact attributes, activity history, and custom fields. You can use Smartlists to:

  • Identify contacts who meet specific criteria
  • Target your marketing campaigns
  • Automate your workflows
  • Track your progress

To create a Smartlist, follow these steps:

1. Go to the Contacts tab and click Smartlists.
2. Click Create Smartlist.
3. Enter a name for your Smartlist.
4. Select the criteria that you want to use to create the Smartlist.
5. Click Create.

Your Smartlist will be created and you will be able to view it in the list of Smartlists. You can also edit the Smartlist by clicking Edit.

The different types of Smartlists

There are three different types of Smartlists:

  • Standard Smartlists are created using the criteria that are available in the Smartlist builder.
  • Advanced Smartlists are created using custom SQL queries.
  • Scheduled Smartlists are created on a recurring basis.

Standard Smartlists are the most common type of Smartlist. They are easy to create and use, and they can be used for a variety of purposes. Advanced Smartlists are more powerful than Standard Smartlists, but they require more technical knowledge to create. Scheduled Smartlists are useful for creating reports or sending out marketing campaigns on a regular basis.

How to use Smartlists

There are many ways to use Smartlists. Here are a few examples:

  • Identify contacts who meet specific criteria: You can use Smartlists to identify contacts who have certain attributes, such as a specific job title or a certain location. You can also use Smartlists to identify contacts who have engaged with your marketing campaigns or who have visited your website.
  • Target your marketing campaigns: You can use Smartlists to target your marketing campaigns to specific groups of contacts. For example, you could create a Smartlist of contacts who have visited your website and then use that Smartlist to target a paid advertising campaign.
  • Automate your workflows: You can use Smartlists to automate your workflows. For example, you could create a Smartlist of contacts who have not opened an email in a certain amount of time and then use that Smartlist to trigger an automated email campaign.
  • Track your progress: You can use Smartlists to track your progress on your marketing campaigns. For example, you could create a Smartlist of contacts who have converted into customers and then use that Smartlist to track the performance of your marketing campaigns.

Smartlists are a powerful tool that can be used for a variety of purposes. By understanding how to create and use Smartlists, you can improve the efficiency of your marketing campaigns and track your progress.

Smartlists are a powerful tool that can be used to improve the efficiency of your marketing campaigns and track your progress. By understanding how to create and use Smartlists, you can take your marketing to the next level.

How do I create a Smartlist in Epic?

To create a Smartlist in Epic, follow these steps:

1. Go to the Patients tab and select the Smartlists tab.
2. Click the Create Smartlist button.
3. Enter a name for the Smartlist and select a type.
4. (Optional) Add criteria to filter the Smartlist.
5. Click the Save button.

What are the different types of Smartlists?

There are three types of Smartlists in Epic:

  • Patient Smartlists display a list of patients who meet certain criteria.
  • Visit Smartlists display a list of visits that meet certain criteria.
  • Order Smartlists display a list of orders that meet certain criteria.

How do I add criteria to a Smartlist?

To add criteria to a Smartlist, follow these steps:

1. Click the Criteria tab.
2. Select the criteria type you want to use.
3. Enter the criteria values.
4. Click the Add button.

How do I filter a Smartlist?

To filter a Smartlist, follow these steps:

1. Click the Filter tab.
2. Select the criteria type you want to use.
3. Enter the criteria values.
4. Click the Apply button.

How do I export a Smartlist?

To export a Smartlist, follow these steps:

1. Click the Export tab.
2. Select the format you want to export the Smartlist in.
3. Click the Export button.

How do I delete a Smartlist?

To delete a Smartlist, follow these steps:

1. Go to the Patients tab and select the Smartlists tab.
2. Select the Smartlist you want to delete.
3. Click the Delete button.

What are some common uses for Smartlists?

Smartlists can be used for a variety of purposes, including:

  • Identifying patients who meet certain criteria for research studies.
  • Tracking patients who have certain conditions.
  • Generating reports on patient care.
  • Automating tasks, such as sending reminders or creating orders.

    In this blog post, we have discussed how to create a smartlist in Epic. We covered the basics of what a smartlist is and how to use it to track and manage your work. We also provided step-by-step instructions on how to create a smartlist, and we shared some tips for using smartlists effectively.

We hope that this blog post has been helpful. If you have any questions or need assistance with creating a smartlist, please do not hesitate to contact us.

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