Epic training and support made easy

Looking for a better way to deliver Epic® training to your clinicians?

uPerform enables you to quickly create customized learning content specific to users workflows and deliver it when and where it’s needed most – in the workflow. Clinicians save time looking for help and get back to patient care faster. Content authors and instructional designers save time creating, managing and distributing learning materials to users.

Join leading health systems who are improving Epic proficiency and satisfaction while saving time and reducing training costs with uPerform’s just-in-time training and support platform.

Discover a better way to train.

Support clinicians along their entire Epic journey

Support learners at every stage of their Epic journey with the ability to create and host all your learning content on one platform. Create or host personalized learning paths for new hire onboarding, embed microlearning content alongside new workflows and deliver eLearning courses for compliance training.

Take control of your Epic implementation

Preparing for an Epic implementation? Creating pre- and post-Epic go-live support with uPerform helps ensure users know where to find Epic support from day one.

Accelerate Epic onboarding

Onboard new hires up to 75% faster with personalized, self-directed learning pathways. Learners and training staff save time without the need for instructor-led classroom training.

Deliver 24/7 ongoing support

Reinforce initial training and drive Epic proficiency with 24/7 access to learning materials in the workflow.

Drive adoption of new workflows

Guide users through new workflows with help embedded throughout Epic, including Epic Main Menu, Dashboards, Activities, Navigators, Print Groups and F1 Help.

Keep pace with Epic upgrades

Create content in half the time, and quickly edit existing content to reflect the latest Epic upgrades and changes.

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The benefits of Epic training with uPerform

Quality EHR training is the single most important determinant of EHR satisfaction and helps reduce the likelihood of burnout. Protect your most important IT investment with uPerform’s just-in-time training solution. uPerform clients are moving the needle on EHR success:

With help available directly in the workflow uPerform fosters more confident and capable Epic users, improving satisfaction. At Baylor Scott & White Health, uPerform users rate their EHR experience 12.9 points higher than nonusers.
Reduce time and resources for training new hires and get them caring for patients sooner with self-directed learning. Gundersen Health reduced onboarding for some roles by up to 75%.
Our self-directed learning solution saves your training team and Epic users valuable time and resources. In just two years, Baylor Scott & White Health saved 186,000 hours in onboarding time and associated travel costs.
Streamline content creation, management and delivery and scale training to meet the growing needs of your organization. Aspirus Health scaled training to 2,500 new Epic users without adding more staff to its training team.
Improve user adoption and proficiency with embedded learning opportunities. M Health Fairview increased adoption of a new eConsent navigator from 7% to 87% after embedding microlearning in the new workflow.
With less time spent on stand-and-deliver instruction, organizations can provide more value to Epic users. Trainers at Gundersen Health now have the capacity to deliver one-on-one coaching opportunities.

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Create and centralize all your Epic training content

uPerform serves as the single repository for all your Epic content, whether you’ve created it with uPerform or another application. Quickly create and host anything from microlearning to formal training courses and deliver it to users based on role. Users gain access to all their Epic learning materials via their Epic login, saving time spent searching for help materials.


Epic Tip Sheets

Quickly create and distribute Epic tip sheets with uPerform by simply recording a workflow.
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Epic Training Videos

With uPerform, you can create Epic training videos and host existing videos.
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Epic Workflow Simulations

Create interactive workflow simulations and allow users to walk through workflow steps in an Epic environment identical to their own.
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Epic Training Courses

Deliver a classic eLearning experience by creating Epic training courses or hosting courses from your Learning Management System (LMS) in uPerform.
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Epic WeLearnings

uPerform also allows you to host and deliver Epic WeLearnings.

In-application support just a click away

With uPerform’s Epic integration and SMART on FHIR capabilities, help is always just a click away. Users have seamless access to uPerform training materials in their workflow with single sign-on powered by OAuth. uPerform’s deep integration capabilities allow organizations to provide a quick launch to the uPerform Learning Library in the Epic Main Menu, simplify Learning Dashboards with role-based support links, optimize your F1 Help with uPerform search, and embed context-specific help in Activities, Navigators, Print Groups and more.

Learn more about in-app training with uPerform in our Epic integration guide:

Epic onboarding just got a whole lot easier

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Learn more about our just-in-time learning platform

Our team is committed to providing innovative solutions for Epic software training for healthcare professionals. We understand that Epic EHR integration, content management and employee training are critical to your daily operations, and our solutions match your customized instance of Epic. By empowering you and your organization to leverage the full capabilities of your software, we can help you accomplish more every day.

Build user competence, confidence and productivity when you choose uPerform. For more information on our trusted solutions, reach out to us today for a free demo.

Frequently Asked Questions

Effective training and support on the job are critical for successful adoption of any complex software application, including Epic. In the absence of high-quality training and ongoing support, users tend to under-use or misuse new systems – resulting in errors, non-compliance, and preventing organizations from achieving their expected returns on these investments.

uPerform enables you to continuously reinforce their training and skills by providing learning content directly within Epic. Users save time searching for help, learning the system, and become proficient faster with less dependence on support staff. The result is a training team coordinating fewer in-person trainings and spending less time fielding support calls.

We are a member of the Epic developer community and uPerform is available in the Epic Showroom. The Epic Showroom is a marketplace where third-party vendors and Epic customers publish Epic-integrated applications to help facilitate clinical, administrative, and other functions for Epic customers.

As soon as staff finishes onboarding, they start to forget what they learned. Add quarterly EHR upgrades, regulatory requirements, training initiatives, physician frustration, the costs of classroom training, and the link between training and success becomes clear. uPerform addresses the following challenges:

• Speed to content creation and curation.
Accelerate training content creation and updates with the uPerform app recorder. Simply record a workflow once and automatically generate learning content in multiple formats, including tip sheets, simulations, and videos.

• Clinician proficiency gaps.
Education and training are critical components in the successful use of any software. uPerform improves user proficiency working in the EHR by providing targeted training, in-application, at the time of need. Boost proficiency and confidence with learning opportunities only a click away.

• Content matching customized workflows.
The uPerform recorder allows education teams to quickly capture process detail that matches your Epic implementation and turn it into learning that is easily accessed in the application. Both newly created and existing content is presented to end-users directly in the workflow with uPerform in-application help.

• Time required to complete onboarding.
Reduce time spent in onboarding by taking a blended digital approach to training. uPerform offers in-application learning, e-learning courses, and easy access to training.

• Relevant training content.
Nurses only need to see performance support content that’s relevant to nursing and physicians only need to see content that’s relevant to providers. With uPerform, you can embed role-based support within Epic, so each user sees only the content relative to their role, specialty, and department, ensuring tasks are completed quickly and reducing the overall time spent seeking help.

uPerform reinforces learning in the workflow, accelerates content creation, and simplifies content management. For Epic customers, uPerform empowers clinicians, accelerates onboarding, and reduces screen time.

uPerform offers content creation and in-application help capabilities for variety of apps. Many mission-critical healthcare and business software applications are supported today and we’re adding new apps all the time. Visit https://www.uperform.com/all-apps/ for a full list of supported apps and contact a member of the uPerform team to learn more.

uPerform enables you to create role-based learning content by recording yourself performing tasks – simply perform the steps as your users would in the Epic system and the uPerform recorder handles the rest. With a click of a button, the uPerform recorder transcribes the Epic menu paths, steps, field entries, and screenshots automatically, auto-generating a detailed step-by-step work instruction document. Gone are the days of creating learning content manually.

Once you’ve recorded the work instruction document you can choose to publish it in a variety of formats, including simulations, tip sheets, and HTML or PDF outputs — all from the single recording. Generating help content in the formats that appeal to each individual user’s learning style results in more efficient and satisfied users.

You can also create AICC and SCORM-compliant professional eLearning courses with uPerform, including assessments, so you can test users on what they’ve learned.

uPerform accelerates project rollouts by enabling training managers to reuse content they already have. Easily centralize all your learning content from various resources, including Epic, to provide clinicians with a one-stop-shop learning platform.

uPerform supports the import and use of external or third-party performance support content, such as content provided to you from Epic, Adobe® Captivate®, Articulate Storyline®, Microsoft® Office files, and web links. Integrate additional applications such as an LMS and end the struggle with multiple content repositories by centralizing and managing all of your learning content in the uPerform document library.

Content created with uPerform mirrors your unique Epic implementation, ensuring your learners have access to the precise work instructions that not only match their unique needs and your unique workflows and procedures, but are also relevant to the user’s particular role, department, or specialty.

As changes are made to Epic through either customization or upgrades, uPerform allows your organization to rapidly update and republish content, so you can keep up with the pace of change.

uPerform can be enabled and launched from the following locations in the Epic application: F1 Help and Search, Main Menu Toolbar, Menu Navigator, Learning Home Dashboards, or a Storyboard.

Users can access certification courses and complete assessments directly from the uPerform document library by integrating your LMS with uPerform using AICC or SCORM.

In order to ensure a smooth and successful integration of uPerform in Epic, the following resources are needed from your organization:

• Program owner
• Project manager
• Epic training lead(s)
• IT administrators
• uPerform functional administrators
• uPerform authors

We will also need an introduction to your Epic Build Analyst team and/or Epic consultant, as well as work with your Epic Client Services Administrator and Epic Change Control to complete the integration.

Our dedicated Epic TS will work with your Epic TS to help facilitate the integration.

uPerform integrates with Epic using Epic SSO which provides end-users with a seamless transition from Epic to uPerform learning content and back again. Content can be filtered or restricted based on user role or group assignment based on data in user profiles. We work closely with your IT team to enable these features, so you can feel secure about identity management and know your learners are getting highly relevant performance support exactly when they need it.

uPerform integrates with your Epic dashboards by presenting clinicians with links to dynamic training and performance support content. Links can direct users to content grouped into folders in the Learning Library, a specific document or course, and context-sensitive help search results. uPerform content can also be searched for right from the Epic dashboard so finding content is simple. With uPerform, your training team is in complete control of the content presented in Epic. With uPerform’s content management capabilities your team can easily keep learning home dashboard links up-to-date!
  • Dynamic content from multiple sources
  • Easier to manage and maintain
  • Searchable
  • Accessible inside and outside of Epic

An LMS is used to deliver full eLearning curricula, especially for compliance. uPerform extends that support to in-application performance support.

uPerform can integrate with your LMS system to provide a single system to manage all of your learning content.

While both Adobe® Captivate® and uPerform can be used to create eLearning content, uPerform is also a learning content management system that supports rapid learning content creation, in-application distribution of role-based content to end-users, and content lifecycle management and reporting.

Your existing Captivate content can be managed and distributed through uPerform as well.

Epic and Connection Hub are trademarks or registered trademarks of Epic Systems Corporation.
SMARTTM and the SMART logos are trademarks of The Children’s Medical Center Corporation. Used with permission.