Table 2.

Process for Developing Epic Report to Generate Patient List

WhoActions
Development team

  1. Define parameters for query (i.e., ICD-10 diagnosis codes for breast cancer history)

  2. Define demographics and additional filters

Epic ITDevelop system-wide workbench report

  1. Navigate to Reporting Workbench

  2. Create a new report

  3. Select “Patient List”

  4. Set previously identified parameters for query

  5. Enable access of authorized users

  6. Store report in a system-wide folder

Practice usersRun report:

  1. Select Reports > My Reports

  2. Run the previously created report

  3. Check report results for known patients to validate report

  4. Save report for future use

  • Abbreviations: ICD-10, International Classification of Diseases, Tenth Revision; IT, Information Technology.