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  • Within SPARCCatalog for the service:

    • Epic ‘tag’ is chosen in ‘General Information'

    • Corresponding ID or code is entered and ‘Send to Epic’ is On in ‘Epic Interface’

  • Protocols (records) should indicate ‘Publish to Epic' on the study ‘Confidentiality and Epic Questions’ section, with an Epic-enabled service included on a service request. In addition:

    • At least one clinical service with the Epic tag must be on the study

    • No special characters are within the study title or arms names

    • If applicable, the study should have already been pushed to Oncore via service ‘OnCore to Epic push (for administrative use only)’.

  • EPIC Users: when adding or editing authorized users on studies chosen to be pushed to Epic, there is an "Epic EMR Access" choice that authorizes whether a user should have access to Epic (Figure 5). This field is interfaced with Epic real-time, and only allows the choice of "Yes" when the user has a valid EMP record in Epic.  In addition, a warning message will display under the Authorized Users tab in SPARCDashboard when a protocol is chosen to be sent to Epic, but the PI does not have Epic access (a common use case is when a PI has not completed the required Epic training to have this right) (Figure 6).

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