Personalization Training

Physicians can participate in personalization workshops after completing their basic training and demonstrating competence on the End User Proficiency Assessment (EUPA) for their training track. Self-registration via MyLearningLink is supported on a first-come-first-scheduled basis.

What Do I Need to Do Before Personalization Training?

You must complete the requirements for the type of personalization training you are registered for at least 48 hours before your training begins. These requirements are outlined on the below linked pages. Click on the link for the type of training you are registered for:

  1. In-Person Personalization Training

  2. Virtual Personalization Training

  3. Independent Learning Personalization Training

An overview of personalization training is below. Click the links above for the tasks you need to complete before your personalization training.


A successful personalization workshop allows physicians to leave with:

      • A mental map of parts of the clinical information system (CIS) where appearance, menus, lists, orders and text automations can be personalized... enough to prime essential follow-up work in preparation for launch.

      • Knowledge of where to go, and who to call, for help with personalization.

      • Proven login access to the "production" instance of the Connect Care CIS.

      • Personal mobile devices configured with working mobile apps (Haiku and/or Canto).

      • Working exposure to the Dragon Medical One in-system dictation system and installation of PowerMic Mobile on personal mobile devices.


Participants should come with the personal mobile device(s) they intend to use for CIS access. Better still, follow tips for installation of Connect Care Mobility Management software, then the CIS clinical applications (Haiku and/or Canto) and PowerMic Mobile (next section of this Manual). Ideally, mobile devices will be ready to use at the workshop.

      • Complete the appropriate training track EUPA in MyLearningLink.

      • Identify and bring any SmartPhone (Apple or Android) or Tablet (Apple only) that will be used for mobile CIS access.

      • Follow instructions for Installing Connect Care Mobile applications (Haiku and/or Canto, PowerMic Mobile) on personal devices.

      • Bookmark this Manual for future reference.

Key Terms and Concepts

Self-directed Learning

A personalization workshop is the best way to start one's personalization journey. Self-directed learning and peer-to-peer support help continue the journey.

      • Learning Dashboard - Be sure to find and favourite-mark the "learning home dashboard" for your clinical area. This will have links to personalization guides for different clinical contexts (e.g., inpatient, outpatient). The guides cover the basics.

      • It's Possible Videos - The eLearning section ("WeLearning") of the Epic UserWeb has a series of short "It's Possible" instructional videos that include a number focused on personalization. These are especially helpful for introductions to more complex personalizations, like adjusting and saving OrderSets.

Tips, Demonstrations and Instructional Videos

Connect Care users have prepared instructional videos and demonstrations. Useful gateways include:

What do I need to do after Personalization training?

These resources will help you prepare to work in Connect Care:

  1. Independent Learning

  2. Personalization Guide

  3. Continue Personalization: Personalizing, and Tool Templates

  4. Preparing for Launch: activities that will help you to prepare for launch

  5. Follow-up Survey: tell us how we can improve