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Frequently asked questions

The questions people ask most about getting around Epic EMR, grouped by topic. Each answer shows a simplified illustration — not a screenshot — of roughly where the thing lives. Open the app for the full step-by-step.

About this tool

Is this connected to a real EHR or does it access patient data?

No. GoGo Navigator is a standalone, static reference tool. It has no live connection to any hospital system and never sees, stores, or transmits patient data.

Is this affiliated with Epic Systems?

No. GoGo Navigator is an independent reference guide and is not affiliated with, sponsored by, or endorsed by Epic Systems Corporation.

Why don't the exact button names match my hospital's Epic?

Every hospital configures its own Epic build, so tab names, activity buttons, and menu layouts can differ. Treat these steps as general guidance and look for the closest equivalent in your build.

Can I use this on my phone?

Yes — it's mobile-first. You can also add it to your home screen and use it like an app, including voice questions and read-aloud answers when your hands are busy.

How do I ask something that isn't covered yet?

Just ask it — if there's no match yet, try simpler wording or a nearby topic tile. The content library is expanding over time, so new questions and workflows keep getting added.

Results & Imaging

Where do I find labs?

Open the patient's chart.

Chart Review
Labs
Chart Review > Labs
See full steps

How do I trend a lab value over time?

Open Results Review.

Results Review
Results Review
Results Review — in the activity bar at the top of the chart
See full steps

How do I find imaging or radiology results?

Open the patient's chart.

Chart Review
Imaging
Chart Review > Imaging
See full steps

Where do I find culture and micro results?

Open Chart Review at the top of the chart, then select the Micro tab.

Chart Review
Micro
Chart Review > Micro
See full steps

Where are pathology and biopsy results?

Open Chart Review.

Chart Review
Pathology
Chart Review > Pathology
See full steps

Where do I find EKG or ECG tracings?

Open Chart Review at the top and select the Cardiology / Procedures tab in the left-hand tab list.

Chart Review
Cardiology / Procedures
Chart Review > Cardiology / Procedures
See full steps

How do I act on results in my In Basket?

Open In Basket (envelope icon, top toolbar) > Results folder in the left-hand folder list.

In Basket
Results
In Basket > Results
See full steps

Orders

How do I place an order?

Open the patient's chart.

Orders
Accept
Orders > Accept
See full steps

How do I use an order set?

Open the Orders activity.

Order Sets
Accept
Order Sets > Accept
See full steps

How do I add on a lab?

Open Orders from the activity bar and search for the lab you want to add.

Orders
Sign Orders
Orders > Sign Orders
See full steps

How do I enter or cosign a verbal order?

Select the ordering provider from the lookup.

Sign Orders
Verbal with Readback
Sign Orders > Verbal with Readback
See full steps

How do I discontinue or modify an order?

Open the Orders activity and find the order under Active Orders.

Discontinue
Modify
Discontinue > Modify
See full steps

How do I send a prescription to a pharmacy?

Open Orders from the activity bar (or the Meds section of the visit navigator).

Orders
Accept
Orders > Accept
See full steps

Medications

How do I find medications or the MAR?

Open the patient's chart.

Medications
MAR
Medications > MAR
See full steps

How do I do medication reconciliation?

Open the Medication Reconciliation activity.

Medication Reconciliation
Sign / Complete Reconciliation
Medication Reconciliation > Sign / Complete Reconciliation
See full steps

How do I document giving a medication?

Open the MAR activity from the activity bar and confirm the due dose.

MAR
MAR
MAR — in the activity bar at the top of the chart
See full steps

How do I document or titrate an IV drip?

Open the MAR and find the infusion in the Continuous section.

MAR
Continuous
MAR > Continuous
See full steps

Notes & Documentation

How do I write a note?

Open the patient's chart.

Notes
Create Note
Notes > Create Note
See full steps

How do I create or use a SmartPhrase?

To create one.

Epic button
Tools
Epic button > Tools
See full steps

How do I dictate with Dragon in Epic?

Open the note and click into the text box.

Dictation
Dictation
Dictation — in the activity bar at the top of the chart
See full steps

How do I cosign or attest a resident's note?

Open In Basket.

In Basket
Cosign Clinic Notes
In Basket > Cosign Clinic Notes
See full steps

How do I edit or addend a signed note?

Open the Notes activity.

Notes
Addendum
Notes > Addendum
See full steps

Where do I find scanned documents and forms?

Open Chart Review at the top and select the Media (or Documents) tab in the left-hand tab list.

Chart Review
Media
Chart Review > Media
See full steps

Admission, Transfer & Discharge

How do I admit a patient?

Open the patient's chart from the department or ED track board.

Admission Navigator
Admission Navigator
Admission Navigator — in the activity bar at the top of the chart
See full steps

How do I discharge a patient?

Open the patient's chart.

Discharge in the activity bar at the top of the chart
After Visit Summary (AVS)
Discharge in the activity bar at the top of the chart > After Visit Summary (AVS)
See full steps

How do I transfer a patient to another unit?

Open the Transfer Navigator from the activity bar at the top (or place a Transfer order from Orders).

Transfer Navigator
Transfer Navigator
Transfer Navigator — in the activity bar at the top of the chart
See full steps

How do I do a handoff or sign-out?

Open the Handoff activity in the activity bar at the top (sometimes named Sign-Out or I-PASS).

Handoff
Accept
Handoff > Accept
See full steps

Messaging

How do I message another provider?

Click In Basket.

In Basket
New Message
In Basket > New Message
See full steps

How do I use Secure Chat?

Click the Secure Chat icon.

Secure Chat
Secure Chat
Secure Chat — in the activity bar at the top of the chart
See full steps

Chart Basics

Where is Chart Review?

Open the patient's chart.

Chart Review
Encounters, Labs, Imaging, Meds, Notes, Micro
Chart Review > Encounters, Labs, Imaging, Meds, Notes, Micro
See full steps

Where do I find vitals and intake/output?

Open the Flowsheets activity from the activity bar at the top (or the Summary sidebar for the latest set).

Flowsheets
Vitals
Flowsheets > Vitals
See full steps

How do I add to the problem list?

Open the Problem List activity from the activity bar (or the Problem List section of the navigator).

Problem List
Add Problem
Problem List > Add Problem
See full steps

How do I add or update allergies?

Open the Allergies activity.

Allergies
Allergies
Allergies — in the activity bar at the top of the chart
See full steps

Where do I set or check code status?

Select the status (Full Code, DNR, DNR/DNI, Limited).

storyboard
Code Status
storyboard > Code Status
See full steps

How do I see records from another hospital?

Open Chart Review at the top and select the Care Everywhere tab in the left-hand tab list.

Chart Review
Care Everywhere
Chart Review > Care Everywhere
See full steps

Finding Patients & Getting Around

How do I look up a patient?

Click the patient search box.

patient search box
patient search box
patient search box — in the activity bar at the top of the chart
See full steps

How do I set up my patient list?

Open the Patient Lists activity from the activity bar at the top.

Patient Lists
My Lists
Patient Lists > My Lists
See full steps

Where is the ED track board?

Click the Track Board activity in the top toolbar.

Track Board
Track Board
Track Board — in the activity bar at the top of the chart
See full steps

Where do I see my schedule or appointments?

Open the Schedule activity (Ambulatory) or Snapboard (procedural areas) from the activity bar at the top.

Schedule
Snapboard
Schedule > Snapboard
See full steps

How do I use Epic on my phone (Haiku)?

Use the patient list or search to open a chart.

Haiku / Canto
Haiku / Canto
Haiku / Canto — in the activity bar at the top of the chart
See full steps

How do I print from Epic?

Confirm the copy count and click Print.

Print
Epic button
Print > Epic button
See full steps

When Something Goes Wrong

I documented on the wrong patient — what do I do?

Open the note and add an Addendum stating it was entered in error.

Addendum
Addendum
Addendum — in the activity bar at the top of the chart
See full steps

Why can't I sign my orders or note?

Confirm you have an active encounter open, not a read-only chart.

red text
red text
red text — in the activity bar at the top of the chart
See full steps

Epic is frozen or a window disappeared — what do I do?

Wait 30 seconds.

Epic button
Restore Workspace
Epic button > Restore Workspace
See full steps

What is Break the Glass?

You'll see a pop-up when opening a restricted or confidential chart.

Accept
Accept
Accept — in the activity bar at the top of the chart
See full steps

How do I personalize Epic to work faster?

Open Personalize on any activity toolbar to reorder columns and tabs.

Personalize
Personalize
Personalize — in the activity bar at the top of the chart
See full steps

General guidance only — exact tab, activity, and button names can vary by hospital build and by your Epic security template. Follow your local policy for anything clinical.