Here is how one can functionally chart on Epic utilizing your iPad

Sure, I do know what you’re pondering. You’ve been capable of “use” Epic in your iPad for years now utilizing the Citrix app. However you clearly haven’t been in a position to make use of Epic in a purposeful method. You may pull up affected person charts, assessment labs and telephone calls, however the course of was cumbersome, sophisticated, and painful. You in all probability trip to make use of Epic’s personal native apps, however these aren’t essentially the most purposeful for charting. For those who made any try to really doc utilizing the Citrix app — good luck, that was close to unimaginable.

My at residence arrange is a Mac desktop and an iPad. I don’t like carrying round a laptop computer. For years I dreamed of the power to tug out my iPad to complete a affected person chart or see how a affected person was doing in a fast method. If I used to be at residence, I’d should go to my desktop. Not an enormous deal, however not the perfect workflow. I gave up on having the ability to do that on my iPad years in the past. That every one modified when Apple lately up to date iPad OS and gave it trackpad assist. Trackpad and mouse assist is vital as a result of clicking on screens in Epic through contact is sort of unimaginable. There are some further caveats and suggestions you’ll want if you wish to use your iPad to chart in Epic.

A very powerful caveat to all of this. You may solely use this arrange in case your hospital IT group has given you the power to distant entry your digital well being document utilizing Citrix, one thing most suppliers have entry to.

What you want:

iPad: Any iPad that helps iPad OS 13.4 or later

Bluetooth mouse and keyboard: You should utilize a generic bluetooth mouse or trackpad, and bluetooth keyboard. I exploit Apple’s Magic Keyboard because it permits me to simply take away my iPad simply due to the magnets in-built. It additionally has an important trackpad constructed proper into the keyboard.

Citrix app: Citrix has a number of iPad apps, you’ll want to ensure you get the correct one. You should use Citrix Workspace, the app with the blue icon. iPad app link

Steps and Recommendations on how one can use this setup:

In case your hospital makes you utilize two issue authentication, don’t use safari. I’ve discovered that downloading the Citrix file utilizing safari doesn’t work effectively presently. As an alternative, once I use Chrome on my iPad I haven’t had any points downloading the distinctive Citrix file by means of two issue authentication. Essential notice right here, when the file will get downloaded in your iPad, you will have to click on the “open in” button. For those who don’t see Citrix Receiver exhibiting up mechanically, scroll the icons to the correct till you see the “extra” icon. Once you click on this, it’s best to be capable of add “Workspace”. The beneath photos are examples:

For those who don’t have two issue authentication, use the identical credentials that you just hospital IT group has given you for a distant setup in your laptop at residence. Put this info straight into Citrix Workspace and Epic ought to launch.

As soon as Epic launches one thing that helps is to alter your display screen dimension based mostly in your desire and iPad dimension. The way in which to do this is to click on the overlying prime arrow inside the Citrix app. Once you do that, a pull down menu seems, and also you click on on “show”. Epic is now optimized for a 17 inch display screen. In order for you the identical 17 inch expertise you get at work or at residence, you’ll have to go together with auto-fit medium (1770 x 1230). Personally, that’s too small for me. I go for the 15 inch expertise at 1400 x 900 (customized decision choice). The beneath photos present how this appears to be like.

After getting optimized the display screen dimension to your liking, login to Epic and also you’re able to go. You will see that the trackpad / mouse choice to be a recreation changer. I’m not going to point out screenshots of my precise Epic hyperspace setting as Epic doesn’t permit folks to do this unsanctioned.

The beneath are some suggestions in addition to limitations I’ve present in my expertise with this setup.

* As an alternative of utilizing the trackpad to scroll down, use the arrow keys, a lot sooner
* Keyboard shortcuts like Management Z or Management B don’t work. You should use the notice editor choices that Epic has in-built
* You don’t have the power to make use of the microphone of your iPad, which is puzzling to me. You should utilize your property microphone in your desktop or laptop computer Citrix Workspace however can’t on the iPad. This was the most important limitation to me as a result of I exploit Dragon dictation closely when documenting, and I’m hoping in a future improve that is enabled.


It’s good to have the ability to shortly spin up Epic at residence with my iPad. For me I’m nonetheless lacking the microphone assist so I can use dragon dictation. Nonetheless, for checking up on sufferers and finishing a couple of charts I’ve discovered this setup to be helpful. Don’t hesitate to achieve out on twitter in case you have any questions on this setup.