December 4, 2023


Healthy Always

Here is learn how to functionally chart on Epic utilizing your iPad

4 min read

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 practical approach. You could possibly pull up affected person charts, evaluate labs and telephone calls, however the course of was cumbersome, difficult, and painful. You most likely trip to make use of Epic’s personal native apps, however these aren’t probably the most practical for charting. In case you made any try to really doc utilizing the Citrix app — good luck, that was close to inconceivable.

My at house arrange is a Mac desktop and an iPad. I don’t like carrying round a laptop computer. For years I dreamed of the flexibility to tug out my iPad to complete a affected person chart or see how a affected person was doing in a fast approach. If I used to be at house, I’d need to 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 not too long ago 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 by way of contact is sort of inconceivable. There are some further caveats and ideas you’ll want if you wish to use your iPad to chart in Epic.

Crucial caveat to all of this. You possibly can solely use this arrange in case your hospital IT staff has given you the flexibility 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 incredible trackpad constructed proper into the keyboard.

Citrix app: Citrix has a number of iPad apps, it’s essential to ensure you get the correct one. You have to use Citrix Workspace, the app with the blue icon. iPad app link

Steps and Recommendations on learn how to 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 right now. As a substitute, once I use Chrome on my iPad I haven’t had any points downloading the distinctive Citrix file via two issue authentication. Vital observe right here, when the file will get downloaded in your iPad, you will have to click on the “open in” button. In case you don’t see Citrix Receiver displaying up routinely, scroll the icons to the correct till you see the “extra” icon. If you click on this, it’s best to be capable to add “Workspace”. The under photos are examples:

In case you don’t have two issue authentication, use the identical credentials that you just hospital IT staff has given you for a distant setup in your laptop at house. Put this info immediately into Citrix Workspace and Epic ought to launch.

As soon as Epic launches one thing that helps is to alter your display measurement based mostly in your choice and iPad measurement. The best way to try this is to click on the overlying prime arrow throughout the Citrix app. If you do that, a pull down menu seems, and also you click on on “show”. Epic is now optimized for a 17 inch display. If you would like the identical 17 inch expertise you get at work or at house, you’ll have to go along 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 possibility). The under photos present how this seems to be.

After getting optimized the display measurement to your liking, login to Epic and also you’re able to go. You will see that the trackpad / mouse choice to be a sport changer. I’m not going to indicate screenshots of my precise Epic hyperspace surroundings as Epic doesn’t permit folks to try this unsanctioned.

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

* As a substitute of utilizing the trackpad to scroll down, use the arrow keys, a lot quicker
* Keyboard shortcuts like Management Z or Management B don’t work. You have to use the observe editor choices that Epic has in-built
* You don’t have the flexibility to make use of the microphone of your iPad, which is puzzling to me. You should utilize your private home 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 rapidly spin up Epic at house 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 when you have any questions on this setup.

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