Here is the way to functionally chart on Epic utilizing your iPad

Sure, I do know what you’re considering. You’ve been in a position to “use” Epic in your iPad for years now utilizing the Citrix app. However you clearly haven’t been ready to make use of Epic in a useful approach. You may pull up affected person charts, overview labs and telephone calls, however the course of was cumbersome, sophisticated, and painful. You in all probability experience to make use of Epic’s personal native apps, however these aren’t essentially the most useful for charting. In the event you made any try to truly doc utilizing the Citrix app — good luck, that was close to unattainable.

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 drag 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 residence, I’d should go to my desktop. Not a giant 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 help. Trackpad and mouse help is essential as a result of clicking on screens in Epic through contact is almost unattainable. There are some extra caveats and suggestions you’ll want if you wish to use your iPad to chart in Epic.

An important 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 report 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 use 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 inbuilt. It additionally has an amazing trackpad constructed proper into the keyboard.

Citrix app: Citrix has a number of iPad apps, it is advisable to be sure you get the correct one. It’s worthwhile to use Citrix Workspace, the app with the blue icon. iPad app link

Steps and Tips about the way 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 nicely presently. As an alternative, after I use Chrome on my iPad I haven’t had any points downloading the distinctive Citrix file by way of two issue authentication. Necessary notice right here, when the file will get downloaded in your iPad, you have to to click on the “open in” button. In the event you don’t see Citrix Receiver displaying up routinely, scroll the icons to the correct till you see the “extra” icon. While you click on this, you must be capable to add “Workspace”. The beneath photos are examples:

In the event you don’t have two issue authentication, use the identical credentials that you simply 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 measurement primarily based in your desire and iPad measurement. The way in which to try this is to click on the overlying prime arrow throughout the Citrix app. While 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 need the identical 17 inch expertise you get at work or at residence, you’ll must 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 beneath photos present how this appears to be like.

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 recreation changer. I’m not going to indicate screenshots of my precise Epic hyperspace setting as Epic doesn’t permit folks to try 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 quicker
* Keyboard shortcuts like Management Z or Management B don’t work. It’s worthwhile to use the notice editor choices that Epic has inbuilt
* You don’t have the power to make use of the microphone of your iPad, which is puzzling to me. You should use 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 help 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.