How to Use Epic Systems
A beginner-friendly guide to getting started with Epic Systems in 2026.
Getting Started: Step by Step
Create your Epic Systems account
Visit Epic Systems's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your Epic Systems workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore electronic-health-records
One of Epic Systems's key features is electronic-health-records. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore patient-portal
One of Epic Systems's key features is patient-portal. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore clinical-workflows
One of Epic Systems's key features is clinical-workflows. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect Epic Systems with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using Epic Systems for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore Epic Systems's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check Epic Systems's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If Epic Systems isn't the right fit, here are some similar tools:
Ready to Try Epic Systems?
Leading electronic health records (EHR) system used by major hospitals and health systems to manage patient records, billing, scheduling, and clinical workflows.