Akron Children's > For Healthcare Professionals > Providers > Continuing Professional Development

Primary Care Lunch and Learn: Comprehensive Patient Data Reconciliation: Optimizing Care & Compliance

08-14-2025

By Megan Woodward, MD; Kimberly Shookman, MD; and Abbigail Brophy, RN , Akron Children's Pediatrics

Objectives (Educational Content) :

1. Identify the importance of patient data reconciliation and review. 2. Describe best practices for maintaining the problem list. 3. Demonstrate the Epic workflows for data reconciliation and review.

Target Audience:

General pediatricians, family physicians, nurse practitioners, physician assistants, social workers, psychologists, and nurses.

Identified Gap:

Many healthcare providers face challenges in consistently reconciling and reviewing patient data, maintaining accurate problem lists, and effectively using electronic health record (EHR) workflows such as those in Epic. These gaps can lead to documentation errors, care delays, and compliance issues. This activity aims to enhance provider competence in data management best practices and improve proficiency with Epic workflows to support high-quality, compliant patient care.

Estimated Time to Complete the Educational Activity:

1 hour(s)

Expiration Date for CE/CME Credit:

08-13-2026

Method of Participation in the Learning Process:

The learner will view the presentation, successfully complete a post-test and complete an activity evaluation.

Evaluation Methods:

All learners must successfully complete a post-test, as well as an activity evaluation, to claim CE/CME credit.

Disclosure:

The following presenters have indicated there is no financial relationship with an ineligible company: Megan Woodward, MD; Kimberly Shookman, MD; and Abbigail Brophy, RN. The following planning committee member has indicated that a financial relationship with an ineligible company: All relationships have been mitigated. The remaining planning committee/CME committee members have indicated that they have no financial relationships with any ineligible companies.

Accreditation Statement:

Children’s Hospital Medical Center of Akron is accredited by the Ohio State Medical Association to provide continuing medical education for physicians.

CHMCA designates this enduring material activity for a maximum of 1.0 AMA PRA Category 1 Credit TM. Physicians should only claim the credit commensurate with the extent of their participation in the activity.