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All Data Prospector applicants must:
  1. Complete Data Use Agreement
  2. Complete Use Case Document
  3. Complete ACE-DP110 Data Prospector (online), the Duke DP class in the LMS, and pass the exam.
  4. Submit a S-N request. If there is a current user within the new user’s department with the appropriate access which can be used as a template, this information should be included in the request ticket. 
Requirements for Caboodle access:
  • Caboodle Data Model Certification/Accreditation - 
    • Complete COG170 Cogito Fundamentals 
    • Complete CDW110v Caboodle Data Model Fundamentals 
    • Pass the related exams/projects
  • Or Caboodle Data Model Proficiency - If there is at least 1 certified or accredited Caboodle user from your department, new users may independently study the course materials to prepare for the exams/project. See note below for more information on proficiency.
 Requirements for Clarity access:
  1. The Use Case document should identify the Clarity Model needed (Clinical, Revenue, or Access) and the specific Epic application.
  2. The Use Case document should include information about why Caboodle is insufficient. Such as the identification of data that is only available in Clarity or the name of existing Clarity processes/reports that the user will be supporting.
  3. A meeting with the Data Prospector Oversight Committee to review the Use Case and confirm the Epic application certification requirements.
  • Clarity Data Model Certification/Accreditation - 
    • Complete COG170 Cogito Fundamentals 
    • Complete CDW110 Caboodle Data Model Fundamentals 
    • Complete CLR110 Clarity Data Model Fundamentals 
    • Pass the related exams/projects
    • Complete one of the following:
      • COG240 Clinical Data Model
      • COG220 Access Data Model
      • COG230 Revenue Data Model
  • Or Clarity Data Model Proficiency - If there is at least 1 certified or accredited Clarity user from your department, new users may independently study the course materials to prepare for the exam. See note below for more information on proficiency.

Notes: 

* Course registration details and downloadable course materials can be found in the Epic Course Catalog on the Epic User Web

** Certification/Accreditation/Proficiency definitions 

  • Certification requires on-site training at Epic
  • Accreditation requires in-person virtual training
  • Proficiency requires self-study training. 
    • Overview of Proficient Self-Study [EA002] - A video describing how to register for proficiency and complete the required exams/projects can be found on the Epic User Web by navigating to weLearn (found in the training resources section of the Training Home page). 

*** Epic exams are proctored on Tuesdays at 9:00.  Contact Deborah.Patillo@duke.edu to schedule a time to take an exam.