Which is a key step in constructing SmartGroups?

Choosing what items to add and their display names is a crucial step in constructing SmartGroups. SmartGroups function as dynamic collections of patient records or data items that share specific criteria, aiding in effective population management and reporting within EpicCare. By carefully determining which items to include, such as patient demographics, encounters, or clinical information, and defining their display names, administrators ensure that the SmartGroup will effectively serve its intended purpose and provide meaningful insights. This attention to detail enhances usability and the overall functionality of the SmartGroup.

In contrast, creating a new user account, assigning a physician to each group, and creating a financial estimate for usage do not directly relate to the foundational construction of SmartGroups, as these actions pertain to user management, personnel assignments, and financial planning, rather than the specific process of building and organizing data within SmartGroups.