EPIQ Information & FAQs


The EPIQ workshop uses a hands-on approach that enables teams to successfully implement quality improvement together. The frequently asked questions, found below, should answer questions pertaining to types of courses available, hosting, cost, licenses, requirements for participants, and the Learning Management System used. If you have further questions, please contact us at epiql3@ualberta.ca

EPIQ workshop background

Learning Objectives & Goals

Learning objectives: by using simulated or real-life quality improvement opportunities, participants will be able to:

  1. work together as teams;
  2. use quality improvement (QI) tools;
  3. plan QI activities in their facilities and communities; and
  4. if taking a train-the-trainer workshop, explain the EPIQ 10 Steps and tools to new learners.

The goals of an EPIQ workshop are to provide an introduction to quality improvement using

  • systematic,
  • evidence-based methodology
  • applicable to both simulated and real-life quality improvement opportunities. 
  • the train-the-trainer workshops prepare participants to be facilitators.



This activity is an Accredited Self-Assessment Program (Section 3) as defined by the Maintenance of Certification Program of the Royal College of Physicians and Surgeons of Canada, and approved by the University of Calgary Office of Continuing Medical Education and Professional Development. You may claim a maximum of 6 hours (credits are automatically calculated). Visit MAINPORT to record your learning and outcomes. 

This 2-credit per-hour Group Learning program has been certified by the College of Family Physicians of Canada for up to 12 Mainpro+ credits.  

Type of EPIQ offerings

The type and duration of an EPIQ workshop or course are determined after assessing the needs of the participants*

Basic EPIQ workshop (4 hours)
  • Provides participants literacy in common quality improvement processes and tools,
  • This workshop is ideal for trainees (undergraduates) and medical residents (junior doctors).
Advanced EPIQ workshops (6 hours or more, offered for 1 -3 sessions)
  • Facilitates the development of a quality improvement project ideal for staff and faculty
Train-the-trainer EPIQ workshop (6 hours, offered for 1-3 sessions)
  • Provides a deeper understanding for preceptors or future facilitators of how an EPIQ  workshop is conducted. No previous experience needed.

How does one put on a workshop?

Hosting a workshop

EPIQ offerings may be hosted by:

  • The Office of Lifelong Learning (L3) at the University of Alberta or
  • by any organization/institution that has its own facilitators. 

ALL workshops need to be registered through L3 using the website link.

One month before the workshop, please provide L3 with:

  1. Names and contacts for the assigned site coordinator and lead facilitator.
  2. Date, time, location, number and type of participants (undergraduate, postgraduate, faculty, etc)

L3 will contact the assigned site coordinator with instructions.  The site coordinator will be required to provide to L3, at least 7 days before the workshop:

  1. A completed roster of attendees (participants and (co-)facilitators).
  2. An agenda with date, times, location, and site coordinator contact.
  3. Indication of whether a pre-workshop module is required.
L3-hosted offerings

The Office of Lifelong Learning (L3) offers the Train-the-trainer virtual workshops for future facilitators at regular intervals and basic workshops for those trainee facilitators to practice their skills.

L3-hosted workshops have a single fee that covers:

  • individual licenses
  • facilitator remuneration
  • the virtual platform,
  • workshop coordination,
  • and provides the certificate of attendance.
Institution or facilitator-hosted offerings

Institutions and individual certified facilitators may offer EPIQ workshops or courses as long as they purchase individual, group, or trainee licenses from the Office of Lifelong Learning.

  • The Office of Lifelong Learning (L3) will provide workshop registration, access to the University of Alberta learning management system “eClass” and other relevant materials.
  • Materials should not be modified without the permission of the Canadian Neonatal Foundation or the Office of Lifelong Learning
  • Professional accreditation in Canada is dependent on the integrity of the materials, following the professional organization requirements, and the fact that the workshop has no industry sponsorship. If you have industry sponsorship you MUST re-apply for accreditation
  • Other expenses and fees will be determined and charged by the hosting institution to cover facilitator remuneration, location, hospitality, the chosen virtual platform (e.g. Zoom), coordination, and logistics.
Fees and pricing models

EPIQ is owned by the Canadian Neonatal Foundation, a registered charity, and is administered through the University of Alberta, Office of Lifelong Learning (L3)

EPIQ License Fees:

  1. Individual license: $55 + GST per person (one year access to eClass)
  2. Bulk individual licenses: $2,450 + GST for 50 participants or $4,900 + GST for 100 participants (valid for two years)
  3. Trainee group rate (undergraduate and PGME): $300 + GST for up to 30 participants (non-trainees will still pay individual license rate)

L3-Hosted programs (effective January 1, 2024):

  1. EPIQ Basic Workshop: $275 + GST per person (one year access to eClass)∗
  2. Virtual Train-the-Trainer Workshop: $375 + GST per person (one year access to eClass)∗

A minimum of 12 registrations are required in order to run the L3 hosted workshops.

∗ For in-person workshops (Basic and Train-the-Trainer) where facilitator travel is required please contact epiql3@ualberta.ca

Co-facilitators are considered participants and may use their individual licenses if still valid.  Remuneration is optional.

Facilitator remuneration is the responsibility of the hosting institution.  L3 suggests a minimum rate of $100 per hour of teaching plus $100 per hour of preparation.

EPIQ licenses

The EPIQ license includes:

  • Registration by L3 to the U of A learning management system (“eClass external”)
  • Use of EPIQ materials accessed via “eClass external” for one year (individual) or 2 years (bulk licenses)
  • Online resources including pre-workshop modules, sample agendas and rosters, workshop evaluation and knowledge testing, participant materials (slides and workbooks), and resources for facilitators.
  • Email contact with the Office of Lifelong Learning

The EPIQ license does not include workshop fees charged by hosting institutions to cover facilitator, virtual platform (e.g. Zoom), or logistics expenses.

Invoicing and payment

There are several methods of payment for EPIQ licenses

  1. Individuals may pay directly through the Lifelong Learning website
  2. Hosting institutions may pay for bulk orders or multiple individuals through the Lifelong Learning website
  3. Lifelong Learning may charge a workshop fee individually or to a group through the Lifelong Learning website that includes a license fee
  4. Occasionally, by arrangement, Lifelong Learning will invoice an institution
Cancellations and changes

We appreciate that cancellations and changes are occasionally required for reasons out of the control of individuals or the organizing institution. 

  • Registration is irrevocable once the eClass invitations are sent out to participants (usually 5-7 business days before the offering).
  • Changes or cancellations before eClass registration mail-out should be conveyed to the Office of Lifelong Learning as soon as they are known. L3 will reimburse reasonable and timely requests.
  • The trainee or PGME group funding model is based on the premise that no changes will be made to the roster once submitted (5 days before the workshop). An administrative fee of $50 will be charged for changes once the roster has been submitted.

How does one take a workshop?

In-person vs virtually-present offerings

EPIQ can be delivered in-person or virtually, they both have the same goals, objectives, and content.

  • Evaluations from dozens of workshops show that both formats are highly rated and well-received by participants and facilitators.
Software and hardware requirements for participants

To access the University of Alberta Learning Management system (LMS) “eClass external” and complete registration for a class, participants require:

  1. Reliable internet access using a computer or tablet with a keyboard that will support video streaming.  Cellphones are not recommended.
  2. An updated browser (such as Microsoft Edge, Chrome, or Safari) that permits video streaming.  Google Chrome is preferred.

Lifelong Learning will provide information on how to secure eClass access.


For virtual offerings, web conferencing platforms require:

  1. A desktop computer or laptop with a stable Internet connection.  We do not recommend cell phones or tablets.
  2. Installation of the appropriate web conferencing application or “client”. If possible, avoid using your web browser.
  3. A functional webcam and microphone should be tested in advance of the workshop using your web conferencing app.
Software and hardware requirements for hosting institutions/organizations

Hosting institutions will need a virtual web conferencing platform (Zoom, Google Meet, Microsoft Teams, or Webex) that can:

  1. Videoconference (using microphone and webcam)
  2. Screen-share
  3. Annotate on-screen activities with the ability to save screenshots for future viewing
  4. Chat with file- and link-sharing
  5. Breakout into rooms (sufficient numbers to divide the class into groups of 6 to 8, and who can remain in those groups for the whole workshop or course)
  6. Provide secure and encrypted meetings

The hosting organization is responsible for web conferencing and orientating participants to their platform.

A brief orientation in advance of the workshop will avoid mishaps and lost time.

eClass External

The University of Alberta uses a Learning Management System (LMS) called “eClass” to communicate with students and facilitators.  The EPIQ license provides registration for each participant with secure, password-protected access to EPIQ materials via eClass for one year.

  • The information on how to sign up for “eClass” is provided by L3 once the roster of participants is provided.
  • Materials in “eClass” are specific to each EPIQ offering and include agendas, web conferencing links, preworkshop learnings, workshop and course handouts and slides, and postworkshop learnings.
  • Facilitators, co-facilitators, and participants from the UofA can access eClass using their username (or “CCID”) and a password which is set up with their first invitation to register.
  • Each workshop has a different code that is used to access the class. Facilitators will receive a new code with every new EPIQ offering.

An EPIQ email invitation will arrive 5 -7 days before the workshop starts.  It provides instructions on how to access eClass and how to access the specific EPIQ offering.

How does one become a facilitator?

Becoming a facilitator

Facilitators have the knowledge and confidence to teach EPIQ materials. They are teachers and not quality improvement experts and are familiar enough with the content to facilitate a group or team in learning the ten steps.

  • Facilitators have taken at least two EPIQ offerings in the recent past
  • Facilitators are approved by a master facilitator who has supervised them effectively conducting an EPIQ workshop or course
  • Facilitators must complete a letter of application and checklist that is approved by their master facilitator and includes: 
    • a conflict of interest statement for accreditation purposes (renewed annually)
    • permission to be on the facilitator registry (with contact information)
    • acknowledgment of the copyright and trademark of EPIQ materials

We suggest that facilitator status be maintained by conducting at least one EPIQ workshop or course per year (three in three years).

Learn more about the types of users.