Electronic Health Record (EHR) Template Specialist...

The Epic Template Specialist is responsible for the design, build, maintenance, optimization, and governance of provider and resource scheduling templates within Epic Cadence. This role partners with physician practices, service line leaders, Patient Access, and Information Technology to ensure scheduling templates support patient access, provider productivity, operational efficiency, and organizational access standards.

Essential Job Functions

• Designs, builds, maintains, and optimizes provider and resource scheduling templates within Epic Cadence to support patient access, operational efficiency, and enterprise scheduling standards.

• Partners with clinical, operational, and physician leadership to develop scheduling templates that balance patient demand, provider preferences, and organizational access goals.

• Reviews, analyzes, and fulfills template requests while ensuring compliance with established governance, policies, and scheduling best practices.

• Monitors scheduling performance metrics, including provider utilization, appointment availability, template utilization, and Third Next Available, and recommends improvements to enhance patient access.

• Conducts regular audits of scheduling templates to ensure accuracy, consistency, and adherence to enterprise standards, identifying and resolving discrepancies as needed.

• Collaborates with Information Technology, Epic analysts, and operational stakeholders to support system upgrades, testing, new functionality, and issue resolution related to scheduling templates.

• Maintains comprehensive documentation of template builds, revisions, governance decisions, and standard operating procedures to support consistency and regulatory compliance.

• Provides consultation, education, and subject matter expertise to leaders, providers, and scheduling teams regarding Epic scheduling functionality, template design, and access optimization.

• Participates in enterprise patient access initiatives, process improvement efforts, and scheduling optimization projects to improve patient experience, provider productivity, and operational performance.

This document is not an exhaustive list of all responsibilities, skills, duties, requirements, or working conditions associated with the job. Employees may be required to perform other job-related duties as required by their supervisor, subject to reasonable accommodation.

• Epic Cadence Certification, Accreditation, or Proficiency.

• Epic Prelude Certification, Accreditation, or Proficiency.

Education

• Bachelor’s degree or

• Four (4) years of directly related experience in patient access, provider scheduling, Epic Cadence, or healthcare operations in lieu of a bachelor’s degree.

Work Experience

• Three (3) years of experience in patient access, provider scheduling, ambulatory operations, healthcare operations, or a related healthcare environment. (Required)

• One (1) year of experience building, maintaining, or optimizing provider scheduling templates within Epic Cadence or a comparable electronic scheduling system. (Required)

• Experience collaborating with physicians, clinic leadership, and operational stakeholders to implement scheduling changes. (Required)

• Experience analyzing scheduling workflows, identifying operational opportunities, and implementing process improvements. (Required)

• Three (3) years of experience working with Epic Cadence scheduling templates. (Preferred)

• Experience supporting enterprise or multi-specialty ambulatory scheduling operations. (Preferred)

• Experience with provider capacity planning, access optimization, and scheduling governance. (Preferred)

• Experience using scheduling and access metrics (e.g., Third Next Available, template utilization, provider productivity, no-show rates) to drive operational improvements. (Preferred)

• Experience participating in Epic upgrades, testing, and system optimization initiatives. (Preferred)

• Experience leading cross-functional projects or process improvement initiatives. (Preferred)

Training

• Ambulatory scheduling workflows (Required)

• Epic EHR Training (Required), Demonstrates the knowledge and skills necessary to provide care appropriate to the age of the patients served on his or her assigned unit.

Demonstrates knowledge of the principles of growth and development of the life span and possesses the ability to assess data reflective of the patient’s status and interprets the appropriate information needed to identify each patient’s requirements relative to his or her age, specific needs and to provide the care needed as described in departmental policies and procedures.

Neonates (0-4 weeks)

Infant (1-12 months)

Pediatrics (1-12 years)

Adolescents (13-17 years)

Adults (18-64 years)

Geriatrics (65 years and older), Manual dexterity (eye/hand coordination)

Perform shift work

Maneuver weight of patients

Hear alarms/telephone/audio recordings

Reach above shoulder

Repetitive arm/hand movements

Finger Dexterity

Color Vision, Depth perception

Use of Latex products

Exposure to toxic/caustic/chemicals/detergents

Exposure to moving mechanical parts

Exposure to dust/fumes

Exposure to potential electrical shock

Exposure to x ray/electromagnetic energy

Exposure to high pitched noises, Soft/Interpersonal Skills:

Communication (written and verbal)

Collaboration and relationship building

Critical thinking and problem-solving

Analytical thinking

Attention to detail

Customer service orientation

Organizational and time management skills

Adaptability and flexibility

Conflict resolution and influencing skills

Initiative and continuous improvement mindset

Hard/Technical Skills:

Epic Cadence scheduling template build and maintenance

Provider scheduling and template optimization

Healthcare patient access operations

Workflow analysis and process improvement

Scheduling governance and standardization

Data analysis and reporting (e.g., template utilization, Third Next Available)

Microsoft Excel (pivot tables, formulas, data analysis)

Epic reporting tools (Reporting Workbench, SlicerDicer, or similar)

Documentation and standard operating procedure (SOP) development

Project coordination and change management

Periods of high stress and fluctuating workloads may occur.

Long-distance or air travel as needed- not to exceed 10% travel.

X General office environment.

May be exposed to high noise levels and bright lights.

May be exposed to physical altercations and verbal abuse.

May be exposed to limited hazardous substances or body fluids.*

May be required to use physical restraints.

May be exposed to human blood and other potentially infectious materials.*

May be exposed to adverse weather conditions; cold, hot, dust, wind, etc.

May have periods of constant interruptions.

Required to car travel to off-site locations, occasionally in adverse weather conditions.

Prolonged periods of working alone.

__ Other:

__ Not applicable to this position

Physical Requirements

Physical Demands

Frequency 0% 1-33% 34-66% 67-100%

Lifting/ Carrying (0-50 lbs.) x

Lifting/ Carrying (50-100 lbs.)

Push/ Pull (0-50 lbs.)

Push/ Pull (50-100 lbs.)

Stoop, Kneel

Crawling

Climbing

Balance

Bending

Work Position

Frequency 0% 1-33% 34-66% 67-100%

Sitting x

Walking x

Standing x, + Competitive pay, incentives, referral bonuses and 403(b) with employer contributions (when eligible)

• Medical, dental, vision, prescription coverage, HSA/FSA options, life insurance, mental health resources and discounts

• Paid time off, parental and FMLA leave, short- and long-term disability

• Tuition assistance, professional development and continuing education support

Benefits may vary based on the market and employment status

Roper St. Francis Healthcare is an equal opportunity employer.