Electronic Health Record (EHR) Template Specialist - Patient Access Quality

Thank you for considering a career at Roper St. Francis Healthcare!

Scheduled Weekly Hours:

Work Shift:

Reports to:  Manager / Director of Access

# of Direct Reports: 0

Primary Function/General Purpose of Position

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.

Licensing/Certification

Required

None.

Preferred

• 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)

• HIPAA/privacy training (Preferred)

Language

N/A

Patient Population

         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)

         Not applicable to this position

Working Conditions

         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                                                                  

Additional Physical Requirements/Hazards

Physical Requirements - Select if a physical requirement for this job.

         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

         Acuity – far

         Acuity – near

__x__ Not applicable to this position                                                                             

Hazards - Select if a potential hazard for this job.

         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

         Gaseous risk exposure

         Other:                              

__x__ Not applicable to this position                                                                             

Skills

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

Roper St. Francis Healthcare is an equal opportunity employer. 

As a Roper St. Francis Healthcare teammate, you’re part of a Misson that matters. We support your well-being – personally and professionally. Our benefits are built to grow with you and meet your unique needs, every step of the way.

What we offer

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

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

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

• Tuition assistance, professional development and continuing education support

Benefits may vary based on the market and employment status.

Department:

It is our policy to abide by all Federal and State laws, as well as, the requirements of 41 CFR 60-1.4(a), 60-300.5(a) and 60-741.5(a). Accordingly, all applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, genetic information, or protected veteran status, and will not be discriminated against on the basis of disability. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please contact The Talent Acquisition Team at recruitment@RSFH.com.