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Scheduling Template Analyst

Boston, Massachusetts - Posted on August 10, 2021
Published By Dede Nickerson

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Now hiring a Scheduling Template Analyst for direct-hire!

Job Description

Trillium Technical is now seeking a Scheduling Template Analyst for direct-hire opportunities!

The Scheduling Template Analyst will work closely with Operations Business Analysts (OBA) to partner with ambulatory practices to help achieve the goal of improved patient access Hi Jo. In addition to assisting in gathering and compiling information and reports from multiple systems and departments, identifying access barriers related to templates and Epic decision trees, and optimizing the use of other Epic functionality, specifically related to scheduling/access. Furthermore, s/he will perform a wide range of duties pertaining to building provider’s scheduling templates and will be called upon to perform in-depth analysis of template management workflows and auditing to support the governance of template features in the Ambulatory setting.

• Collaborate in the design, creation, and building of scheduling templates. This includes evaluating different scheduling functionality to enhance template design to improve throughput and/or access.
• Responsible for the initial build and maintenance of physician schedule templates within Epic
• Collaborates and coordinates with OBAs and practice leaders to process and manage request for schedule changes.
o Identify and complete necessary modifications to scheduling templates.
o Facilitating dialogue around additional enhancement opportunities that may improve workflows, access, or leverage automation.
o Consistently meet or exceed Service level Agreements (SLA) when evaluating and resolving requests.
o Document and revise master files to track changes and ensure that they are always up-to-date.
• Collaborates with OBAs and PeC to inform and guide the design, build, and editing of scheduling decision trees.
o Use guiding principles to evaluate decision tree request and coordinate the change through completion.
o Evaluate request, update process flow guides to reflect requested changes, and submit accurate tickets to PeC for build.
o Facilitate dialog between OBAs, PeC, and practice leaders to ensure request are fulfilled accurately.
o Partners with OBAs to conduct testing and ensure request are ready to be moved to production.
o Partner with PeC to meet or exceed SLA related to decision tree changes.
o Document and revise master files to track changes and ensure that they are always up-to-date.
• Collaborates with OBAs and PeC on the creation or modification of visit types, blocks, centers, and other scheduling functionalities.
o Updates scheduling templates as appropriate to align with any design changes.
o Opens and closes provider templates, distributing ‘bump list”, and both manages and monitors progress/updates.
• As needed, tests provider templates and Decision Trees and monitors for accuracy.
• Reviews dashboards, analyzes data, runs template and decision tree reports on a regular basis to identify divergence from guiding principles and agreed upon scheduling practices.
• Monitor and communicate deviations in decision tree algorithms, scheduling protocols, SLA concerns.
• Communicates to OBA when templates are built, tested, and request has been completed.
o Alternatively, communicates any risks to the SLA to OBA and leadership in a timely manner.
• Partners with OBAs and leaders to develop and train staff as and existing Epic functionalities change.
• Completes all required trainings needed to maintain the appropriate security access in Epic and to meet requirements of work.
• Performs other support of Ambulatory Services and the 180+ Ambulatory practices to ensure an efficient, high quality & safe experience for patients, providers, and staff.

If interested, please apply today!


• Bachelor’s degree required.
• Epic Certification preferred. Knowledge of Epic/Cadence proficient.
• Minimum of 3 years’ experience in healthcare clinic operations with familiarity with HER scheduling workflows, required.
• Minimum of 3 years’ experience analyzing workflows processes using process improvement tools or direct experience managing IT systems.
• Familiarity with IT systems, electronic health records, and other computer applications.
• Experience working with administrative healthcare and clinical data, required.
• Strong/Advanced computer skills required.
• Experience facilitating and coordinating meetings with various diverse functional groups and stakeholders in person and virtual.
• Technical aptitude to fully understand and obtain the knowledge required to effectively collaborate with OBAs and PeC counterparts.

Trillium has been recruiting and placing professionals for over 30 years. From Fortune 100 companies to small businesses, our philosophy remains the same: to achieve excellence by providing quality employees and an uncompromising level of service. We believe in honesty, integrity, and a simple philosophy of providing value to our customers and our employees. We strive to be unsurpassed in the recruitment and placement of quality and skilled professionals. Trillium is an Equal Opportunity Employer.


For their attention to detail, their customer service-oriented style, and their ongoing follow up, I would recommend Trillium Staffing for your staffing needs.