Epic Trainer – Patient Access

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This position is responsible for the design, development, and maintenance of the Epic training environment, training materials, and methods for clinical and non-clinical end-users under the direction of the Sr. Epic Patient Access Lead. Training is typically conducted in the classroom as well as in the practice. The Epic Trainer typically supports assigned application(s) and is responsible for achieving an in-depth understanding of the software, policies and procedures, and workflows for each application.

Candidates must have the ability to understand and translate the functionality of Epic system configuration and workflow validations into a training environment development, easy to understand classroom presentations, and prepare and manage requirements for training sessions in collaboration with the project team. Responsible for quality control, including administering a proficiency assessment and class evaluation at the end of each session, and forwarding ideas to improve the effectiveness of the training to the Sr. Epic Patient Access Lead.

Principal Trainers typically collaborate at all levels of the organization to deliver customized curriculum and coaching to employees. They lead discussions regarding building, testing, and maintaining the training environment, as well as the development and maintenance of training materials for the training program. In addition to training end-users within the facility, they will also maintain policy/procedure documentation, provide training for new hires, coordinate training for new software releases and updates, and assist analysts with ticket resolution.

Frequent travel to offices and training rooms to accommodate user needs. Occasional travel (inside and outside of NC and SC) for training classes, implementations, and conferences. Change in expectations may occur with little to no notice and will be reviewed periodically.


• Master the Epic Patient Access applications and the relevant operational workflows.
• Develop and maintain Epic course curriculum along with all training materials for the Epic Patient Access applications and associated software
• Develop and maintain an in-depth understanding of workflows to properly develop training curriculum and related materials.
• Modify, test, and maintain the training environment.
• Ensure all classroom training and related training materials adhere to current policies and procedures.
• Lead training efforts stemming from software upgrades and updates. Coordinate closely with system analysts to develop proper training in consideration of all end users’ roles to ensure effective training in advance of software updates and new version releases.
• Provide hands on support to system end users with learned application knowledge and document project issues.
• Participate in testing and workflow validation of all new systems and modifications before implementation into the production environment.
• Assist with training needs for other organizational projects and initiatives.
• Maintain customer service orientation and responsiveness.
• Communicate effectively with project leadership, team members, and customers.
• Identifies and implements opportunities for process improvement in support of Epic training initiatives.

• Proficient in complex troubleshooting, problem solving, and root cause analysis on development and production support related issues.
• Strong communication and follow-up skills.
• Proficient in software applications including Epic, Adobe Captivate, and BMC Track-It! Ticketing system.
• Proficient with Microsoft Word, Excel, PowerPoint, Visio, and Office 365.
• Knowledge and experience with health care information systems.
• Must be able to train staff on Epic Systems applications.
• Ability to coordinate multiple priorities and issues.
• Excellent communication and interview skills.
• Excellent interpersonal and team skills.
• Bachelor’s degree preferred or 2-3 years of relevant work experience.
• 2+ years of Epic experience strongly preferred.
• Experience with the Epic Cadence, Prelude, and Referrals modules.
• Have strong communication, interpersonal, and organizational skills.
• Must have excellent verbal and written communication skills, exceptional interpersonal skills, and the ability to multi-task in a busy and constantly changing environment.
• Ability to follow procedures and processes in accordance with CEENTA standards and applicable laws.
• Maintain proficiency in hardware utilized to perform duties.
• Able to acquire knowledge through research or self-training when needed.
• Able to demonstrate or acquire in-depth knowledge of Epic Patient Access and other Epic modules.
• Able to understand the technical aspects of applications and integrated tools used to complete the business cycle.
• Able to provide subject matter expertise in relation to applications supported.
• Able to work both independently and in teams.
• Able to independently prioritize work assignments, meet deadlines, and manage multiple projects and/or priorities.
• Able to work with limited supervision.
• An active Epic (2019+) Epic certification preferred. Certification(s) must be obtained within 3 months of hire date.
Certifications relating to other Epic modules, software applications, technology infrastructure, and or clinical specializations are an advantage.