We are seeking an experienced EPM / EHR Trainer to provide 1 week of go-live support for users of a ophthalmology clinic that will be going live on NextGen EPM and EHR.
Support will be primarily focused on EPM front desk . The ideal candidate will be responsible for delivering comprehensive training to staff, ensuring that they are proficient in using the system for day-to-day operations.
The trainer will also provide support on best practices, troubleshoot issues, and guide staff through system updates and improvements.
Responsibilities :
- Go-Live Support Delivery : Create and deliver structured training programs on EPM and EHR systems for new users, covering topics such as :
- Scheduling & Check-in : Efficient appointment scheduling and patient check-in processes using auto-flow.
- Balancing & Reconciliation : Daily financial balancing for money collected.
- Telephone Interactions : Best practices for documenting telephone interactions using the Telephone Call template in the EHR.
- EHR Navigation : Training staff on general navigation, updating patient records, and accessing clinical documentation in the NextGen EHR.
- Document Library Management : Teach staff how to generate and locate documents in the Document Library.
- Insurance Verifications : Instruction on verifying insurance eligibility prior to appointments.
- Co-Pay Collection : Training on collecting co-pays and processing payments using InstaMed .
- EPM Reporting : Educate users on running and interpreting EPM reports .
- Document Scanning : Guide staff in the proper scanning and uploading of patient documents into the EMR system.
- Patient Portal (PxP Portal) : Train users on how to support patients in accessing and navigating the Patient Portal (PxP).
- Onsite Support & Troubleshooting : Provide hands-on support to staff for EPM and EHR-related issues, troubleshoot level 1 system errors, and en.
sure optimal usage of the system. Report any issues found to the daily Support Hotline for further troubleshooting.
Training : A 2-hour session will be held to review the client's internal procedures and workflows before the go-live.
Requirements
Extensive experience with EPM and EHR systems, with a focus on :
- Scheduling, check-in processes, and patient management
- Financial balancing and reconciliation
- Insurance verification and payment processing using InstaMed
- EHR navigation and document management
- Running and analyzing EPM reports
- Strong communication and presentation skills, with the ability to explain complex technical concepts to non-technical staff.
- Excellent troubleshooting and problem-solving abilities, with a focus on user support.
- Detail-oriented with strong organizational skills and the ability to manage multiple training sessions simultaneously.
Certifications :
- EPM Certification (required)
- EHR Certification (optional)
- Experience with InstaMed or similar payment processing platforms is a plus.
We are looking for a motivated individual who can empower our staff to maximize the capabilities of our EPM and EHR systems.
If you are passionate about training and have the technical expertise required, we encourage you to apply.
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