PacEHR Strategist

The PacEHR Strategist is a client-facing EHR advisory expert within Saisystems Health's Customer Success Consulting Practice, specializing in the optimization, adoption, and workflow configuration of electronic health record systems for provider organization clients. This role helps clients unlock the full clinical and operational value of their EHR investment — improving documentation quality, streamlining clinical workflows, accelerating provider adoption, and ensuring the system is configured to support both patient care and revenue cycle performance.

Working alongside RCM, VBC/Quality, Payor Enrollment, and Compliance specialists, the PacEHR Strategist delivers integrated advice where EHR configuration intersects with billing accuracy, quality reporting, and regulatory compliance. This is a strategic advisory role — your clients look to you to translate their clinical and operational goals into a well-functioning, fully leveraged EHR environment.

KEY RESPONSIBILITIES

EHR Optimization Advisory

· Serve as the primary EHR consulting expert for an assigned portfolio of clients, providing advisory support on system configuration, template design, clinical workflow optimization, and provider usability improvements.

· Conduct EHR utilization assessments to identify workflow gaps, underutilized features, documentation inefficiencies, and configuration issues — delivering actionable optimization roadmaps with prioritized recommendations.

· Advise clients on clinical template design, order set development, note structure, and decision support tools to improve documentation accuracy, reduce provider burden, and support coding and billing workflows.

· Guide clients through EHR upgrades, module implementations, and workflow redesign initiatives — providing project oversight, change management guidance, and end-user adoption strategies.

· Ensure client EHR environments are configured to support quality measure documentation, population health management, and value-based care reporting requirements.

Training, Adoption & Change Management

· Develop and deliver EHR training programs, workflow guides, and adoption resources tailored to clinical and administrative audiences within client organizations.

· Partner with client IT and operations teams to assess provider satisfaction with EHR workflows and implement targeted interventions to reduce documentation burden and improve efficiency.

· Support clients in developing internal super-user and go-to resources programs to sustain EHR optimization efforts beyond the consulting engagement.

· Lead structured post-implementation reviews to assess adoption, identify gaps, and refine workflows based on real-world utilization data.

Client & Stakeholder Engagement

· Lead client-facing advisory sessions, quarterly business reviews, and EHR strategic planning meetings with CMOs, medical directors, clinical operations leaders, and IT teams.

· Proactively communicate EHR vendor updates, regulatory interoperability requirements (e.g., TEFCA, information blocking rules), and relevant clinical technology developments that affect client operations.

· Build and maintain strong relationships with client clinical and operations teams, serving as a trusted advisor and escalation point for EHR-related challenges.

Cross-Team Collaboration & Practice Growth

· Partner with Account Managers to identify EHR-related expansion opportunities and additional service needs within existing client accounts.

· Collaborate with RCM specialists to ensure EHR templates and documentation workflows support accurate coding, clean claims submission, and optimal reimbursement.

· Work with VBC/Quality specialists to ensure EHR configuration supports quality measure capture, care gap closure, and population health reporting.

· Contribute to EHR practice toolkits, workflow libraries, template repositories, and best-practice guides that benefit the broader consulting practice.

KEY PERFORMANCE INDICATORS

· Client EHR utilization and feature adoption rates vs. baseline

· Provider satisfaction scores and documentation efficiency improvements

· Reduction in client EHR-related billing errors and documentation rework

· Client satisfaction scores and retention in assigned accounts

· Timeliness and quality of client reporting deliverables and project milestones

· Expansion revenue attributable to PacEHR practice referrals and recommendations

QUALIFICATIONS

Education

· Bachelor's degree in Health Informatics, Healthcare Administration, Clinical Sciences, or a related field — or equivalent professional experience.

· EHR vendor certification (e.g., Epic, Athenahealth, eClinicalWorks, Oracle Health) or equivalent platform expertise strongly preferred.

Experience

· 5–8+ years of experience in EHR implementation, optimization, clinical informatics, or health IT consulting.

· 3+ years in a client-facing, consulting, or advisory role working directly with healthcare provider organizations.

· Hands-on expertise with one or more major EHR platforms (e.g., Epic, Athenahealth, eClinicalWorks, Oracle Health/Cerner, Greenway) including configuration, template design, and workflow build.

· Experience advising on clinical documentation improvement (CDI), EHR-based quality reporting, and interoperability requirements.

· Familiarity with ambulatory, multi-specialty, and value-based care clinical environments.

Skills & Competencies

· Deep knowledge of EHR systems, clinical workflow design, healthcare interoperability standards (HL7, FHIR), and provider usability best practices.

· Strong analytical skills — able to assess EHR utilization data, identify adoption gaps, and develop targeted interventions.

· Excellent communication and training skills; able to present technical EHR concepts to clinical and non-technical stakeholders with equal clarity.

· Ability to manage multiple client engagements simultaneously, drive complex projects to completion, and adapt to varying client environments.

· Consultative mindset — translates clinical operational goals into practical EHR solutions and holds clients accountable to adoption milestones.

WORK ENVIRONMENT

This is a Hybrid role with regular client-facing engagements including on-site workflow observations, go-live support, quarterly business reviews, and occasional team gatherings. You will operate as part of the Saisystems Health Customer Success Consulting Practice, collaborating daily with Account Managers, fellow practice strategists, and the Director of Customer Success.

ORGANIZATIONAL RELATIONSHIPS

This role develops and maintains strong working relationships with:

· Director of Customer Success and Consulting Practice leadership

· Account Management team — for client expansion and escalation coordination

· Fellow Consulting Practice specialists (RCM, VBC/Quality, Payor Enrollment, CMP)

· Client CMOs, medical directors, clinical operations leaders, and IT teams

· EHR vendors and implementation partners (on behalf of clients)

· Sales team — for pre-sales support and new engagement scoping