Central Templating Specialist

• Build, edit, and maintain provider scheduling templates in the electronic health record (EHR) system.
• Apply organizational rules for visit types, durations, time-of-day restrictions, and clinical guidelines.

Standardization & Governance

• Ensure consistency across templates according to enterprise scheduling standards and access policies.
• Maintain documentation of template builds and change requests for auditing and compliance.

Template Maintenance & Change Management

• Process ongoing update requests related to provider changes, service line expansions, time-off, or clinical shifts.
• Coordinate with clinic managers and provider leadership to validate accuracy before go-live.

Data Reconciliation & Audits

• Conduct regular audits to identify and correct discrepancies between published schedules and actual template configurations.
• Reconcile manual audits against EHR panel reports and scheduling tools (e.g., Tableau dashboards, OCHIN reports).

Collaboration & Stakeholder Support

• Serve as the primary liaison between scheduling teams, provider leadership, and IT on templating matters.
• Provide support during provider onboarding or service transitions to ensure timely schedule implementation.

Operational Support

• Align templates with operational goals such as open access, continuity of care, extended hours, and visit mix targets.
• Assist in initiatives to improve provider productivity, reduce no-show impact, and optimize patient access.

Training & Technical Assistance

• Offer training and guidance to front-line staff and managers on template logic and scheduling best practices.
• Support quality assurance efforts related to appointment slot usage and template adherence.

Reporting & Analysis

• Partner with analytics teams to review utilization metrics and scheduling efficiency.
• Assist in evaluating how template changes impact access performance (e.g., third next available appointment, missed appointment rates).

• Build, maintain, and update provider templates within the EHR (e.g., OCHIN Epic) in alignment with organizational scheduling standards and clinical guidelines.
• Collaborate with clinical leadership to implement new schedule templates during provider onboarding, role transitions, or service expansions.
• Audit and reconcile discrepancies between published provider availability and actual template settings to ensure accuracy and transparency.
• Maintain an inventory of all current provider templates and support centralized oversight of visit type configuration, durations, and time-of-day placement.
• Partner with triage and scheduling teams to ensure template design supports appropriate patient routing, access targets, and panel management.
• Support strategic initiatives such as extended hours, group visits, same-day access, or telehealth integration by customizing template structures.
• Respond to template update requests, ensuring timely implementation while maintaining governance standards and documentation.
• Provide training or guidance to front-line staff and supervisors on templating principles, tools, and change protocols.
• Assist in data validation and reporting efforts tied to provider utilization, access metrics, and template adherence.
• Participate in continuous improvement initiatives, access optimization projects, and operational workgroups as assigned.
• Other duties as assigned by Leadership

• High school diploma or equivalent.
• Minimum 2 years of experience in healthcare operations, provider scheduling, or EHR system support (preferably in an FQHC or ambulatory setting).
• Demonstrated experience with electronic health records (e.g., OCHIN Epic, eClinicalWorks, or similar systems).
• Strong analytical and organizational skills with keen attention to detail.
• Ability to communicate and collaborate effectively with cross-functional teams and clinical staff.
• Proficiency in Microsoft Excel, data entry, and documentation.

• Associate’s or Bachelor’s degree in healthcare administration, informatics, or related field.
• Prior experience managing provider templates in a centralized scheduling or operations role.
• Familiarity with patient access principles, appointment guidelines, or NCQA PCMH standards.
• Understanding of visit types (new patient, return visit, procedure, urgent care, etc.) and time-based scheduling strategies.