Templating Specialist

Central Templating Specialist

Life Long Medical Care is looking for a Central Templating Specialist at our 7th Street Site in Berkeley. The Central Templating Specialist plays a critical role in maintaining and optimizing provider scheduling templates to support access, patient flow, and productivity across the health center. This position works cross‑functionally with clinical operations, IT/EHR teams, scheduling staff, and provider leadership to ensure that appointment templates are accurate, standardized, and aligned with organizational goals and provider availability.

This is a full‑time, benefit‑eligible position.

Compensation: $22 – $24/hour. We offer excellent benefits including medical, dental, vision (including dependent and domestic partner coverage), generous leave benefits including ten paid holidays, Flexible Spending Accounts, 403(b) retirement savings plan.

• 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.

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

• 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.

• 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).

• 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.

• 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.

• 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.

• 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 establish 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…