Template Management Analyst

Position Summary

Reporting to the Template Team Manager, the Template Management Analyst will support Columbia Doctors’ practices by managing provider schedule templates for our outpatient practices.

The analyst will be responsible for determining that the requested template changes are appropriate and meet organizational standards. The analyst will triage requests, complete the build, conduct user testing, and close the loop with requesting practices.

Additional Analyst responsibilities will include provider template audits, practice access improvement projects, and supporting build and analysis for patient self‑scheduling workflows.

• Oversee and complete requested changes to provider schedule templates, including the creation of new provider schedules, maintenance of existing provider schedules, and closure of provider schedules.
• Ensure that schedule template requests and related communications are tracked, schedule build is tested to ensure changes meet customer needs, and requests are fulfilled in a timely manner while meeting service level standards.
• Regularly meet with practice representatives to audit and review provider templates and confirm they are meeting organizational access goals and guidelines.
• Request and document EHR system changes required for template build for completion by central IT analysts and software vendors to update scheduling systems. System changes include the technical components needed for appropriate template build, such as new visit types, block associations, updates to provider visit durations, etc.
• Follow organizational access and template design guidelines and adhere to enterprise-wide Epic standards.
• Support access initiatives, such as increased uptake of patient self‑scheduling, by ensuring that provider templates support project goals.
• Perform all other duties as assigned within the scope of practice and/or training.

• Monitors key performance indicators and supports performance improvement projects/initiatives, as needed.
• Develops and maintains a productive and collaborative relationship with departmental and clinical management, representatives, vendors, and other key partners, working to maintain service standards.
• Under the direction of the Manager, supports change management initiatives including communication strategies.
• Participates in patient satisfaction initiatives, ensuring that efforts support an elevated patient experience.
• Participates in and/or supports assigned projects and initiatives. Utilizes tools and reporting mechanisms to track progress and ensure timely communication of issues and status. Conducts research and gap analysis as needed. Provides administrative support for projects as needed. Maintains internal documentation for tracking system records and ongoing projects.

• Promotes staff professionalism and performance with coaching, training, and feedback. Mentors staff in individual and team accountability, modeling behavior and demonstrating best practices/techniques. Demonstrates self‑development and keeps current on a variety of industry topics.

• Ensures compliance with all regulatory agencies, departmental, Service Corp, and organization policies and procedures for all staff.
• Keeps current on all organizational, regulatory compliance, and patient privacy trainings policies (e.g. infection control, public safety, EH&S, HIPAA, OSHA, etc.) and ensures that all staff has successfully completed all required trainings.

• Bachelor's Degree or combination of education and experience.
• A minimum of 3 years of related experience.
• An equivalent combination of education and experience may be considered.
• Excellent organization and analytical skills, attention to detail, time management, and the ability to set priorities among multiple competing objectives, tasks, and initiatives are required.
• Demonstrated proficiency and/or understanding of project management including executing technical and operational project activities with cross‑functional teams.
• The candidate must be well organized and be able to manage a demanding workload and moderately complex cases in an accurate and timely…