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Clinical Workflow and Education Specialist

Corporate • Regular - Remote - Full Time, Remote

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apree health brings together a best-in-class engagement platform with an advanced primary care model to provide a vastly better health and care experience, improve outcomes, and significantly lower the total cost of care for a population.

Clinical Workflow and Education Specialist

The Clinical Workflow and Education Specialist supports the education, professional development, and workflow optimization of clinical staff across the organization. This role requires a background in outpatient clinical care, training development and delivery, EMR experience, and technical skills to deliver clinical training to a wide range of health professionals throughout the organization. 

Position Qualifications/Essential Functions 

  • Design and deliver high-quality clinical education to team members 

  • Train employees on front and back office workflows, clinical skills, point-of-care tests, phlebotomy, and use of the NextGen application

  • Evaluate, develop and fine-tune clinical workflows to standardize and improve efficiency among the care center network which includes, but is not limited to, advanced primary care, Medicare, pediatrics, et al.  

  • Collaborate with clinical operations leadership, quality, compliance, managed care and care center teams to review, evaluate, manage and implement enhancement requests 

  • Define requirements for iterative process improvement, change management, workflow implementation and optimization 

  • Assume ownership of, provide guidance for, and influence the direction of clinical operations care procedures, protocol and process requirements

  • Create and review project deliverables, including but not limited to workflows and process models, business requirements, and business rules 

  • Resolve clinical workflow issues, lead sessions to get teams on board with solutions and work closely with the Project Management Office and care center teams 

  • Analyze workflow issues as it relates to applications and service line integrations 

  • Support and develop project deliverables to identify functional, system and performance requirements related to enterprise and integration projects 

  • Facilitate ongoing clinical workflow optimization redesign workshops with clinical teams, business units and technical partners 

  • Evaluate system designs for functional and integration integrity 

  • Create and lead pilot site project plans

  • Develop expertise in the various application systems, i.e. NextGen, Care360, Curago

  • Other duties as assigned


  • Active MA certification or Clinical licensure LPN or RN required. 

  • Minimum 5 years’ experience in a primary care setting preferred 

  • Minimum 3 years’ experience in a clinical training role preferred 

  • Experience working with an EMR system required (NextGen preferred) 

  • Skilled in basic technological troubleshooting 

  • Experience training both in-person and virtually 

  • Experience developing both written and audiovisual curriculum and training materials 

  • Experience utilizing various training methods in both group and one-on-one settings

  • Skilled in Google Suite

  • Experience collaborating with practice managers, providers and department directors

  • Skills with various LMS platforms such as Articulate, Vyond, Bridge and developing eLearning materials. 

  • Skills in project management preferred

Demonstrated Abilities

  • Ability to use an experiential approach to training that includes connecting, listening, asking open questions, acknowledging participants and communicating clearly 

  • Ability to create a safe space for learning for people of all experience levels 

  • Ability to tailor one’s teaching style to the individuals in the room 

  • Ability to champion the use of technology and help staff overcome roadblocks to adoption 

  • Ability to champion the adoption of new clinic workflows 

  • Ability to disseminate information (both verbally and in writing) in a manner that is easy to absorb, in layperson’s terms 

  • Ability to utilize excellent interpersonal skills to build effective working relationships with both clinical team members and headquarters/administrative staff 

  • Ability to be adaptable and resilient in a rapidly changing, innovative work environment 

  • Ability to be creative and innovative in a fast-paced environment with some ambiguity and constant change

*Requires up to 50% travel (both in and out of state) to care centers within the network

*Live in the Central or Eastern time zone preferred

If you reside in a state that is eligible to receive additional information about the compensation and benefits for this role, please send an email to [email protected]