Senior Practice Management Training Specialist

Financial Services

Full Time




Under the supervision of the Director of Revenue Reimbursement, the Senior Practice Management Training Specialist is responsible for planning and executing assigned projects. These functions will support the implementation, stabilization, optimization, maintenance, and continuing enhancement to Unity's HER-PM systems.  Currently these systems include, but are not limited to, eClinicialWorks.  Tasks can include system configuration, training end users and super-users, planning for upgrades and enhancements, and overall support of Unity's Practice Management system.  



  • Directly supervises the Practice Management Training Coordinator.
  • Becomes an EHR-PM trainer by developing detailed knowledge in the eClinicalWorks EHR functionality and workflow processes.
  • Facilitates and supports standard system design and configuration decisions for Unity's HER-PM functionality by working collaboratively with medical and clinical staff across all sites.
  • Conducts research and analysis of patient records in the PM and EMR systems, including viewing individual patient records and information for purposes of researching and resolving discrepancies, testing system functionality, reporting, and other job functions necessary to the implementation, maintenance and optimization of the PM and EMR systems.
  • Participates in configuration and testing activities to build and validate the system according to Unity's requirements.
  • Works with the EHR vendors to understand, troubleshoot, and resolve the EHR-related issues and defects within the Practice Management system.
  • Administers and supports end-user training by providing feedback and guidance on clinic processes and PM workflows addressed during training.
  • Identifies and researches EHR-PM related system enhancements requested by medical and clinical staff.
  • Participates in the analysis, design, and configuration of the EHR functions and features during system upgrades, defect resolution activities and enhancements.
  • Utilizes information and data relevant to identify problems or potential problems followed by analysis, alternative identification, risk/benefits analysis, and solution identification.
  • Provides the Vice President of Clinical Administration and Director of Revenue Reimbursement with updates on the status of on-going plans for projects.
  • Assists with preparation of presentation and documentation about the PM system of Senor Leadership and other pertinent audiences.
  • Serves as lead for implementation of Front Office projects (Patient Portal, Kiosk).
  • Develops project organizational structure in collaboration with senior management.
  • Maintains and updates policy, procedure, and/or insurance manuals.
  • Maintains strict confidentiality regarding confidential conversations, documents, and files.
  • Participates in configuration and testing activities to build and validate the system according to Unity's requirements.
  • Plans, schedules, and tracks project timeline and milestones and deliverables using the appropriate tools.
  • Coordinates with Health Center Directors and other Training and Support staff to plan monthly registration clerk meetings.
  • Coordinates development, planning, and scheduling of training with the Practice Management Trainers.
  • Directs and manages day-to-day operational aspects of special projects assigned to the Practice Management Team.
  • Shares leadership of PM workflow validation sessions with key stakeholders in the organization.
  • Provides specialized training regarding schedule maintenance and document management.
  • Coordinates support requests, including monitoring support "Ticket" requests.
  • Identifies and researches PM-related system enhancements requested by medical and clinical staff.
  • Provides on-site support as needed with PM initial implementation, upgrades, or enhancements.
  • Develops in-depth knowledge of Unity-specific configuration, workflows, and protocols for the Practice Management functionality, including documentation, forms and clinical decision support functions.
  • Generates reports as needed.
  • Performs other duties as assigned.


  • Associate's degree or BA/BS degree in computer science, statistics, mathematics, or related field or work experience.
  • Minimum of 2-5 years working experience in health services operations.

·         Minimum of five years of experience in registration, billing, or charge entry functions.



·         Familiar with medical billing and collection procedures to include Medicaid, Medicare, private insurance and self-pay.

·         Extensive knowledge of computer software programs to include, Excel, PowerPoint, MS Word, (eClinical Works, other Patient Management Systems a plus).

  • Excellent analytical and problem-solving abilities.
  • Works well under the supervision of senior staff and in a team environment.
  • Knowledge of business and clinical aspects of community health centers strongly desired.
  • Ability to communicate with personnel at all levels of the organization is necessary.
  • Willingness to learn new software products such as MS Project, Visio, and PowerPoint is necessary.