Business Process Consultant, Epic Patient Access

Business Process Consultant, Epic Patient Access

About Chartis

Chartis comprises 1,000 professionals who value working for a purpose-driven organization, people who have committed their careers to helping providers, payers, technology innovators, retail companies, and investors create and embrace solutions that reshape healthcare for the better. We work with over 900 clients annually to help make US healthcare more affordable, accessible, safe, and human.

Through our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors—we have created a culture that prioritizes respect for our clients, commitment to each other, and unwavering integrity. From physicians, nurses, healthcare executives, and community health leaders to strategists, digital advisors, transactions experts, and healthcare futurists, we bring a diverse set of perspectives to assess healthcare challenges from every angle.

Believing in what we do helps us attract and retain the best and brightest because the work we do every day makes a meaningful impact. This theme of believing in a better way forward is woven into our brand, Believe in better.

Chartis has offices in Boston, Chicago, New York, Washington D.C., and Nashville. Remote work is allowed for this position and some travel will be required.

Role Overview

Chartis is seeking a Business Process Consultant with 5+ years of Epic Patient Access leadership experience to join our Revenue Cycle Transformation Practice. As a Business Process Consultant, you’ll design solutions and workflows aimed at improving patient access functionality for our clients. You will primarily work with organizations using Epic’s EHR software and will help advise on and implement best practices pertaining to Epic’s patient access applications. You’ll lead efforts to gather business requirements, design workflows, and optimize patient-facing functions. The role involves close collaboration with executive leadership, IT, and cross-functional teams to align patient access strategies with broader revenue cycle and organizational goals.

Responsibilities

• Workflow Analysis and Design: Evaluate current front-end patient access workflows (scheduling, registration, referrals, etc.) and identify bottlenecks, compliance risks, or areas for efficiency. Design future-state workflows aligned with Epic best practices and organizational policies.

• System Configuration and Build: Advise IT teams on best practices for configuring Epic’s patient access modules (Cadence, Prelude, Referrals, Welcome, and RTE). When needed, complete in-system configuration/build.

• Stakeholder Collaboration: Partner closely with clients’ revenue cycle staff, compliance, IT, and clinical departments. Act as liaison between operational and technical teams by translating business needs into Epic system solutions.

• Optimization and Reporting: Develop and/or monitor key performance indicators (KPIs). Recommend ongoing improvements and system tweaks. Build and/or guide patient access reporting efforts using Clarity, Caboodle, Reporting Workbench, etc.

• Testing and Validation: Guide and support testing efforts (unit, integrated, user acceptance testing, etc.).

• Regulatory and Compliance Guidance: Ensure workflows support accurate data capture for demographics, insurance, and referrals to ensure clean claims downstream. Align processes with industry- and organization-specific policies and procedures.

• Project Management: Develop and manage project plans, anticipate and resolve issues, facilitate change management, and present project status updates to leadership. Develop and lead peers and/or team members through successful end-to-end work plan creation and management.

• Client Communication: Create concise, and client-ready communications with clear storylines.

Qualifications and Desired Skills

• 5+ years in patient access leadership role.

• In-depth understanding of patient scheduling and registration workflows, front-end revenue cycle and financial clearance processes, healthcare compliance, and patient experience considerations.

• Must be certified in at least one of Epic’s patient access applications (Cadence, Prelude, Referrals, Welcome, and/or RTE) and have experience leveraging Epic’s functionality to meet operational goals. Multiple certifications a plus.

• Strong project management and communication skills.

• Ability to bridge technical configuration with operational needs.

• Strong ability to speak to and drive organizational KPIs.

• Demonstrated ability to clearly communicate with all levels of an organization, both verbally and in writing.

Salary range: $118,000-$172,000, plus may be eligible for an annual discretionary bonus. The salary range for this role takes into account the wide range of factors that are considered in making compensation decisions including, but not limited to, skills, experience, training, licensure and certifications, practice area, and other business and organizational needs. In addition, Chartis offers several benefits including medical, dental, vision, HSA, FSA, disability insurance, life insurance, 401(k) match, paid time off, wellness stipend, and additional voluntary benefits.

At Chartis, we pride ourselves on having a diverse workforce. We value and celebrate the uniqueness of individuals and the different perspectives they provide. We offer equal opportunity employment regardless of race, color, religion, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status.