Patient Services Intermediate - Template Editor

Michigan Medicine; Ann Arbor (MI); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Michigan Medicine in Ann Arbor is seeking a template governance specialist to lead review and processing of Epic template changes across Primary Care clinics, ensuring alignment with CBT standards and scheduling optimization.

You will identify gaps, perform audits, coordinate with leadership, and maintain workflows for template requests. A high school diploma and at least three years in a similar role or health IT are required.

Qualifications

• High school diploma or equivalent required.
• Minimum three years of experience.
• Experience in health IT or clinical scheduling is a plus.
• Strong communication and coordination skills required.

Responsibilities

• Lead review and processing of permanent and temporary Epic template changes across Primary Care locations.
• Ensure alignment with CBT standards, ACOC scheduling guidelines, and access optimization goals.
• Serve as central point for template governance with cross-site standardization and quality control.
• Maintain standardized workflows for template requests including intake, review, approval, and build processes.

Skills

Communication

Detail-oriented

Project coordination

Problem solving

Education

High school diploma or equivalent

Tools

MiChart

Cadence

Reporting Workbench

Job description

Job Summary

Primary Care Ambulatory Care Services provides care across all Primary Care clinic locations. Our mission is to partner with physicians, nurses, advanced practice professionals, and interprofessional teams to deliver a high-quality, patient- and family-centered experience.

Job Summary

Primary Care Ambulatory Care Services provides care across all Primary Care clinic locations. Our mission is to partner with physicians, nurses, advanced practice professionals, and interprofessional teams to deliver a high-quality, patient- and family-centered experience.

Responsibilities

• Template Governance & Editing ? Lead review and processing of permanent and temporary template changes across all Primary Care clinic locations. Ensure alignment with enterprise Cadence Business Team (CBT) standards, Ambulatory Care Operations Committee (ACOC) scheduling guidelines, and access optimization goals. Serve as a central point of coordination for template governance, including cross-site standardization, quality control, and validation of template builds before implementation. Partner with department and division leadership, ambulatory care operations, call center, and the CBT to ensure appropriate provider configuration, visit type mapping, and scheduling integrity. Support and maintain standardized workflows for template requests, including intake, review, approval, and build processes. Develop and enforce escalation pathways for urgent or non-standard requests, including clinic closure requests submitted with less than the required notice or without a rescheduling plan. Provide clear, proactive communication to physicians, staff, and leadership regarding template changes, impacts to access, and required actions.
• Proactively identifies opportunities for optimization and gaps within Epic provider templates and scheduling configurations.
• Performs routine audits of Epic templates within the practice and escalates to leadership when misalignment is identified that impacts access metrics, standardized workflows, decision trees, organizational policies, or Epic system configuration standards.
• Room Allocation ? Partner with clinic staff managing exam room allocation and metrics when requests are received to add clinics.
• Back-up coverage ? Provide back-up coverage to other template editors in other specialties as needed and as directed by leadership.
• Miscellaneous - Other duties as assigned by the Administrative Manager/Administrative Director or other leaders, including training others as needed.

Required Qualifications

• Graduation from high school or an equivalent combination of education and experience.
• Minimum three years of experience.

Desired Qualifications

• Three or more years of customer service experience within a medical environment
• Proficiency in Microsoft Office software, as well as other databases, e-mail, and calendar-keeping software
• Experience with MiChart (Cadence and Reporting Workbench), Credentialed Super User desired
• Strong interpersonal skills and ability to successfully work with all levels of faculty and staff
• Must possess demonstrated ability to take initiative, work independently, prioritize, manage multiple assignments, and follow through on job responsibilities
• Demonstrates ability to collaborate with others in a team environment, display leadership through problem solving and the initiative to advance knowledge

Modes of Work

Positions that are eligible for hybrid or mobile/remote work mode are at the discretion of the hiring department. Work agreements are reviewed annually at a minimum and are subject to change at any time, and for any reason, throughout the course of employment.

Work Schedule

Hours/Week: 40 hours (1.0 FTE)

Shift/Hours/Days: Day shift (8-hour shift); Monday-Friday.

Work Locations

Hybrid/Remote Work Schedule, but there may be times when staff member is required to report to an on-site location.

Union Affiliation

This position is covered under the collective bargaining agreement between the U-M and the Service Employees International Union (SEIU), which contains and settles all matters with respect to wages, benefits, hours, and other terms and conditions of employment.

Background Screening

Michigan Medicine conducts background screening and pre-employment drug testing on job candidates upon acceptance of a contingent job offer and may use a third party administrator to conduct background screenings. Background screenings are performed in compliance with the Fair Credit Report Act. Pre-employment drug testing applies to all selected candidates, including new or additional faculty and staff appointments, as well as transfers from other U-M campuses.

U-M EEO Statement

The University of Michigan is an Equal Opportunity Employer. We are committed to providing an environment of mutual respect where equal employment opportunities are available to all applicants, including protected veterans and individuals with disabilities.