Experienced Epic-certified consultant with 16 years in healthcare and 14 years in healthcare IT. Specializes in MST build and implementation, successfully transitioning over 300 locations from paper and various EMRs to Epic. With over 12 years in EMR training and upgrades, has effectively supported organizations in optimizing their Epic systems.
Work History
Training Manager-Resource Scheduling and Hardware Acquisition
1 Year 5 Months
UPMC Pittsburgh | 04.2025 - Current
Administrator for Robin Room Scheduling Software
Responsible for Hardware Counts and Ordering for over 400 locations
Reported daily statistics to leadership to inform decision-making
Provided end-user training and assistance to enhance user proficiency with systems
Conducted hardware counts and ordered supplies for over 400 locations.
Lead for Training Follow Up Tracking
Daily Reporting of Statistics to Leadership
Worked as a contractor at New Resources Consulting
Principal Trainer Cadence and Prelude
9 Months
OhioHealth | 04.2024 - 01.2025
Led full MST rebuild for Cadence, enhancing system functionality and user experience.
Mentor fellow Principal Trainers on MST Build and Mitosis
Executed seasonal upgrade process
Updated technical upgrade documents
Mentored fellow Principal Trainers on MST build and mitosis, fostering knowledge sharing and skill development.
Updated all curriculum to align with current training standards and best practices.
Use of ServiceNow for curriculum and tip sheet storage as well as incident tracking
Agile Planning; Stories, Tasks, Sprints, etc
Worked as contractor for Planet Technology
Principal Trainer Cadence and Prelude
6 Months
ECU Health | 09.2023 - 03.2024
Performed build and maintenance of MST systems to ensure smooth operations.
Upgrade Documentation and Training
Trained and mentored incoming FTE Principal Trainer to enhance onboarding and knowledge transfer
Updated Cornerstone curriculum, videos, and sessions while monitoring transcripts for compliance and engagement
Mentor users on Cornerstone usage
Created library of tip sheets and user guides to support end users in effective platform utilization
UPerform Document Upload and Library Build
Organized agile planning activities to effectively manage project workflow.
Engaged as a contractor with HIT Consulting to deliver targeted consulting solutions.
Super PT, Mitosis Guru and Go Live Training Lead
6 Months
Children’s of Alabama | 02.2023 - 08.2023
Built all Learning Home Dashboards for all Applications
Facilitated Cornerstone training sessions
Developed Mitosis Guru resources
Coordinated Go Live training activities
On-Site Training Coordinator for Remote Training Locations
Training of Research Coordinator Classes
Testing Curriculum for Decision Trees
Contract Role with Medix Consulting
Served in contract role with Medix Consulting
Taught PT’s how to log Content Management Tickets to Move Dashboards and Components
Instructed PT’s on logging content management tickets to facilitate dashboard and component updates
Monitored Enrollment Reports for all Training Locations
Monitored Attendance and Transcripts
Created Sessions and Assigned Trainers
Created Process Documents for Future Guru
Developed process documents to streamline future training for Mitosis Guru
Streamlined processes to eliminate issues and ensure smooth training operations
Assisted Security in Provisioning of Templates
Dispatching Trainers for ATE Support
Resolved help desk tickets via Ivanti software
Principal Trainer-Cadence and Special Projects
1 Year 7 Months
Johns Hopkins | 06.2021 - 01.2023
Epic CRM and Compass Rose - International Patient Project
Two Upgrades for Cadence and Prelude-Curriculum, Training, Webinars, Employee Blog
Flu Scheduling Process Updates for Epic and MyChart – Tip Sheets, QSG, Employee Blog
Covid Booster Scheduling Updates for Epic and MyChart – Tip Sheets, QSG, Employee Blog
In-Office Order Scheduling Updates - Tip Sheets, QSG, Employee Blog
Welcome Curriculum and Tip Sheet Updates for Upgrade
Wisdom Curriculum Updates
In Basket- Combined all Tip Sheets into a Quick Start Guide and Updated based on Upgrade
Covered for outgoing Cadence PT to maintain training continuity and support during transition
Fulfilled contract role with HCTec Consulting, providing expertise and support.
Conducted MST build for project requirements and specifications.
Developed comprehensive curriculum to meet educational objectives and standards.
Trained Employees-Remote
Created and updated all mitosis spreadsheets to enhance data accessibility and accuracy
Migrated employees from SalesForce to Epic to streamline workflow and improve data management
Executed necessary updates for MST to ensure project alignment.
Principal Trainer
1 Year 4 Months
University of Washington | 01.2020 - 05.2021
MST build for Cadence, Prelude and Referrals
Collaborated with Optime and Beacon to train Seattle Cancer Care Alliance staff on system functionalities
Completed credentialing process for trainers, ensuring compliance with standards.
100% Remote Training for all users
Cornerstone: Event and Session Creation, Monitor Attendance
Remote Command Center and Ticketing (CA Service Desk Manager)
Mitosis Guru for Training Team
LHD Build and Training
Decision Tree Training for Call Center and Ambulatory Clinics
Contract Role with Pivot Point Consulting
Developed curriculum for upgrade training targeting existing users to enhance usage of system features
Developed comprehensive training guides for CT users to enhance learning.
Produced instructional workbooks tailored for end users' training needs.
Created PowerPoint materials to support effective training delivery.
Created curriculum for new users transitioning from Cerner to Epic for Cadence, Prelude, and Referrals modules
Instructional Designer
3 Months
El Camino HealthCare | 10.2019 - 01.2020
Rebuilt MST for Cadence and Grand Central to enhance learning experience
Developed curriculum for all Grand Central classes to support learner engagement
Updated curriculum for all Cadence and Welcome classes to align with current standards
Worked with SME’s to develop role-based curriculum
Tailored classes and content to meet the needs of incoming employees
Trained all end users using adult learning principles
Assisted with the creation of the course catalog
Created and updated all mitosis spreadsheets
Worked with additional software-Service Now, Track it and Health Stream
Contract Role with Futura Consulting
Developed comprehensive CT training guides to facilitate user understanding of content.
Designed end-user workbooks to support training initiatives and enhance learning.
Developed PowerPoint accompaniments to visually support training content and enhance presentation quality.
Instructional Designer
5 Months
Hartford HealthCare | 04.2019 - 09.2019
Facilitated credentialing process for incoming Credentialed Trainers
Developed curriculum for Behavioral Health Go-Live
End User Workbooks
Collaborated with consultants and FTE trainers on training initiatives
Developed training guides for Credentialed Trainers
Designed user-friendly workbooks for training participants
Prepared PowerPoint presentations to enhance training
Go Live Support
United Regional | 04.2019 - 04.2019
Assisted clinical and front office staff during go-live transition
Provided dedicated support for rheumatology and endocrinology practices during system implementation.
Troubleshooting Ambulatory, Cadence, Prelude, Welcome and My Chart Applications
Entered help desk tickets using Semanage system to track and resolve issues
Help Desk Ticket Entry using Semanage System
Mentored on-site super users to enhance support capabilities
Served as a contract consultant with Oxford Consulting, providing specialized expertise.
Principal Trainer
5 Months
DaVita Kidney Care | 07.2018 - 12.2018
Mentored Cadence and Ambulatory PT through MST Build, Curriculum Build and Training
Developed Curriculum for Practice Manager, Biller, MyChart User and Haiku/Canto Users
Updated curriculum to align with DaVita standards and policies
Developed comprehensive curriculum for practice managers, billers, MyChart users, and Haiku/Canto users
Conducted Pilot Training
100% Virtual Go-Live Training using Zoom and Webex
Facilitated two credentialed trainer programs to enhance training effectiveness
Assisted with 2018 MST Build
Lead for Learning Home Dashboard Creation and Maintenance for all roles
Oversaw Command Center activities for streamlined support.
LMS (Intellum) User and Admin
LMS Duties; End User Import, Track Creation, Attendance Tracking
Class Scheduling
Executed LMS duties including user imports and attendance tracking.; End User Import, Track Creation, Attendance Tracking
Coordinated class scheduling to optimize training sessions.
Working with Security analyst to get access for users
Contract Role with Huron Consulting
Principal Trainer
8 Months
St. Luke’s Health Network | 07.2017 - 03.2018
Replaced outgoing Principal Trainer for Cadence/Prelude, and performed the following tasks:
Curriculum Development for Front Desk and Hybrid Job Roles and Classes
Curriculum Development and MST build for Referrals training
Developed and facilitated template build training and personalization workshops to enhance user engagement
Created foundational structure for MST in 2017
Credentialing program for 14 trainers
Mentored full-time principal trainers on MST, curriculum build, and mitosis to strengthen team capability
Template build training & personalization workshops
Cornerstone: Reporting, Curriculum, EUPA, Event and Session Build And Maintenance
Super user training
Learning home dashboard creation and maintenance
Activation staff training and preparation
Appointment conversion from IDX to Epic
Command Center; dispatch, tickets, tip sheets, troubleshooting, etc.
Service Now Use; command center tickets, tip sheet and QSG creation, LHD linking
Managed Cadence and Prelude NVT in 2018
Achieved Welcome 2017 Proficiency (2018 NVT)
Performed post go-live Welcome training and implementation, including:
300 practices, 600 tablets
Curriculum creation for all users
On-the-fly training at each practice
Served as contractor for Cumberland Consulting
Principal Trainer/Instructional Designer
5 Years
PeaceHealth | 01.2012 - 01.2017
Certified in Cadence and Prelude (including TED) and:
2 Full Cycle Implementations
Included Ambulatory and HOD clinics
Converted from 11 different EMR systems including Centricity, Cerner, MEDITECH, Allscripts, etc.
Created NVT resources to enhance training effectiveness in 2017., TED400A, TED400B, TED400C for Upgrade Training
Created and led 6 credentialed training programs:
Developed curriculum and trained all super users for my applications with a focus on adult learning principles
Created and maintained all Cadence, Prelude and Referrals training materials, tip sheets, quick start guides, lesson plans and training tools
Designed specialty builds tailored to meet unique training requirements. to meet training needs of specialty locations
Mentored several CT’s to certification or Senior Status
Implemented 2012 in the Ambulatory clinics
Ambulatory upgrade to 2014 (including upgrade materials/training)
Implemented 2014 and 2015 during enterprise go-lives (including upgrade training to those who went live on 2014)
NVT’s for 2017, TED400A, TED400B, TED400C for Upgrade Training
Executed Community Connect projects, collaborating with local businesses to train on Epic and integrate their interface systems.
Led development and implementation of 6 credentialed training programs, enhancing staff proficiency across multiple locations.
Built MST for Cadence, Prelude and Referrals for Ambulatory and HOD Clinics
Assisted Beacon, Beaker, Cupid, HOD, AMB, OpTime, Orders, PB and Radiant with Cadence portion of their MST build
Specialty builds to meet training needs of specialty locations
Full Cookbook creation and maintenance for each version
Demonstrated expertise in Learning Home Dashboard build and maintenance. in Learning Home Dashboard build and maintenance
Applied knowledge of Mitosis Minor, Jxport, and Appointment Import spreadsheets. in Mitosis Minor, Jxport and Appointment Import spreadsheets, eSignature Pad and ID/document scanners
Utilized expertise in Mitosis Minor, Jxport and Appointment Import spreadsheets, eSignature Pad and ID/document scanners
Performed on-site, classroom, and webinar-based training sessions for over 1,500 end users, classroom and webinar-based trainings for over 1,500 end users
Supported Command Center, including dispatch, tickets, tip sheets, troubleshooting, etc.
GE Analyst/Trainer
3 Years
PeaceHealth | 01.2009 - 01.2012
Functioned as a software analyst for GE products, including Centricity Enterprise and Centricity Business for clinical and front office.
Functioned as a backup security analyst for all systems utilized in the clinics and hospital, including CE, CB, MUSE, T-Systems, Imagecast, ProVation, and MEDITECH.
Created and delivered comprehensive training materials for successful implementations and new employee orientation.
Served as a software analyst with GE products; Centricity Enterprise, Centricity Business both clinical and front office.
Functioned as the lead analyst for Microsoft HealthVault, focusing on training and implementation.
Functioned as a Cornerstone super user and provided on-site command center support.
Functioned as a PBX (Avaya and Nortel) phone system specialist and trainer.
Facilitated training for local businesses on GE products, enhancing their integration with Community Connect interfaces.
Facilitated Command Center operations by managing dispatch, creating tickets, and providing troubleshooting support.
Patient Access Representative
3 Years
PeaceHealth | 01.2006 - 01.2009
Managed front office tasks, including insurance entry, patient registration, and scheduling to ensure smooth patient flow
Ensured patient charts were accurately prepared for efficient medical consultations.
Developed training documents for staff to standardize procedures and improve onboarding
Coordinated weekly employee schedule assignments to optimize coverage and service delivery
Created employee schedules assignments for the week
Prepared charts
Executive Assistant to the CEO, Office Coordinator
6 Years
Visiting Nurse Personal Services | 01.2000 - 01.2006
Documented meeting minutes to ensure accurate record-keeping and follow-up
Updated all Policies and Procedures based on Board of Directors changes
Managed patient appointment logistics
Faxing, Photocopying, MS Office Suite
Managed to the receptionist
Handled all filing and documentation creation for the company
Coordinated in-field installation of medical equipment
Organized and maintained filing and documentation systems to streamline access to information
Managed inventory and procurement of office supplies and equipment to support operational needs
Executed mass mailings for public outreach
Create in office and public signage
Worked with clinical and office staff to meet budgetary expectations
Helped to implement new HR software for staff scheduling
Education
Epic Certified: Cadence, Prelude & Patient Access Training Environment Build
Skills
Training and Implementation
Curriculum Development
Referrals Training
Learning Management
Learning management systems
LMS administration
Software Implementation
Epic data management
Data Security
IT service management
Microsoft applications
Collaboration tools
Training environment setup
PT and CT Mentoring
Remote access solutions
Certification
Epic Certified: Cadence, Prelude & Patient Access Training Environment Build
Personal Information
Title: Epic Training Consultant
Timeline
Training Manager-Resource Scheduling and Hardware Acquisition
UPMC Pittsburgh
04.2025 - CurrentRead More
Principal Trainer Cadence and Prelude
OhioHealth
04.2024 - 01.2025Read More
Principal Trainer Cadence and Prelude
ECU Health
09.2023 - 03.2024Read More
Super PT, Mitosis Guru and Go Live Training Lead
Children’s of Alabama
02.2023 - 08.2023Read More
Principal Trainer-Cadence and Special Projects
Johns Hopkins
06.2021 - 01.2023Read More
Principal Trainer
University of Washington
01.2020 - 05.2021Read More
Instructional Designer
El Camino HealthCare
10.2019 - 01.2020Read More
Instructional Designer
Hartford HealthCare
04.2019 - 09.2019Read More
Go Live Support
United Regional
04.2019 - 04.2019Read More
Principal Trainer
DaVita Kidney Care
07.2018 - 12.2018Read More
Principal Trainer
St. Luke’s Health Network
07.2017 - 03.2018Read More
Principal Trainer/Instructional Designer
PeaceHealth
01.2012 - 01.2017Read More
GE Analyst/Trainer
PeaceHealth
01.2009 - 01.2012Read More
Patient Access Representative
PeaceHealth
01.2006 - 01.2009Read More
Executive Assistant to the CEO, Office Coordinator