Kalie Roberts
Cincinnati,OH
Summary
Healthcare operations and patient access leader with 12+ years of progressive experience driving large-scale ambulatory transformation across health systems. Expert in Epic Cadence, scheduling optimization, telephony redesign, referral management, analytics, and digital front-door expansion. Proven record delivering measurable improvements in access, throughput, engagement, and operational efficiency. Skilled at client-facing strategy, governance design, cross-functional leadership, and translating complex data into actionable operational insights. Experienced presenter at Vizient and trusted partner to executives across clinical, IT, and access domains.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Director, Pre-Access & Innovation
Ensemble Health Partners
01.2025 - Current
- Lead consulting-driven access strategy for multi-state client portfolio, partnering with health system executives to modernize scheduling, enhance digital engagement, and streamline front-end revenue cycle operations.
- Optimize MyChart adoption, referral management, and online scheduling strategies across enterprise clients.
- Oversee access-related KPI dashboards and operational reporting using Power BI, Tableau, and Epic Reporting Workbench.
- Develop governance models for decision trees, scheduling protocols, and template oversight to improve consistency across service lines.
- Drive telephony + Epic workflow alignment to reduce cycle times, improve first-call resolution, and strengthen patient experience.
- Present recommendations to client executives; serve as strategic advisor on digital front-door modernization and operational efficiency.
- Contribute to automation initiatives, including eMPA, self-service scheduling, Hello Patient, and eCheck-In optimization.
- Remote
Program Manager, Access Center & Capacity Management
UC Health
01.2017 - 01.2025
- Led enterprise-wide Epic scheduling and template architecture for a major academic medical center.
- Directed build, optimization, and governance of all templates, visit types, decision trees, and scheduling workflows across ambulatory operations.
- Established enterprise-wide standards for scheduling governance, template structure, referral routing, and access workflows.
- Developed the operational blueprint for access and coordination processes adopted across specialties.
- Served as the system-wide authority on access governance, advising leadership on workflow design and best practices.
- Produced operational dashboards, capacity analytics, and provider throughput reports using Reporting Workbench and Power BI.
- Collaborated with clinical leadership, IT, and operations executives to implement enterprise workflow improvements.
Cancer Center Access Manager
UC Health
01.2021 - 01.2023
- Built the Cancer Access Center from the ground up, establishing scheduling, triage, referral intake, and nurse navigation structures.
- Designed and deployed oncology decision trees, scheduling algorithms, and capacity workflows.
- Managed a team of schedulers, referral coordinators, and clinical triage staff.
- Standardized workflows and integrated oncology access into UC’s system-wide call center.
Education
Bachelor of Science - Business Administration And Marketing
University of Cincinnati
05-2026
Associate of Science - Business Administration & Digital Marketing Tech
University of Cincinnati
01.2024
Skills
- Ambulatory Operations Optimization
- Patient Access Strategy & Consulting
- Epic Cadence, Templates, Decision Trees
- Epic Reporting Workbench & Analytics
- KPI Development & Dashboarding (Power BI, Tableau)
- Digital Front Door: MyChart, Self-Scheduling, eCheck-In
- Telephony Operations & Call Center Redesign
- Capacity Modeling & Throughput Improvement
- Cross-Functional Leadership
- Governance Design & Change Management
- Client Relationship Management
- Process Improvement & Standardization
- Power BI: Patient access dashboards, call center metrics, throughput analytics, template utilization patterns
- Tableau: Data visualization for operational KPIs and transformation tracking
- Epic Reporting Workbench: Certified with advanced build for referral queues, scheduling audits, template compliance, and access KPIs
- Telephony Analytics: ACD metrics, abandonment reduction strategies, call-to-digital deflection modeling
- Digital Front Door: Self-scheduling build, MyChart activation strategy, eCheck-In workflows, patient engagement optimization
Certification
- Epic Cadence Certification
- Epic Decision Tree Badge
- Epic Scheduling Strategies Badge
- Epic Reporting Workbench Certification
- CRCR Certification (HFMA)
- ClickUp Advanced AI Certification
Timeline
Director, Pre-Access & Innovation
Ensemble Health Partners
01.2025 - Current
Cancer Center Access Manager
UC Health
01.2021 - 01.2023
Program Manager, Access Center & Capacity Management
UC Health
01.2017 - 01.2025
Associate of Science - Business Administration & Digital Marketing Tech
University of Cincinnati
Bachelor of Science - Business Administration And Marketing
University of Cincinnati
Awards
Honors: Tau Sigma National Honor Society, Dean’s List 2024 & 2025, GPA: 3.87
NATIONAL PRESENTATION EXPERIENCE
Vizient – Presented on patient access optimization, Epic workflows, and digital engagement strategy.