Job Summary
We are seeking an Epic Cheers Consultant/Analyst with an active Epic Cheers certification and hands-on campaign build and execution experience to support CRM, patient engagement, and outreach initiatives within Epic. The consultant will partner with operational and IT stakeholders to design, build, test, and optimize Epic Cheers campaigns that support patient access, organizational growth, and patient experience goals.
Key Responsibilities
• Serve as the Epic Cheers (CRM) subject matter expert, focusing on campaign configuration and execution.
• Design, build, test, and support Epic Cheers campaigns for preventive care, screening, access, and service line outreach.
• Perform workflow analysis and translate business requirements into Epic Cheers configurations.
• Configure and maintain campaign rules, profiles, workqueues, scripts, contact types, and decision trees.
• Collaborate with call center, marketing, clinical, and IT teams to ensure campaigns align with operational goals.
• Support unit testing, integrated testing, go-live activities, and post-go-live optimization.
• Develop and maintain build documentation and tip sheets.
• Collaborate with integrated Epic teams, including Cadence, MyChart, Prelude, CTI, and Reporting, as needed.
Required Qualifications
• Active Epic Cheers Certification with no lapse.
• Proven hands-on experience building and executing Epic Cheers campaigns.
• Experience supporting Epic implementations, upgrades, or optimizations.
• Strong understanding of CRM, patient engagement, and call center workflows.
• Ability to work independently in a consulting or project-based environment.
• Strong communication and stakeholder collaboration skills.
Preferred Qualifications
• Experience implementing new or replacement CRM campaigns.
• Additional Epic certifications or experience with MyChart, Cadence, Prelude, CTI, or Reporting.
• Prior healthcare consulting experience.
