Business Process Consultant, Epic Patient Access

About Chartis: We work with more than 1,900 healthcare organizations annually to develop and activate transformative strategies, operating models, and organizational enterprises that make US healthcare more affordable, accessible, safe, and human. With over 1,450 professionals, we help providers, payers, technology innovators, retail companies, and investors create and embrace solutions that tangibly reshape healthcare. Our family of brands—Chartis, Jarrard, Greeley, and HealthScape Advisors—focuses exclusively on healthcare transformation. Offices are located in Boston, Chicago, New York, Washington D.C., and Nashville, with remote work allowed.

About the Role

Chartis is seeking a Business Process Consultant with 5+ years of Epic Patient Access leadership experience and experience with Epic Cheers to join our Revenue Cycle Transformation Practice. You’ll design solutions and workflows to improve patient access operations and digital patient engagement for clients using Epic’s EHR and Cheers platforms. This role involves advising on and implementing best practices, leading workflow optimization, and collaborating with executive leadership, IT, and cross-functional teams.

Responsibilities

• Evaluate current front-end patient access workflows (scheduling, registration, referrals, etc.) and digital engagement workflows (e.g., patient outreach, scheduling channels, communication strategies). Identify bottlenecks, compliance risks, and opportunities for improvement.
• Design future-state workflows aligned with Epic and Cheers best practices.
• Advise IT teams on best practices for configuring Epic’s patient access modules (Cadence, Prelude, Referrals, Welcome, and RTE) and Cheers functionality. Complete in-system configuration/build as needed.
• Partner closely with clients’ revenue cycle, digital/patient experience, compliance, IT, and clinical teams. Act as a liaison between operational and technical stakeholders.
• Develop and/or monitor key performance indicators (KPIs) across patient access and digital engagement. Recommend ongoing improvements and system enhancements using tools like Clarity, Caboodle, and Reporting Workbench.
• Guide and support testing efforts (unit, integrated, user acceptance testing, etc.) for patient access and digital engagement solutions.
• Ensure workflows support accurate data capture for demographics, insurance, referrals, and patient communications to maintain clean claims and compliant outreach practices.
• Develop and manage project plans, resolve issues, facilitate change management, and present updates to leadership.
• Create concise, client-ready communications with clear storylines and actionable recommendations.

Requirements

• 5+ years in a patient access leadership role.
• Experience with Epic Cheers functionality (implementation, optimization, and certification strongly preferred).
• Certification in Cadence and Cheers required. Additional Epic patient access certifications preferred.
• In-depth understanding of patient scheduling and registration workflows, front-end revenue cycle and financial clearance processes, healthcare compliance, and patient experience considerations.
• Strong project management and communication skills.
• Ability to bridge technical configuration with operational needs.
• Demonstrated ability to drive organizational KPIs and communicate effectively at all levels of an organization.

Pay

Salary range: $118,000–$172,500, plus eligibility for an annual discretionary bonus. The range accounts for skills, experience, training, licensure, certifications, and organizational needs.

Benefits

• Medical, dental, and vision insurance.
• HSA and FSA options.
• Disability and life insurance.
• 401(k) match.
• Paid time off.
• Wellness stipend.
• Additional voluntary benefits.