The Configuration Specialist (CS) is responsible for executing technical and configuration requirements necessary for the successful deployment of Office Practicum in either a hosted or self-hosted environment. The Configuration Specialist will collaborate with the assigned Implementation Project Manager (IPM) for the completion of all relevant duties as set forth in the project timeline. This is a client-facing role, therefore, communication skills are imperative. 

Essential Functions / Tasks / Duties / Responsibilities:

• Installation of Office Practicum software on client workstations and devices, the configuration of peripherals, and verification (in collaboration with the client’s IT professional) that all technical services are functional prior to go-live.
• Installation and configuration of clearinghouse services, e-prescribing services, EPCS, PDMP, Phreesia, OP Mobile, Direct Messaging, eFax, OP Patient Portal services, CHADIS, developed reports and forms, Dashboards, and other services as required (using developed processes and protocols).
• Database configuration for Practice Management/Billing to include providers and staff, locations, staff/provider directory,  insurance plans, CPT codes, birth registry codes and any other setup as required by the project timeline and contracted features.
• Bootstrapping Data across our internal infrastructure.
• Database setup and testing of all clearinghouse functions including eCorrespondent and file transfer agent setup for eligibility, claims, remittances, acknowledgment, statement, and payment files.
• Facilitate the management of client expectations during the implementation process including discussions with IPM regarding potential delays in the implementation as a result of missed or incomplete tasks.
• In collaboration with IPM and Training team members to provide implementation and go-live support.
• Update customer case details in Salesforce.
• Independently manage multiple priorities (i.e. customer sessions, follow-up questions, internal/external support, etc.) while maintaining a high level of service and customer-centric focus.
• Track and manage configuration tasks to ensure project timelines, milestones, and deliverables are met.
• Provide timely updates on configuration progress and escalate risks or blockers as needed.
• Work according to the timeline and expectation designated by the client and effectively address delays or complications.
• Perform all other duties as assigned by the Implementation Supervisor, Manager, and/or Director.

Competencies:

• Manage multiple concurrent implementations and high priority tasks while maintaining accuracy and meeting deadlines.
• Maintain meticulous attention to detail in all configurations, documentation, and system updates.
• A proactive go-getter with strong initiative, the ability to learn quickly, and work independently without extensive supervision.
• Grit, resiliency, and adaptability in a fast-paced, deadline driven environment.
• Customer engagement and service.
• Technology proficiency, including
  • Salesforce CRM
  • Web-based and client/server applications
  • G-Suite knowledge
  • HTML Certification (a plus)
  • Basic SQL (a plus)
  • Healthcare ANSI X12 EDI standards
  • Basic connectivity, network and hardware standards
  • Basic application troubleshooting concepts and techniques.
• Must be able to qualify as an Organization Representative for Direct Messaging and EPCS.
• Excellent written and verbal communication
  • Must have the ability to communicate effectively with clinical, operational, and technical stakeholders, adapting communication to the audience.
  • Translate technical concepts into clear, user-friendly explanations.
• Excellent analytical and problem-solving skills with strong attention to detail.
• Root cause analysis and troubleshooting.
• Adaptability and flexibility.
• Ability to successfully balance multiple priorities and projects in a deadline-driven environment.
• Ability to assume sole and independent responsibility for completing various assigned project tasks.
• Results-focused.
• Active listening.
• High level of professionalism, accountability, and teamwork.

Education / Professional Certifications or Licenses Required:

• Bachelor’s degree from an accredited school or university or equivalent relevant work experience.

Experience Requirements: 

• Required:
  • 2 years prior experience with EHR software configuration including new user account creation and role/permission setup, provider setup for e-prescribing, and clearinghouse connections for billing and EDI claim transmissions.
  • Strong understanding of clinical workflows, practice management processes, and system configuration best practices.
  • Ability to troubleshoot configuration issues and collaborate with technical teams, vendors, and internal stakeholders.
  • Knowledge of billing workflows, EDI claim transmissions, 837/835 transactions, and clearinghouse processes.
  • Proven ability to prioritize and manage multiple high priority tasks in parallel
  • Customer service experience.
• Preferred:
  • 2 years EHR or other healthcare technology experience in an implementation, technical services, or project coordination role
  • Experience with Surescripts and DrFirst integration and configuration workflows
  • Familiarity with healthcare interoperability standards
  • Medical terminology knowledge
  • Ambulatory medical office management, including billing. 

Work Environment / Physical demands/ Travel Requirements:

• Computer and telephone required to perform duties. 
• Lifting requirements of no more than five pounds.  

Core Values:

Office Practicum seeks to hire individuals who are able and willing to embrace our company’s performance based culture, as defined by our Core Values:

• We are Clinician First
• Pediatric Care is our Home
• We Deliver on our Commitments
• Our Success is Based on Results
• We Believe in the Power of Teams

We believe that consistently aligning our planning and execution with these core values will lead to long term success for both Office Practicum as well as the customers we serve.

Benefits:

Our team members enjoy a variety of benefits, including but not limited to:

• Medical, Prescription, Vision, and Dental Insurance
• Life Insurance
• 401(k) with company match
• Paid Time Off, Holidays, and Volunteer Hours
• Company Wellness Program
• Employee Assistance Program
• Short and Long Term Disability Insurance
• Pet Insurance
• Tuition Assistance Program
• Employee Recognition Program

Equal Employment Opportunity Statement: 

Our company is committed to equal employment opportunity.  We will not discriminate against employees or applicants for employment on any legally recognized basis [“protected class”] including, but not limited to: veteran status, uniform service member status, race, color, ancestry, pregnancy, childbirth and related medical conditions, national origin, non-job related handicap or disability, or the use of a guide or support animal, creed, religion, sex, sexual orientation, national origin, age [18 and over] - [40 or over], physical or mental disability, predisposing genetic characteristics, military status, marital status, protected action, concerted activity, or any other protected class under federal, state or local law. 

Americans with Disabilities Act Statement: 

Our company is committed to providing equal employment opportunities to otherwise qualified individuals with disabilities, which may include providing reasonable accommodation where appropriate.  In general, it is your responsibility to notify your supervisor of the need for accommodation.  Upon doing so, your supervisor may ask you for your input or the type of accommodation you believe may be necessary or the functional limitations caused by your disability.  Also, when appropriate, we may need your permission to obtain additional information from your physician or other medical or rehabilitation professionals.