Reporting to the Director of Quality and Compliance, the Care Plan & Clinical Applications Supervisor provides leadership and operational oversight for the Care Plan Coordinators and serves as the organization’s subject matter expert for Electronic Health Record (EHR) and Learning Management System (LMS) training. This position retains full responsibility for all Clinical Applications Training duties and is additionally responsible for ensuring the timely, accurate, and compliant development, documentation, and implementation of participant care plans in accordance with CMS, DHCS, and High Desert PACE policies. The Supervisor develops, implements, and maintains comprehensive training programs that equip staff to effectively utilize clinical technology systems in support of high-quality, integrated care for PACE participants.

Supervision and Team Leadership

• Provide direct supervision, coaching, and performance management of Care Plan Coordinators, including regular one-on-one meetings, caseload reviews, and annual performance evaluations.
• Assign and prioritize work, monitor productivity and compliance metrics, and ensure equitable distribution of responsibilities across the team.
• Support the hiring, onboarding, training, and professional development of Care Plan Coordinators.
• Serve as a resource and escalation point for complex care planning issues, documentation challenges, and interdisciplinary team (IDT) coordination matters.
• Foster a collaborative, accountable, and continuous-improvement culture within the Care Plan Coordination team.

Care Planning Oversight and Compliance

• Oversee the full lifecycle of care plan activities, including scheduling and facilitation of initial assessments, periodic reassessments (at least every 180 days or upon change in condition), and annual reviews.
• Ensure all care plans are developed through the interdisciplinary team process, accurately documented in the EHR, approved and signed by required IDT members and the participant/caregiver, and activated within established policy timelines.
• Monitor care planning logs, track compliance with CMS and DHCS regulatory requirements, and generate regular status reports for leadership.
• Identify trends, gaps, or risks in care planning processes and implement corrective actions in collaboration with clinical and quality leadership.
• Support the development, review, and maintenance of care planning policies, procedures, and workflows.

Training Development and Delivery

• Design, develop, and maintain up-to-date training materials, user guides, and quick-reference resources for EHR and LMS platforms, with particular emphasis on care planning documentation and workflows.
• Conduct new employee orientation sessions focused on clinical applications, system navigation, and care planning processes.
• Provide ongoing training for existing staff on system updates, new features, best practices, and regulatory changes affecting care planning and documentation.
• Deliver both group and one-on-one training sessions tailored to various learning styles, skill levels, and departmental needs.
• Create and maintain role-specific training curricula that address the unique needs of Care Plan Coordinators and other IDT members.

System Support and Expertise

• Serve as the primary point of contact and subject matter expert for all EHR and LMS-related questions, concerns, and enhancement requests.
• Troubleshoot basic system issues related to care planning documentation and coordinate with IT/vendor support for complex problems.
• Monitor system usage, identify opportunities to improve utilization and workflow efficiency, and recommend configuration or process changes.
• Maintain current knowledge of EHR/LMS capabilities, industry best practices, and PACE regulatory requirements.

Program Management and Continuous Improvement

• Develop and maintain a comprehensive training calendar, attendance tracking system, and competency assessment process.
• Evaluate training effectiveness through assessments, surveys, performance metrics, and documentation audits; use findings to continuously improve programs.
• Collaborate with clinical and administrative leadership to align training and care planning initiatives with organizational goals, QAPI priorities, and regulatory requirements.
• Ensure all training materials and care planning practices comply with PACE regulations, HIPAA requirements, and organizational policies.
• Participate in user groups, webinars, vendor training, and internal quality improvement activities.
• Gather feedback from staff and IDT members to continuously improve training programs, materials, and care planning processes.

General

• Participate in staff meetings, trainings, assigned projects, and committees as required.
• Comply with all organizational policies, procedures, and scheduling requirements.
• Perform all other duties as assigned in a cooperative and flexible manner.
• Be available for flexible scheduling, including varying hours as needed.

Education & Training

• Minimum 2-3 years of experience in healthcare technology training or clinical systems support
• Experience working with Electronic Health Records systems required
• Knowledge of PACE programs and integrated care models preferred
• Is medically cleared for communicable diseases and has all immunizations up-to-date before engaging in direct participant contact.
• Minimum of 1–2 years of supervisory or team leadership experience preferred; demonstrated ability to coach, mentor, and manage staff performance.

Skills & Abilities

• Excellent presentation, communication, and facilitation skills, with the ability to explain technical concepts to non-technical audiences and lead interdisciplinary discussions.
• Strong organizational and project management skills with the ability to manage multiple priorities, training initiatives, and team responsibilities simultaneously.
• Proficiency in creating training materials using various multimedia tools and platforms.
• Demonstrated ability to work independently and collaboratively with interdisciplinary teams.
• Patient, approachable demeanor with strong customer service and coaching orientation.
• Detail-oriented with strong analytical, problem-solving, and compliance monitoring skills.
• Advanced proficiency in EHR systems and Learning Management Systems / e-learning platforms.
• Proficiency in Microsoft Office Suite and training development software.
• Solid understanding of healthcare workflows, clinical documentation requirements, and PACE regulatory standards (CMS 42 CFR Part 460 and DHCS requirements).
• Knowledge of HIPAA regulations and healthcare data security principles.

Working Conditions

The working conditions and physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

• Must be able to access all areas of the facility throughout the workday.
• Ability to sit or stand for extended periods while conducting training sessions
• Ability to lift up to 25 pounds occasionally, 15 pounds frequently, and 7 pounds continuously; assistance from another qualified employee is required when lifting or transferring items exceeding 25 pounds.
• Frequent physical activity is required, including standing, walking, bending, reaching (forward and overhead), squatting, and kneeling; constant use of hands and fingers for grasping and fine motor tasks; repetitive arm and leg movements are also necessary.
• Visual requirements include the ability to see close and long distances, distinguish colors, maintain peripheral vision, perceive depth, and adjust focus as needed.

Work is performed in a professional healthcare setting and involves regular use of standard office equipment, such as computers, telephones, copiers, fax machines, and filing cabinets.