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Epic Contract Credentialed PB, HB, SBO Trainer

Longview, Texas, United States
December 17, 2018

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Kay Robey

Senior Epic Credentialed Training Consultant

Longview, TX 903-***-****



** ***** ******* ** ******** Application Training, Sales and Customer Service

6 years of Epic PB/Front Desk Experience.

Experience in teaching PB/HB/SBO/ClinDoc/Referrals/Patient /Front Desk/Cadence/Access/Adult Learning Principles/Virtual Classroom Training.

Deliver Classroom Instruction on Computer Software related to Epic.

Train End users and Super Users. Record User Feedback to enhance future training and support

Ensure Effective Information Exchange by creating and utilizing Visual aids directly related to information being covered.

Work as a Project Lead.

Monitor Learning Management System to ensure end users complete and pass proficiency exam for their training track.

Provide Go-Live Troubleshooting support and work with the command center to identify areas that need attention,


Hackensack Meridian/JFK - Edison, NJ 10/2018-12/2018

Professional Billing Credentialed Trainer

Reviewed materials for System Specialist and identified potential changes.

Credentialed for Professional Billing

[Client decided to postpone project until June,2019]

MultiCare Health - Spokane, WA 1/2018 – 5/2018

Patient Access, Referrals, and SBO HB/PB Patient and Curriculum Builder and Trainer

Recruited by the Referral team to train employees at their new acquisition on the new referral process.

Reviewed materials and adapted to the audience.

Assisted with Patient Access.

Sole HB/PB Trainer.

Training Database Patient Build in conjunction with all HB/PB curriculum.

Worked with CFO with Billing Processes/Reporting/Information.

Shannon Health – San Angelo, TX 8/2017 -12/2017

Professional Billing Credentialed Trainer

Stepped in as a replacement. Arrived on Monday and Credentialed on Tuesday.

Reviewed some materials and made changes as needed.

Started training right away and coached the Fulltime Temporary Trainer.

Effectively trained Supervisors and End Users with good class survey results.

Worked with Director of PB to identify areas that needed attention and resolution.

Eisenhower Medical Center: Rancho Mirage, CA 4/2017 – 7/2017

Professional Billing Credentialed Trainer

Replacement trainer for another who could not pass required Epic tests. I arrived on a Monday and credentialed two days later on Wednesday.

Reviewed all materials and identified they had not made changes needed to match the training environment.

Worked directly with analysts to share issues and coordinate changes that needed to made to the training environment.

Trained Directors, Supervisors, Super Users, and End Users and continued to make revisions due to unstable training environment.

Shared knowledge and trained fulltime employee as she had not been trained by PT before my arrival.

ATE-at the elbow support for Go-Live. Was asked to extend but I had already secured another project.

Wellspan Health: York, PA 1/2017 – 3/2017

Professional Billing Trainer

Reviewed 2016 materials to identify changes to my prior knowledge

Assisted the two full time employees with their training delivery for credentialing.

Trained supervisors and end users

Mount Sinai Health System: New York, NY 6/2016 – 11/2016

Professional Billing Trainer/ATE support

Part of team reviewing curriculum for accuracy and tailoring to Client’s specific needs.

Trained end users throughout the Mount Sinai system on Customer Service, Physicians Billing, and Department Billing.

Identified specific needs in each area and catered training to meet their needs.

SME for other trainers, Instructional Designer, as well as end users.

At the elbow support for various groups trained.

CHI Franciscan Health: Tacoma, WA 3/2016 - 5/2016

ClinDoc Credentialed Trainer

Job shadowed to gain knowledge of current workflow and create cross-walk.

Reviewed curriculum for accuracy, practical application, and prepared classroom instruction.

Trained end users from various groups from the Enumclaw hospital location.

Hospital for Special Surgery - New York, NY 2/2016 – 3/2016

Professional Billing, ATE Go-Live Support

Go-Live At the Elbow Support for Resolute PB and Cadence.

Saint Luke’s Health System: Kansas City, MO 4/2015 – 8/2015

Professional Billing Trainer

Responsible for reviewing and modifying curriculum and lesson plans based on client’s specific needs. Due to Instructional Designer churn, I took lead on reviewing materials and modifying to their specific build.

Delivered Pilot training to Directors and Managers for their approval on information being delivered.

Effectively trained end users and super users. Recorded user feedback to enhance future training and support for Epic.

Hackensack University Medical Center: Hackensack, NJ 6/2014 – 12/2014

Professional Billing Trainer

Responsible for reviewing and modifying curriculum and lesson plans based on client’s specific needs.

Delivered training to diverse groups across Hackensack UMC.

Key in troubleshooting/identifying application failures and worked with Command Center to resolve.

Alegent Creighton Health: Omaha, NE 8/2013 – 6/2014

Professional Billing Trainer

Responsible for reviewing and modifying curriculum and lesson plans based on client’s specific needs.

Delivered training to various groups such as, Central Billing Office and Department Billers across Alegent Creighton.

Provided At the elbow Go-Live support.

Key in identifying application failures and worked with Command Center to resolve.

Worked with full time OnBase ID to identify and learn differences in the local OnBase application and the existing application utilized in other CHI properties to assist with training other trainers and employees.

Franciscan Health System: Tacoma, WA 2/2013 – 8/2013

Professional Billing and OnBase Trainer

Credentialed trainer delivering process and system application training for Resolute Professional Billing.

Worked with Customer Service staff on Claims payment processing.

Responsible for reviewing, testing and modifying training materials.

Created supporting training materials such as PowerPoint presentations as well as interactive learning to show process flow and ensure optimum learning.

OnBase trainer for Business office. Created and designed training materials as well as delivered classes on scanning and indexing critical patient and hospital documents.

Mother Frances Hospital: Tyler, TX 4/2012 – 1/2013

Single Billing Office (SBO) Trainer

Credentialed Trainer providing Resolute PB HB SBO as well as ClinDoc training in Phase II. Trained Customer Service, Department Billers, Billing Office, Clinical Providers Nurses, Support Staff, and Administrative Support Staff.

Reviewed, tested, and corrected Resolute PB training materials.

Solely facilitated and support Resolute PB training with Claims for more than 100 Clinical administrative staff and Business Office staff.

Conducted 5-10 small group refresher sessions in Business Office to review steps and answer additional questions.

Go-Live Implementation Specialist providing Resolute PB elbow support in clinics. Also assisted Registration staff.

Reviewed, tested, and corrected ClinDoc training materials.

Connected with key hospital staff to reinforce process changes were adequate.

Facilitated 12-hour Nurse classes to meet the needs of the client and nursing staff.

Critical liaison between blood administration on floor and Blood lab troubleshooting proper printing of blood request to meet FDA requirements.

Conducted rounding sessions Prior to and Post Go-Live with W.O.W. to focus on and reinforce blood administration processes and answer other questions or concerns of Nurses or PCA’s.

Go-Live Implementation Specialist providing nurse, PCA, and minimal physician elbow support in Heart hospital.

Additional Post Go-Live elbow support throughout the Heart hospital, CATH Lab, PACU, ED, and assisted with CPOE support in command center.

Alltel Communications: Little Rock, AR 8/2000 – 9/2009

Sales/Customer Service/Systems/Software Trainer -

Delivered soft skills related to Sales and Customer Service to Retail and Indirect Agent channels.

Delivered Sales Process and System software training for all Retail and Indirect New Hires across all Alltel markets in the United States.

Trained Indirect Account and Sales managers on the importance of good customer service and how to increase their Return on Investment (ROI).

Worked with teams to review, revise, and revamp training materials to ensure optimum learning.

Worked with sales managers, corporate sales training and local market contacts to identify training needs and communicate the effectiveness of training materials in order to offer revisions/solutions needed to enhance current curriculum. Supported new product and rate rollouts in the markets.

Worked actively with revision team to revamp our 2003 New Hire program. Instrumental in identifying and resolving activation process issues for our Marketing and Internal Fraud departments.


Business Administration, Kilgore College


John Madero

Shannon Health

San Angelo, TX

Cell: 325-***-****

LinkedIn Member

Mike Breen Eckhard, CNIO

Christus Trinity Mother Frances

Tyler, TX

Main Switchboard 903-***-****

LinkedIn Member

Lindsey Scott

Principle Trainer

Eisenhower Medical Center

Palm Springs, CA

Cell: 760-***-****

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