Bluetree Talent

Available Blueleaf consultants

In order to better share our talent pool, we have compiled a list of rock star consultants you may have a need for.

These consultants are coming available soon and we want you to have first dibs. Blue certifications are areas of expertise for that individual.

Fill out the form to the right to learn more about a particular consultant. 

**Note: Consultants with an asterisk are those who work remotely.** 

Project Leadership Experts
Analytics Experts
Clinical Experts
Revenue Cycle Experts
Technical Experts 


Project Leadership Experts

 

Executive Strategy Director
Years of Experience: 20
Reno, NV
Recent Engagements
  • Strategic Advisor for Affiliate Program at a West Coast academic medical center

  • Central Scheduling Project Manager at West Coast community health system

The Rundown

This consultant is a technology and workflow transformation and optimization visionary with hands on experience implementing and upgrading state of the art technology solutions. She is a strong champion for change, effective liaison, advisor, and advocate for clinicians and patients during business transformation. This consultant has developed effective Information Technology Governance processes and advised senior management on technology project prioritization in alignment with approved organizational and strategic goals. Her proven ability to identify and communicate technology solutions solves business issues while managing costs and risks. She has experience implementing and using standard project management and resource planning tools and methodologies to meet project milestones.

 

 

Implementation Executive - A
Years of Experience: 15
Evergreen, CO
Recent Engagements
  • Implementation Executive at a community medical center

  • Vice President of CarePATH (Epic Deployment) at an integrated delivery network 

The Rundown

This consultant brings over 16 years of experience working with Epic, including 10 years as an Epic employee as an Implementation Executive, Director, and Process Engineer.  Prior to his time at Bluetree, this consultant was the Vice President for CarePATH for an integrated delivery network's Epic implementation.  Given his diverse Epic implementation, integration, and management experience, he is uniquely qualified to take on challenging projects that involve a combination of technical complexity and change, new team development, and dealing with resource and time constraints.

 

 

Implementation Executive - B
Years of Experience: 12
Fishers, IN
Certifications

Orders

 
Recent Engagements
  • Patient Access Center Project Director at a West Coast academic medical center

  • Vice President of Account Management at a revenue cycle management services and technology solutions organization 

The Rundown

This consultant is an entrepreneurial-minded healthcare executive that identifies opportunities and develops associated strategies to maximize potential. He establishes strong executive relationships, develops staff capabilities, and builds repeatable processes leading to desired outcomes through the use of a metric-driven protocol.  As a former Implementation Executive at Epic, this consultant has extensive experience directing EMR implementations at a wide-variety of healthcare organizations.

 

 

Interfaces Project Manager
Years of Experience: 5
Atlanta, GA
Certifications

Anesthesia  |  Security 

Recent Engagements
  • Interfaces Program Manager at an East Coast academic medical center

  • Senior Project Manager at an integrated delivery network in the South

The Rundown

This consultant is a highly accomplished management professional possessing a unique blend of technical, operational, project management, and clinical expertise. He brings a broad range of experience operationalizing vendor systems utilizing best practices and innovative approaches to improve the delivery of healthcare and is proud to have earned a reputation for finding solutions to complex business problems. He has been recognized repeatedly for adept handling of mission-critical, high profile business initiatives and providing value-added benefits such as cost savings, increased productivity, and interdisciplinary conflict resolution.

 

 

IT Talent Director
Greater Los Angeles Area
Recent Engagements
  • IT Talent Director for faith-based academic institution

The Rundown

This consultant is an innovative and inspiring HR leader in the Healthcare IT space who specializes in assessing, implementing, and improving the talent life cycle for organizations using Epic. He is a transformative game-changer who can tailor a customized sourcing and recruitment strategy, drive up the quality of hires at an efficient rate, improve retention, and save organizations millions of dollars, while telling the story through KPIs, data, and business intelligence.

 

 

MD - Physician PM/Director
Years of Experience: 10
Minneapolis, MN
Certifications

Ambulatory 
 

Recent Engagements
  • Physician Informaticist at a large community health system

  • Clinical Architect at an academic and children's medical center

The Rundown

This consultant is a General Pediatrician and Epic consultant with over ten years of experience in project leadership, workflow analysis, clinical content development, system design, build, testing, and implementation. Her Master’s degree in Healthcare informatics enables her to find ways of using of Epic to develop more efficient and intuitive ways of controlling stored health information, managing clinical workflow tasks, and improving the general security of healthcare information. This consultant has shared her wealth of knowledge at six Epic User Group Meetings in the past and looks forward to bringing her expertise to a newly implementing organization.

 

 

Nursing Executive
Years of Experience: 20
Cave Creek, AZ
Recent Engagements
  • CNIO at a community health system

  • Director of Nursing Education at a community health system

The Rundown

This consultant is a motivated and versatile leader with more than 15 years of experience leading clinical nursing practice and driving strategic initiatives in healthcare organizations. She is experienced in developing and executing operational readiness plans, overseeing Epic training and clinical education, and working with operational partners to develop workflows for EMR implementation. Her advanced and extensive clinical informatics education gives her a reasoned and methodical approach to installing Epic. This consultant has a demonstrated ability to effectively lead large teams and projects, as well as build strong relationships with peers and executives. Her references remark on her ability get the right stakeholders into the right conversations, as well as her true skill in converting clinical workflows for use in Epic.

 

 

Analytics Experts

Business Intelligence Developer & Project Manager
Years of Experience: 6
Johns Island, SC
Certifications

Clarity Data Model - OpTime  |  Clarity Data Model - Radiant  | Clarity Data Model - Cupid  |  Clarity Data Model – Healthy Planet  |  Clarity Data Model – Inpatient  |  Clarity Data Model – Anesthesia  |  Clarity Data Model – ASAP  |  Reporting Workbench  |  Hyperspace Configuration  |  Radar 

Recent Engagements
  • Project Manager and Advisor at a community health system

  • Analytics Developer at an academic medical center

The Rundown

This consultant is a Business Intelligence Developer with a Master in Health Administration degree and a passion for population health. His technical chops and ability to project manage have given this consultant a well-rounded view of organizational needs. His recent positions have allowed him to collaborate closely with executives, clinician leaders, and other stakeholders to deliver Population Health analytics solutions. This consultant has a passion for mentoring and was praised by his references for his ability to quickly and effectively communicate about technical topics, no matter the audience.

 

 

Clinical Experts

*Ambulatory & HIM Analyst- Managed Services
Years of Experience:5
Madison, WI
Certifications

Ambulatory  |  HIM 

Recent Engagements
  • Remote Solutions Analyst for Community- Single Hospital system

The Rundown

This consultant is a well-versed Application Specialist who has experience in both Inpatient and Outpatient HIM workflow analysis and technical build. As a Remote Solutions Specialist at Bluetree, she has assisted in bringing a customer live on Epic in a short timeframe of three months. Her specialties are Release of Information and Scanning and Transcription workflows. Previously, she was an analyst at an Integrated Delivery Network, during her time there she assisted with bringing the Release of Information process back in-house and implemented Release to MyChart. She also revamped the entire ROI workflow and presented the process at Epic to share with other organizations.

 

 

Ambulatory, Home Health, and Hospice Analyst
Years of Experience: 4
Cedar Park, TX
Certifications

Ambulatory  |  Home Health  |  Hospice 

Recent Engagements
  • Ambulatory Analyst for and an academic medical center on the Westcoast

  • Ambulatory/Hospice Analyst for an academic medical center in the south

The Rundown

This consultant is a skilled Ambulatory Analyst and Trainer with four years of experience in the Epic space. During her time at a southern academic medical center, she has been through three go-lives across Ambulatory, Home Health, and Hospice. She most recently led the Home Health & Hospice go-lives from design to go-live. Her top three strengths within Ambulatory are security template build, SmartForm designer, and new department setup. This consultant has quickly moved up at her most recent HCO, and each year has been promoted to a new level Analyst. Her references praise her technical abilities, communication skills, and out of the box thinking to ensure end-users are supported.

 

 

Ambulatory and Inpatient Credentialed Trainer
Years of Experience: 10
Cedar Park, TX
Certifications

Ambulatory  |  Orders  |  Clin Doc 

Recent Engagements
  • Curriculum Specialist at a West Coast academic medical center

  • Ambulatory and Inpatient Principal Trainer at a community hospital on the West Coast

The Rundown

With more than two decades of healthcare industry experience, this consultant is an accomplished leader and Credentialed Trainer certified in EpicCare Ambulatory, Clin Doc, and Orders. She brings her warm and collaborative personality on site every day, making her a trusted mentor and colleague able to build rapport with a variety of learners. As an adaptable Credentialed Trainer, this consultant has applied her creativity, understanding of adult learning styles, and workflow expertise to create training curriculum and materials tailored to the specific needs of end-users. Her references remark on her ability to juggle requests from multiple sources with ease and her commitment to the quality of training she delivers.

 

 

Ambulatory Instructional Designer
Years of Experience: 7
Hot Springs, AR
Recent Engagements
  • Ambulatory Principal Trainer at a Southern Community Health System

  • IS Liaison Program Project Lead at a Southern Academic Hospital

The Rundown

This consultant is an EpicCare Ambulatory certified Principal Trainer. He has over 7 years of experience in classroom training and distance/remote classroom training for providers and nurses. In addition to this consultant's training experience, he has experience in Epic Simulation and Personalization labs as a facilitator and in a lead role. He has developed curriculum, tip sheets, and scenarios to meet the objectives of his clients. This consultant's references remark on his ability to build relationships and enable providers and clinical staff to become advanced Epic users. 

 

 

Anesthesia & OpTime Analyst
Years of Experience: 9
Madison, WI
Certifications

Anesthesia  |  OpTime  |  Grand Central ADT  |  Prelude  |  MyChart 

Recent Engagements
  • OpTime Analyst at an academic medical center in the Midwest

  • Senior OpTime consultant at a community health system in the Midwest

The Rundown

This consultant is a former Epic employee with nine years of Epic experience. She has extensive experience as an analyst, application lead, and overall team lead during all phases of an OpTime and Anesthesia implementation with in-depth knowledge of OR charging, surgical orders management, materials management, preference cards, and registry reporting. During her time at a large integrated delivery network, and two academic medical centers she worked primarily remotely while successfully providing end-user support, intricate system build, and managing real-time patient safety escalations. Her references praise her technical experience, and strong communication skills. 

 

 

*ASAP and Clin Doc Analyst - Managed Services
Years of Experience: 15
Chicago, IL
Certifications

ASAP  |  EpicCare Inpatient Clin Doc  |  EpicCare Inpatient Orders |  Chronicles Install Utilities

Recent Engagements
  • Develop testing scripts and provide go-live support for ASAP, Clin Doc, and HOD at a community-single hospital system

The Rundown

This consultant has over 15 years of healthcare information systems experience and has been involved in HIS implementations from system selection through post implementation projects. Most recently, he spent the last three years helping Clin Doc teams get caught up on upgrades, optimization, and the standardization of their systems. Before that, he brought live and supported Epic’s ASAP application for four emergency departments. He has over 10 years’ experience implementing and supporting various Epic applications. Additionally, he understands the big picture, spending months coordinating integrated testing to ensure successful go-lives. He works with other team leads, department managers, and medical directors to solve complex problems.

 

 

ASAP and Reporting Analyst - A
Years of Experience: 5
Dallas, TX
Certifications

ASAP  |  Reporting Workbench  |  Orders  |  Radar

Recent Engagements
  • Epic EMR Business Analyst at a west coast academic medical center

  • Clarity and Reporting Workbench Analyst at a midwest academic medical center

The Rundown

This consultant is a reporting workbench-certified Epic analyst with extensive hands-on reporting experience from collecting user requirements to executing effective system build. She is a highly motivated fast learner who brings to the table a combination of outstanding interpersonal skills and technical aptitude. She has a track record of creative problem solving, and a passion for enhancing end-user acceptance. Colleagues and supervisors praise her for her impressive integrated knowledge, outstanding communication skills, and her ability to successfully complete challenging projects with little or no guidance.

 

 

ASAP and Reporting Analyst - B
Years of Experience: 11
Madison, WI
Certifications

ASAP  |  Reporting Workbench   |  Clarity  |  Orders  |  Clin Doc     

Recent Engagements
  • ASAP Analyst at a Midwest integrated delivery network

  • ASAP Analyst and an East Coast academic medical center

The Rundown

This consultant is an experienced Ex-Epic ASAP Analyst and Project Manager, with over 11 years of experience. He has a depth of knowledge and experience with all aspects of ASAP implementation including Epic data structures and reporting.   He has supported multi-facility and academic organizations throughout his roles. During his time at Epic he mentored and managed up to five application coordinators, and application assistants while developing baseline workflows for the Epic Model System for two major software releases, and three interim releases.  While at an integrated delivery network on the West Coast, he implemented and managed a new development strategy that allowed for 100% more development requests to be completed for each release cycle by engaging the entire ASAP application division. This consultant has designed, developed, implemented and tested over 50 development projects for use in model hospital workflows across the country. He is a proven leader. independent, creative, self-motivated, hardworking and intelligent.

 

 

*Beaker Analyst – Managed Services
Years of Experience: 5
Pearland, TX
Certifications

Beaker Anatomic Pathology  |  Beaker Clinical Pathology  |  Cogito Reporting Workbench  |  Cogito Radar 

Recent Engagements
  • Beaker Analyst at West Coast community health system

  • Beaker AP & CP Analyst at an East Coast community health system

The Rundown

This consultant is a certified Epic analyst with a broad knowledge of applications integration and data workflow, including extensive experience with on-site installation/support of EMR applications. She takes initiative to research, resolve, and respond to inquiries regarding ongoing maintenance and support for all different phases of implementation. She is proficient in evaluating and testing new or modified software programs that conform to user requirements and established guidelines. Her core competencies include the ability to communicate effectively, work as an independent professional, self-motivation, and working effectively in team settings to facilitate timely and successful systems deployment and execution.

 

 

Beaker CP & AP Analyst
Years of Experience: 9
Madison, WI
Certifications

Beaker CP  |  Beaker AP  |  Ambulatory  |  Clin Doc  |  Orders  |  Order Transmittal  |  MyChart 

Recent Engagements
  • Senior Beaker Analyst at a community health system

  • Senior Beaker Analyst an integrated delivery network

The Rundown

This consultant is an application analyst and former Epic employee with over nine years of experience implementing and training the Beaker application. He has an expansive breadth of experience and depth of knowledge with respect to Epic masterfiles, system configuration, test build, workflows (clinical and pre-analytical), and interfaces. He is an engaging liaison between operations and the build team at a western U.S community health system, which underwent one of the largest and most complex Beaker installs to date. His expertise and leadership there has resulted in contract extensions for over three and a half years.

 

 

*Clin Doc and Orders Analyst – Managed Services
Years of Experience: 5
Broken Arrow, OK
Certifications

Clin Doc  |  Orders  |  Stork  |  HOD  |  Order Transmittal

Recent Engagements
  • Remote Orders Analyst at a community health system in the Midwest

  • Clin Doc Supervisor at a children's community health system

The Rundown

This consultant is an accomplished Clin Doc and Orders Analyst with over 2+ years of experience at Epic with full lifecycle Clinical Documentation implementation and 6+ years of extensive clinical documentation and Orders experience. She is highly knowledgeable in cross-application integration areas such as surgical orders management, users and security, clinical content build out, legal medical record, decision support, patient movement workflows, and change management. She enjoys finding alternative workflows and working with complicated builds. Her references praise her ability to use her resources to get answers quickly and in awe that “she can do it all!”

 

 

EpicCare Ambulatory Analyst
Years of Experience: 11
Moore, OK
Certifications

EpicCare Ambulatory 

Recent Engagements
  • EpicCare Ambulatory Build Analyst at West Coast academic medical center

  • EpicCare Ambulatory Build Analyst at a Southwest academic medical center 

The Rundown

This consultant is an EpicCare Ambulatory certified consultant with 11 years of experience with Ambulatory design, build, testing, and go-live support. She has managed EpicCare Ambulatory implementations for over 75 practices and 300 physicians in a fully integrated system that supported approximately 30,000 users. This consultant has held positions managing the application and integrated testing for EpicCare Ambulatory as well as owned hands-on build and rollouts. She is able to communicate well with creative, business, and technical people; she has a distinctive ability to ask people the right questions, tease out pertinent details, facilitate process-oriented thinking, and derive actionable technical requirements. Her references repeatedly called out her excellent technical expertise, incredible attention to detail, and ability to integrate well into new teams.

 

 

EpicCare Ambulatory Credentialed Trainer
Years of Experience: 6
Seattle, WA
Certifications

EpicCare Ambulatory 

Recent Engagements
  • Ambulatory and Inpatient Orders Certified/Credentialed Trainer at a west coast community health system

  • Ambulatory Certified/Credentialed Trainer at west coast academic medical center

The Rundown

This consultant is a highly motivated, energetic, and adaptable training professional with nearly two decades of experience as a technical trainer and instructional designer. He is certified in EpicCare Ambulatory and has been training clinical end-users for more than six years. In his most recent project, he was instrumental to provider adoption of a new instance of Epic and also produced the post-live training materials. This consultant's references remark on his ability to quickly learn unique workflows and to identify and help struggling learners in the classroom and clinics.

 

 

Inpatient Analyst
Years of Experience: 5
Portland, OR
Certifications

Orders  |  Orders Transmittal  | Clin Doc  | Beacon  |  Security  |  MyChart

Recent Engagements
  • Inpatient Analyst at a community hospital on the West Coast

  • Inpatient Analyst at an academic medical center on the West Coast

The Rundown

This consultant is a former Epic senior consultant with seven years of Epic implementation and project management experience. She has experience with all aspects of an install from discovery site visits and scope decisions through content build-out, engagement, and training. In addition to install experience, she has years of experience in post-live support areas such as troubleshooting, maintenance/keep the lights on activities, optimization/enhancement, rollouts to additional institutions, and upgrades. This consultant formerly worked at Epic on the Orders team as a Project Manager on a primarily Epic Systems Corporation-built implementation for a Midwestern integrated delivery network. She has served as a build analyst and Order Set lead for a Midwestern children's hospital, co-upgrade orders team lead for two upgrade implementations at an academic medical center on the West Coast, and Refuel and Upgrade Integrated Project Manager at a West Coast community hospital. Most recently, she joined a community hospital for technical dress rehearsal and big bang go-live. Her additional credentials and experience in business administration, process engineering, and project management ensure she will recognize and comprehend the needs of end-users, managers, and administrators. She is patient with end-users and passionate about knowledge transfer.

 

 

*Inpatient Clinical and Beacon Analyst- Managed Services
Years of Experience: 13
Verona, WI
Certifications

EpicCare Inpatient Order  |  EpicCare Ambulatory  |  EpicCare Inpatient Clin Doc  |  Beacon  |  HOD  |  Resolute Hospital Billing  | Research

Recent Engagements
  • Collaborate with Reporting team to identify training needs for an integrated delivery network 

  • Create SQL views to support internal reporting needs

The Rundown

This consultant is a versatile technical professional who has experience in both inpatient and outpatient workflow analysis and technical build. As a systems analyst at an academic hospital system, she developed an interest in the clinical side of the house and has worked with varied departments and clinicians on workflow analysis to elicit requirements for the build of the Epic system. Before that, she was an Epic software developer on the Resolute Hospital Billing team where she was directly involved in the development of many pieces of functionality in use today at many customer sites across the country. She has become known as an outside of the box thinker who can come up with creative solutions for unusual system build requests.

 

 

Inpatient Instructional Designer
Years of Experience: 8
Washington, IL
Certifications

Clin Doc  |  Orders  |   ASAP 

 
Recent Engagements
  • Test Out Curriculum Design Specialist at a West Coast academic medical center

  • Principal Trainer at an academic medical center in the South

The Rundown

This consultant is a multi-certified Epic instructional designer with more than eight years of experience developing and delivering training in the Epic space. As a Registered Nurse with over 25 years of clinical experience, she is able to offer real-life scenarios and best practice build suggestions that will connect with end-users while keeping patient safety and care as a primary concern. In addition to her experience with environment build, curriculum development, and classroom training, This consultant is also an expert in training project management and designing assessments.

 

 

*Inpatient Specialist – Managed Services
Years of Experience: 5
Seattle, WA
Certifications

Orders  |  Clin Doc  |Security  |  Order Transmittal  |  ASAP  | HOD

Recent Engagements
  • Orders Analyst at a community health system in the Midwest

  • Change Control Analyst Support at and East Coast academic medical center

The Rundown

This consultant is a former Project Manager at Epic with twelve years of success leading various Epic-related endeavors and initiatives. He possesses deep cross-application and technical knowledge and provides strategic input on cross-team integration points.  In his most recent engagement, he served as the Epic Program Manager for all Epic clinical applications, and also developed the foundational program structure of a West Coast community hospital's Community Connect project.  During his time at Epic, this consultant successfully led eight hospitals through inpatient workflow optimization and design followed by system build and end-user validation. He is a proven leader and an ambitious and creative problem solver with extensive experience managing complex teams and projects.

 

 

*MyChart and Ambulatory Analyst - Managed Services
Years of Experience: 4
Nashville, TN
Certifications

MyChart  | EpicCare Link  |  Ambulatory  |  Kaleidoscope  |  Nurse Triage   | Phoenix

Recent Engagements
  • Custom integration between MyChart and existing patient portal at a Southern academic medical center

The Rundown
This consultant is a former Epic employee with over 3 years in the Epic space. She was highly involved at analyzing a Southern academic medical center's existing practices to determine which patient scheduling features to implement within MyChart. She is familiar with results release workflows and strategy, experienced in all types of questionnaires including history, and implemented shared notes while at a Southern academic medical center. Her references praised her abilities, and one stated "She is bright and shows reliability and commitment in the projects she owns.  Her personality is collaborative and welcoming which allows her the opportunity to work in a variety of settings with success."

 

 

Orders Analyst
Years of Experience: 10
Madison, WI
Certifications

Clin Doc  |  Beaker CP  |  Orders  |  Order Transmittal 

Recent Engagements
  • Orders Analyst at an academic medical center

The Rundown

This consultant is a skilled Orders Analyst, with over 10 years in the healthcare industry. During her time at Epic she worked on the Inpatient team, but very closely with Beaker. She has experience with results review build, result report configuration, patient summary report configuration, lab-based order transmittal setup, clinic collect/lab collect workflows, and EAP configuration for interfaced lab tests as well as Beaker lab tests. While at Midwestern community health system, she assisted with the clinical review of the inpatient and non-med build modifications and focused entirely on order sets. She held meetings with providers, nurses, and various therapy areas for each specialty group to talk through their order set content, discuss modifications, and requirements with the clinicians, and then send out draft copies once build was complete. Erica brings a strong work ethic, communications skills, and time management abilities to any project she works on.

 

 

Radiant Analyst
Years of Experience: 5
Salt Lake City, UT
Certifications

RadiantCupid 

Recent Engagements
  • Radiant Analyst at an academic medical center on the East Coast

  • Senior Radiant Analyst at a Mid West academic medical center

The Rundown

This consultant has five years of clinical experience within Radiology and an additional four years working as a certified Radiant Analyst. Through her clinical exposure and Epic expertise, she has an excellent understanding of radiology workflows and the associated design and build in Epic. This consultant has a firm grasp on the integration points within Epic and is able to provide valuable insight and input into matters during an implementation. she is a dedicated leader and project manager, providing the knowledge and experience needed for executing successful go-lives. She quickly establishes meaningful professional relationships and would make an outstanding addition to any team implementing, supporting, or optimizing Epic.

 

 

*Radiant and Cupid Analyst – Managed Services
Years of Experience: 9
Nixa, Missouri
Certifications

Radiant  |  Cupid |  Cadence 

Recent Engagements
  • Double upgrade at a Southern integrated delivery network

The Rundown

This consultant is a skilled Radiant and Cupid Analyst with over 33 years in the healthcare industry as a Sonographer and CT Technologist. She has a clear and thorough understanding of the different clinical workflows that use Radiant, Cupid, and Cadence such as ordering, scheduling, clinical documentation, voice recognition integration, and PACs integration. She supervised the implementation of Radiant across 23 hospitals in 4 regions while at an East Coast integrated delivery network, and most recently assisted a Southern integrated delivery network through their double upgrade of Cupid. Her references praise her technical abilities, and strong collaboration with end-users.

 

 

Radiant and Cupid PT/ID
Years of Experience: 5
Rockford, IL
Certifications

Radiant  |  Cupid   

Recent Engagements
  • Radiant Principal Trainer at an academic medical center in the Midwest

  • Senior Instructional Designer at an East Coast community health system

The Rundown

This consultant is a Senior Epic Radiant and Cupid Certified PT/ID with an extensive healthcare background looking to assess current processes, participate in workflow design and build, as well as organize, plan, and implement the needs of an organization to enhance professional knowledge and improve performance.  She is skilled in the areas of workflow and gap analysis, testing, mammography, and interventional and procedural areas including Interventional Radiology and Cardiac Catheterization departments. She is able to join a project at any stage, assess risks, and develop materials and build in an efficient and timely manner. This consultant is experienced in Epic functionality, including Training Environment/Master Patient build, Workflows and Worklists, SmartTools, Reporting Workbench, Workstation configuration, Procedure (EAP/ORP), Visit Type (PRC), Department (DEP), Provider (SER), Pool (PLS), Scheduling Templates, Supply (SUP/EAP), Question/Questionnaire (LQL/LQF), User Record (EMP), Security Classes (ECL), Navigators (LVN), Workflow Engine Rules, and Category Lists.

 

 

Revenue Cycle Experts

*Access Analyst - Managed Services
Years of Experience: 5
South Point, OH
Certifications

Cadence  |  Grand Central ADT  |  Welcome 

Recent Engagements
  • Access Analyst at a children's hospital in the Mid West

  • Cadence, Welcome, Referrals, and Televox Analyst at Mid West community health system

The Rundown

This consultant is a seasoned Access analyst, with over eight years of experience supporting Cadence, Welcome, Prelude and Grand Central. Beginning as an Epic end-user, she quickly transitioned into an analyst for King’s Daughters Medical Center where she helped build and provide on-going support for Cadence, ADT, and Prelude. Since, she has served four additional clients in a consulting capacity; helping them through new implementations, appointment conversions, go-lives, training, and troubleshooting. This consultant has extensive experience with all things Cadence, including the build and maintenance of the Welcome module. In addition, she has helped her clients build out Prelude, setup and troubleshoot Televox, plan for and support Community Connect rollouts, and streamline security for all Access applications. She’s a charismatic, personable and well-rounded analyst who would make an incredible addition to any client team looking for Epic Access guidance and support.

 

 

Access Analyst/Lead
Years of Experience: 7
Dallas, TX
Certifications

Cadence  |  Grand Central ADT  |  Radar  |  Welcome  |  Referrals  |  Prelude

Recent Engagements
  • Access Lead at an academic medical center on the East Coast

  • Senior Access Consultant at a community health system on the West Coast

The Rundown

This consulant is a former Epic employee with seven years of experience working with Epic’s Access applications as a senior analyst and project manager. She began her career at Epic working specifically with Cadence, Prelude, and ADT and specializes in leading appointment conversions, hardware testing, referrals, the Provider masterfile, security and facility structure. Since leaving Epic, she served as a Revenue Cycle project manager where she advised the product design, development, and management of several different applications and has helped several clients with their Access implementations as an applications consultant. Her solid analyst background combined with her natural knack for leadership allows her to wear many hats within an Epic project – and she wears them well! Her references consistently spoke to her incredible work ethic and attention to detail; one reference even stating “if there is something that can be done in Cadence or ADT, she knows it.” This consultant would be an excellent addition to any team needing guidance on the implementation of Epic’s Access products.

 

 

*Access Specialist – Managed Services
Years of Experience: 12
Batavia, OH
Certifications

Cadence  |  Welcome

Recent Engagements
  • Cadence, Access, and Grand Central Support Analyst at a Midwest children’s hospital

  • Go-live Support consultant at an integrated delivery network in the Southwest

The Rundown

This consultant is an experienced Epic applications analyst with focus access and a strong training background. She is certified in Epic Cadence and Welcome and is current with the New Version Training. She possesses extensive experience with implementations in Epic's Cadence application, Referrals, as well as experience with upgrade support in versions 2015 and 2017. She proactively identifies issues and solve problems independently, as well as working within a team setting. 

 

 

Claims and Professional Billing Analyst
Years of Experience: 8
Seattle, WA
Certifications

Claims  |  Resolute Professional Billing  |  Resolute Hospital Billing  |  Grand Central ADT  |  Prelude  |  Tapestry 

Recent Engagements
  • Claims Consultant for Rural Health and Provider Based Billing at a community health system in the Midwest

  • Claims Consultant at an academic medical center on the West Coast

The Rundown

This consultant is a former Epic Claims Technical Services (TS) employee with over eight years of Epic experience. She is one of those rare individuals who can troubleshoot technical issues and write cache code, but also understand and optimize revenue cycle operational workflows. This consultant has deep experience with the Epic Claims module across both Hospital Billing and Professional Billing. Jessica’s clients rave about her ability to think through complex problems and implement solutions quickly. She also has experience with many Epic upgrades and understands how to leverage new Epic functionality to automate processes and enhance workflows.

 

 

HIM Analyst
Years of Experience: 9
Providence, RI
Certifications

HIM   Hospital Billing 

Recent Engagements
  • HIM Analyst at an academic medical center

The Rundown

This consultant is an operations manager and team coordinator specializing in HIM Hospital Coding. As the leader of a small team during implementation, his well-rounded skills were essential for both leading the project and completing all hospital-based coding. An energetic and engaged leader, this consultant enjoys the process of working with analysts and end users to troubleshoot and improve the system. His references praised his ability to communicate at all levels of the organization to guide his projects to an on-time completion.

 

 

Hospital Billing Analyst - A
Years of Experience: 16
Wind Lake, WI
Certifications

Hospital Billing  |  Professional Billing

Recent Engagements
  • Hospital Billing analyst at an integrated delivery network in the Midwest

The Rundown

This consultant is a seasoned healthcare IT professional with over 26 years’ experience in the information technology realm, with 16 of those years spent working in Epic’s billing applications. In addition to being a well-rounded Hospital Billing analyst, she specializes in charge conversion, general ledger, system automatic actions, and vendor extract build. She has been involved in complex projects including bringing new hospitals onto an existing instance under a new service area, and has served as a team lead, project manager, and trainer. This consultant possesses a great work ethic, positive attitude, excellent communication to all levels of management, superb technical skills, and natural soft skills that promote team growth, motivation, and adaptability. She firmly believes that her goal with every client is to impart knowledge to the team and organization which will enable them to stabilize quickly.

 

 

Hospital Billing Analyst - B
Years of Experience: 17
Houston, TX
Certifications

Hospital Billing  |  Single Billing Office  | Charge Description Master

Recent Engagements
  • Go-Live Management Support at an integrated delivery network in the Midwest

  • Senior HER Application Analyst at an academic medical center in the South West

The Rundown

This consultant is a skilled Epic HB analyst with 22 years of healthcare experience specializing in hospital billing and charging.  He is knowledgeable with the CDM and has been a charging team lead with advanced Epic experience in CDM consolidation, charge and fee schedule build, charge testing, and troubleshooting throughout build, go-live, support, optimization, and upgrade activities.  His other areas of expertise related to charging include hospital general ledger and cost center assignment build.  In addition, this consultant has led a cross-application charging workgroup and facilitated multiple meetings with organizational charging stakeholders on a regular basis.

 

 

Hospital Billing Analyst – Managed Services - A
Years of Experience: 5
Denver, CO
Certifications

Resolute Hospital Billing  |  MyChart

Recent Engagements
  • Remote HB Analyst at a community health system on the West Coast

  • Remote HB/Claims Analyst at a Midwest community health system

The Rundown

This consultant is a former Epic implementer with eight years of experience working with Epic’s Hospital Billing application. Prior to joining Bluetree’s Remote Solutions team in 2017, he worked with several clients as a senior consultant helping to guide and influence their implementations. He is specifically well-versed in dashboard review and CFB reduction, charging and CDM build and workflows, and enjoys working with customer teams to solve complex issues. His references consistently spoke to his ability to jump in head first, get creative, and help his team find solutions.   

 

 

Hospital Billing Analyst – Managed Services - B
Years of Experience: 14
Evergreen, CO
Certifications

Resolute Hospital Billing  |  Benefits Engine  |  Grand Central ADT |  Resolute Professional Billing  | Prelude  |  Cadence 

Recent Engagements
  • Remote Solutions Analyst at an academic medical center on the East Coast

  • Independent Consultant for Hospital Billing, Optimization, and Special Projects at a West Coast community health system

The Rundown

This consultant is a former Epic employee with 13 years of experience working with Epic’s Revenue Cycle applications. Starting as a Professional Billing and Prelude trainer at Epic, she quickly transitioned into analyst roles after leaving. Since, she has served five different clients as an independent consultant helping to implement and optimize Hospital Billing, Professional Billing, and Claims. She has spent the last several years working remotely for West Coast community health system, completing special projects and working with their team to optimize build. With her background varied background in many different roles, this consultant brings a unique mix of mentorship, project management, and application knowledge to any client she works with.

 

 

*Hospital Billing and Professional Billing Analyst – Managed Services
Years of Experience: 14
Maple Valley, WA
Certifications

Resolute Hospital Billing |  Resolute Professional Billing

Recent Engagements
  • Resolute Hospital and Professional Billing Contracts Analyst at Midwest community hospital

  • Resolute Hospital and Professional Billing Contracts Analyst at an integrated delivery network on the East Coast

The Rundown

This consultant is an experienced Healthcare IT professional with a proven track record in all things Epic Revenue Cycle related. He has experience with Epic implementation, issue resolution, optimization, maintenance, training, and staff mentoring, and has worked with almost 20 different Epic healthcare organizations over the last 14 years. Although this consultant has experience with a large variety of HB and PB build items, he is widely regarded as a Professional Billing contracts expert.

 

 

*Professional Billing Resolute Analyst- Managed Services
Years of Experience: 11
Portland, OR
Certifications

Resolute Professional Billing Administration |  Resolute Professional Billing Claims Administration  |  Resolute Professional Billing Electronic Remittance

Recent Engagements
  • PB Claims Specialist consultant at an academic medical center on the West Coast

  • PB Analyst consultant at a community health system in the Midwest

The Rundown

This consultant exceeds expectations. She is a senior level Epic analyst that has a deep understanding of daily operations and revenue cycle. This has enabled long-lasting client relationships. She excels at quickly reducing outstanding build and ticket volume and mentoring other analysts. She has extensive experience in both Professional Billing and Claims and is excited to pursue an opportunity where she can be involved in either or both applications.

 

 

*Revenue Cycle Analyst- Managed Services
Years of Experience: 5
Denver, CO
Certifications

Resolute Claims | Resolute Professional Billing | Single Billing Office | Remittance | Welcome | Prelude | MyChart | Grand Central ADT | Cadence

Recent Engagements
  • Assisted in stabilization and optimization of the Professional Billing application at an academic health system

  • Modified credit automation to improve transaction matching and out of control credit volumes at an academic health system

The Rundown

This consultant is an experienced Epic revenue cycle professional with active 2017 certifications in Professional Billing, Claims, and Remittance. He is an expert at updating claim formatting settings via CDF, ABF, and FDF records as well as building and testing claim edits. He has completed numerous workqueue routing projects by updating claim edit, follow-up, credit, and charge review workqueues. He is experienced with remittance processing, payment/charge matching, and many batch jobs and utilities. In addition, he has managed third party relationships including claim scrubbers, clearinghouses, and banks.

 

 

Revenue Cycle and Reporting Analyst
Years of Experience: 6
Columbus, OH
Certifications

Professional Billing 

Recent Engagements
  • Reporting Liaison at an academic medical center

  • Senior Revenue Cycle Consultant at an academic medical center

The Rundown

This consultant is an expert in Professional Billing, worked in Technical Services at Epic for four years, and has focused on advanced analytics for two years in his most recent position. During his time at Epic, he regularly helped his clients with extract setup in anticipation of their go-lives. Leaving Epic, he earned his Master of Business Administration degree, focusing on quantitative analytics including forecasting, data mining, and advanced statistics classes. In a recent project in the insurance industry, this consultant linked sales calls to outcomes by gaining a deep understanding of multiple data sets, working with IT to resolve data issues, using statistical techniques to fill in gaps in the data, and integrating the results with decision-oriented data products. While at Epic, he worked with an east coast children's hospital to deliver a special set of reports for use by a third-party vendor. He worked closely with end-users to collect requirements, translating them into Epic terminology, and lining up/performing report development. His references praised his technical chops in Epic and credited him with seeing their projects through to a successful completion.

 

 

Revenue Cycle and Access Instructional Designer
Years of Experience: 3
San Diego, CA
Certifications

Grand Central   |  Prelude Cadence 

Recent Engagements
  • Principal Trainer and Instructional Designer at an integrated delivery network

The Rundown

Amy Brenner is a talented training professional with more than three years of experience training in healthcare settings. For the past two years, Amy focused on implementing the training program for Grand Central ADT at an integrated delivery network on the west coast. During her time as an Education Program Manager, she collaborated with internal stakeholders to develop workflows, create curriculum, and prepare credentialed trainers for the classroom. Amy’s references remark on her commitment to quality outcomes and her deep level of care for the success of her training programs.

 

 

Revenue Cycle Project Manager and Analyst
Years of Experience: 7
Madison, WI
Certifications

Cadence  |  Grand Central ADT  |  Prelude  |  Referrals  |  Welcome 

Recent Engagements
  • Cadence and SER Analyst for an integrated delivery network in the Midwest

  • Senior Patient Access Business Analyst at a community health system

The Rundown

This consultant is a Project Manager/Business Analyst who successfully implements software applications for hospital systems nationwide, working under tight timelines and budget to deliver quality system build, obtain leadership buy-in, and improve workflow efficiencies. Her strong leadership, organizational, and analytical skills contribute to successful integrated solutions and quality deliverables for the customer.

 

 

Tapestry and Referrals Analyst
Years of Experience: 9
Pasco, CA
Certifications

Tapestry

Recent Engagements
  • Tapestry Referrals Application Coordinator at an integrated delivery network based on the westcoast

  • Quality Assurance/Software Tester at Epic

 
The Rundown

This consultant is a Tapestry analyst and former Quality Assurance Engineer at Epic with over seven years of experience in Tapestry model system build.  In her most recent role as a Tapestry Referrals Application Coordinator at an integrated delivery network, she performed Tapestry workflow design and build focused on workqueues, In Basket, letters and notifications, user security, Reporting Workbench, and Radar Dashboards.  While at Epic she was responsible for multiple projects covering many areas of Tapestry including Claim Referrals, Claim workflows, Benefits Engine, General Ledger, and Premium Billing.  Within Referrals, this consultant has expertise in claim referral matching, auto status assignment, workqueues, templates, provider steering, provider network levels, and notifications, including letters and 278N.  An accomplished mentor experienced in translating customer needs into the Epic system, this consultant has been described as an absolute Tapestry expert whose build is always comprehensive.

 

 

Testing Coordinator
Years of Experience: 6
Milwaukee, WI
Certifications

Tapestry  |  Rover  | Clin Doc

Recent Engagements
  • Testing Coordinator/PM at a West Coast health insurance company

  • Quality Assurance Analyst at Epic

The Rundown

This consultant is a former Quality Assurance Analyst at Epic with over six years of experience creating processes for testing intricate software development projects. In her most recent role at a West Coast health insurance company, she coordinated all testing activities prior to go-live for  memberships and claims system for a Medicare Advantage client.  She also developed all processes for post-live testing, including regression, scripts, upgrade testing policies, and open enrollment periods. While at Epic, she managed a five-member team and was responsible for designing test plans, advising developers of system defects, managing project timelines, and conducting usability testing with end-users. Her work at Epic spanned both revenue cycle and inpatient applications, including Hospital Billing, Tapestry, and Clin Doc. Her references praise her deep knowledge of Epic and systematic approach to testing, with one of her references saying of Stephanie that “If I could pick my coworkers, Stephanie would be my #1 choice.”

 

Technical Experts 

 

Client Systems Administrator
Years of Experience: 6
Phoenix, AZ
Certifications

Client Systems

Recent Engagements
  • Windows Server Administrator and ECSA Analyst at a Midwest community hospital

The Rundown

This consultant is a dynamic and seasoned Epic Client Systems Administrator (ECSA) with significant Citrix experience and over 10 years of systems support, application deployment, and project management experience. He supported Epic go-lives and upgrades in his work as an ECSA with a Midwest community hospital, an international HCO, and a community health system in the midwest. His recent work has included a focus on network administration, software installation and support, and hardware maintenance. His references applauded his communication skills and described him as a “great technical resource” and “great source of institutional knowledge.”

 

 

IT Operations Expert
Years of Experience: 23
Sparks, NV
Certifications

Cache  |  ETL Admin  | Cogito Chronicles  |  Universe

Recent Engagements
  • Technical Advisor and Cache DBA/ODBA at a Midwest community hospital

  • Clarity and Caboodle Administrator at a community health system

The Rundown

This consultant is an IT operations expert who has led multiple implementation and upgrade projects. In his most recent role, he advised a community hospital on environment management and configured their data courier interfaces as they became an independent organization. With significant people and project management experience, this consultant is adept at analyzing diverse information, identifying and fostering talent, and making decisions to respond to and drive change. As one reference said, "He and I worked on projects where the answer prior to him working on it was ‘it can't be done.’ He thinks out of the box and applies his skills to create solutions to problems."

 

 

Technical Project Manager
Years of Experience: 11
Tucson, AZ
Certifications

Bridges Interfaces Identity 

Recent Engagements
  • Interface Analyst at a Midwest community hospital

  • Interface Remote Support Analyst at Midwest community hospital

The Rundown

This consultant is an experienced technical project manager, interface engineer, and software developer with 10+ years of success implementing and supporting complex healthcare software systems. During his seven and a half years at an academic medical center, he completed numerous client interface and conversion projects and supported every aspect of HL7 interfaces from software design and development to quality assurance, customer support, and implementation. As a Bridges certified analyst, this consultant served as the sole in-house resource for interface support in his recent work with a Midwest community hospital. He also coordinated activities of third-party vendors, in-house analysts, and Epic Bridges TS in this role. His references not only touted his impressive technical skill set, but also applauded his communication abilities, attention to detail, and great attitude. This consultant constantly challenges himself to grow technically and is quick to master new skills. Whether performing in an analyst or lead role, he adds immense value to any team he is a part of with his technical knowledge and collaborative approach.