Sr Epic Referrals Analyst - Remote

Senior Epic Referrals Analyst

About the Organization

Our client is a nationally recognized healthcare services organization that partners with hospitals, health systems, and physician groups to improve operational performance, financial outcomes, and patient experiences. With a strong focus on innovation, continuous improvement, and technology-enabled solutions, the organization supports healthcare providers across the country in optimizing critical business and clinical operations.

The organization fosters a collaborative and client-focused culture where employees are empowered to solve complex challenges, deliver measurable results, and drive meaningful improvements for healthcare organizations. Professionals joining the team will have the opportunity to work directly with healthcare leaders, contribute to strategic initiatives, and support transformative technology programs that impact patient care and operational excellence.

Position Summary

We are seeking an experienced Senior Epic Referrals Analyst to serve as a trusted advisor and technical resource for healthcare organizations seeking to optimize their referral, authorization, and care coordination workflows within Epic. This position focuses on Epic Referrals build, workflow optimization, system enhancements, issue resolution, and ongoing support of patient access and specialty care operations.

The ideal candidate will have extensive hands-on experience with Epic Referrals and related Patient Access applications, a passion for process improvement, and the ability to work directly with client stakeholders to deliver solutions that improve referral management, care continuity, operational efficiency, and the overall patient experience.

Essential Responsibilities

Epic Referrals Support & Optimization

• Analyze, design, configure, test, and support Epic Referrals application build and enhancements.

• Evaluate current referral and authorization workflows and identify opportunities to improve operational efficiency and patient access.

• Serve as the lead analyst for Referrals-related issues, optimization initiatives, and enhancement requests.

• Develop recommendations that align Epic functionality with referral management and care coordination best practices.

• Partner with operational and technical stakeholders to implement workflow improvements and system enhancements.

• Optimize referral workqueues, scheduling integration, authorization workflows, provider routing rules, and referral tracking processes.

• Support initiatives focused on improving referral conversion, reducing leakage, and enhancing continuity of care.

System Build, Testing & Change Management

• Perform Epic build and configuration activities following established change control processes.

• Create and maintain workflow documentation, build specifications, and decision documents.

• Participate in integrated testing, user acceptance testing (UAT), system upgrades, and implementation activities.

• Troubleshoot application issues and coordinate resolutions with internal teams and Epic resources.

• Manage support tickets and prioritize issue resolution to meet client expectations.

Client Engagement & Consulting

• Act as a subject matter expert for Epic Referrals and authorization workflows.

• Facilitate requirements gathering sessions and stakeholder meetings.

• Communicate project status, recommendations, and system impacts to client leadership and operational teams.

• Educate end users and leadership on Epic best practices and system functionality.

• Support implementation, optimization, and continuous improvement initiatives.

• Collaborate with patient access, specialty care, scheduling, and referral management teams to drive workflow improvements and operational excellence.

Required Qualifications

• Active Epic Referral Administration Certification (verification required).

• Minimum 4 years of recent Epic Referrals experience.

• Hands-on Epic build, support, optimization, and enhancement experience.

• Strong understanding of referral management and patient access workflows, including:

  • Internal referrals

  • External referrals

  • Insurance authorizations

  • Referral workqueues

  • Specialty scheduling workflows

  • Care coordination processes

  • Provider routing and referral tracking

• Experience gathering business requirements and translating operational needs into Epic solutions.

• Strong analytical, problem-solving, and troubleshooting skills.

• Excellent communication and interpersonal skills with proven client-facing experience.

• Ability to work independently while managing multiple priorities and deliverables.

• Ability to travel approximately 25% (typically one week per month, based on client needs).

Nice to Have Qualifications

• Epic Prelude Administration Certification

• Epic Cadence Administration Certification

• Epic MyChart Administration Certification

• Epic implementation and optimization experience

• Experience with referral leakage reduction initiatives

• Experience with workflow redesign and performance improvement initiatives

• Experience supporting ambulatory and specialty care operations

• Experience working with healthcare operational leadership and cross-functional teams

• Consulting experience supporting multiple healthcare organizations

Success in This Role

The successful candidate will:

• Demonstrate deep expertise in Epic Referrals and authorization workflows.

• Identify opportunities to improve referral management, care coordination, and patient access.

• Build strong relationships with client stakeholders through effective communication and collaboration.

• Deliver scalable solutions that improve referral conversion, authorization efficiency, scheduling outcomes, and continuity of care.

• Support healthcare organizations through ongoing optimization efforts, upgrades, and Epic initiatives.

• Help clients improve key access and referral metrics, including referral completion rates, authorization turnaround times, referral leakage, and specialty care access.

Hiring Process

• Initial interview (30-45 minutes)

• Panel interview with 3-4 team members

• Comprehensive background screening process