Clinical Training Specialist

Purpose

This role plays a key part in onboarding, developing, and supporting staff through the creation of training materials and hands-on training with a focus on utilization management and care management systems, including Jiva and other clinical information systems.

The person selected for this role will be located in the Pacific or Mountain time zones within the United States.

Key responsibilities include:

• Develop and implement training, provide hands-on training for clinical and non-clinical staff including staff demonstration of workflow processes and utilization of the care management system.
• Lead training initiatives for the team in collaboration with leadership.
• Orient and onboard new staff to the CM team through hands-on training and supportive training tools.
• Provide ongoing support to directors and managers by addressing training needs based on identified performance issues.

Education

• Nursing degree, Healthcare Administration, or a related clinical healthcare field (preferred)
• AA degree in an allied health professional field (required)
• Certifications

Licensure:

• Registered Nurse (RN) or Licensed Vocational Nurse (LVN) license (preferred) can be active or non-active but must be in good standing.
• Allied health professional background (PT/OT/SLP etc.) (minimum requirement).
• IQCI Certification (preferred but not required).

Years of Experience

• Minimum 5 years of experience in healthcare delivery or medical management
• At least 5 years of experience in utilization management or related medical management roles
• Minimum 2 years of experience in staff training, education within healthcare.
• Experience with clinical systems (e.g., Jiva, Epic, InterQual/MCG) and utilization management required.

Specialized Knowledge, Skills and Abilities and/or Competencies

• Strong knowledge of healthcare operational and clinical workflows
• Proficient in clinical information systems and care management platforms, especially Jiva
• Deep understanding of utilization management principles, medical necessity criteria, and review methodologies (prospective, concurrent, and retrospective)
• Familiarity with Lean, Six Sigma, or other process improvement methodologies
• Excellent communication skills, with the ability to facilitate training on complex concepts clearly to diverse audiences.
• Proficient in Microsoft Office Suite (Excel, Word, PowerPoint, SharePoint, Visio)
• Skilled in virtual collaboration tools (Teams, Zoom)
• Strong time management, planning, and organizational skills
• Comfortable working both independently and collaboratively in fast-paced environments
• Strong written, verbal communication skills and interpersonal skills.
• Ability to handle more challenging and/or complex requests

Typical Job Duties and Responsibilities

• Provide new and current employees with training on processes and systems.
• Develop and maintain comprehensive training materials and training schedules, including process documentation, policies, procedures, workflows, and presentation content to support staff development and onboarding.
• Create standard tools and resources that support ongoing training initiatives, ensuring consistency across teams and alignment with organizational goals.
• Support process improvement and change management efforts by providing clear, up-to-date educational content that reflects best practices and system enhancements.
• Collaborate with Care Management leadership and training partners to develop a standardized, department-wide training program, including continuing education opportunities (CEUs), while providing ongoing feedback on staff needs and opportunities for improvement.
• Develop and deliver comprehensive training on clinical criteria and guidelines, including the application and interpretation to ensure staff are equipped with the knowledge and skills necessary for accurate clinical decision-making and compliance with healthcare standards.
• Track and report on key training and performance metrics to inform future training initiatives.
• Support the training and operational readiness (ORT) of clinical information systems by providing training to users and ensuring effective system utilization.

• Occasional travel to contract team sites to facilitate training sessions