Capacity Management Advisor

Lead specialty specific initiatives to optimize patient access, ambulatory capacity, and provider schedule utilization across multiple service lines. Serve as a strategic partner and access expert in operational, clinical, and executive leadership to improve access performance in alignment with division-specific and organizational board-level access goals.

The Advisor drives data-informed decision-making and access innovations through the development of specialty specific digital access strategies, scheduling workflow optimization and decision tree design, testing of build and ongoing optimization throughout programmatic growth and changes by improving patient throughput, and scheduling accuracy, efficiency, and effectiveness. This role enhances both patient and provider experience while supporting sustainable access and capacity management across ambulatory and radiology services.

• Partner with administrator and operational leaders, specialty Medical Directors, operational directors, clinic managers, and IT teams to design and optimize provider templates, auto-search functionality in Epic, scheduling decision trees and patient self-scheduling workflows
• Work in tandem with operational and clinical leadership partners in ambulatory and ancillary practices to ask clarifying questions to understand the WHY to get to root cause of what the provider or practice wants to accomplish from the providers template. Ensuring that provider templates are aligned with specialty specific access expectations
• Evaluate clinical appropriateness, access impact, and operational readiness for expansion of self-scheduling capabilities
• Continuously evaluate the expansion of self-scheduling capabilities and implementing new Epic technology
• Develop governance and decision frameworks that balance patient convenience with clinical safety and scheduling integrity
• Analyze complex access, capacity, and scheduling data to identify trends, performance gaps, and opportunities for specialty specific optimization
• Develop and present data-driven insights and recommendations to operational, clinical, and executive leaders to support decision-making

Demonstrated understanding of how provider template design influences access to care and overall capacity, including effective template strategy (session limits, held time, and unavailable time) and ensuring alignment with Specialty Specific Access Expectations.

Continuously monitor scheduling pathway performance, including decision trees and self-scheduling logic, and recommend targeted refinements to improve appointment accuracy, reduce leakage and rework, optimize capacity utilization, and enhance the patient experience.

Major Capacity Management Project Completion Rate

Measures the organization's ability to deliver planned, enterprise-priority Access initiatives on time and within approved scope to support strategic access, capacity, and patient experience objectives.

Percentage of approved Major Access Projects completed within the fiscal year, meeting defined scope, timeline, and success criteria.

(Number of Major Access Projects completed on time and within scope ÷ Total number of approved Major Access Projects for the year) × 100

≥85-90% of 4-8 Major Access Projects completed annual

• Project delivered by agreed milestone or fiscal year-end
• Scope objectives achieved and validated by executive sponsor
• Operational handoff completed
• KPI impact defined or realized
• No unresolved high-risk issues impacting Access performance

• Experience leading ambulatory access or capacity management/scheduling initiatives in a multi-specialty environment
• Experience presenting…