Credentials Trainers​/Patient Merger Specialist; EPIC)

Duration: 8 Months
Work Hours: Pacific Time (PST)

This is a 100% remote opportunity.

CTG is seeking experienced Credentialed Trainers with a clinical background to support a major Epic implementation project. These consultants will play a critical role in ensuring the accuracy and integrity of patient records by performing and validating patient merges leading up to go-live.

This position is ideal for clinicians who have Epic experience, strong attention to detail, and a thorough understanding of patient identification, registration, and chart management workflows. Consultants will work closely with HIM, registration, operational, and Epic teams to identify, evaluate, and merge duplicate patient records in preparation for a successful system go-live.

• Review and validate potential duplicate patient records.
• Perform patient merges according to established organizational policies and procedures.
• Research and resolve discrepancies within patient demographic and registration data.
• Ensure patient record integrity and support enterprise master patient index (EMPI) cleanup efforts.
• Work collaboratively with HIM, registration, ambulatory, inpatient, and project teams.
• Follow Epic patient identity management and duplicate record workflows.
• Document merge activities and maintain audit compliance.
• Escalate complex patient identity issues when appropriate.
• Support data quality initiatives leading up to Epic go-live.
• Participate in project meetings, status updates, and training sessions.
• Assist with user education related to patient identity best practices as needed.

• Epic Credentialed Trainer (CT) status required.
• Clinical background required, including one of the following:
  • Registered Nurse (RN)
  • Licensed Practical Nurse (LPN)
  • Medical Assistant (MA)
  • Respiratory Therapist (RT)
  • Allied Health Professional
  • Other relevant clinical experience
• Experience performing patient merges within Epic.
• Understanding of patient registration, scheduling, and patient identity management workflows.
• Strong knowledge of duplicate record identification and resolution processes.
• Experience supporting Epic implementations, upgrades, or optimization projects.
• Exceptional attention to detail and data accuracy.
• Strong communication and organizational skills.
• Ability to work independently in a remote environment.

• Epic Ambulatory, Cadence, Prelude, Grand Central, or HIM experience.
• Experience supporting large-scale Epic go-lives.
• Prior experience with chart correction, patient identity management, or EMPI initiatives.
• Experience working with hospital and ambulatory patient access teams.
• Previous training or end-user support experience.

• Epic Patient Merge Workflows
• Duplicate Medical Record Resolution
• Patient Identity Management
• Registration and Scheduling Processes
• Data Integrity and Data Quality
• HIM Operations
• Clinical Workflow Knowledge
• Problem Solving and Investigation
• Documentation and Compliance
• Remote Team Collaboration

• Role: Credentialed Trainer / Patient Merge Specialist
• Project Focus: Patient record cleanup and patient merges before Epic go-live
• Location: 100% Remote
• Duration: Through go-live and stabilization
• Hours: Full-time preferred; part-time candidates may be considered based on experience

The ideal candidate is a Credentialed Trainer with a clinical background who has hands‑on experience performing patient merges within Epic. They are highly detail‑oriented, understand the importance of patient identity integrity, and can help ensure the organization's patient records are accurate and prepared for a successful go‑live.

Excellent verbal and written English communication skills and the ability to interact professionally with a…