EHRS Trainer

What We Offer

• The initial compensation for this position ranges from $, to $, annually.
• Salary is dependent on commensurate experience above the minimum qualifications for the role and internal equity considerations.
• The salary may also vary if you reside in a different location than the location posted.
• Bilingual Stipend contingent upon Bilingual assessment completion.

Benefits We Offer

• Benefits eligibility starts on day ONE!
• We Offer Comprehensive Medical, Dental & Vision benefits, Voluntary Life Insurance, Flex Spending, Health Savings Account, EAP, and more!
• Employer Paid Long-Term Disability & Basic Life Insurance
• K Employer Match up to %
• Competitive Time Off Plans (may vary by employment status)
• Employee engagement and advocacy opportunities to advance our justice, equity, diversity, and inclusion agenda across our Agency and throughout the communities we serve.

Who We Are

Pacific Clinics is the leading community-based nonprofit provider of mental health and substance use disorder services. For over years, we have offered high-quality behavioral health, educational and support and social services at no cost to the individuals and families we serve. Reaching more than , Californians each year, Pacific Clinics offers hope through culturally responsive, trauma-informed and research-based care.

Who We Serve

Pacific Clinics offers comprehensive behavioral health services, support and social services and education services to individuals and families who are eligible for Medi-Cal across California.

About Program:

This EHRS Trainer position will primarily focus on work within our Salesforce Nonprofit Cloud (NPC) system. Pacific Clinics uses Salesforce NPC as a flexible, low-code platform to streamline client engagement and service coordination across programs and functions such as Enhanced Care Management referral tracking, Crisis dispatch call centers, Drop-In Center service logging, and Touch-and-Refer outreach efforts. Leveraging Salesforce’s configurable workflows, forms, and reporting—rather than heavy custom programming—staff can easily capture referrals, document interactions, and share updates across teams, ensuring that clients are connected quickly to the right services while maintaining a clear, centralized record of care activity. The platform also integrates with the agency’s Electronic Health Record, enabling data sharing and continuity of care so providers have timely access to relevant client information, reducing duplication and improving service outcomes.

Job Summary:

Schedule: Monday through Friday from am to pm.

The EHRS Trainer is responsible for delivering high-quality, user-friendly training to clinical and administrative staff on the effective use of the Electronic Health Record System (EHRS). This role ensures that all users are equipped with the knowledge and skills to navigate the system accurately, document in compliance with policy, and support high-quality care delivery. Working closely with the Health Information Management (HIM), IT, and Clinical Operations teams, the trainer provides both onboarding and ongoing training, supports system updates, and assists with documentation improvement efforts. The role plays a critical part in optimizing user adoption, maintaining compliance with documentation standards, and enhancing clinical workflows across the organization.

Responsibilities and Duties

• Delivers individual and group EHRS training sessions for new hires and existing staff
• Develops training materials, quick-reference guides, and tutorials tailored to role-specific workflows
• Collaborates with clinical and administrative teams to ensure training content reflects current processes and compliance standards
• Supports rollout of new EHRS features, upgrades, or documentation changes through targeted trainings and communications
• Provides hands-on support and follow-up coaching to reinforce system use and resolve user issues
• Participates in system testing and feedback loops to improve EHRS usability and training effectiveness
• Tracks training attendance, completion, and user feedback to inform improvements
• Assists in developing documentation audits or tip sheets for common errors and quality issues
• Maintains up-to-date knowledge of regulatory documentation requirements and system functionality
• Supports change management efforts related to digital documentation and workflow modernization

Job Specific Competencies

• Demonstrates working knowledge of EHRS platforms and clinical documentation standards
• Applies adult learning principles in delivering effective, engaging trainings
• Communicates clearly with technical and non-technical users
• Tailors training to the learner's role and skill level
• Maintains patience, professionalism, and responsiveness in user support
• Collaborates across teams to ensure consistent and aligned training practices
• Balances attention to detail with big-picture workflow understanding
• Learns new systems and features quickly and integrates them into training
• Adapts training content and format based on user feedback and system changes
• Promotes a culture of learning, compliance, and service excellence

Qualifications

• Bachelors degree (BA/BS) in healthcare administration, education, health information management, or a related field and () four or more years of relevant experience required; or equivalent combination of education and experience to include:
• Minimum of () four years of experience training or supporting users of an electronic health record system
• Experience developing training materials and delivering content to clinical and administrative staff
• Familiarity with documentation requirements and regulatory standards (, HIPAA, Medi-Cal, CMS)
• Strong written, verbal, and interpersonal communication skills
• Proficiency with virtual training platforms and learning management systems (LMS)
• Experience with SmartCare, EPIC, Cerner, or similar EHRS strongly preferred
• Ability to travel to multiple sites if required for in-person training sessions.

• Must possess a valid CA driver's license and insurance with two years’ experience and maintain an insurable driving record under the agency’s liability policy.

Physical Requirements

While performing the duties of this job, the employee is frequently required to stand or sit. The employee is required to use hands to produce records and/or documentation in manual or electronic format. The employee must regularly lift and/or move up to pounds and occasionally move or lift up to pounds. The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Level of Contact With Children

Will not have unsupervised contact with children.
Requires full background check and TB exam.

Driving Privileges

Must possess a valid CA driver's license and insurance with two years’ experience and maintain an insurable driving record under the agency’s liability policy.

Training

Needs to successfully complete all required agency training indicated for this position. This is to acknowledge that I (Print Name of Employee) have received a copy of this job description. I have the obligation to read and understand the information contained herein. If I have any questions about the content of the job description, I can contact my Supervisor/Manager.

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Equal Opportunity Employer

We will consider for employment qualified Applicants with Criminal Histories in a manner consistent with ordinance (a) and San Francisco Police Code, Article . Section .