You are: The Workflow Engineer

You don’t need a technical degree to break into this field, just the right focus and foundational skills. Begin by:

• Leaning into your strengths and translational experiences: Ever work in customer service? Ever been faced with a problem and you created a solution? Carry the confidence that your ability to deeply understand processes as well as your strength of guiding others to understand, are invaluable!

• Exploring entry-level certifications such as the CompTIA IT Fundamentals+, CAHIMS (from HIMSS), or Google’s free Data Analytics Certificate.

• Learning how EHR systems work through YouTube tutorials or free demo environments (if available). Consider starting with general healthcare workflow courses to build context.

• Consider finding a Help Desk entry-level role, or an EHR trainer role as your first step into the Healthcare IT space. This will allow you to experience first-hand challenges that healthcare staff may face on a daily basis. If you have any teaching or leadership experience you can use your translational experiences!

• Networking with professionals on LinkedIn or local HIMSS chapters to understand hiring paths and job shadowing opportunities.

Essential Resources:

• The First 90 Days: Proven Strategies for getting up to speed faster and smarter - This book focuses on the importance of the first 90 days of a new role. Missteps in that timeframe can jeopardize or even derail your success.

  • Hardcover version

  • Kindle Version

• The Digital Doctor: Hope, Hype, and Harm at the Dawn of Medicine’s Computer Age. - This book is a compilation of compelling stories and hard-hitting analyses of physicians that provide insight into the challenges of technology in the healthcare sector. (links below)

  • Paperback version

  • Kindle version

Your clinical experience is a powerful asset. Here’s how to build on it and pivot into a technical role:

• Lean into your strengths and translational experiences. Stand out to your IT/informatics department by suggesting optimizations to workflows, or volunteer to be a subject matter expert or “super user.” If you believe your leader will be supportive, share your interest in this next phase of your career. Disclaimer, not all leaders are created equal so sharing such information will not always yield the same result for everyone, but it can make an impactful difference!

• Target roles that bridge clinical and IT skills, like Clinical Informaticist, Epic Trainer, or Support Analyst. These positions highly value your hands-on care experience. Some organizations consider roles such as “clinician builders” where you continue your clinical duties but are given certain training and build access in the EHR. In time you may grow into a more experienced and senior analyst.

• Volunteer to help with go-lives of new processes and be known as the go-to person on your unit or department.

• Consider specialized training in systems like Epic (through an employer or consulting firm), or certifications in Health Informatics (e.g., AMIA 10x10, or CAHIMS).

• Document your process improvement contributions from the bedside such as: helping optimize documentation workflows, reducing charting time, or using clinical technology effectively.

• Leverage mentorship or job shadowing with your organization’s IT or informatics department to understand real-world applications.

Essential Resources:

Success isn’t only about understanding technology, it’s about improving systems. These two books introduce you to the foundational thinking behind workflow optimization, process improvement, and reducing inefficiencies.

• Unlocking Lean Six Sigma

  • Paperback Version

  • Kindle Version

• The Toyota Way

  • Hardcover Version

  • Kindle Version

Recommendation to all clinicians:

• The Influential Mind - strategies and lessons on how to clearly communicate vision and align multiple disciplines; something you will likely need to get familiar with.

  • Paperback Version

  • Kindle Version

Already in the field and ready to level up? Focus your next steps on deepening your expertise and broadening your impact:

• Master a specialty area such as FHIR/API integration, population health analytics, or automation through RPA tools like UiPath.

• Earn advanced certifications like CPHIMS, PMP, or specialized vendor credentials (e.g., Epic Cogito, Willow, or Beaker).

• Build your portfolio with projects that demonstrate measurable impact: from optimizing a system to reducing user errors or increasing reporting efficiency. Stats, percentages, and impact.

• Get involved in strategic initiatives within your organization or volunteer for pilot programs to showcase leadership potential or “architect” potential.

• Explore other tracks or roles. Leadership is almost always the “next logical step” once you’re at a senior analyst or administrator level, however not everyone shares the desire to be a “people manager.”

  • Growth and “moving up” for you may be closer to EHR Training environment builder or Principal Trainer. Perhaps a Super User Program manager. Your skills and strengths make you valuable in just about any capacity, it’s all a matter of what you feel most drawn to.

Essential Resources:

Advanced Health Technology - helps you recognize and drive the “quadruple aim” of improved patient experience, better patient and business outcomes, improved clinician experience, and lower healthcare costs:

• Paperback Version

• Kindle Version

Principles of Health Interoperability - Diving deeper into technical build, you have a book that will help you learn more about some of the integrations and interoperability standards needed to bring healthcare systems up to the modern age of technology:

• Paperback Version

• Kindle Version