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Advisory Services Consultant

Remote, USA Full-time Posted 2025-11-24

Optum is focused on improving the flow of health data and information to create a more connected health system. The Advisory Services Consultant is responsible for delivering Electronic Health Record (EHR) training and support to users, ensuring effective technology use and improving clinical workflows.


Responsibilities

  • Conduct classroom, virtual, and one-on-one training sessions for EHR users following established curricula and proficiency assessment guidelines
  • Maintain core knowledge of key practices and workflows (business or clinical)
  • Administers and grades end user proficiency examinations and tracks training program completion and other outcome metrics
  • Utilizes training technologies such as Learning Management System to track training data to support enrollment processes, proficiency assessments, and course completions
  • Adapts training based on learner preferences, generational priorities, and learning barriers to individualize learning, as able
  • Maintains active credentialed status to demonstrate expertise in training delivery, ensuring alignment with program standards and requirements for assigned EHR applications, as applicable
  • Develop and deliver engaging training sessions (in-person and virtual) for clinical and operational users on technology functionality, workflow efficiencies, and best practices
  • Deliver advanced EHR training (Mastery sessions) tailored to clinical specialties and/or roles following standard structure
  • Collaborate with stakeholders to assess training needs and identify content to meet ongoing training needs for targeted audiences (e.g., physicians, nurses, front desk staff) driving operational excellence and adoption of best practice workflows
  • Provide at-the-elbow/virtual support during go-live and post-implementation phases
  • Monitor user adoption and proficiency and identify areas for improvement or retraining
  • Identify workflow improvement opportunities and collaborate with cross-functional teams to align EHR usage with best practices
  • Serve as a liaison between end-users and technical teams to report issues, gather feedback, and suggest system enhancements
  • Stay current with EHR updates, regulatory requirements, and industry trends to ensure training remains relevant and compliant
  • Assist in change management efforts to promote user engagement and minimize resistance
  • Assists with testing, upgrades, and optimization priorities
  • Demonstrates flexibility to work varied hours to meet operational business needs, as required based on scope of role
  • Collaborates with peers and operational staff and leaders across the system to identify training needs, recommend continuous education and mastery training programs, optimize resources and share expertise
  • Collaborate and assists Instructional Designers by providing feedback on training materials, assisting in training content review and development, and validating training materials and training environment domains
  • Develop and maintain training and communication materials in support of overarching training programs, as applicable
  • Manage training ticket queues and respond to training-related requests

Skills

  • High School Diploma or GED
  • Must be 18 years of age or older
  • Excellent communication, presentation, and interpersonal skills
  • Proficient in Microsoft 365 applications, including Teams, Excel, PowerPoint, and Outlook
  • Ability to work independently and collaboratively across multidisciplinary teams
  • Reside within commutable distance to the office at 811 East Parrish, Owensboro, KY
  • Ability to keep all company sensitive documents secure (if applicable)
  • Required to have a dedicated work area established that is separated from other living areas and provides information privacy
  • Must live in a location that can receive a UnitedHealth Group approved high-speed internet connection or leverage an existing high-speed internet service
  • All employees working remotely will be required to adhere to UnitedHealth Group's Telecommuter Policy
  • Familiarity with healthcare technologies and adult education learning principles and training delivery preferred
  • Strong understanding of electronic health records (EHRs) and related workflows preferred

Benefits

  • Comprehensive benefits package
  • Incentive and recognition programs
  • Equity stock purchase
  • 401k contribution

Company Overview

  • Optum is a healthcare company that provides pharmacy services, health care operations, and population health management. It is a sub-organization of UnitedHealth Group. It was founded in 2011, and is headquartered in Eden Prairie, Minnesota, USA, with a workforce of 10001+ employees. Its website is https://www.optum.com/.

  • Company H1B Sponsorship

  • Optum has a track record of offering H1B sponsorships, with 648 in 2025, 559 in 2024, 620 in 2023, 851 in 2022, 593 in 2021, 438 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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