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Product SME – Patient Engagement & Scheduling Optimization

Roles & Responsibilities

  • 8+ years in healthcare operations
  • Experience with patient engagement platforms
  • Bachelor's degree in Healthcare Administration or related field

Requirements:

  • Client process assessment and mapping
  • Solution design and advisory
  • Requirements translation and validation
  • Product expertise enablement
  • Customer guidance and change management
  • Collaboration with teams

Job description

About  IKS Health  www.ikshealth.com

IKS Health takes on the chores of healthcare, reducing administrative, clinical, and operational burdens so that staff can focus on their core purpose: delivering exceptional care. Combining pragmatic technology and dedicated experts, IKS enables stronger, financially sustainable enterprises. Our Care Enablement Platform delivers data-driven value and expertise across the care journey, and IKS is a partner for clinician enterprises looking to effectively scale, improve quality, and achieve cost savings through forward-thinking solutions. Founded in 2006, IKS Health’s global workforce supports large health systems across the United States.

Role Overview

50% travel will be required

The Product SME – Patient Engagement & Scheduling Optimization is a techno-functional expert who combines deep understanding of patient engagement strategies, scheduling workflows, and digital health technology to drive operational and experience excellence.

This individual will guide clients in transforming how patients interact with the health system — from appointment scheduling and reminders to digital check-in, self-service, and communication — ensuring that our product is configured and adopted to deliver measurable improvements in efficiency, access, and patient satisfaction.

Core Responsibilities

Client Process Assessment & Mapping

Engage with client stakeholders across operations, patient access, marketing, and IT to understand current engagement and scheduling workflows.

Conduct detailed assessments of current-state scheduling logic, provider availability, and patient communication processes.

Identify gaps and optimization opportunities for workflow automation, digital outreach, and resource utilization.

Map “as-is” and “to-be” processes showing how our product can streamline scheduling and engagement journeys.

Solution Design & Advisory

Define the optimal configuration and scheduling strategy leveraging platform capabilities (e.g., rules-based scheduling, load balancing, patient self-scheduling, reminders, waitlist management).

Recommend best-practice digital engagement strategies that drive patient adoption and retention.

Develop solution blueprints and workflow documentation aligning client goals to product functionality.

Requirements Translation & Validation

Translate operational and experience-related business needs into clear functional and configuration requirements for implementation teams.

Validate system configuration to ensure alignment with designed workflows and desired outcomes (e.g., slot utilization, no-show reduction,improved patient access).

Serve as both the “voice of the product” and the “voice of the patient” in design and implementation discussions.

Product Expertise & Enablement

Maintain deep knowledge of product capabilities related to scheduling, patient engagement, communications, reminders, and self-service.

Advise on integration with patient portals, CRM, marketing automation, and telehealth platforms.

Act as a subject matter expert and internal trainer for cross-functional teams.

Customer Guidance & Change Management

Help clients visualize the end-state of patient-centric engagement and optimized scheduling operations.

Partner with change management and communication teams to drive patient adoption of digital tools.

Support training and enablement for front-line staff and administrators.

Collaboration & Alignment

Collaborate with Product Management to relay client feedback and feature enhancement needs.

Partner with Functional Implementation, Analytics, and Integration teams to ensure consistent delivery and measurable impact.

Support Sales and Pre-Sales by articulating product value, digital engagement ROI, and efficiency improvements.

Quality Assurance & Acceptance

Review testing results, ensuring patient workflows and scheduling logic function as designed.

Support UAT and go-live readiness assessments from a product functionality perspective.

Key Deliverables

Current vs. future state engagement and scheduling process maps

Functional and solution design blueprints

Gap analysis and feasibility assessments

Product configuration and enablement documentation

Client training and adoption materials

Post-implementation optimization recommendations

Key Skills & Attributes

Deep understanding of patient engagement, digital communication, and scheduling optimization in healthcare settings

Strong detail orientation and structured problem-solving approach

Excellent project management and cross-functional collaboration skills

Proven ability to influence stakeholders and drive adoption across clinical and operational teams

Analytical and mathematical skills for optimization modeling and performance tracking

Critical thinking, curiosity, and ability to thrive in ambiguous environments

Strong communication and facilitation skills with executive and front-line audiences

Passion for improving patient experience and operational performance through technology

Success Attributes

Demonstrated ability to improve patient satisfaction and scheduling efficiency through technology adoption

Credibility and leadership presence when advising clients and internal teams

Consistent delivery of high-quality, data-driven recommendations and solution designs

Ability to balance strategic vision with hands-on execution

Qualifications

Experience: 8+ years in healthcare operations, digital health, or product implementation with a focus on patient engagement, scheduling, and access optimization.

Implementation Expertise: Experience configuring or implementing solutions such as Epic Cadence/MyChart, Cerner Scheduling, Phreesia, Kyruus, Qgenda, or similar platforms.

Technical Acumen: Understanding of healthcare interoperability, scheduling logic, CRM integration, and patient communication tools (SMS, email, portal, IVR).

Education:

Bachelor’s degree in Healthcare Administration, Informatics, Computer Science, or related field (Master’s preferred).

Compensation and Benefits: The base salary range for this position is $ $90,000-$125,000 a year. Pay is based on several factors, including but not limited to current market conditions, location, education, work experience, certifications, etc. IKS Health offers a competitive benefits package, including healthcare, 401 (k), and paid time off (all benefits are subject to eligibility requirements for full-time employees). IKS Health is an equal opportunity employer and does not discriminate based on race, national origin, gender, gender identity, sexual orientation, protected veteran status, disability, age, or other legally protected status.

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