Training and Instructional Design

The Training and Instructional Design team provides services and resources to support our learners and is committed to the common purpose of the University of Miami; At the U, we transform lives through teaching, research, and service. The training partners with leadership in IT and stakeholders across the Health System to identify opportunities to improve the technical literacy of UM employees and increase productivity by providing instruction and advice on technology products and services supported by UHealth IT. 

The Clinical Applications Systems training team is responsible for developing curriculum and conducting in-classroom sessions for training of all end users on business and clinical applications. The unit also participates in all system upgrades and developments of tip sheets, computer based learning (CBL), and refresher classroom training as needed.

This team develops training best practices, programs, and policies to ensure alignment with the UMIT strategic plan and goals. The team embraces innovation, flexibility, and originality in the pursuit of the University’s vision and mission by bringing the experience needed to train and prepare staff resulting in successful adaptation and implementation of the University’s IT initiatives across the Health System.

The training team promotes teamwork by encouraging UM staff and employees to become engaged and work together to achieve optimal results. Some opportunities include becoming a UChart Super User, Credentialed Trainer, Principal Trainer, and Instructional Designer.

Subject Matter Expert (SME)

A Subject Matter Expert is someone who is proficient in workflows and providers operation support in their departments. They are often managers, leads or supervisors and are the liaisons throughout the project and feel true accountability for the success of their units, departments, or specialties. They communicate regularly with the build team. SME selection may overlap with super user selection. The key difference is that super users provide long-term support.

Super User (SU)

A super user is someone from the department who provides operational support for the project and acts as a source of support for end users. Super users serve as liaisons between end users, department leaders, and the project team. As a super user, you will receive more training than other end users to assist you in your role.
Super User Role and Responsibilities

Before Go-Live

  • Complete the Epic Training and pass the assessment at the conclusion of the course.
  • Attend at least two additional training classes to act as a support and clinical resource. You will be responsible for assisting the trainer with set-up and keeping the class on Attend classes taught by the Credential Trainer to monitor and assist class attendee’s along with the CT during the class
  • Gain a detailed understanding of Epic to maximize the benefits of the electronic medical record (EMR) for workflows in the department.
  • Serve as a project advocate to generate enthusiasm and excitement for the change.

During Go-Live

  • Lead, reinforce, and validate standard workflows and best practices.
  • Provide at-the-elbow Go-Live support for all users within your department.
  • Mentor the staff in your assigned support areas in using applications by being approachable and available.
  • Prioritize patient care and safety at all times. 
  • Assist the project team with identifying and resolving standard workflow or application issues.
  • Attend daily issues meetings, report back outcomes to your department, and distribute daily communications, such as tip sheets, to help implement the changes.

Beyond Go-Live

  • Work with the training or optimization team to communicate with and educate end users about upgrade functionality and changes in standard workflows or best practices.
  • Work with the training or optimization team to help deliver or reinforce refresher training and distribute information on changes or enhancements to workflows.
  • Guide the staff in using Epic as a tool to help them do their jobs.
  • Attend additional training as required for continued competency on Epic functionality.
  • Lead and reinforce optimized application use, along with the training or optimization team and department leaders. In some cases, this may mean facilitating a training session or discussion with peers.
  • Assist with testing and review of Epic upgrades.
  • Attend and actively participate in regularly scheduled super-user meetings.
  • Represent your department’s end-user and manager concerns and requests by providing department-specific feedback to project team through your organization’s feedback channels.

Credentialed Trainer (CT)

The primary responsibility of credentialed trainers is to lead end-user training using the curriculum designed by your certified instructional designers. This includes preparing for class, setting up the classroom, facilitating the class, and following up on any outstanding questions that arise in the classroom. Credentialed trainers also collect valuable feedback from trainees in class and report that information to the certified instructional designer.

  • Other duties performed by credentialed trainers might include:
  • Helping instructional designers update training materials
  • Testing lesson plans and training environment build
  • Facilitating study halls and personalization labs for providers or other attendees
  • Administering end-user proficiency assessments
  • Supporting end users with at-the-elbow go-live support
  • Administering post-live refresher, optimization, and skills-enhancement training

The CT is expected to attend 5 weeks of application training led by the Instructional Designer. At the end of the 5 weeks, the CT should be able to pass a panel presentation, a written exam, and a proficiency assessment in order to achieve the credentialed trainer status.