Meridian Chart

After the merger, front desk staff from three legacy organizations had to move onto one shared EHR, Meridian Chart. SME interviews showed that most errors came from real workflow moments, like rescheduling a patient or updating contact details, not from a lack of system knowledge.

Build training that lets Scheduling, Registration, and Billing staff practice their actual workflows in a safe copy of the system before go live.

I designed a scenario simulation with three role paths, each moving from guided practice to supported practice to an assessed mission. Every change a learner makes, from booking to canceling, updates the calendar, appointment list, and patient record the way the real system would. A coaching guide highlights the next action during guided practice, feedback explains why each choice matters, and learners who miss a critical step complete a short remediation before they can retry the assessment. A sandbox mode lets staff explore freely without affecting their scores. The Scheduling path is complete; Registration and Billing are in development.

Delivered a working simulation with a scored assessment rubric and built-in remediation, designed to reduce scheduling errors at go live and give managers a clear record of who is ready.

People learn a system fastest by doing the job inside it. When practice mirrors the real workflow and mistakes are safe, confidence and accuracy grow together.