Building a Comprehensive, Scalable Learning Ecosystem for Health Systems
A practical framework for moving beyond one-time, classroom-style EHR training toward continuous, workflow-embedded learning.
Health systems are investing billions in technology, yet the returns often fall short — and the reason is rarely the software. It's the training. This playbook draws on peer-reviewed research, KLAS Arch Collaborative data, and real client experience from organizations like UCHealth, Fairview Health Services, and Emplify Health to make the case for training that's asynchronous, role-specific, and available exactly when clinicians need it.
- Just-in-time beats just-in-case — asynchronous, on-demand training drives higher adoption and lower help desk volume than one-time, go-live instruction.
- Peer learning multiplies reach — well-defined super user models extend training capacity without a proportional rise in cost.
- Shorter is stickier — microlearning at the point of need beats long-form formats on completion and retention.
- Measurement fuels investment — programs with defined KPIs are consistently better funded and better resourced.
Training is not a downstream support function. It is a strategic lever.
Training is not a downstream support function. It is a strategic lever.
Get the Playbook, Plus Every Companion Tool
Request the full training transformation packet in one click — the playbook plus both companion tools referenced throughout the series, ready to put to work with your team.
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The Training Transformation PlaybookThe full guide — a practical framework for building a scalable, workflow-embedded EHR training program.
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Training Transformation Maturity ModelA one-page self-assessment to identify where you are today and your highest-leverage next step.
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Training Transformation Readiness ChecklistEvaluate your team's readiness before a go-live or a training overhaul.
The Training Transformation Blog Series
Three companion articles unpack the playbook's core themes with actionable steps you can start implementing today.
Is a New EHR Training Strategy Healthcare's Most Underestimated Strategic Lever?
How health systems are transforming their EHR training strategy by following these 5 guiding principles — where does yours stack up?
Read the blog →From Classroom to Workflow: 6 Strategies to Transform EHR Training
How your organization can prepare for a shift to continuous, workflow-based learning.
Read the blog →EHR Training ROI: The Cost of Getting It Wrong and the Value of Getting It Right
Your EHR training strategy may be costing you more than you think — here's how to measure, and maximize, your ROI.
Read the blog →The Training Transformation Blog Series
Three companion articles unpack the playbook's core themes with actionable steps you can start implementing today.
Five Principles Behind Every Recommendation
These principles underpin the playbook's framework and give education leaders a consistent lens for their own transformation.
Effective training arrives at the moment of need, embedded in the workflow, in formats that match how clinicians actually learn.
A single, centralized repository governs access and surfaces the right training at the right time, regardless of role or location.
Training must be tied to outcomes, not just completion rates. Establish baselines early and report progress to leadership.
Clinicians engage with training that applies directly to their role, specialty, and workflow. Generic content is quickly dismissed.
A strong learning ecosystem closes the gap between go-live and true adoption, turning compliance into genuine proficiency.
Five Principles Behind Every Recommendation
These principles underpin the playbook's framework and give education leaders a consistent lens for their own transformation.
Meet Learners Where They Are
Effective training arrives at the moment of need, embedded in the workflow, in formats that match how clinicians actually learn.
Simplify & Centralize
A single, centralized repository governs access and surfaces the right training at the right time, regardless of role or location.
Measure What Matters
Training must be tied to outcomes, not just completion rates. Establish baselines early and report progress to leadership.
Relevance Drives Retention
Clinicians engage with training that applies directly to their role, specialty, and workflow. Generic content is quickly dismissed.
Enable Your People, Not Just Your Systems
A strong learning ecosystem closes the gap between go-live and true adoption, turning compliance into genuine proficiency.
Validated Outcomes From Health Systems Like Yours
The measurable impact of moving from one-time training events to a continuous, workflow-embedded learning program.
Sourced from KLAS Research and client case studies referenced in the playbook.
Validated Outcomes From Health Systems Like Yours
The measurable impact of moving from one-time training events to a continuous, workflow-embedded learning program.
Sourced from KLAS Research and client case studies referenced in the playbook, including UCHealth's reported $3M in annual savings from retiring legacy training tools.
About uPerform
Training built for static systems doesn't work on systems that never stop changing. The old model, one-time, classroom-based instruction, treated learning as an event that happened before the work began. Health systems running Epic, Oracle, Workday, and dozens of other mission-critical applications need something different: learning that lives inside the workflow itself, available the moment a clinician needs it, not weeks before.
uPerform® didn't observe this shift from the outside. It helped define it, working directly inside health systems as they moved away from the classroom and into asynchronous, in-application learning. That vantage point, validated through independent recognition as Best in KLAS, is why this playbook's perspective carries weight: it's grounded in what has actually worked, not what sounds good in theory.
Recognized 2026 Best in KLAS®Training & Learning Platforms
"These best practices - embedding the learning materials, reaching teams where they're at, getting that learning ecosystem centralized - are a game changer."
Derek Harley, Learning Experience Design Leader, Fairview Health Services
Ready to Start Your Training Transformation?
Get the playbook plus both companion tools in one download, then explore the blog series for a deeper look at each step.
Download the Playbook Packet