Case Study

Intuitive eLearning Improves EHR User Engagement, Satisfaction

  • Customer: Midwest academic medical center
  • Challenge: Design and implement a comprehensive digital learning strategy for EHR training


  • Increased learner engagement and satisfaction
  • 184 new lessons created
  • 31 lessons revised
  • 45 assessments created

A Midwestern academic medical center making a comprehensive push to become a leader in digital EHR training started small. The organization completed one project using digital learning at a rural Community Connect partner, then used the knowledge and tools gained to expand its digital learning to EHR onboarding and training.

Eventually, the organization determined it could improve training efficiency, bolster trainee engagement and retention, reduce cost, and increase provider satisfaction by implementing a comprehensive digital learning strategy for EHR training. Leaders saw value in transitioning as both ongoing costs and demand for flexible training opportunities increased. They selected Captivate for eLearning lessons and Powtoon for microlearning videos and required support to employ these new tools.


Tegria was engaged to help lead the development, production, and deployment of lessons, from provider fundamentals to role-specific lessons throughout the clinical and billing areas.

Working with Tegria’s experts, the organization implemented a process that reduced the time needed to produce and launch a lesson. The new process helps instructional designers decide on the ideal format (eLearning or microlearning) and understand the workload required for each lesson. New templates also provide learners with a consistent, branded experience.

Tegria experts also worked with the health system’s training and optimization analysts to create a self-guided eLearning developer onboarding course that teaches new instructional designers and training team members how to create high-quality, consistent lessons. Incorporating gamification principles into eLearning lessons motivated learners to practice Epic workflows in a simulated format.


The health system can maintain and expand its digital offerings over time, and the investment in digital learning has increased learner engagement and satisfaction. The learners, many of whom were caring for patients or working remotely, appreciated asynchronous lessons and noticed the increased consistency across trainings.

During the 15-month engagement, Tegria helped create a total of 184 new lessons, 31 revised lessons, and 45 assessments.

Looking to make your EHR training program more efficient and engaging? Tegria can help.