Onboarding Alone Can't Close the Gap in Your Epic Training Plan

Why Onboarding Alone Can't Close the Gap in Your EHR Training Plan

28 August, 2026 | 5 Min | By Asha Maria
  • Category: Jeeves
  • You lengthened the class. You added a second trainer to the floor. You rewrote the tip sheet, again. Three months after go-live, the help desk queue hasn’t moved, and half your clinicians are still working around the exact workflow that the EHR training session was supposed to teach them.

    None of that effort was wasted. It also isn’t going to fix this, because the real problem was never happening in the classroom. It’s happening in the weeks after clinicians leave it, when something almost nobody puts in a training budget quietly erases most of what just got taught.

    What this post covers:

    Why Clinicians Forget Most of What You Taught Them (And Why It’s Not Your Fault)

    Ask most leaders why adoption stalls three months after go-live, and the answer defaults to the same place: the onboarding classroom program. It’s the most visible part of the whole rollout: there’s a day one, a day two, attendance numbers, a curriculum everyone signed off on. So when a workflow breaks down months later, it’s natural to look back at that first week and ask why it wasn’t taught better.

    Here’s what that misses. Memory doesn’t hold onto new information just because it was presented once, well or badly. Psychologists have measured this for well over a century, most famously through what’s known as the Ebbinghaus forgetting curve: without reinforcement, most of what a person learns starts to fade within days, not months. Clinicians forget roughly 70% of what they’re taught in that first EHR class once training ends, and it’s not because the instructor was weak or the class wasn’t thorough. A single class was never going to be enough to make the memory stick on its own, especially for a workflow used only a handful of times a week and fully executed for the first time with a patient already in the room.

    That reframe matters because it changes where you look for the fix. If you own the training program, “onboarding failed” is a frustrating verdict, and leadership’s instinctive response is more of the same: longer sessions, extra trainers, another version of the tip sheet. If you sit in clinical informatics, you’ve probably watched that cycle play out more than once and wondered why the same fixes keep getting proposed. Once the real story is “reinforcement never happened,” the response looks different.

    The Early Signs Worth Watching After Go-Live

    The problem is that these signals don’t show up on a dashboard right away, so it’s easy to miss them even when your team is doing everything right. If you’re waiting for a formal adoption review to flag the issue, you’ll likely be looking at it several months later than you’d like.

    The two places worth watching are the same ones worth building into week one: help desk ticket volume and the workaround habits that quietly take root on the floor. A rising call queue for a workflow that was supposedly “already trained” isn’t a fluke; it’s usually the first visible sign that whatever got taught in that first class didn’t survive contact with the actual job. So are the small process detours nobody officially approved: a standard task that starts getting done three or four different ways because the trained version never got reinforced long enough to become habit.

    Neither sign requires waiting for a formal review. They show up the same week they start happening, once your team knows where to look. A good question to bring to your team this week isn’t “how did onboarding go.” It’s “what does the help desk queue look like right now, and has anyone looked at what people are calling about, not just how many calls came in?”

    What Continuous EHR Training Reinforcement Actually Looks Like (Without Adding Another Initiative)

    None of this means starting over. The fix isn’t a bigger onboarding program; it’s a different shape for the training you already have.

    Instead of trying to make one class carry an entire workflow forever, the material gets planned as a training plan with a phased approach: what absolutely has to land on day one, and what can wait until someone has actually used the workflow a few times and is ready to build on it. That’s the shift underneath what’s often called just-in-time training: instead of front-loading everything into one session, reinforcement shows up in small doses, right when someone needs it, weeks after go-live instead of only during it. If you don’t have a plan like that yet, our EHR training plan template is a place to start. Tools built for exactly this kind of spaced reinforcement, like Jeeves, make it realistic without adding headcount: short, targeted refreshers delivered inside the workflow itself instead of another class to schedule.

    The objection almost always comes next: my team doesn’t have room for one more initiative. Fair, and also not really what this requires. Reinforcement isn’t a new program bolted onto the training calendar; it’s a different distribution of the training that was already planned, delivered in smaller pieces over a longer window instead of crammed into one day. The heavy lift isn’t building new content from scratch; it’s deciding what gets held back from day one and reintroduced later.

    Where to Look First If Your Training ROI Isn’t Showing Up

    If training ROI still isn’t showing up in your EHR adoption numbers months after go-live, the instinct is to go back to the curriculum: rewrite the workflow guide, run another refresher for everyone, maybe swap trainers. None of that is wrong exactly; it’s just probably not where the actual problem lives.

    Start somewhere else instead: look at whether anything happened for that workflow between the day of training and today. Not a full re-training, just any structured touchpoint, a check-in, a short refresher, a nudge before too much time passes and the forgetting curve does the most damage. For most training programs, once the class ends, the workflow just runs, and nobody checks back in until something breaks. That gap, not the original curriculum, is usually where the ROI is leaking out.

    This is also the more honest answer to give your own leadership when the budget conversation comes up. “Our training was fine, we just never reinforced it” is a more defensible, more fixable position than “we need to redo refresher training again.”

    The Fix Isn’t More EHR Training. It’s Better Timing.

    None of this means your onboarding program is broken, or that your team did anything wrong. It means your training plan was never supposed to end when the class did; it just needs a second phase.

    That’s exactly what Julie Menefee, MSN, RN, Director of Customer Success & Digital Learning Strategy at 314e, walks through in an on-demand Q&A built for training and clinical informatics leaders working through this same problem. Julie has spent 15+ years directing Epic training programs, including leading training for Epic’s original “Big Bang” go-live at Inova Health System across 5 hospitals and 20,000 end users, and later built an ambulatory provider onboarding program that raised Inova’s KLAS-tracked EHR experience score by 20 points.

    In the session, she breaks down the reinforcement framework she uses to close this exact gap, built around four checkpoints stretching from two weeks after go-live through 180 days, and where training teams tend to get stuck trying to build it without adding another initiative to their plate.

    Watch the on-demand Q&A with Julie Menefee →

    A Few Common Questions About EHR Training

    How much EHR training do you actually need?
    Less than most training calendars assume, if it’s spread out instead of front-loaded. A single class was never going to make a low-frequency workflow stick, especially one a clinician might only run once or twice a week. What actually moves the needle is smaller doses of training delivered over the weeks after go-live, not a longer version of the same one-time session.
    Why does EHR training fail to stick after go-live?
    Because memory fades without reinforcement, and most EHR training programs stop the moment the class ends. The Ebbinghaus forgetting curve shows people lose most of what they learn within days without a follow-up touchpoint, so a workflow taught once in week one and never revisited is likely to be half-forgotten a few weeks later. That’s not a sign the class was weak; it’s what happens to any single-session training without a second phase.
    What should a training plan for EHR implementation include?
    A clear line between what has to land on day one and what can wait. Not every part of a workflow needs to be taught before someone has actually used it once, so the plan should hold some material back and reintroduce it after go-live, once it’s relevant. Pairing that with defined checkpoints between two weeks and 180 days after go-live gives the reinforcement phase real structure instead of leaving it to whoever remembers to follow up.

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