Clinical Workflow Solution LLC
Streamline Your Healthcare Operations with Expert Epic Ambulatory Training & Workflow Optimization
About Clinical Workflow Solutions LLC
At Clinical Workflow Solutions, we believe healthcare works best when technology supports people—not the other way around.
Our company was founded on a simple idea: healthcare providers should spend more time caring for patients and less time struggling with inefficient processes, administrative burdens, and technology challenges.
With decades of experience working alongside physicians, nurses, clinical staff, and healthcare leaders, we understand the daily pressures healthcare organizations face. We recognize that successful technology adoption is not just about implementing systems—it is about creating workflows that support caregivers, improve efficiency, and enhance the patient experience.
We partner with healthcare organizations to optimize clinical operations, strengthen technology adoption, and deliver measurable improvements in performance. Rather than offering one-size-fits-all solutions, we take the time to understand your unique goals, challenges, and workflows. The result is practical, sustainable solutions that improve outcomes for providers, staff, and patients alike.
Our Mission
To help healthcare organizations maximize the value of their people, processes, and technology through workflow optimization, education, and strategic guidance that enhances patient care and operational excellence.
Our Vision
To be the trusted partner healthcare organizations turn to for workflow excellence, provider empowerment, and technology optimization—creating a future where clinicians spend more time caring for patients and less time managing systems.
Our Services
Workflow Assessment & Optimization
We evaluate current-state workflows using Epic Signal data to identify inefficiencies, reduce unnecessary administrative burden, and design streamlined processes that improve productivity and patient care.

Electronic Health Record (EHR) Implementation & Support
We provide expert guidance throughout the implementation lifecycle, helping organizations successfully deploy, optimize, and support their EHR systems.
Provider & Staff Training
Effective training is essential for long-term success. We develop and deliver customized training programs that increase user confidence, improve adoption, and promote best practices.

Personalization & Adoption Strategies
Technology works best when it works for the individual user. We help providers and staff personalize their workflows and leverage available tools to improve efficiency and satisfaction.

Change Management & Operational Readiness
Organizational change can be challenging. We help healthcare teams prepare for change, engage stakeholders, and build readiness strategies that support successful transitions.

Performance Improvement Initiatives
Our data-driven approach helps organizations identify opportunities for improvement, measure success, and sustain positive results over time.
Clinical Workflow Solutions specializes in helping organizations maximize the value of their Epic investment through strategic optimization initiatives.
Our services include:
• Epic workflow assessments and optimization
• Provider efficiency and personalization programs
• Epic Signal utilization and performance analysis
• Smart Tool adoption and optimization
• Smart Phrase and SmartText utilization strategies
• Documentation workflow improvement
• Provider coaching and one-on-one personalization sessions
• Training program development and enhancement
• Operational readiness planning
• Post-implementation optimization support
Why Partner with Clinical Workflow Solutions LLC
Healthcare organizations today face growing demands to improve patient outcomes, increase provider satisfaction, optimize operational performance, and maximize the return on technology investments. At Clinical Workflow Solutions, we help healthcare organizations navigate these challenges by delivering practical, experience-driven solutions that improve workflows, strengthen technology adoption, and support exceptional patient care.
Meet Our Founder
Founder | Epic Consultant | Principal Trainer | Clinical Workflow Specialist
Peggy L. Conner is the founder of Clinical Workflow Solutions and brings more than two decades of healthcare information technology, clinical workflow optimization, and Epic training experience to healthcare organizations across the nation.

Her passion for helping providers succeed with technology has been the driving force behind a career dedicated to improving clinical workflows, increasing user adoption, and enhancing patient care through effective use of electronic health records.
A California resident since 1981, Peggy relocated from Michigan to pursue opportunities in the rapidly growing field of Information Services. She began her professional career with CompuCorp in Santa Monica, California, where her technical expertise and strong communication skills quickly distinguished her as a rising leader. Early in her career, she was selected for a prestigious assignment in Washington, D.C., serving as a Marketing Support Representative providing on-site technical support and system training to high-profile clients, including the Superior Courts and the White House.
Peggy’s healthcare technology journey expanded significantly in 2007 when she earned her Epic Ambulatory Certification from Epic Systems in Madison, Wisconsin while serving as an Epic Ambulatory Analyst at UC San Diego Health. During a critical period of electronic health record implementation, she played an instrumental role in configuring workflows, supporting clinical operations, and training providers and staff on the effective use of Epic.
Recognizing her unique ability to bridge the gap between technology and patient care, Peggy entered the healthcare consulting arena in 2009. Over the years, she has worked with some of the nation’s most respected healthcare organizations, providing Epic training, workflow consulting, and implementation support for physicians, nurses, and clinical teams. Her consulting experience includes engagements with leading healthcare institutions such as NewYork-Presbyterian Hospital, Texas Children’s Hospital, Group Health Cooperative, Allegheny Health Network, and the Sisters of St. Mary Health System, among many others.
In 2017, Peggy returned to Southern California to support the implementation of Epic at UC Irvine Health. As a consultant, she helped design and deliver comprehensive training programs for providers and nursing staff during the organization’s Epic rollout. Her leadership, expertise, and commitment to user success led to her recruitment as a full-time Principal Trainer in 2019, where she specialized in Epic Ambulatory training and provider adoption strategies.
Today, through Clinical Workflow Solutions, Peggy combines decades of hands-on healthcare IT experience with a deep understanding of clinical operations to help healthcare organizations improve efficiency, optimize workflows, strengthen provider satisfaction, and maximize the value of their technology investments.
Peggy’s approach is built on a simple philosophy: technology should support caregivers, not burden them. By focusing on practical solutions, personalized training, workflow optimization, and sustainable adoption strategies, she helps organizations create meaningful improvements that benefit providers, staff, and patients alike.
Areas of Expertise
- Epic Ambulatory Training and Optimization
- Provider Personalization and Efficiency Programs
- Clinical Workflow Assessment and Improvement
- EHR Implementation and Adoption Strategies
- Change Management and Operational Readiness
- Provider and Staff Education
- Epic Signal Data Analysis
- Smart Tool Utilization and Optimization
- AI Ambient Documentation Adoption
- Performance Improvement Initiatives
- Epic Thrive Training
“Helping healthcare organizations improve efficiency, strengthen technology adoption, and enhance patient care—one workflow at a time.”

Contact Us
At Clinical Workflow Solutions, we view every client relationship as a partnership. We collaborate closely with executive leadership, physicians, providers, nurses, clinical teams, operational departments, and information technology staff to ensure solutions are practical, achievable, and embraced throughout the organization.
Your success becomes our success!