A Mental Health Non-Profit Needed to Upgrade Software Systems to Support Future Growth

Client’s Challenge

Outdated Software System

Our client had stretched their homegrown software to its limits and needed to choose a new system for their business and clinical operations.

Our Solution

Manage Vendor Selection Process

Our team followed our proven vendor selection process which maintains a vendor-agnostic strategy to ensure the client thoroughly understood the advantages, disadvantages, and trade-offs associated with each vendor under consideration.

Value Realized

Confident Selection of EMR Vendor

Our client was able to confidently choose EMR software that streamlined processes, providing immediate value with latitude for future growth.

Project Details

Our client, a community health non-profit, had stretched their homegrown software to its limits. Unnecessary resources were being spent on manual process and they needed to choose a new system that would support their business and clinical operations well into the future. Having experienced a previous “failed implementation” they sought our expertise to manage the vendor selection process.

Our team maintained a vendor-agnostic strategy throughout the process, guiding the client in making informed decisions. Our approach ensured that the client thoroughly understood the advantages, disadvantages, and trade-offs associated with each vendor under consideration.

We collaborated with the client to establish a comprehensive discovery and vetting process that included:

  • Clearly defined clinical and business requirements
  • A strategic and thoughtful approach to vendor selection, prioritizing the client’s needs
  • In-depth software evaluations conducted by industry experts
  • Recommendations from trusted colleagues and peers nationwide
  • Development of a communication and clinician engagement strategy, along with the identification of over 100 necessary workflow changes

The EMR selection process culminated in the acquisition of a software solution that encompasses a comprehensive range of clinical service areas, including outpatient therapy, medication management, case management, group home services, and inpatient care. This software effectively addresses both the clinical and business requirements of the organization.

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