IT and EHR Assessment

Maximize Systems

Purpose

Are you striving to meet the extensive data requirements of the CCBHC model? Uncertain about your current technology trajectory? Or simply looking for a fresh perspective?

In today’s healthcare environment, your technology footprint plays a critical role in driving productivity, enhancing staff satisfaction, optimizing your revenue cycle, and ensuring regulatory compliance. Our comprehensive IT and EHR assessment is designed to help healthcare organizations gain a clear understanding of their current infrastructure and identify actionable opportunities for improvement.

Using a healthcare-compliant lens, we examine the “nuts and bolts” of your technology environment. We look from network configurations and staff skill levels to security safeguards and policy frameworks. We also assess staff-facing systems, with a primary focus on your Electronic Health Record (EHR), while also reviewing related systems such as HR, finance, and other ancillary platforms

Process

Staff input is a vital part of our process. Through targeted surveys, we gather insights into the user experience, uncovering pain points and opportunities that may not be visible through technical analysis alone.

Our assessment also includes a thorough review of your security posture and regulatory compliance readiness.

Deliverables include:

Executive summary and detailed findings
Actionable recommendations with supporting documentation
Sample policies and mini action plans for identified risks and quick wins
A clear roadmap outlining your current position and future technology trajectory

By the end of the engagement, you’ll have a solid understanding of where you stand—and a plan to propel your organization forward with confidence.

Online kickoff session to review process, scope of work, identify areas of concentration, and determine travel or online assessment options
Online staff survey to understand their technology experience
Assessment sessions to gather information
These can be completed using virtual meetings or an onsite visit.
Final report with detailed findings and recommendations
Online wrap-up meeting to discuss findings and recommendations

Timeframe: 2-3 months

Outcomes:
● Comprehensive assessment of current agency systems, highlighting both areas of risk and areas of strength
● Sample best practices, documentation, and actionable plans to address identified risks and support continuous improvement
● Evaluation of compliance with current healthcare-required safeguards, with a practical focus on usability and day-to-day staff experience