Service
Healthcare IT & EMR Consulting
We support healthcare organizations through EMR implementations, upgrades, and workflow optimization. Our deepest experience is with eClinicalWorks, but the principles (proper configuration, workflow alignment, user adoption, and production support) apply across platforms.
What clients come to us with
- An EMR implementation that's behind schedule or underperforming after go-live
- Templates and workflows that were configured generically and don't match how staff actually work
- An upcoming upgrade that needs planning, testing, and cutover coordination
- Low adoption or user frustration with the current system
- No internal expertise on the specific EMR platform
What we do
- Implementation project management and execution support
- System configuration: templates, order sets, workflows, charge capture
- Workflow analysis and redesign based on how teams actually operate
- Upgrade planning, testing coordination, and cutover management
- Staff training and adoption support
- Post go-live stabilization and optimization
Deliverables
- Configured system modules ready for testing or go-live
- Workflow documentation aligned to clinical and operational processes
- Training materials and session delivery
- Upgrade test plans and cutover runbooks
- Post-implementation optimization report with actionable items
What we don't do: We don't sell or resell EMR software. We don't provide indefinite staff augmentation. We don't implement EMR platforms we haven't personally worked in.
Service
eClinicalWorks Implementation & Optimization
We have direct, hands-on experience with eClinicalWorks, including time spent on the vendor side delivering implementations. We understand how eCW works internally, how it's configured, and where most organizations run into trouble.
What clients come to us with
- A new eCW implementation that needs configuration and go-live support
- An existing eCW instance that isn't being used to its potential
- Charge capture or revenue cycle problems attributed to how eCW was set up
- Poor reporting or inability to extract useful data from the system
- An eCW upgrade with limited internal expertise to manage it
What we do
- eCW implementation consulting: configuration, training, go-live, stabilization
- Template and workflow optimization for clinical and administrative users
- eCW RCM module configuration and charge capture workflow design
- Patient portal and engagement module setup
- eCW upgrade support including testing and data validation
- Vendor communication and issue escalation management
Deliverables
- Configured eCW environment aligned to your workflows
- Custom templates, order sets, and preference lists
- Staff training plans and delivered training sessions
- Go-live readiness assessments and checklists
- Optimization reports with prioritized recommendations
What we don't do: We don't replace eCW's implementation team; we supplement or guide it. We don't build custom integrations outside of eCW's supported methods. We're consultants, not a managed service for your eCW instance.
Service
Payer & Claims Systems Consulting
We've worked inside managed care operations supporting claims processing, member services, and administrative workflows. Our experience includes Medicare Advantage, Medicaid, DSNP products, and commercial lines.
What clients come to us with
- Claims workflows that rely too heavily on manual processing
- High denial rates or slow adjudication timelines
- Regulatory deadlines they're not confident they can meet
- A new claims platform implementation that needs operational design
- Vendor oversight and coordination concerns
What we do
- Claims workflow analysis and redesign
- Operational process design for claims adjudication
- System configuration support for payer platforms
- Vendor coordination and implementation support
- Regulatory compliance process builds (CMS timelines, state requirements)
Deliverables
- Workflow documentation and process maps
- System configuration guides
- Operational readiness assessments
- Staffing and workload analysis
What we don't do: We don't build custom claims platforms. We don't provide actuarial, underwriting, or legal services. We don't conduct compliance audits, but we help you build processes that are audit-ready.
Service
Appeals & Grievances and Case Management
We've built and improved appeals and grievances workflows, case management programs, and quality reporting processes for managed care plans. These are operationally complex, heavily regulated, and usually under-resourced. We help you get them right.
What clients come to us with
- Appeals and grievances processes that miss CMS or state-mandated timelines
- Case management programs being built from scratch or redesigned
- Quality reporting gaps affecting HEDIS measures or Stars ratings
- System implementations for care management or quality tracking platforms
- Processes that exist on spreadsheets and need to be moved into proper systems
What we do
- Appeals and grievances workflow design compliant with CMS and state regs
- Case management program design, including intake, triage, and resolution workflows
- Quality program support: HEDIS data collection workflow design, gap closure processes
- System configuration for case management platforms (including Salesforce)
- Training and documentation for clinical and administrative staff
Deliverables
- Documented workflows aligned to regulatory requirements
- Configured platforms with embedded compliance tracking
- Staff training materials and delivered sessions
- Gap analysis reports for quality programs
What we don't do: We don't provide clinical care management services. We don't conduct HEDIS audits. We build the operational programs, processes, and system configurations that support compliance and quality.
Service
System Integration & Data
Healthcare data is fragmented. EMRs don't talk to payer systems. Flat files get dropped. HL7 feeds break. Reporting requires pulling from four databases. We help organizations connect their systems and make their data usable.
What clients come to us with
- Integrations that are dropping records, mapping incorrectly, or not running at all
- A data migration between systems that needs planning and validation
- Reports that require manually pulling data from multiple systems
- New vendor integrations that need technical requirements and testing
- Concerns about HIPAA compliance in their data handling
What we do
- HL7, FHIR, and flat-file integration analysis and troubleshooting
- Integration requirements gathering and vendor coordination
- Data migration planning, mapping, and validation
- Reporting builds across EMR, payer, and operational systems
- HIPAA-compliant data handling assessments
- EDI transaction support (837, 835, 834)
Deliverables
- Integration specifications and data mapping documents
- Migration plans with validation criteria
- Functional reports and dashboards
- Data flow diagrams
- Testing plans and results documentation
What we don't do: We don't build enterprise data warehouses from scratch. We don't provide ongoing managed IT services or 24/7 monitoring. We help you design, build, and validate, then transfer to your team.
Service
Salesforce for Healthcare
Salesforce is increasingly used in healthcare for care management, provider relations, and operational tracking. Most Salesforce consultants don't understand healthcare. We bridge that gap by combining platform knowledge with deep healthcare domain experience.
What clients come to us with
- A Salesforce Health Cloud implementation that needs healthcare-specific design
- Salesforce workflows that don't align with how clinical or operational staff work
- A need to integrate Salesforce with their EMR, claims system, or data feeds
- Case management or care coordination programs being built in Salesforce
What we do
- Salesforce Health Cloud implementation and configuration
- Custom object design for healthcare-specific workflows
- Integration design between Salesforce and EMR or payer systems
- Workflow automation within Salesforce (flows, process builders)
- User training and adoption support
Deliverables
- Configured Salesforce environment aligned to healthcare workflows
- Integration specifications and implemented data flows
- User training materials and documentation
- Admin guides for ongoing maintenance
What we don't do: We don't sell Salesforce licenses. We don't provide Salesforce admin as a managed service. We don't build marketing automation or CRM for non-healthcare use cases.
Service
AI & Automation for Healthcare Operations
We help healthcare organizations adopt commercially available productivity and automation tools (Microsoft 365 Copilot, RPA platforms, workflow automation) and apply them to real operations problems like documentation, data entry, and reporting.
What clients come to us with
- "We want to use AI but don't know where to start."
- Staff spending hours on repetitive data entry, report formatting, or document creation
- Interest in Microsoft 365 Copilot but concerns about HIPAA and PHI
- Vendor pitches about AI that sound good but feel disconnected from real workflows
What we do
- AI readiness assessments: identifying which workflows benefit from automation
- Microsoft 365 Copilot adoption planning and rollout support
- RPA feasibility assessments for repetitive operational tasks
- Workflow automation scoping for revenue cycle, quality, and case management
- Vendor evaluation for AI documentation tools and productivity platforms
Deliverables
- AI readiness assessment with prioritized use cases
- Copilot rollout plan including HIPAA considerations
- ROI estimates based on current workflow volumes
- Vendor comparison reports for AI tools
- Training and adoption plans for staff
What we don't do: We don't build custom AI models. We don't do machine learning research. We don't promise AI will replace your staff. We help you use available tools to reduce manual work and improve efficiency.
Service
Program & Delivery Execution
Sometimes the problem isn't the technology, it's the execution. Projects fall behind because of unclear scope, vendor mismanagement, or inadequate project oversight. We've managed delivery in both consulting and product-led environments. We step in to get things back on track or to run them properly from the start.
What clients come to us with
- An implementation that's behind schedule with no clear recovery plan
- Multiple vendors working without coordination
- An upcoming system selection and no internal capacity to manage the RFP
- A team that needs project management support for a complex initiative
- Leadership asking "what went wrong" on a project and needing an honest assessment
What we do
- Project and program management using Agile methods (Jira, Azure DevOps), including cross-functional coordination across clinical, technical, and operational teams
- Vendor management and accountability
- System selection support: RFP development, vendor evaluation, reference checks
- Upgrade and cutover planning
- Project recovery: assessment, stabilization, and path-to-completion planning
- Integration with client governance: steering committee participation, executive status reporting, and change control processes
Deliverables
- Project plans with milestones and accountability
- Vendor scorecards and selection recommendations
- Weekly status reporting and risk tracking
- Cutover plans and go-live readiness checklists
- Post-mortem and lessons learned documentation
What we don't do: We don't manage projects indefinitely; we build internal capability and transition. We don't provide PMO services for non-healthcare projects. We don't write policy manuals or compliance documentation.
