Key Highlights

  • In this success story, a mental healthcare provider faced inefficiencies due to reliance on a generic EMR platform that lacked critical workflows.
  • OptiSol partnered with the client to build a custom EMR solution tailored for mental health, enabling intake, assessment, treatment planning, and group care management.
  • The platform digitized processes, introduced SMART goal tracking, and integrated billing workflows for seamless operations.
  • As a result, the provider improved patient satisfaction, reduced administrative burden, and enabled real-time claims management.

Problem Statement

01

Absence of Intake Management: Reliance on HubSpot for intake processes created inefficiencies and challenges in data portability to the EMR system.

02

Mental Health Assessment Challenges: Recording assessments manually with scattered data caused high administrative burden for clinicians.

03

Inability to Create Treatment Plans: Lack of structured treatment workflows forced staff to rely on manual calendars instead of personalized patient plans.

04

No Group Meeting Settings: Standard appointment scheduling failed to support group sessions, critical for mental health care programs.

05

Outcome Measurement Issues: Tracking patient goals and outcomes was inefficient, reducing effectiveness of treatment strategies.

Solution Overview

01

Designed an EMR platform that streamlined intake, assessments, and treatment planning into efficient digital workflows.

02

Digitized patient data to enable intelligence-driven insights and fuel program optimization with real-time visibility.

03

Built clinician-friendly apps optimized for tablets, improving usability and reducing documentation time during sessions.

04

Developed dynamic group setting management and comprehensive scheduling workflows across clinicians and administrators.

05

Integrated SMART goals tracking and streamlined billing through Availity for insurance and out-of-pocket expenses.

Business Impact

01

Improved Satisfaction Index: Engaging parents throughout the care journey led to a 3X increase in patient satisfaction scores.

02

Reduced Administrative Workload: Automated intake and assessment processes reduced inquiries by 80% within four months.

03

Real-Time Claims Processing: Integrated billing workflows enabled instant claim generation after clinical encounters.

About The Project

OptiSol collaborated with a mental healthcare facility to replace a generic EMR with a tailored solution addressing intake, assessment, treatment planning, and group care needs. By digitizing processes, enabling SMART goals management, and integrating real-time billing, the system reduced administrative burden, improved care delivery, and significantly enhanced patient satisfaction.

Technology Stack

FAQs:

What challenges did the client face with their existing EMR system?

The provider relied on a generic EMR platform that lacked workflows for intake, treatment planning, group sessions, and outcome tracking, forcing manual processes and increasing administrative workload.

How did OptiSol’s custom EMR address intake management issues?

We built a digitized intake workflow that eliminated dependency on HubSpot, streamlined patient onboarding, and enabled seamless data portability into the EMR system.

What features were introduced to support mental health assessments and treatment planning?

The platform included digital assessment recording, SMART goals management, and personalized treatment planning workflows, reducing clinician burden and improving patient care strategies.

How does the solution support group therapy sessions?

We developed a dynamic group meeting scheduling module, enabling clinicians to plan, manage, and track group therapy sessions, a critical requirement in mental health programs.

What business impacts did the provider achieve?

The client saw a 3X improvement in patient satisfaction, 80% reduction in administrative workload, and real-time claims generation, streamlining both care delivery and revenue management.

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