How We Work

Our Engagement Model

1. Discovery

Every engagement begins with discovery.

We focus on understanding:

• How patients move through your clinic

• How staff document, schedule, and communicate

• Where friction, delays, or breakdowns occur

• What systems you are leaving (if applicable)

• What compliance and reporting requirements matter

This step is collaborative and diagnostic.
We observe before we configure.

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2. Workflow Mapping

After discovery, we map real-world workflows to the EHR.

This includes:

• Identifying processes that require configuration

• Determining where customization is necessary

• Avoiding unnecessary complexity

• Preserving flexibility for future changes

The goal is to reduce operational friction — not introduce new habits for staff to learn.

3. Configuration and Customization

With workflows defined, we configure OpenEMR to support daily operations.

This may include:

• Charting and documentation

• Scheduling and patient flow

• Billing and claims workflows

• ePrescribing and PMP integration

• Forms and specialty-specific modules

• Performance and usability tuning

Customization is applied intentionally.
If the configuration solves the problem, we do not overbuild.

4. Data Migration (When Applicable)

For clinics transitioning from another system, data migration is planned carefully.

We address:

• What data must be migrated

• What data should not be migrated

• Data integrity and continuity

• Minimizing disruption to active operations

Migration is handled methodically.
Accuracy matters more than speed.

5. Go-Live Support

Go-live is treated as an adjustment phase, not a finish line.

We:

• Monitor real-world system use

• Make targeted configuration adjustments

• Address issues early

• Stabilize performance

The focus is on operational reliability, not experimentation.

6. Ongoing Support and Evolution

Clinics evolve. Systems must evolve with them.

We provide:

• Ongoing system support

• Workflow refinements

• Feature expansion when appropriate

• Performance and stability maintenance

Our role continues beyond initial implementation.

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What This Approach Avoids

This process is designed to avoid:

• One-size-fits-all templates

• Feature overload

• Forced workflow changes

• Short-term fixes that create long-term problems

Clinics should not have to adapt themselves to software.

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Fit Considerations

This approach works well for:

• Clinics that value operational clarity

• Practices that have outgrown rigid EHR platforms

• Teams that want ownership and adaptability

• Organizations focused on long-term stability

 

It may not be a fit for those seeking:

• Instant setup with no discovery

• Minimal involvement in system decisions

• A purely self-service software experience

 

Getting Started

Most engagements begin with a conversation.

We discuss:

• Your current system or setup

• Where friction exists today

• What success would look like months from now

From there, we determine whether an engagement makes sense — for both sides.