EHR Implementation That Actually Sticks
Vendor-led setups leave workflows broken, staff frustrated, and money left on the table. We put clinical workflows first — configuring and training around how your practice actually works, not how the vendor's demo imagines it does.
30 minutes. No pitch. Just clarity on what your practice needs.
Appeal success rate
83%
when properly documented
Time saved / provider
1–2 hrs
daily after optimization
Avg go-live timeline
3–12 wks
solo to 8-provider group
EHR platforms
8+
platforms we know well
Choose Your Starting Point
Four engagement types — from pre-purchase guidance to end-to-end implementation. Stack or sequence them as your practice evolves.
EHR Selection & Strategy
Find the right platform before you commit
Confused by vendor demos and conflicting feature lists? We cut through the noise with an independent, workflow-first analysis so your practice selects the EHR that actually fits — not just the one with the best sales team.
$1,000 – $2,250
- Discovery call and practice profile intake
- Workflow & needs assessment (all roles)
- Shortlist of 2–3 EHRs with pros/cons comparison
- Vendor demo participation and guided Q&A
- Written recommendation with phased implementation plan
- Contract review & negotiation with vendors
- Deep custom ROI modeling or multi-site analysis
New EHR Implementation
Go live without the chaos
Most EHR go-lives fail not because of the software — but because of poor configuration and undertrained staff. We handle both: every role, every workflow, every edge case, before your first live patient.
- Workflow discovery sessions (clinical + admin)
- Full EHR configuration (locations, providers, nurses, schedules, roles, permissions)
- Basic template and order set build
- Inbox / tasks / routing setup
- Test environment + day-in-the-life testing
- Go-live readiness plan
- 2–4 role-based group training sessions
- 1 super-user deep-dive session
- Quick reference guides and checklists
- 1–2 half-day virtual go-live support
- Advanced custom templates & complex reports
- Training beyond the included session set
- Additional locations or service lines added post go-live
Full Journey
Selection through optimization — done right
The complete package. We start before you sign with the vendor and don't leave until your team is confident, workflows are clean, and the system is working for your practice — not against it.
- Everything in EHR Selection & Strategy (Package 01)
- Everything in New EHR Implementation (Package 02)
- 30–60 day post go-live optimization review with punch list
- One additional training / refresher session within 60 days of go-live
Training & Optimization Only
Already live — but it's not working
Your EHR is live but your staff is working around it, not with it. We assess how the system is actually being used, rebuild muscle memory through role-specific training, and leave behind documentation that lasts.
$2,000 – $3,500
Up to 10 staff — teams of 11+ receive a custom quote
- Brief current-use assessment (survey + 1–2 interviews)
- Customized training plan by role
- 3–5 live training sessions (remote or on-site)
- Updated cheat sheets and quick reference guides
- 1 follow-up Q&A / cleanup session 2–4 weeks later
Prefer in-person?
On-site delivery available at an additional rate — go-live days, hands-on training, and optimization visits.
Ongoing Support Retainer
EHRs evolve. Workflows drift. Staff turns over. A retainer keeps your system tuned without the cost of a full-time consultant.
Core
$1,000/mo
Overage: $100/hr
- Priority access for questions and quick fixes
- Minor template tweaks and workflow adjustments
- Brief monthly check-in and metrics review
Pro
$2,000/mo
Overage: $100/hr
- Everything in Core
- Proactive workflow monitoring
- Quarterly optimization report
EHR-agnostic — we apply the same workflow-first methodology regardless of platform.
Before You Reach Out
Not sure which package fits?
Schedule a free 30-minute discovery call — no pitch, just clarity on what your practice actually needs.
Schedule Discovery Call