Business Situation and Requirements

Managing high patient volumes across multiple clinic locations requires a well-coordinated system to handle records, appointments, telehealth, billing, and insurance workflows. A robust EHR system is essential to ensure seamless data access, continuity of care, and compliance with HIPAA and ONC standards, enabling secure, interoperable, and high-quality patient care.

The eye care group sees hundreds of patients daily and uses a third-party EHR at each clinic to manage records, appointments, telehealth, billing, and related operations. As the network grew, the EHR struggled with workflows, and maintaining the system across multiple clinics became costly. To manage clinical workflows and reduce the EHR system’s costs across all clinics, the eye care group wanted to build a custom EHR.

Their key requirements included:

  • Discover & Frame (D&F) Workshop: Conduct a D&F workshop to define project scope, understand user needs, identify risks, and align the roadmap for a market-ready EHR solution.

  • Custom Solution: Develop a tailor-made EHR system to meet the specific needs of the eye care group.

  • One-Time Deployment solution: Implement the solution as a one-time deployment across all clinics.

  • Cost-Effective: Reduce recurring expenses by eliminating reliance on third-party EHR systems.

  • Scalability: Ensure the system can be used across multiple clinics while maintaining consistency and efficiency.

  • Workflow Integration: Manage and integrate workflows according to the eye care group’s clinical practices.

  • Productivity Enhancement: Streamline operations to improve overall staff and clinic productivity.