Services
Structured consulting engagements for behavioral health organizations.
Engagements are scoped individually. Pricing is provided after an initial discovery conversation.
Documentation & Workflow Audits
A comprehensive, structured review of how documentation currently happens across your clinical and administrative teams. Identifies bottlenecks, compliance risks, and efficiency gaps.
Ideal for organizations experiencing:
Documentation delays, clinician complaints about EHR burden, inconsistent note completion rates, or upcoming accreditation reviews.
What's included
- Current-state workflow mapping
- EHR documentation review
- Staff workflow interviews (async-friendly)
- Written audit report
- Prioritized recommendation set with implementation notes
SOP & Workflow Design
Custom standard operating procedures and workflow documentation built for usability, designed to reflect how your team works, not an idealized version of it.
Ideal for organizations:
Building new programs, onboarding clinical staff, transitioning EHR systems, or seeking to standardize inconsistent practices.
What's included
- Process discovery (async-first methodology)
- SOP drafting in your preferred format
- Workflow diagrams where applicable
- Revision cycle
- Final documentation package
Ongoing Operational Advisory
A retained advisory relationship for organizations in active operational change, building new infrastructure, managing growth, or navigating complex workflow problems.
Ideal for:
Organizations with recurring operational support needs but not ready for a full-time hire.
What's included
- Monthly async check-ins
- Ongoing document review and feedback
- Ad-hoc workflow design support
- Priority response within 48 hours
- Quarterly operational review
Engagements are scoped individually based on organizational complexity and project scope. Pricing is provided after an initial discovery conversation.
Digital Products
Not ready for a full engagement? Start with a template.
Every consulting engagement starts with the same foundational systems. If you want to build those systems yourself, the Templates and Tools library gives you a professional starting point without starting from scratch.
SOPs, clinical forms, workflow frameworks, and audit tools, all built specifically for behavioral health organizations, immediately downloadable, and fully editable for your team.
Browse Templates and Tools