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.