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EHR Implementation and Optimization
In today’s fast-paced healthcare environment, an efficient Electronic Health Record (EHR) system is essential for streamlining operations, enhancing patient care, and improving clinical workflows. However, implementing and optimizing an EHR system can be complex and time-consuming. That’s where Sorrell Young comes in. Our EHR Implementation and Optimization Services are designed to help private practices like yours seamlessly integrate EHR systems and maximize their full potential.
OVERVIEW
We guide you through the entire EHR selection and implementation process, helping you choose the best system for your practice’s needs. From project planning to go-live, our team ensures a smooth transition to your new EHR.
FOCUS AREAS
System selection and implementation, workflow customization, data migration and integration, staff training and support, and compliance and security audits.

OUR PROCESS
What To Expect
01 Initial Assessment
We begin with a thorough assessment of your practice’s current EHR setup or your needs if you are selecting a new system. This includes understanding your workflows, patient load, and specific operational challenges.
02 Customized Plan
Based on our assessment, we develop a tailored EHR implementation or optimization plan. This includes system selection (if needed), workflow customization, data migration, and compliance considerations.
03 Implementation + Ongoing Support
We manage the entire implementation or optimization process, providing hands-on training to your staff to ensure they can use the system effectively.
Success Stories
PACKAGE OPTIONS
Package Information
01 BASIC
Ideal For: Small practices implementing a new EHR system with minimal customization needs
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⟡ Administrative support for front-office tasks
⟡ Basic scheduling and appointment management
⟡ Staff coordination and payroll assistance
⟡ Monthly operational review and recommendationsCommitment: Month-to-month or 6-month contract options
02 STANDARD
Ideal For: Practices with multiple providers seeking comprehensive operational management and workflow optimization.
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⟡ All services in the Basic Package
⟡ Workflow optimization and patient flow improvement
⟡ Insurance verification and billing coordination
⟡ Inventory and supply chain management⟡ Staff training and performance monitoring
⟡ Bi-weekly operational reports and metrics
Commitment: 6-month or 12-month contract options with 5% discount on annual contracts
04 Custom
Ideal For: Practices with specific needs not covered by our standard packages.
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⟡ We offer customized pricing for practices requiring a unique combination of services. After an initial consultation, we’ll design a tailored package to meet your exact requirements.
Commitment: Flexible contract options based on services selected
03 DELUXE
Ideal For: Large practices or specialty clinics requiring full-service management and dedicated support for maximum operational efficiency.
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⟡ All services in the Standard Package
⟡ Dedicated operations manager for personalized support
⟡ Revenue cycle management and financial performance tracking
⟡ Advanced scheduling optimization (including waitlist management)⟡ Custom policy and procedure development
⟡ Comprehensive compliance and regulatory monitoring
⟡ Weekly performance reviews and personalized strategic planningCommitment: 12-month contract with 10% discount for upfront payment
05 ADD-ON
You can enhance any of our packages with add-on services based on your practice’s needs:
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⟡ Additional Staff Training Sessions
⟡ Telehealth Integration Support
⟡ Advanced Analytics and Reporting
⟡ Compliance Audit and Regulatory Support⟡ On-Site Support Days: $500 per day (available within local areas)
WE GET REAL RESULTS
Featured Case Study
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HHC is a family medicine practice committed to providing high-quality care to its diverse patient population. As the clinic grew, its existing EHR system became a barrier to efficiency, creating issues with workflow bottlenecks, inaccurate billing, and limited access to patient data. Providers and staff faced frequent technical issues, inefficient workflows, and frustration with a lack of system customization. Recognizing the need for a streamlined, user-friendly EHR system, HHC engaged Sorrell Young to guide them through the implementation of a new EHR system and optimize workflows to improve practice operations.
Challenges
1. Inefficient Workflow and Patient Data Access: Staff and providers experienced delays in accessing patient data and frequent interruptions due to inefficient workflows, affecting patient care and satisfaction.
2. Billing Errors and Delays: The previous EHR system frequently produced billing errors, leading to claim denials and delayed reimbursements that impacted the clinic’s cash flow.
3. Staff Training and Adaptation Issues: Many team members felt unprepared to fully use the EHR system, resulting in inconsistent data entry, poor communication between departments, and increased time spent on administrative tasks.
4. Compliance and Security Concerns: The outdated EHR system lacked robust data security and compliance features, exposing the clinic to potential HIPAA violations and data security risks.
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To address these issues, Sorrell Young designed and implemented a customized EHR Implementation and Optimization Solution for HHC. We selected a new EHR system that fit the clinic’s specific needs and guided the team through a comprehensive optimization process, focusing on workflow efficiency, compliance, and staff proficiency.
1. System Selection and Implementation
• Action: We evaluated various EHR systems to identify one that met HHC’s unique needs, selecting a platform known for its intuitive user interface, integrated billing functionality, and security features.
• Result: A smooth transition to a user-friendly EHR system that supported improved workflows and provided a strong foundation for efficiency and data access.
2. Workflow Optimization
• Action: After implementation, we conducted a comprehensive workflow analysis to identify and address bottlenecks. Key improvements included automating patient intake, streamlining appointment scheduling, and standardizing data entry protocols.
• Result: Reduced appointment wait times by 25% and decreased data retrieval times, allowing providers to spend more time with patients and less time navigating the system.
3. Staff Training and Support
• Action: We provided hands-on training sessions tailored to the clinic’s workflows, ensuring each team member—from front-office staff to providers—was comfortable and proficient in using the EHR. Additional role-based training modules were introduced for ongoing education.
• Result: A 40% increase in staff confidence with the EHR system and a significant reduction in data entry errors, improving overall efficiency.
4. Enhanced Billing and Revenue Cycle Management
• Action: We configured the EHR’s billing module to support accurate coding and claims submission. Staff received targeted training on billing workflows, including tips to reduce errors and improve claim acceptance rates.
• Result: Billing accuracy improved by 35%, with a 20% reduction in claim denials, leading to faster reimbursements and improved cash flow for the clinic.
5. Compliance and Data Security Enhancements
• Action: We implemented compliance protocols within the EHR system, including data encryption, access control, and audit trails. Regular security audits were scheduled to ensure ongoing HIPAA compliance and data protection.
• Result: HHC achieved full HIPAA compliance, minimizing security risks and building patient trust in the clinic’s data handling practices.
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After implementing Sorrell Young’s customized EHR solution, HHC saw substantial improvements in operational efficiency, billing accuracy, and patient care quality. Key outcomes included:
• 25% Reduction in Patient Wait Times: Improved workflows enabled faster check-ins, allowing providers to see more patients without compromising quality of care.
• 40% Increase in Staff Proficiency: Customized training resulted in a more knowledgeable and efficient team, reducing errors and enhancing patient interactions.
• 20% Increase in Monthly Revenue: With fewer billing errors and reduced claim denials, the clinic experienced a notable improvement in cash flow.
• Full Compliance with HIPAA Standards: Enhanced data security measures minimized the risk of HIPAA violations, ensuring patient data remained secure and protected.
Ready to Optimize Your EHR?
Don’t let an inefficient EHR system hold your practice back. With Sorrell Young, you can streamline your operations, improve patient care, and ensure compliance with a fully customized EHR system tailored to your needs. Whether you’re implementing a new system or optimizing an existing one, we’re here to help every step of the way.