Strategy & Consultation

In most cases, we work with medical groups that have established tools for common patient data handlers such as appointment scheduling, online bill payment, patient portal access, records access, or simple HIPAA compliance contact forms. Where a group doesn't have established tools, we can help advise you on which solutions would be the best fit for your practice and help you implement those solutions. And where a change is made to an existing data handler, we can help you navigate the switchover process - both externally to your patients and internally for your management staff.

We understand the importance of HIPAA and know what data should and should not flow directly through your public website. We will always advise our clients to consult their compliance teams when we see anything in your technology stack that we think might be of a concern. And where we are making direct updates to your ECHO Health website, we will never pass and PHI in an unsecure way or integrate PHI handlers that don't meet compliance requirements. We have extensive experience integrating HIPAA compliant tools with our ECHO Health web platform.

By gaining an understanding of your practice's current operational workflows and processes - and what tools you use to manage those processes - we can then advise on new software solutions or adjustments to workflows to streamline your operations, create automations that offload manual involvement, or enhance patient-communication touchpoints to bolster your brand presence and retentions. Whether this is done through platforms such as Salesforce or Smartsheet, or simply via process diagrams and flow charts, our consultation team can help you continually improve your processes and healthcare-focused business tools.

In the world of healthcare, mergers and acquisitions are a common business eventuality. Our team has helped many practices expand, grow, partner, collaborate and merge with other healthcare groups over the years. Whether the merger involves the creation and establishment of an entirely new brand or if a larger practice needs to absorb a smaller existing brand, our team can help you navigate the process of combining or consolidating digital assets and entities to ensure a smooth transition. We can help you craft a digital merger or phase-out strategy that is minimally disruptive to existing patients and is conscious of active patient lifecycles as they pertain to changes in user experience and data flows. We can also help you evaluate existing tools across all of the merging practices to select the best way standardize your internal operational and administrative processes for your new combined brand or merged healthcare groups. And if you are a smaller practice looking to position your clinic for acquisition, we can help you adopt best practices for practice management to maximize your attractiveness and value to investors or other healthcare groups.