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Author: Claire Powell

Augusta University

Augusta University

Augusta University Header

Client Story

Augusta University

Building a Single Hub for Student Health

Augusta University operates a busy student health center serving an expanding student body. As a long-time Medicat customer, Augusta has steadily layered in new tools to move away from manual and time-consuming student health workflows. Medicat has helped their team cut immunization processing backlogs, empower students to manage their own care, and free up staff time for higher-value work.

Augusta University Logo

  • School

    Augusta University

  • Number of Students

    12,000+

  • Medicat Implementation

    2006

  • Location

    Augusta, GA

The Problem

Before standardizing their immunization compliance workflows, Augusta University’s student health center juggled documents across several channels. Students could email immunization records, upload them, and call in — often doing all three. With multiple staff members working in parallel, the team was often duplicating efforts while chasing down the status of records that had arrived through different paths. 

The result was a processing backlog of five to seven business days for student immunization records. Manual review and redundant data entry made it difficult to keep up, particularly during peak periods when incoming students were submitting records for the first time.

The Solution

Working closely with their Customer Success Manager, Augusta University consolidated submissions to a single channel: the online student portal. Students now upload all immunization documentation through the  portal, as email submissions were retired to eliminate duplicate work. Built-in logic routes submissions appropriately: some records are auto-accepted, others are flagged for staff approval, and conditional questions guide the record along the right path from there.

Beyond immunizations, the portal has become the hub for all things student health. Students complete health questionnaires, self-schedule appointments at any time, view their lab results, and receive visit summaries directly in the portal. Most recently, Augusta University introduced a medication refill request form on the portal, which is another step in shifting time-consuming staff tasks to a much more efficient option.

“Immunization records used to be our biggest bottleneck. Now it’s one of our smoothest workflows.”

~ Lacey Owens, Student Health Quality & Compliance Manager

The Results

Medicat’s impact shows up across processing speed, staff workload, and the student experience. 

  • Immunization review backlog reduced from 5–7 business days to 1–2 (most often handled same day!)
  • Only allowing students to submit documents via the portal eliminated duplicate work from overlapping email, upload, and phone submissions
  • Fewer inbound phone calls and reduced phone tag for routine refill requests

    Student Experience: A single student portal allows students to schedule appointments, complete questionnaires, view lab results and visit summaries, upload and download immunization records, and request medication refills — without phone calls or emails back-and-forth. Self-scheduling gives students the flexibility to act in the middle of the night or between classes, while introducing newly independent students to managing their own healthcare. The medication refill form, routed automatically from student to nurse manager to provider, has been especially popular and has cut down on the phone tag that used to slow routine requests. 

    Service and Support: Augusta University’s team consistently points to Medicat’s support as a standout. They work with familiar faces who understand their unique needs, and describe a collaborative, problem-solving approach, rather than being left to sort out challenges alone. 

    “We always seem to talk to the same folks on your support team, and that makes things easier. They’re familiar with us. They know what we’re looking for.”

    ~ Robin Atkins, Student Health Services Coordinator

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    West Valley Mission Community College District featured

    West Valley Mission Community College District

    West Valley Mission Community College District

    Client Story

    West Valley-Mission Community College District

    Unifying Student Wellness Across Two Campuses

    West Valley-Mission Community College District (WVMCCD) needed a better way to support integrated student wellness services across two campuses. The district required an EHR that could streamline workflows, strengthen collaboration, and support both care delivery and trainee supervision. By moving to MedicatOne, WVMCCD created a more connected and secure system for both health and counseling teams.

    West Valley Community College

    • School

      West Valley-Mission CCD

    • Number of Students

      20,000

    • Solution

      MedicatOne

    • Medicat Implementation

      Fall 2025

    • Location

      California Bay Area

    The Problems

    • Outdated and unreliable system

      WVMCCD’s previous EHR was difficult to use and suffered from stability issues. Counseling staff risked losing entire notes due to system instability, while student health clinic staff struggled with an outdated and unintuitive user interface.

    • Limited collaboration and supervision tools

      Although the district operated an integrated care model, the previous system lacked structured workflows to facilitate collaboration. Counseling supervisors had no efficient way to review trainee documentation or provide feedback.

    • Manual and fragmented workflows

      Staff relied on different systems for charting, lab ordering, and communication with students. Intake and documentation processes were often paper-based or required manual workarounds like spreadsheets.

    • Inefficient check-in and scheduling

      At the student health clinic, front desk staff had to interrupt providers to notify them of arriving students. For counseling, supervisors manually managed scheduling to balance trainee caseloads, often requiring multiple emails with students.

    • Security and communication gaps

      Sensitive communication relied on encrypted email outside the EHR, creating extra steps and inefficiencies while increasing student security risk. 

    The Solution

    By implementing MedicatOne, WVMCCD unified student health and counseling workflows into one system that supports integrated care, trainee supervision, and student communication. 

    After making the switch, they experienced several key benefits: 

    • Real-time visibility into student visits: Front desk staff can mark students as ready, allowing providers to immediately see who is waiting. Custom appointment types give clinical staff an idea of what the student is experiencing before each visit.
    • Stronger support for integrated care: Nurses and counselors work side by side and can easily coordinate care through shared records, enabling warm handoffs and more holistic support for students.
    • Standardized, structured documentation: Pre-built note templates and clickable fields reduce the need for free-text documentation while improving consistency and reporting capabilities.
    • Improved counseling supervision workflows: Trainees can route documentation directly to supervisors, who can provide feedback, request revisions, and track completion through timestamps and soft-signing. This creates a more structured and efficient supervision process.
    • Secure, centralized communication: Secure Messaging has eliminated the need for encrypted email communications with students. All communication can be managed in one place, making it easier for staff to provide critical information to students quickly.
    • Integrated lab ordering and results: Clinical teams can order labs through Quest Diagnostics and communicate results securely through MedicatOne, eliminating the need for multiple systems to manage labs.
    • Outreach and reporting support: Staff can track workshop attendance and outreach efforts directly in MedicatOne, providing better visibility into student engagement. 

    “I really appreciate that trainees can route notes directly to me and that I can give them valuable feedback. We can go back and forth, and everything is time-stamped.”

    ~ Melissa Johnsguard, Mental Health Services Supervisor, Mission College 

    The Results

    A more integrated and reliable system is helping WVMCCD deliver high-quality student health and counseling services across both campuses.

    West Valley Mission Community College District

    • More efficient day-to-day workflows: Staff no longer waste time navigating multiple systems or dealing with manual processes. Providers and clinicians can focus more on student care.
    • Improved supervision and training outcomes: Counseling supervisors now have clear visibility into trainee documentation, timelines, and performance, improving both operational efficiency and quality of care.
    • Reduced documentation burden: Features like autosave, standardized note templates, and integrations with lab and immunization registries have significantly reduced the time spent on documentation and eliminated the risk of lost work.
    • Stronger communication and coordination: Student health and counseling teams can collaborate within one EHR platform, improving continuity of care for students with complex needs.
    • Enhanced security and student experience: Secure messaging and centralized records provide a safer experience for students.

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    WNE University Case Study

    Western New England University

    Western New England University Campus

    Client Story

    Western New England University

    Making Student Well-being Operations More Efficient

    Western New England University (WNE) operates an integrated Center for Health and Well-being that includes medical and counseling services, along with a separate athletics clinic. Prior to adopting Medicat, each department relied on separate EHR systems, creating inefficiencies, limited visibility, and fragmented student experiences. With enrollment and demand for services increasing, Medicat has positioned WNE to scale effectively, unify operations, expand reporting capabilities, and improve both staff efficiency and the student experience.

    Western New England University Logo

    • School

      Western New England University

    • Number of Students

      3,600

    • Medicat Implementation

      July 2023

    • Location

      Springfield, MA

    The Problem

    Before implementing Medicat, WNE’s health and well-being services operated across three disconnected EHR systems. Staff relied heavily on manual processes, including paper intake forms, student email submissions, and redundant data entry. For example, immunization records were submitted via lengthy email attachments, printed, reviewed, and scanned into charts—often requiring multiple resubmissions when errors occurred.

    These workflows were not only time-consuming, but also limited each clinic’s ability to manage appointment data, identify trends, or ensure compliance efficiently. The overall process was outdated, resource-intensive, and difficult to scale as student enrollment grew.

    The Solution

    By implementing Medicat, WNE consolidated its three disparate systems into a unified and accessible platform. This shift enabled all clinics to share a common infrastructure for the student-facing portal while maintaining appropriate data privacy between departments. 

    Key features including the patient portal, immunization compliance management, and mobile self check-in transformed how the university delivers care and communicates with students. The implementation followed a phased approach, allowing staff to adapt gradually while building expertise and confidence across clinics.

    The Result

    Medicat’s impact has been significant across clinical operations, staffing, and the student experience.

    • 90% immunization compliance rate target achieved
    • 38% increase in medical visits since implementation
    • 30% increase in counseling utilization since implementation
    • Elimination of a full-time administrative role through workflow automation and self-service tools

    Student Experience: Medicat provides a centralized portal for scheduling, provider communication, documentation, and form completion, eliminating the need to navigate multiple systems. Features like self-scheduling and mobile self check-in have reduced wait times, improved privacy, and made accessing care much more convenient.

    Reporting: Staff have also gained the ability to track, analyze, and report on clinic data for the first time, providing visibility into service utilization, diagnosis trends, and student needs. This has empowered more informed decision-making and improved resource allocation across the clinics.

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    Medical clinic hallway with three people

    MedicatOne End-Of-Year Wrap: Key Product Wins

    We’ve closed out a landmark year for MedicatOne product development, marked by the launch of more than a dozen major new features, two powerful new integrations, and 60+ enhancements to existing capabilities.
    While we’re already building toward what’s next, we’d like to take a moment to reflect on the milestones that shaped 2025. Join us in celebrating some of our most impactful innovations below!

    Order Manager

    Released: April 2025 

    One of the biggest leaps forward for MedicatOne this year was the addition of the Order Manager, the hub for tracking and managing Lab, X-Ray, Point of Care, and Pharmacy orders all in one place, as well as a location within each student chart for tracking orders specific to them.  

    Billing History & Tickets 

    Released: July 2025 

    Billing management and tickets have entered MedicatOne, with additional features coming across 2026. For now, users can view billing history, create and manage tickets, view balances, and print billing walkout statements. Stay tuned for further advancements to this functionality.

    More Advancements to Note Types 

    Released: Throughout 2025 

    We know that health and counseling clinics’ worlds revolve around documentation, so we are constantly enhancing available functionality. This year brought new note type building blocks (anatomical drawings, vitals, and more), as well as additional customization for how you want notes to work (such as whether or not an appointment must be attached to a note). 

    Vitals Tracking 

    Released: July 2025 

    Clients say they love the flexibility this feature offers—letting them tailor which vitals are tracked, define custom measurement ranges, and personalize how the vitals history is displayed. 

    Note Favorites 

    Released: April 2025 

    One long-awaited feature that migrated from Legacy Medicat into MedicatOne this year is Note Favorites. This feature is managed in User Preferences and used directly in note types, allowing users to customize the EHR to fit their particular preferences and save precious time while documenting. 

    Risk Types 

    Released: November 2025 

    As a highly requested enhancement, this feature allows users to add custom risk types. This allows teams to track the specific concerns and indicators that matter most for their patients and clients. This ensures that each clinic can monitor the risks most relevant to their workflows, populations, and care priorities. 

    Voice-to-Text Dictation Tool

    Released: August 2025 

    To make documentation even easier, we launched an integration with a voice-to-text dictation tool called FluencyDirect by Solventum. This tool facilitates the efficient capture of detailed clinical information without the need for manual entry into the EHR, saving precious time between student appointments. 

    eMAR for Boarding Schools

    Released: July 2025 

    Finally, while we can’t highlight everything we did this year, we can’t leave out another exciting new integration for M1: the EIRSystems Electronic Medication Administration Record (eMAR) tool for clients with an infirmary model. For those who administer medications for minors, this system has been a gamechanger in keeping records accurate, up-to-date, and easily accessible.

    Migrations to MedicatOne 

    We closed the year with 20% of our Medical clients using M1, and we anticipate this number to jump to 50% by this time next year!

    At the start of 2025, this number was just 1%.  

    Enhancing Our Professional Capability 

    In 2025, we added a dedicated Product Manager to champion the voice of the customer—ensuring direct alignment between user feedback, product development, and our strategic roadmap. 

    Additionally, we re-established our Medical Product Advisory Committee, empowering our clients with direct influence over product decisions and roadmap priorities—ensuring your real-world daily needs drive our innovation. 

    Ever-Expanding Training Opportunities 

    Our robust 2025 education calendar featured monthly webinars and user group sessions designed for both new and experienced users. A key addition this year was our monthly role-based training series for both Legacy Medicat and MedicatOne, tailored specifically to help new users get up to speed faster and more effectively. 

    We understand that onboarding with a powerful product like M1 can feel overwhelming. That’s why it’s been such a privilege to support hundreds of users this year through hands-on training, instructional videos, and in-app practice tools—all designed to build confidence and streamline workflow. 

    We’re incredibly grateful to everyone who participated and shared feedback throughout 2025. Your input helped shape each session from the very beginning, and we’re committed to continuously improving the experience. Our goal remains clear: to make M1 intuitive and accessible from day one. 

    2026 – Why It Will Be Even Bigger 

    This year, we’re committed to advancing innovation, elevating customer service, and expanding the training you rely on. Here’s a preview of the enhancements and programs underway. 

    • SmartScribe: Our new AI-powered ambient listening tool captures visit conversations and automatically creates high-quality clinical notes. Clinicians can focus fully on the student, not their keyboard.
    • Brand New ICM Agent: This new AI-powered tool helps clinics slash manual immunization record review time and boost compliance rates.
    • Revamped Student Portal: The vision: a new portal that empowers students to take charge of their health—making appointment scheduling, record viewing, and provider communication effortless while boosting engagement, satisfaction, and care outcomes.
    • Forms Library: Users will have quick access to a comprehensive library of pre-built forms designed for both providers and patients/clients. This off-the-shelf collection significantly reduces setup time, allowing clinics to adopt high-quality forms without reinventing the wheel.
    • Insurance Eligibility Tool: Users will be able to instantly verify a patient’s insurance eligibility through our integrated third-party partners. This real-time verification streamlines front desk workflows, reduces claim denials, and ensures that providers have accurate coverage information before services are rendered.
    • Additional Training and Educational Events: Based on strong client demand, we will continue to expand our virtual event offerings to meet the ever-changing needs and interests of your clinic.
    • Building AI-Powered Reporting: AI-Powered Reporting will analyze clinic data automatically, helping you spot trends, identify at-risk students, streamline compliance, and make faster, more informed decisions.
    As we close out this year, these innovations and enhancements reflect our continued commitment to helping campus health and counseling clinics deliver exceptional care.
    Every improvement we delivered in 2025 was driven by our clients’ needs, challenges, and feedback. Thank you for trusting us to evolve alongside you. We look forward to continuing this momentum in 2026 with even smarter tools, stronger support, and an unwavering focus on your success. Cheers!

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    Central Methodist University

    Central Methodist University – Making Reporting Easier

    Central Methodist University Hero

    Client Story

    Central Methodist University – Making Reporting Easier

    Central Methodist University (CMU) struggled with an outdated EHR that couldn’t keep up with the documentation, workflow, and reporting needs of its health, counseling, and athletic clinics. By switching to MedicatOne, CMU aimed to streamline operations, strengthen reporting, and improve data security.

    CMU Logo

    • Number of Students

      1,200

    • Medicat Implementation

      August 2024

    • Solutions Required

      MedicatOne Counseling,
      Medical and Athletics

    • Location

      Fayette, Missouri

    The Problems

    Inefficient Workflow: Their previous EHR lacked functionality, making it difficult for staff to access records, chart efficiently, and send forms to students prior to appointments. This led to staff frustration and lost time throughout the day.

    Security Concerns: The old system did not provide adequate safeguards to protect sensitive student information. There was no way to monitor or restrict access to records, raising concerns about privacy and data misuse across clinics. 

    Limited Support and Training: CMU’s previous EHR vendor offered minimal onboarding and training. Their ongoing support was also lackluster, leaving staff feeling unsupported and stuck when issues arose.

    “Medicat is a huge part of our program because it’s our electronic medical record. It’s where we do all of our scheduling. It really helps keep us organized and streamline some things, like making sure that student forms don’t get missed, compared to past records where we had to utilize some paper forms.”

    ~ Katie Wooldridge, M.Ed., LPC, Counseling Center Director

    The Solutions

    By addressing previous challenges and providing a user-friendly platform, MedicatOne has empowered CMU to deliver better mental health support to its students. Their successful implementation of MedicatOne serves as a testament to the system’s capability to meet the diverse needs of student health, counseling, and athletic clinics.

    When CMU transitioned to MedicatOne, they experienced several key benefits across their clinics:

    • Enhanced Security: MedicatOne provided robust security features, allowing CMU to set restrictions and monitor access to sensitive information. This ensured that only authorized personnel could view specific records, safeguarding student privacy. 
    • Streamlined Operations: With MedicatOne, CMU could integrate various forms and assessments directly into the system, eliminating the need for paper-based processes. The ability to access student charts directly from the calendar improved workflow efficiency. 
    • Comprehensive Supervision Training Tools: Since CMU relies on counseling trainees to provide mental health services to students, having a robust way to track trainee notes, clinical hours, and progress towards goals has been key.

    The Results

    Precious monthly time savings are making a meaningful clinical impact.

    Improved Efficiency: The transition to MedicatOne saves CMU approximately 5 to 10 hours per month in reporting alone. The system’s reporting features allowed for quick access to data, such as the number of appointments per student, without manual counting.

    Enhanced Student Experience: Students appreciate the ease of accessing forms prior to their appointments. They also enjoy scheduling appointments through a single portal using their CMU credentials. This streamlined approach has improved the overall student experience.

    Getting the Support They Need: CMU staff has had overwhelmingly positive experiences with MedicatOne’s Support Team, which consistently provides timely and effective troubleshooting and ticket support. The ability to resolve issues collaboratively has been a key differentiator compared to their previous vendor.

    “I really like using Medicat. It’s helped me feel good about the records that we’re putting in. Then I can present, for example, to the board of directors, to my boss, or whoever. When I run the reports, I’m always getting the same numbers, whereas in the old system I had, it was like, wait a minute, none of these are consistent!”

    ~ Katie Wooldridge, M.Ed., LPC, Counseling Center Director

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    Georgia Tech automating immunization

    Georgia Tech – Automating Immunization Compliance

    Georgia Tech Campus Health

    Client Story

    Georgia Tech – Automating Immunization Compliance

    Over the past decade, Georgia Tech has increasingly invested in automating a resource-heavy process: student immunization compliance. Recognizing the increasing demands and inefficiencies of their homegrown systems, Georgia Tech turned to Medicat to further streamline the way their team verifies immunization records.

    Georgia Institute of Technology

    • Number of Students

      26,000

    • Medicat Implementation

      February 2024

    • Solutions Required

      State Registry & VeriVax

    • Location

      Atlanta, GA

    The Problem

    Initially, Georgia Tech used a homegrown system that required students and staff to upload and verify records manually. This process was labor-intensive and could not keep up with a growing student body. Over a decade ago, they implemented Medicat’s Immunization Compliance Manager to alleviate some of this administrative burden. Fast forward to 2024 – they needed additional tools to increase efficiency and accuracy.

    “There is always a seasonal aspect to immunization compliance workflow, which makes it particularly challenging to manage. Training new staff annually became a burden, and the increasing number of incoming students made it clear that even our existing workflow was insufficient.

    Our primary staff member handling immunization compliance is nearing retirement. To account for this significant change, we knew we needed additional tools to help automate this process. We wanted to make this process easier for students, and of course, our staff as well.”

    ~ Theron Stancil, Assistant Director of Health Systems

    The Solution

    Georgia Tech implemented two additional tools to bolster their compliance workflow, including a state immunization registry interface (GRITS) and VeriVax, a tool that allows students to enter their address to retrieve immunization records that are automatically marked as verified within our EHR software.

    Key features of Medicat’s solution included:

    • GRITS Interface: Georgia Tech has a large in-state student population. Through this state immunization registry interface, in-state student records are pulled into the EHR software automatically, drastically improving efficiency and accuracy of the compliance process. 
    • VeriVax: Conversely, out-of-state students are now also able to request for their records to be pulled directly into the EHR software, as well. Students from nearly every state in the U.S. can use VeriVax with ease.
    • Secure Messaging: This tool enables Georgia Tech to send targeted campaigns to reach students who were not yet compliant with certain immunization requirements.
    • Online Forms: Georgia Tech leverages online forms to screen students for TB, amongst other health screens for incoming students and new patients.

    The Results

    • 30%

      Reduction in documents that had to be manually reviewed by staff
    • 64%

      Increase of partially compliant students YoY (in first seven months)
    • 21%

      Increase of fully compliant students YoY (in first seven months)
    • 26%

      Reduction in documents that had to be manually reviewed by staff
    • 64%

      Increase of partially compliant students YoY (as of August 1st)
    • 21%

      Increase of fully compliant students YoY (as of August 1st)

    Since implementing Medicat, Georgia Tech has seen material improvements in their immunization compliance process:

    • Increased Efficiency: Georgia tech achieved a 30% reduction in documents manually reviewed by staff in the first year of this tool being implemented!
    • Compliance Rates: As of August 1st, the number of students who were partially compliant increased by 64% after implementing the GRITS interface and VeriVax. Additionally, the number of students who were fully compliant increased by 21% within the same timeframe.
    • Student Experience: Now that most students no longer need to manually upload their documents to the student portal, immunization compliance is much less of a headache, especially for incoming students.

    “Medicat’s immunization compliance solutions have significantly enhanced our ability to ensure the well-being of students across campus. The GRITS interface and VeriVax have truly streamlined how we manage compliance, reducing manual workload and prepping us to handle future growth and staffing changes with confidence.”

    Theron Stancil, Assistant Director of Health Systems

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    Mendocino College Featured

    Mendocino College – Laying Foundations for Mental Health Support

    Mendocino College

    Client Story

    Mendocino College – Laying Foundations for Robust Mental Health Support

    When the Mendocino Lake Community College District brought on its first full-time mental health provider in early 2023, there were many challenges to overcome. The school knew it needed a secure, easy-to-use EHR to document in-person and teletherapy visits, track referrals to community providers, reduce clinical liability, and measure the impact of vital outreach programs. Across four campuses, the college’s thriving mental health support program is setting the foundation to expand student support services in years to come.

    Mendocino College logo

    • School

      Mendocino College

    • Number of Students

      4,600

    • Medicat Implementation

      August 2023

    • Solutions Required

      Medicat One Counseling

    • Location

      Ukiah, CA

    The Problem

    Mendocino was faced with a big challenge – finding an EHR system that fit the needs of their clinic both in the current moment, and for years to come. They were looking for a tool that could support all four campuses across two counties. Their wish list included: SSO capabilities, a granular permission structure, built-in reporting, and an intuitive interface.

    “Coming from a background in county mental health services, my first challenge was bringing much-needed structure to the clinic. My goal was to introduce a modern standard of care for our students and reduce clinical liability for the institution.

    We had the foundations for a great mental health support program, but we needed the tools to fit our unique workflow that still left room for flexibility and growth.

    I provide short-term teletherapy and in-person counseling services at all four campuses across Mendocino and Lake Counties. I was looking for an EHR that would support my clinical workflow and allow me to track referrals to other providers in our rural community.”

    ~ Lisa Larimer Burtis, LMFT, Mental Health Counselor and Coordinator of Health and Wellness

    The Solution

    Setting up granular permission structures for staff and clinicians, increased security through SSO protocols, self-scheduling capabilities, and templatized intake forms and notes have helped bring Mendocino up-to-speed with the latest standards of care in mental health support.

    Medicat’s intuitive interface allowed the Mendocino team to quickly get up-to-speed on how to best leverage the tool. Student Support staff were trained on how to schedule students for therapy appointments. 

    Clinicians needed to be able to access clinical notes within the EHR, while support staff reduced administrative burden by owning provider calendars and scheduling student appointments at each campus location. The granularity introduced to user permissions reduced security concerns, a major win for college administrators and IT.

    Then, clinicians were trained on how to build forms and efficiently document visits. Plus, clinicians could now create and track the impact of outreach events, such as harm reduction workshops.

    The Result

    Implementing Medicat One Counseling has helped Mendocino lay critical foundations for student support services to grow and thrive.

    By introducing an EHR tool that meets the unique needs of this school, a new level of modernity, security, and efficiency are now cornerstones of counseling services.

    Additionally, new opportunities are on the horizon. The structure and tools in place now mean that Mendocino can apply for additional funding and grants to support students across every aspect of their health and well-being.

    “The level of consistency I’ve experienced throughout the entire evaluation, implementation, and ongoing support stages of this process has built my trust in the Medicat team. Each time I reach out for help, I know I’ll be working with someone who genuinely cares and knows how to best support my workflow.”

    Lisa Larimer Burtis,
    LMFT, Mental Health Counselor and Coordinator of Health and Wellness

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    Customer Onboarding Specialist

    Careers at Medicat

    Customer Onboarding Specialist

    Medicat seeks a charismatic Customer Onboarding Specialist to join a dynamic team dedicated to client satisfaction.

    Apply Now

    • Remote, 20% Travel

      Location

    • Full-Time

      Working Time

    • Mid-Level, Individual Contributor

      Level

    Job Overview

    As a Customer Onboarding Specialist, you will play a crucial role in the successful implementation and onboarding of administrators and end users onto our EHR platform. You will be responsible for guiding clients through the onboarding process, ensuring a smooth transition from their existing systems to Medicat. Your expertise in healthcare workflows, system configurations, and effective communication will be key to driving client satisfaction and system adoption.

    The role of the Customer Onboarding Specialist is to be responsible for onboarding, configuration, training, and revising clinical workflows to support the successful adoption of Medicat software. The position requires advanced knowledge of several systems, applications, and technology.

    Role & Responsibilities

    1. Client Onboarding:
      • Following established processes, lead the onboarding process for new clients, ensuring a comprehensive understanding of their specific needs and requirements.
      • Collaborate with clients to gather necessary data and facilitate the integration of their existing systems with our EHR platform.
    2. System Configuration:
      • Customize the EHR system to align with the unique workflows and preferences of each client.
      • Troubleshoot and address configuration issues to optimize system performance.
    3. Training and Support:
      • Provide training sessions for end-users on the functionalities of the EHR system.
      • Offer ongoing support to address client inquiries and concerns during the onboarding phase.
    4. Documentation:
      • Create and maintain comprehensive documentation of onboarding processes, configurations, and client-specific details.
      • Collaborate with the Education team to update training materials and user guides.
    5. Collaboration:
      • Work closely with cross-functional teams, including sales, IT, and customer support, to ensure a cohesive and positive client experience.
      • Communicate client feedback and insights to the product development team for continuous improvement.
      • Identify at-risk implementations promptly and escalate to manager for further support as appropriate.

    Required Skills

    • 1+ years of EHR system experience
    • Deep practical knowledge of clinic workflow
    • Strong client relationship-building skills, including follow-through, tracking, and closure
    • Excellent training (web-based and on-site) and presentation skills
    • Excellent oral and written communication skills
    • Ability to multi-task, prioritize, troubleshoot, and resolve issues
    • Detail-oriented with excellent problem-solving abilities
    • Ability to work independently and collaboratively in a team environment

    Bonus Qualifications

    • Clinical background (MA, Nurse, Counselor etc.) and/or experience in clinic administration and workflow
    • Medicat end-user experience
    • Experience with Zendesk and HubSpot
    • Familiarity with interfaces (lab, pharmacy, immunization, etc.)
    • Insurance billing experience

    Additional Information

    Medicat is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

    Note: This job description is intended to convey information essential to understanding the scope of the position and is not an exhaustive list of responsibilities and qualifications. Management may revise the job description or require other tasks to be performed when the circumstances of the job change.


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    UTEP Student Health Center Billing

    UTEP El Paso – Making Billing Less of a Hassle

    University of Texas at El Paso hero

    Case Study

    University of Texas at El Paso –
    Making Billing Less of a Hassle

    The University of Texas at El Paso (UTEP) faces unique challenges at its Student Health & Wellness Center, serving a predominantly commuting and international student population. The center, managing both insured and uninsured (self-pay) students, operated for many years using paper charts and outdated billing processes.

    University of Texas El Paso

    • School

      University of Texas at El Paso

    • Number of Students

      24,000

    • Medicat Implementation

      2011

    • Solutions Required

      Medical EHR & Practice Management

    • Location

      El Paso, Texas

    The Problem

    Billing was a significant pain point, with an outsourced service provider taking a hefty cut (40%) of the clinic’s earnings. There was a lack of transparency and organization when it came to managing insurance claims and appeals. Clinic leaders knew change was needed, but staff felt nervous about moving to a fully electronic system.

    “When I arrived at UTEP, an internal audit of the clinic’s operations revealed 22 critical issues. I knew there was a lot of work to be done to get our ducks in a row.  

    We needed a practice management and billing solution that could streamline our processes and bring us into the 21st century.” 

    ~ David Porras Jr., Assistant Director of Business and Clinical Operations

    The Solution

    UTEP adopted Medicat 13 years ago, with a full transition to electronic health records (EHR) and electronic billing within six months. This newfound control over billing processes brought the clinic back to a financially healthy state.

    “Medicat’s appeal went beyond EHR; it offered robust practice management features, such as electronic claims processing, an integration with Waystar, automatic adjustments, and an easier way to issue refunds.

    The implementation also allowed us to roll out electronic consent forms that students love, plus an easy-to-use appointment calendar that keeps our clinic on track throughout the day.

    I also can’t overstate Medicat’s exceptional customer support. Their commitment to swift issue resolution and the implementation of new tools to enhance both staff and student experiences is unmatched.”

    ~ David Porras Jr., Assistant Director of Business and Clinical Operations

    The Result

    Claim processing time dropped from 45 minutes to 1 minute!

    UTEP achieved significant operational efficiency and cost savings through staff reduction and streamlined processes. Billing and administrative tasks were optimized, reducing the staff to one front office person and one student employee.

    Achieving a remarkable 98% clean record for claims, UTEP established financial transparency and predictability. The team now spends far less time working on painstaking appeals.

    Additionally, the time to process claims was drastically reduced from 45 minutes to just under 1 minute, a stark improvement. Payments to the clinic now flow directly into the clinic’s account, instead of taking 30-45 days.

    Finally, implementing Medicat positively impacted the student experience, with students expressing satisfaction in navigating consent forms and gaining a better understanding of insurance claims and billing processes.

    “Medicat’s comprehensive EHR and practice management solutions have proven instrumental in transforming our clinic. By addressing our specific challenges with tailored solutions and support, Medicat has not only improved our efficiency and financial wellness, but has also enhanced the overall experience for both staff and students. We couldn’t be more thrilled.”

    ~ David Porras Jr., Assistant Director of Business and Clinical Operations

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    Student Immunization Compliance

    Medicat & TrackMy Partner to Streamline Immunization Compliance

    Medicat & TrackMy Form Partnership to Streamline Immunization Compliance

    Medicat, the #1 provider of electronic health records software in college health, is thrilled to announce an exciting partnership with TrackMy, a leader in immunization compliance solutions. This exciting collaboration will bring the power of TrackMy’s VeriVax solution to universities nationwide. 

    Managing immunization compliance has long been a headache for college health clinics. Every year, thousands of students arrive on campus, hailing from all over the United States. This makes complying with state- and institution-mandated immunization requirements a daunting task for clinicians.

    Some schools have integrated with their home state’s immunization registry to reduce manual verifications and the burden on staff. However, this approach only automates a portion of student record verifications.

    There’s a better way to tackle immunization compliance. Medicat is partnering with TrackMy to integrate with their innovative software solution, VeriVax. This verification engine streamlines immunization compliance by allowing students to retrieve their immunization records through TrackMy’s nationwide clinical network as part of care coordination. Leveraging this national clinical network, students can quickly gain access to their records, regardless of the state in which a student received their immunizations. The result is an effortless experience for students and far less administrative burden on clinicians.

    Key benefits of this partnership include:

    • Streamlined Compliance: The integration between Medicat and VeriVax eliminates much of the manual review of immunization records, ensuring records are more accurate and up to date.
    • Time Savings: By automating immunization compliance across state lines, Medicat and VeriVax can reduce the time staff spends on manual record verification by up to 90%. This frees up valuable resources and allows staff to focus on providing quality care to students.
    • Enhanced Student Experience: Students will benefit from a hassle-free compliance process, reducing the stress and time associated with proving their vaccination status.

    The partnership between Medicat and TrackMy underscores our shared commitment to advancing healthcare technology that supports higher education. Together, we’re improving the way college health leaders manage immunization compliance, promoting healthy campuses and improving clinical efficiency.

    Learn more about this partnership and how your campus can streamline immunization compliance.

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