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Author: Claire Powell

Wesleyan University – Leveraging Their First EHR System

Wesleyan University Case Study

Case Study

Wesleyan University
Leveraging Their First EHR

Wesleyan University upgraded from paper records to Medicat’s advanced EHR system, streamlining charting, immunization compliance management, and billing.

Medicat helped to address the limitations they faced previously by improving efficiency across their clinic. Features like secure messaging, note templates, SSO, and advanced reporting have allowed Wesleyan to adapt to evolving industry standards.

Wesleyan University Logo

  • School

    Wesleyan University

  • Number of Students

    3,000

  • Medicat Implementation

    March 2020

  • Solutions Required

    Medical EHR & ICM

  • Location

    Middletown, CT

The Problem

For nearly 20 years, Wesleyan solely used a scheduling system to manage their clinical operations. This meant that patient records were all stored on paper, creating confusion, inefficiencies, and frustration for staff, providers, and students alike.

Staff and providers encountered several limitations with their mostly paper-based system. Miscommunications frequently occurred when provider notes were hard to read. Prescriptions were provided to students via paper form or were called into pharmacies by staff. Students called the clinic to see if their lab results were ready. All of this took time and energy away from caring for students, and was subject to human error. 

Clinical leadership realized they needed to switch to an EHR system to stay up-to-date with industry standards and enhance the quality of care they provide to students.

The Solution

To address the limitations they faced, Wesleyan sought recommendations for EHR systems from other NESCAC schools. They came across Medicat, and quickly realized that the Medical EHR and Immunizations Compliance Management (ICM) solutions would allow their health clinic to streamline their everyday workflow.

Medicat’s Immunization Compliance solution now allows students to upload records to an online portal. Then, staff can quickly review records and mark them as verified. Or, student records available through Connecticut’s Immunization Registry, CT WiZ, are automatically imported to the EHR and verified.

Additionally, Medicat’s secure messaging system replaced unsecure email communication, ensuring more efficient and confidential communication between staff and students.

Medicat also helped Wesleyan build templates for commonly used clinical notes, implement single sign-on (SSO), and optimize the Student Portal to ensure an intuitive experience for both incoming and existing students.

The Result

Wesleyan was due for an upgrade.
And they sure got one!

Wesleyan University Campus

  • Reducing Paper: Staff and providers at Wesleyan initially had reservations about transitioning from paper charts to an EHR system. However, having easy access to patient information in one online file facilitates quick charting and secure communication.
  • Enhanced Immunization Compliance Management: Tedious manual verification is no longer necessary.  Plus, providers now have a clear overview of compliance status, and administrators can report on campus-wide compliance with ease.
  • Time Savings: Medicat significantly reduced administrative tasks for office staff. They no longer needed to handle paper charts, print, and scan SOAP notes, or perform end-of-day filing. The integration of all tasks within the EHR improved collaboration, eliminated manual workflows, and enhanced overall efficiency and clinic morale.
  • Streamlined Billing: Medicat’s billing features simplified the process for Wesleyan University, providing transparency in documenting services and facilitating accurate billing to student accounts.

“I never thought that our clinic would take to an EHR given how long we’ve been using paper charts. As a provider myself, it’s been a game-changer for my efficiency and ability to focus on caring for our students.”

~ Sharon Kandro, APRN, Family Nurse Practitioner

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College of Coastal Georgia – Supporting Disability Services

Camden Center at College of Coastal Georgia

Case Study

College of Coastal Georgia
Supporting Disability Services

The College of Coastal Georgia struggled to integrate Disability Services and Counseling data with Student Health records, hindering their ability to provide comprehensive care. The shift to Medicat streamlined collaboration between departments, allowing for holistic student care, efficient case load tracking, and proactive identification of support needs. The implementation resulted in time savings, improved reporting capabilities, and going 100% paperless.

College of Coastal Georgia Logo

  • School

    College of Coastal Georgia

  • Number of Students

    3,200

  • Medicat Implementation

    Spring 2023

  • Solutions Required

    Counseling & Disability Services EHR

  • Location

    Brunswick, GA

The Problem

Data was scattered, and in the case of Disability Services, records were still kept on paper. Collaboration between Counseling, Disability Services, and the Health Center was disjointed. Manual data manipulation for reporting was becoming increasingly burdensome.

“Not having a solution to track Disability Services was  hindering my workflow. I felt it was impacting my ability to serve our students to the best of my abilities.

Paper files related to disability accommodations were piling up on my desk, and I was unable to report on the types of accommodations we were granting on a campus-wide scale. 

Plus, our Counselors were using an outdated EHR to track their sessions. This system did not provide the integrated reporting we needed to demonstrate the impact we were having on students.”

~ Tashania Gardner, M.Ed., Director of Student Well-Being & Support

The Solution

Medicat’s tools allowed each clinic to reach their full potential, improving student care and outcomes. Features such as advanced reporting, granular data permissions structure, and the ability to seamlessly share data between clinics proved most impactful.

A single, unified portal for Counseling, Disability Services, and Student Health brought CCG’s quality of care to the next level. Students can now schedule appointments and message their providers at all three clinics through one simple platform.

Other features like secure messaging, automated reminders for accommodation-related tasks and deadlines, as well as a comprehensive view of a student’s well-being, made for a much better provider and student experience.

For Disability Services in particular, they are now able to report on accommodations granted based on transaction codes, making end of year reporting a breeze.

Plus, after an accommodation is granted, students now receive a Memo of Accommodation Summary, which arms students with the information they need to advocate for their needs across campus.

The Result

Disability Services, Counseling, and Student Health are fully integrated!

Time Savings: Now that CCG has access to online scheduling, secure messaging, and other time-saving tools, time spent on administrative tasks has been nearly eliminated, saving the Counseling & Disability Services clinics hours each week.

Going 100% Paperless: Gone are the piles of files on Director Gardner’s desk! A paperless system means files are no longer misplaced. Plus, aggregated disability accommodations data is easy to report on.

Full Integration: Now that the Disability Services and Counseling clinics have a system that integrates directly with the Student Health Clinic, student care quality has improved. The teams have always worked together closely, so this formal integration of data and workflow feels like a natural evolution of the campus’ growth.

“Medicat understood our deep need to find greater organization and integration with Student Health. Our Implementation Specialist had our best interest in mind from the start, and truly set us up for success.”

Laura Smith-Brese – Counselor

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University of Florida – Optimizing Student Compliance

University of Florida Hero shot

Case Study

University of Florida
Optimizing Student Compliance

The University of Florida’s Health Compliance Office was drowning in insurance waiver and immunization records to review manually. They either needed to hire more staff to manage the workload or find another solution. Medicat’s Compliance Solutions allowed Florida to manage these records with ease and efficiency, reducing staff burnout, increasing productivity, and improving the student experience.

University of Florida Logo

  • School

    University of Florida

  • Number of Students

    63,000

  • Medicat Implementation

    May 2022

  • Solutions Required

    Immunization EHR & Insurance Management

  • Location

    Gainesville, FL

The Problem

Florida manually processed thousands of student records, including insurance waiver requests and immunization records, throughout the summer. This caused acute stress for the Health Compliance Office, resulting in the processing time for immunizations skyrocketing to three weeks.

“The biggest challenge we faced was a lack of automation. We were using our own insurance waiver verification system, but we experienced consistent outages that slowed down the verification process even more! Verification of insurance waivers was taking up to a week, which was just no longer tenable.

Plus, students were emailing us, sometimes every day, asking about their immunization compliance status. We couldn’t keep up with manually verifying immunization records and responding to students and parents. It was particularly bad right around immunization and registration deadlines, when students were scrambling to ensure they were compliant.”

Jennifer Kieslich, Health Compliance Manager at the UF Health Compliance Office

The Solution

Implementing Medicat allowed Florida to streamline insurance waiver and immunization record upload and processing, both from the student and staff perspective.

Students can now log on to view their insurance waiver and immunization compliance status at any time, instead of calling and emailing the Health Compliance Office. Plus, Jennifer has been able to update settings and upload directions on the Student Portal to continuously improve the insurance waiver and immunization record upload process.

Additionally, the system now integrates directly with Florida Shots to import thousands of in-state students’ immunization records, saving precious time and resources.

Finally, staff can view real-time eligibility of insurance waiver requests, vastly reducing the need for manual verification by staff.

The Result

Immunization processing time has dropped from 3 weeks to 1 week!

UF Student Health Center

Leveraging the Florida Shots interface and Medicat’s automated screening tools has vastly increased the team’s productivity.

In fact, the number of immunization records that need to be manually reviewed has decreased by nearly 75%!

Additionally, staff completed 8,200 insurance verifications during Summer 2022. Of those, only one third required manual intervention from staff. Staff previously had to manually review every waiver that did not pass batch verification the first time.

Florida also enabled automatic renewal for many insurance policies, so students and staff no longer need to reupload and rereview insurance information year after year – a win across the board.

This increased efficiency allows staff to spend more time focusing on students who may be struggling with submitting their information or getting verified, improving the student experience.

“Streamlining the immunization record and insurance upload process has made a world of difference for our campus. I love how students can go to a single portal, upload their information, and track their compliance status in real time. We’ve gotten way fewer panicked calls from students and parents, which has greatly reduced my staff’s workload and stress levels.”

~ Jennifer Kieslich, Health Compliance Manager at the UF Health Compliance Office

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Saint Xavier University – Finding a Modern EHR Solution

St. Xavier University Hero

Case Study

Saint Xavier University
Finding a Modern EHR Solution

Saint Xavier was growing tired of straddling their outdated EHR system and a growing pile of paper records. When they were searching for a new EHR, they knew they needed a cloud-based solution that could better integrate with the Medical Clinic and reduce the burden on their IT Department.

Saint Xavier University Logo

  • School

    Saint Xavier University

  • Number of Students

    3,500

  • Implementation

    August 2022

  • Solution

    Medicat One Counseling

  • Location

    Chicago, IL

  • Website

    https://www.sxu.edu/

The Problem

The interconnectivity of their current EHR system just wasn’t there. Each day, staff and providers printed paper records and scanned them into other campus systems, wasting precious resources. Plus, the security risk, time, and budget associated with managing an on-premise EHR solution was acutely felt by the IT Department.

“The functionality of our previous EHR system no longer met the needs of our clinic. The time and resources we were wasting trying to make it work was no longer tenable.

When I assumed the role of Director, I knew we needed to find a new solution. While staff were used to the interface and quirks of our previous vendor, they were itching to try out a new system that would better fit their workflow and needs.

Plus, I was communicating frequently with members of our IT Department. They increasingly stressed the need to transition away from our current ‘on-premise’ solution, to one that was cloud-based. Managing the on-premise solution was eating up hours of their time each week, plus the hosting of the data itself was costing the university money, and posed a real security risk that the IT Department no longer had appetite for.”

~ Dr. Keiana Winters, Director of Counseling

The Solution

Implementing Medicat One Counseling allowed Saint Xavier to streamline record keeping, send secure messages and forms, connect to their SIS seamlessly, and reduce the burden on their IT team.

Under Dr. Winter’s leadership, Saint Xavier’s Counseling Center can now integrate with their student information system (SIS) and communicate securely with students to optimize the student experience and clinical operations.

Staff find the software interface incredibly intuitive. Providers specifically love that they can see check-in status, chart visit information, and access student medical history all from a single calendar view.

Dr. Winters says the Supervision Dashboard is one of her favorite features. Whereas in the past, Dr. Winters had to print out provider schedules to get a pulse on the clinic’s operations, she’s now able to access a bird’s eye view of any roadblocks, scheduling issues, or at-risk students, all in one dashboard.

The Result

Saint Xavier has gone 100% paperless!

Medicat One Counseling has allowed Saint Xavier to become a modern clinic that continues to provide an exceptional level of student care.

Dr. Winters estimates that since transitioning to Medicat One Counseling, she has saved about 4 hours per week of time, just through solving operational inefficiencies. This has allowed her to expand educational programming and provide more supervision to counseling trainees.

Plus, time savings across the clinic has allowed providers to see more clients, despite an increase in counseling demand since 2020. In fact, during the 22-23 school year, Saint Xavier saw over 300 unique students across 1,000 appointments.

As a cherry on top, the clinic has gone 100% paperless, making their workflow more organized and less prone to human error.

“When we implemented Medicat One Counseling, it felt like we were truly forging a partnership with Medicat. We were able to make requests to fully customize the product to our needs, and that’s made all the difference in our clinic.”

~ Dr. Keiana Winters, Director of Counseling

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Wofford College – Finding Greater Time Savings

Wofford College hero

Case Study

Wofford College

Finding Greater Time Savings

Wofford College’s Counseling Services transitioned from Medicat’s Legacy Counseling product to Medicat One Counseling. The clinic has realized time savings that add up to truly make a difference in their clinical operations. Plus, onboarding new providers is streamlined, meaning new providers can start doing what they do best quicker – supporting students’ mental health and well-being.

Wofford College Logo

  • School

    Wofford College

  • Number of Students

    1,800

  • Medicat Implementation

    September 2022

  • Solutions Required

    Medicat One Counseling

  • Location

    Spartanburg, SC

  • Website

    https://wofford.edu

The Problem

As a small but mighty clinic, resources and time are precious. After leaving paper records in the past and adopting Medicat’s Counseling EHR in 2017, clinic leaders knew they had gained many efficiencies. However, they knew they had the possibility to take their clinic’s operations to the next level.

“Even in just the last four years, our clinic has expanded a lot. We brought on a Counseling Director, additional providers, and I knew we needed a solution that could fit our growing clinic’s needs.

As Assistant Director of the clinic, I’m responsible for training our team on using our EHR. So when I saw how modern, intuitive, and easy-to-use Medicat One Counseling was, I knew I needed to take a deeper look.”

~ Kellie Nakatsu Buckner, Ed.S., LMFT, Assistant Director of Counseling

The Solution

Transitioning to Medicat One Counseling was the catalyst behind further streamlining Wofford’s clinical workflows. Improvements to provider schedules, student waitlists, customized forms, and templatized clinical notes became a reality.

“Writing notes and collecting student data is never something that counselors love doing. A goal of mine as Assistant Director is always to make charting as easy as possible for our providers.

We’ve built out a suite of customized forms that we’re able to tweak as we go. Plus, our note types and treatment plans are highly templatized, saving providers precious time between appointments or at the end of the day when they’re focused on charting student progress.

Just the fact that Medicat One Counseling is web-based saves providers time throughout the day, which adds up to be pretty significant. We’re no longer spending time opening a desktop application on our computers – we just open our browser and we’re good to go!”

~ Kellie Nakatsu Buckner, Ed.S., LMFT, Assistant Director of Counseling

The Result

Medicat One Counseling saves the clinic about 10 hours per week of time!

By the end of the first year that Wofford implemented Medicat One Counseling, the clinic saved an average of 10 hours per week on administrative tasks. This created the opportunity to use this time to see more students and carve out time for professional development.

Through the transition process, Wofford’s mental health providers have enjoyed continuous support from the Medicat team, optimizing their use of the software to fit their campus’ exact needs.

Finally, getting new providers up-to-speed on their new EHR software has been a breeze.

In fact, on average, new provider training decreased from two weeks to two days!

“I can’t thank our Implementation Specialist enough for skillfully guiding us through the transition process. It’s been wonderful growing our relationship with Medicat. At this point, they feel like our true partners.”

~ Kellie Nakatsu Buckner, Ed.S., LMFT, Assistant Director of Counseling

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Abilene Christian University – Integrating Counseling and Health Clinics

ACU center of campus

Case Study

Abilene Christian University
Integrating Student Well-Being

ACU is a small, private university in western Texas. Their health and counseling clinics are co-located and work together closely. However, issues surfaced when each clinic’s EHR system could not communicate with the other, impeding operations and care quality. When Medicat One Counseling became available, ACU took the opportunity to integrate with the Health Center (which already leveraged Medicat) to improve the student experience.

Abilene Christian University

  • School

    Abilene Christian University

  • Number of Students

    3,800

  • Implementation

    August 2022

  • Solution

    Medicat One Counseling

  • Location

    Abilene, TX

  • Website

    https://acu.edu/

The Problem

Although ACU believed in a holistic approach, their EHR systems prevented them from true integration of the patient experience. Each day, manual exports of paper records ate up precious administrative resources and were prone to human error. Additional administrative burdens weighed on both clinics, placing a strain on operations.

“Our front office staff were doing a lot of redundant work. For example, we have a psychiatrist who works for our Counseling Center, but we scheduled his appointments within the Health Clinic’s EHR. Our admins had to run over to the Medical Clinic, print out files, then scan records into our old EHR software.

Plus, redundancies in billing and other processes were putting our staff under a significant amount of stress. Frankly, we needed to address these issues as quickly as possible.”

Tyson Alexander – Director of the Medical and Counseling Care Center

The Solution

Medicat One Counseling: “We were looking for a web-based solution that could integrate with the Health Center, so that was a huge selling point. With some staff on Macs and others on PCs, using a web-based application made things so much easier.”

Under the leadership of Director Tyson Alexander, ACU’s Counseling Center now shares some student data with the Health Center using a role-based permissions structure. This has transformed the shared goal of caring for the “whole student” a reality.

Additionally, features like automated messaging allow staff to send key communications, just like the Health Center. This eliminated the tedious task of manually sending reminders and resources to each student, allowing providers to stay on schedule.

ACU also integrated Medicat One Counseling with CCAPS. Instead of having students fill out forms on an iPad before their session, forms are automatically emailed. ACU expected there to be a learning curve with students completing these forms. However, because students were used to completing forms online before any Health Center appointment, adoption of this new process was painless.

The Result

A single platform that helps staff care for student mental and physical health

Staff are now able to point students, parents, faculty, and other campus partners to a single online portal that empowers students to take care of their physical and mental health.

This has improved the referral process and allowed more students to be seen at the clinic. In fact, the Counseling Clinic saw 20% more students last year, more individuals than ever before. This figure makes up almost 25% of the student body!

Finally, the efficiency gained by automating appointment reminders allowed the clinic to reduce their “no show” rate by 12% last year. Students even remarked that they loved receiving the reminders via text message, citing a better student experience.


“Now that we’re about one year out from implementation, I can say that everyone has gotten settled and is so happy with Medicat One Counseling. I can see it’s reduced the burden on their plate, and that makes me feel great as the leader of the clinic.”

Tyson Alexander – Director of the Medical and Counseling Care Center

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