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From SDOH to Student Success Metrics: What VPSAs Want to See

SDOH

When students don’t have stable housing, reliable food, or safe transportation, it shows up fast. This is seen in missed appointments, dropped classes, and withdrawals.

These basic needs barriers (often called social determinants of health, or SDOH) are becoming a student success issue, not just a health issue.

This post breaks down a simple metrics ladder campus health, counseling, and student affairs teams can use to report progress—without overpromising causation.

Why Vice Presidents of Student Affairs (VPSAs) care about SDOH data (and why your clinic should too)

SDOH are the non-medical factors that shape health—like housing, food access, safety, and transportation.

For instance, in a college setting, those conditions often show up as:

  • Missed medical or counseling appointments
  • Anxiety, depression, or stress worsened by financial strain
  • Medication nonadherence when students can’t afford prescriptions or transportation
  • Class disruption or missed time due to housing or work instability

For VPSAs, these patterns are early warning signs of student disengagement. If a campus can connect SDOH trends to student success metrics (like retention, course completion rates, or time-to-degree), it becomes easier to justify investments in basic needs programs, care coordination, and staffing.

The “metrics ladder” VPSAs want: from need to action to outcomes

A common mistake is jumping from “we screened students” to “retention improved.” VPSAs want the steps in between: need, action, engagement, and outcomes.

Here’s a campus-ready metrics ladder that works well across health clinics, counseling centers, and student affairs.

1) Need metrics: What barriers are students reporting?

These metrics help leaders understand demand and equity gaps.

Examples:

  • % of students screening positive by category (food, housing, transportation, safety)
  • Trend lines by term (e.g., “food insecurity rose during the Fall semester”)
  • Breakouts by class year, commuter status, or international student status

If you need a validated starting point, use a standard SDOH screener such as CMS AHC HRSN or PRAPARE) and keep categories consistent across terms.

2) Action metrics: What did we do when needs were identified?

This is where clinics and counseling centers can show operational follow-through.

Examples:

  • % of positive screens that received a resource list or referral
  • Time from positive screen → outreach
  • Referral acceptance rate (student agrees to receive help)
  • Warm handoff completion rate (student successfully connected to a person/program)

These metrics show follow-through—without implying your campus can solve every need.

3) Engagement metrics: Did students stay connected to care and support?

Moreover, VPSAs care deeply about whether services are accessible and sticky. Engagement is often the bridge between SDOH work and student success metrics.

Examples:

  • Kept appointment rate (before vs. after resource connection)
  • No-show rate among students with identified needs
  • Follow-up completion rate for referrals (e.g., counseling follow-up within 14 days)
  • Utilization of basic needs services after referral

Clinic example: If transportation is causing missed visits, small changes—bus passes, telehealth, or schedule flexibility—can increase kept-appointment rates quickly (even before retention shifts).

4) Outcome metrics: What changed in student success?

This is the layer VPSAs ultimately want, but it’s strongest when paired with the earlier steps.

Examples:

  • Term-to-term retention among students who received support vs. those who didn’t
  • Credit completion ratio after intervention (especially for high-need cohorts)
  • Withdrawal timing patterns tied to basic needs spikes (often midterm season)
  • Student-reported well-being or belonging measures (when aligned with institutional assessment)

You won’t always be able to claim causation—but you can show directional improvement and reduced risk, which is often enough to guide resource decisions and strategy.

Think of outcomes as reduced risk and directional improvement, not a single silver-bullet claim.

What makes metrics “VPSA-ready”: clarity, comparability, and context

To be useful at the administrative level, student success metrics tied to SDOH data should be:

  • Simple: 6–10 metrics that fit on one slide
  • Comparable: track over time (this term vs. last term)
  • Equity-aware: show whether gaps are narrowing for specific populations
  • Operationally actionable: each metric has an owner and a next step

A VPSA-ready starter set (8 metrics):

  • % screened (by term)
  • % positive screens (by category)
  • Time to outreach after a positive screen
  • % receiving referral/resources
  • Warm handoff completion rate
  • No-show rate (SDOH-positive cohort)
  • Follow-up within 14 days (medical or counseling)
  • Retention or credit completion (supported vs. not)

This is also where cross-campus partnership matters. For example, student affairs may own emergency aid and basic needs programming; clinics and counseling centers often own mental health screening and clinical follow-up. Shared metrics and reporting bring the two together.

How to report this without hiring more staff

The most practical approach is collect once, use many times, reduce duplicate entry and let systems route tasks.

A few workflow principles that protect staff time:

  • Let students self-report in a secure portal (and explain why you ask)
  • Route positive screens into a task queue—don’t rely on manual flags
  • Document interventions using quick templates (resource list, referral, follow-up scheduled)
  • Review trends monthly, quarterly, or each semester—SDOH metrics are a strategy tool, not a crisis management dashboard

Key Takeaways

VPSAs don’t just want more SDOH screening—they want a line of sight from needs to action to student success metrics.

Start with a small, validated screener, track response and engagement, and then connect that data to retention and completion outcomes.

When clinics, counseling centers, and student affairs share definitions and a lightweight reporting cadence, SDOH data becomes a practical tool for equity, retention, and smarter resource allocation.

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Top 5 EHR Features Clinics Use Every Day

Insights from Nikki Ford, Customer Success Manager at Medicat

Top 5 EHR Features

Campus health and counseling centers don’t have time for “nice-to-have” tools. The best EHR features are the ones teams lean on every single day—the ones that shave minutes off documentation, reduce clicks, and help students get what they need faster.

In my work with college health clinics and counseling & wellness centers, I hear about these features constantly. They’re practical, quick to adopt, and they make a real difference in clinics that are already stretched thin.

What makes certain EHR features most useful?

Higher ed care settings are uniquely complex. In the same week, you might be handling walk-ins, acute care, immunization compliance, counseling sessions, trainee supervision, and campus outreach. That’s exactly why the EHR features teams love most aren’t flashy—they’re the ones that protect time and improve consistency.

When documentation is faster, reminders run automatically, and note selection is standardized, teams can often reclaim capacity without adding headcount. And that matters not just to clinic leaders—but also to VPSAs looking closely at student access to care, retention numbers, and student success outcomes.

Below are the top five features clinics tell me they use all the time—and why they keep coming back to them.

(1) Auto Replace: Speed up charting with fewer keystrokes

Who uses it: Providers, nurses, counselors

Auto Replace is one of those “trust me, you’ll love this” features I show teams all the time. It expands short phrases into longer text, so providers aren’t retyping the same instructions and clinical language all day. And once people start using it, it tends to spread fast—because everyone wants the shortcut once they see how smooth it works.

In a college health clinic, Auto Replace is perfect for common patient instructions, follow-up language, or frequently used clinical phrasing. In counseling and wellness centers, it’s a great fit for consistent language in routine note sections, like consent statements or common intervention wording.

Value/impact: Time saved
This is an “in the moment” win. If a clinician uses it dozens of times a day, the minutes add up quickly!

Common use examples include:

  • Standard discharge guidance
  • Common assessment phrasing
  • Frequently repeated counseling note language

(2) Note Favorites: Consistent templates that reduce errors

Who uses it: Providers, nurses, counselors

Note Favorites is what I recommend when someone tells me, “Our staff is spending too much time searching for the right template.” It gives clinicians quick access to the templates they use most, so charting stays consistent, and nobody has to guess which form they’re supposed to pull.

This is especially helpful in higher ed environments with rotating staff, per-diem coverage, or clinical trainees. I’ve worked with schools where a new part-time provider came in, opened the EHR, and immediately felt overwhelmed by choices.

Once we set up Note Favorites, it was like we cleared the clutter. The right templates were front and center, and the provider could focus on the visit—not navigating the EHR system.

Value/impact: Time saved + fewer errors
When the correct templates are easy to find, teams are less likely to select the wrong documentation type, waste precious time, or miss important components of the clinical note that are tied to billing or reporting.

(3) Notification Tool: Automated messages that reduce no-shows

Who uses it: Admin teams (often with clinic leadership support)

If a clinic asks me, “Where do we start if we want to improve the student experience?” I usually point to automation first. The Notification Tool helps teams automate appointment reminders, no-show messages, form completion reminders, and post-visit assessments, so staff aren’t manually tracking and managing follow-ups.

I worked with one campus that was constantly dealing with last-minute gaps in the schedule—especially during peak weeks. We set up reminders and a couple of simple form prompts, and within a short time, they told me the difference was noticeable. The schedule held more consistently and the front desk team wasn’t spending their day chasing down students.

Value/impact: Time saved + reduced no-shows
A reminder that prevents even a handful of missed appointments each week protects the schedule, maximizes clinicians’ time, and helps reduce wait times—especially when demand for services is high.

(4) M1 Default Note Type: The right note is easier to choose

Who uses it:  Providers, nurses, counselors

This one sounds small on paper, but in real life it removes a very common friction point: “Which note type should I use for this type of visit?” Assigning a default note type to an appointment type makes the “right” choice obvious. Plus, it speeds up the start of documentation.

One of my favorite moments with this feature was working with a training-heavy clinic. They had student clinicians rotating regularly, and supervisors kept seeing the same issue: someone would select a note type that almost matched the visit, then everything downstream got messy.

Once we configured default note types, the clinic told me the impact was immediate. New student clinicians could spot the correct note type more easily, and supervisors spent less time untangling documentation.

Value/impact: Time saved + fewer errors
When clinics standardize note selection, they see better documentation quality and consistency across providers—which positively impacts reporting and quality review outcomes.

(5) Blaster: Targeted outreach and reporting support

Who uses it: Across clinic usage

Blaster is one of those tools teams really appreciate when the pressure is on. It supports mass communication to targeted student populations and can also serve as a helpful reporting tool—especially during time-sensitive moments like immunization season, policy changes, or public health concerns.

I was working with a school recently that needed to quickly identify and communicate with a specific group of students for compliance follow-up. They didn’t have time to build lists manually, and they definitely didn’t want to bounce between systems. Using Blaster, they could narrow in on the right population and get a message out fast—without the spreadsheet scramble.

Value/impact: Time saved + reporting
For many teams, this becomes one of the most practical tools for outreach and compliance-related workflows—especially when campus health guidance changes quickly or deadlines are fast approaching.

Quick checklist: What these EHR features improve

If you’re evaluating an EHR or optimizing your current setup, these five features tend to improve:

  • Documentation speed and quality
  • Standardization across staff and trainees
  • Student attendance through automated reminders
  • Data consistency for reporting and decision making
  • Outreach to targeted populations (without manual list-building)

Key Takeaways

The best EHR features are the ones teams use daily because they remove friction from even the trickiest workflows.

Auto Replace, Note Favorites, Notification Tool, M1 Default Note Type, and Blaster help campus clinics save time, reduce errors, and improve access for students.

P.S. Want a closer look? Schedule a demo to see Medicat’s tools in action.

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Building With Our Clients

Building With Our Clients, Not Just for Them

How Medicat’s Advisory Councils Shape Our Product

By Amy Smith, Director of Customer Experience at Medicat

At Medicat, product decisions don’t happen in a vacuum. They happen in conversation (often lively ones) with the people who use our platform every day.

One of the most important ways we stay grounded in real-world needs is through our Product Advisory Councils. These councils are made up of Medicat clients who bring deep expertise, strong opinions, and a genuine desire to help shape the future of the platform.

Their voices don’t just inform our roadmap—they influence outcomes.

Clinical Experience Within Medicat

Our commitment to real-world workflows starts with our own team. Twenty-one percent of Medicat employees have worked in college health centers or counseling clinics.

That lived experience matters. It means that when we evaluate features, workflows, or priorities, we’re constantly asking: How would this work on a real campus, on a busy day, with real students waiting?

That internal perspective sets the foundation, but it’s only the beginning. 

Advisory Councils: A Direct Line to Campus Reality

Medicat’s Product Manager, along with several other team members, works directly with multiple Product Advisory Councils made up of real campus leaders and users.

These councils represent a wide range of institution types, sizes, and use cases, ensuring we hear from diverse voices across higher education.

Council members provide feedback on:

  • Feature ideas and enhancements
  • Product priorities
  • Workflow and usability design
  • Emerging needs and challenges on campus

Just as important, we maintain a regular, ongoing dialogue with these groups. Advisory councils aren’t a one-time focus group—they’re a continuous partnership. This consistent feedback loop allows us to validate ideas early, refine decisions along the way, and move forward with confidence. 

Beyond the Council: Every Client-Facing Conversation

We know not every client can (or wants to) participate in an advisory council. That doesn’t mean their voice matters any less.

For clients outside of these councils, Medicat’s customer-facing teams and Product Manager are just an email or phone call away. We actively encourage direct conversations, and we listen closely.

At Medicat, feedback isn’t something clients submit and then hope for the best. It’s the start of a conversation that can shape what comes next. 

From Feedback to Action

A great example of this happened last August, when we invited advisory council members to join us for a demo of an ambient listening provider.

Rather than evaluating the technology in isolation, we wanted to learn alongside our clients. We asked what excited them, what concerned them, and what we should be thinking about if we brought this capability into Medicat.

The feedback was clear, thoughtful, and overwhelmingly strong.

Because of that input, we moved quickly! We’re excited to share that this new tool, Note Agent, will be available in March.

That’s what partnership looks like: learning together, deciding together, and building together.

Key Takeaways

Higher education (and campus health in particular) is constantly evolving. Our advisory councils help us keep our finger on the pulse of those changes.

At the end of the day, our clients don’t just use Medicat. They help shape it. And we wouldn’t have it any other way.

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What Today’s Students Expect from Campus Health Services

Campus Health Services student expectations

Nearly 9 in 10 patients (89%) say it’s important to schedule appointments anytime using digital tools, and today’s students bring that expectation straight to campus. For campus leaders, this is more than a convenience trend. It’s now a core part of how students judge whether campus health services are accessible, trustworthy, and worth using.

Below are the top features and experiences today’s students expect from college health services. Plus, learn how clinics can deliver them without adding additional work.

1) Text reminders and mobile-friendly communication

Students live on their phones. If your campus health center still relies heavily on calls and voicemails, students may delay care or no-show, simply because the process feels cumbersome.

Text reminders help in two big ways:

  • First, they reduce missed appointments by meeting students where they already are.
  • Second, they lower the burden on your front desk staff because fewer students call in “just to confirm” or to cancel. This allows your staff to focus on the more important tasks at hand.

What this can look like in a higher-ed setting:

  • Appointment reminders by text with clear instructions on how to confirm or cancel, i.e., reply with “1” to confirm or “2” to cancel
  • Pre-visit forms available for health history, consent forms, and contact preferences
  • Targeted outreach for time-sensitive needs (e.g., vaccine deadlines, lab follow-ups, referrals)

For college health clinics, text reminders can help drive attendance for immunization appointments, STI testing, follow-up visits, and vaccine clinic announcements.

2) Self-scheduling that actually works (and lives in a modern patient portal)

Students expect to book services the same way they book everything else: fast, online, and without waiting on hold. A modern patient portal is the centerpiece of that experience—especially when self-scheduling is baked in.

This is where many portals fall short: they technically exist, but they’re clunky, hard to find, or force students back into phone tag. When self-scheduling is easy and intuitive, it supports both access and clinic efficiency.

Here are a few high-impact self-scheduling features students value:

  • Real-time booking (not “request an appointment and wait”)
  • Clear visit types (e.g., “UTI symptoms,” “medication follow-up,” “same-day counseling consult”)
  • Smart guardrails that route students to the right level of care (urgent vs. routine)

Operationally, self-scheduling can reduce inbound calls, shorten scheduling time, and make it easier to fill cancellations. That means campus health services can increase throughput without compromising the student experience.

3) “Less clicking, more caring”: automation that gives time back to staff

Let’s be honest — nobody wants to feel overlooked during their appointments. And college students absolutely notice when providers are rushed, distracted by screens, or spend half of the appointment furiously typing.

That’s why clinic leaders should care about what happens behind the scenes: technology that reduces manual work, so clinicians can be fully present.

Two examples that resonate with student priorities:

1. ICM Agent: fewer manual steps for immunization compliance

Immunization compliance is one of the most manual responsibilities for college health teams. When systems automate verification, flag noncompliance, and streamline follow-up, staff spend less time reviewing documents and more time helping students navigate next steps.

For schools juggling thousands of records, the ICM Agent offers the kind of automation that can be the difference between “deadline chaos” and a calm, trackable process.

–> Learn more about ICM Agent

2. Note Agent: More Face Time, Less Documentation Time

Students want to feel heard. Ambient listening tools can reduce documentation burden, helping providers maintain eye contact and build stronger rapport. In fact, research suggests eye contact is a big deal: 95.8% of patients reported feeling comfortable when clinicians used eye contact to strengthen the relationship.

Even small reductions in workflow friction matter. Note Agent’s clean interface and fewer clicks support faster charting and smoother appointments, which improves the student experience in a way they can actually feel.

–> Learn more about Note Agent

4) A seamless experience across medical, counseling, and wellness

A seamless experience is essential for providing a positive health experience to students on your campus. When campus services feel fragmented—different portals, separate forms, repeated intake questions—students can get confused and are more likely to disengage.

This is where integrated workflows can quietly improve care:

  • Shared scheduling (so students land in the right place the first time)
  • Coordinated referrals between medical, counseling, and wellness services
  • Consistent communication and expectations across departments

For VPSAs and student affairs leaders, this is also a retention and student success issue. When access is simple, and care is coordinated, students get help earlier—before challenges escalate into academic disruption.

5) Digital convenience must come with trust and privacy

Even with online scheduling and messaging, students (and their parents) want reassurance that their information stays protected.

Any modern patient portal or messaging tool should be backed by clear privacy standards and role-based access. Additionally, it’s important to comply with healthcare and higher-ed requirements like HIPAA and FERPA.

A practical way to build trust is to communicate the “why” behind your workflows:

  • Why certain visit types require screening questions
  • Why are some appointment slots limited
  • How privacy is protected across medical and counseling records

When students understand the process, they’re more likely to use it.

How to meet these expectations without burning out your team

You don’t have to rebuild everything at once. Many campuses see quick wins by prioritizing improvements that reduce friction for both students and staff:

  • Turn on (or optimize) automated reminders for high no-show visit types
  • Make self-scheduling the default for common appointment types
  • Identify your biggest “click drains” and automate or simplify them (immunization review, repetitive documentation, intake routing)

P.S. As a Medicat customer, our support team can help with this!

Key Takeaways

Today’s students expect campus health services to feel as easy as the apps they use every day: text reminders, self-scheduling, and a modern patient portal are now baseline.

The most impactful upgrades also reduce staff workload. Moreover, through tools like Medicat’s ICM Agent and Note Agent, providers can spend more time connecting with students.

If you’re planning next steps, start with the friction points that affect both student access and staff time, then build toward a more seamless and trusted digital experience.

Want a more student-friendly health experience without adding clicks for staff? Schedule a demo with our team to explore our modern student portal experience, messaging tips, and documentation tools.

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5 Ways to Support Student Well-Being from High School to College

5 Ways to Support Student Well-Being During the Transition from High School to College

One day it’s hall passes and homecoming. Next thing you know, the transition to college comes with syllabi, laundry, and figuring out how to book a doctor’s appointment.

And for many students, that last one is the surprise plot twist. They’re not just learning how to manage their time; they’re learning how to manage themselves, often without the familiar safety nets of parents, school nurses, or built-in routines.

For colleges and universities, supporting this transition from high school to college is a pivotal moment. When campus health, counseling, and student affairs teams support student well-being early—before small concerns become big barriers—students are more likely to stay engaged, succeed academically, and feel like they truly belong.

Below are five practical, high-impact ways institutions can support student well-being during the transition to college. Let’s dive in!

1. Start Health Education Before Students Arrive on Campus

Before the first dorm selfie and the first “where is my classroom?” lap around campus, students are already making health decisions—whether they realize it or not. During the transition from high school to college, many students go from having parents schedule everything to suddenly being the one who has to find the campus health center, fill out forms, and explain what’s going on.

Colleges can support student health early by sharing simple, confidence-building resources that answer the questions students are often too embarrassed (or busy) to ask, like:

  • How to schedule an appointment at the campus health center or counseling center (and what to expect at the first visit)
  • When to use campus care vs. urgent care (and when something is actually an emergency)
  • How insurance, prescriptions, and referrals work—in plain language
  • Common first-year health challenges, from sleep issues and stress to colds, nutrition changes, and homesickness

The key is meeting students where they already are—orientation presentations, welcome emails, short webinars, and even bite-sized checklists. When schools normalize these basics upfront, students are more likely to seek care sooner, not later, and that makes the whole transition to college healthier (and a lot less overwhelming).

2. Simplify Health Requirements and Documentation

Amidst the transition from high school to college, students are already drowning in paperwork: housing forms, financial aid, meal plans, parking passes, then—surprise—immunization records and health history paperwork join the pile.

What should be a straightforward “upload and move on” moment can quickly turn into a scavenger hunt through pediatrician patient portals, wonky PDFs, and half-completed forms.

When health requirements feel confusing or scattered, it’s not that students don’t care—it’s that the process is easy to miss, misunderstand, or procrastinate until the deadline is suddenly… tomorrow (sound familiar?).

Colleges can support student health (and reduce a ton of stress) by making documentation simple, centralized, and clearly communicated. The goal: one centralized place where students can:

  • Upload immunization records and health forms without emailing ten attachments
  • See exactly what’s required—and what’s still missing
  • Get friendly reminders via email, text, and secure message before deadlines hit
  • Track compliance status in real time (so no one is guessing)

A centralized, digital experience doesn’t just prevent missed deadlines. It sets the tone that campus care is accessible and student-friendly—right when students are forming their first impressions of the campus health center.

3. Normalize Mental Health Support Early

College is full of “firsts”—and the transition can bring a real increase in stress, anxiety, and homesickness as students settle into new routines and expectations. With so much change at once, it’s easy for students to wait too long before asking for help.

Colleges can support student mental health by making resources feel as normal as finding the library or the dining hall. The earlier students hear, “This is common, and support is available,” the easier it is to reach out before things snowball.

That starts with weaving mental health into orientation and first-year programming in practical, non-intimidating ways, such as:

  • Explaining counseling services clearly what they offer, how to book an appointment, and what a first appointment is like
  • Naming the common emotional speed bumps of the transition to college (stress, loneliness, imposter syndrome, relationship changes)
  • Promoting peer support and crisis resources so students know they have options, day or night

When mental health support is normalized and easy to access, students are much more likely to reach out before challenges escalate.

4. Foster Collaboration Between Health, Housing, and Student Affairs

During the transition from high school to college, students don’t always seek help and disclose that they’re struggling. More often, the early warning signs show up elsewhere: a resident assistant notices they’ve stopped leaving their room, an academic advisor hears “I’m just really behind,” or a dean’s office gets a conduct report that’s really about stress boiling over.

Supporting student well-being requires coordinated teams, not silos. Strong campuses build pathways that connect students to the right care regardless of where concerns are raised.

Cross-department collaboration can look like:

  • Residence life staff know how to refer students to medical, counseling, or wellness services when concerns pop up
  • Health and counseling teams sharing guidance (within privacy rules) so advisors and case managers understand how to support students with ongoing conditions
  • Student affairs reinforcing key resources and policies—from medical withdrawal processes to crisis protocols and after-hours support

When health, housing, and student affairs function like one coordinated team, students get a clearer path to care.

5. Use Data to Identify and Support At-Risk Students

With so many new responsibilities, students tend to focus on what feels most urgent. That’s when preventive care and early support can slide.

That’s where data can help colleges support student health without adding more work for already-stretched teams. Furthermore, with the right systems in place, small signals can become early nudges that point students in the right direction.

By looking at trends like missed appointments, incomplete health requirements, or unusually frequent visits, campus health and wellness teams can:

  • Reach out proactively to students who may need extra support (or a simpler path to it)
  • Tailor programming to what students are struggling with in the first-year transition – sleep, stress, anxiety, nutrition, illness spikes
  • Plan staffing and resources around peak demand times, like move-in, midterms, and finals

Used thoughtfully, data isn’t just about tracking student outcomes—it’s about spotting troublesome patterns and removing barriers. It helps campuses deliver more personalized, timely care during the transition to college, while keeping the workload realistic for health, counseling, and student affairs teams.

Key Takeaways

The first year of college brings exciting change, but it can also add stress fast. If students aren’t sure where to go, smaller concerns often build quietly until they bubble to the surface.

When campuses make care accessible through clear information and coordinated support, students reach out sooner. That early connection can improve well-being now and reduce bigger disruptions in their higher ed journeys later.

See how a connected EHR workflow can reduce friction for students and staff. Request a demo to see our tools in action!

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AI-Powered Immunization Review With Medicat’s ICM Agent

How the AI-Powered ICM Agent Works

Immunization compliance can feel like a seasonal stress test—especially ahead of fall move-in. In a recent webinar, Ruth Patten, Director of Client Development, and Ann Wright, Director of Product, unpacked how Medicat’s new ICM Agent is designed to take a major chunk of manual verification off your plate.

We rounded up the webinar’s most important insights to help you get a better understanding of how this tool works. You can also view the full webinar replay below:

Q1: What are the biggest pain points schools face related to immunization compliance management

Even with clear requirements and frequent outreach, many teams see the same issues every semester:

  • Low student engagement: Students ignore messages or wait until the last minute.
  • Incomplete submissions: Dates without documents (or documents without the required information like DOB and physician signature).
  • Data-entry mistakes: Wrong dates or mismatched vaccines entered in the portal.
  • Non-English records: Staff must request translations or rely on online language support.
  • The summer time crunch: Reviews pile up; staffing fluctuates, and registration holds can start impacting students.

Q2: How manual is immunization verification today?

During our spring client survey, we uncovered that 93% of schools still do at least some manual verification /manual record entry.  Moreover, 30 of the schools we surveyed reported that more than half of their verification is done manually—a big signal that there are still ample opportunities for automation to make a big impact on compliance workflow.

Q3: What has Medicat already done to reduce manual work in immunization compliance?

We walked through several tools that many campuses already use:

  1. Student portal data entry + upload to shift basic data entry away from staff
  2. State immunization registry connections (automated push/pull—great when students were immunized in your state)
  3. VeriVax integration to pull records across state lines when students were immunized elsewhere

However, even with these tools, a remaining slice of records (especially in international or non-state registry scenarios) still requires a human to compare documentation against what’s entered. This is why we’ve built the ICM Agent!

Q4: So… what is the ICM Agent?

ICM Agent is Medicat’s AI-powered tool that compares dates and details entered in the system to the dates/details shown on uploaded documentation. It then marks the appropriate immunization “facts” as verified (or leaves them unverified when sufficient documentation is missing).

The goal is simple: put more of the tedious comparison work onto the Agent’s plate while keeping a human in control in case any adjustments to compliance status need to be made.

This functionality builds on Medicat’s existing Immunization Compliance tools, including the student portal, state immunization registries, and streamlined document review.

Q5: How does ICM Agent help teams day-to-day?

There are four primary benefits to using the Medicat ICM Agent:

  1. Less manual labor verifying immunization facts.
  2. Faster processing across many files at once (instead of one-by-one review)
  3. Human oversight stays in place (staff can see what AI did and override as needed)
  4. Reduced risk of human error, like missed signatures or overlookeddetails

For campus health teams, the result is smoother, more efficient workflow without sacrificing accuracy or oversight.

Q6: How will staff know what was reviewed by AI or a human?

During our webinar, we shared a set of new icon statuses inside MedicatOne ICM:

Document icons (paper icons):

  • Unprocessed (no human/AI has reviewed yet)
  • Processed by human (verified by staff)
  • Pending AI (queued for AI review)
  • Processed by AI (AI reviewed and verified what it could)
  • Failed (reserved for technical failures)

Fact icons (round dots):

  • Unverified (no supporting documentation)
  • Verified (trusted source like registry/VeriVaxor manually verified documentation)
  • Verified by AI (the “favorite icon” moment—AI found proof in the document)

Q7: What happens if the AI can’t read a file?

In cases where a file can’t be fully processed, the system handles it in one of two ways:

  • If the document is readable but contains no usable immunization data, the ICM Agent will mark the document as processed but will not verify any facts—mirroring how a human reviewer would handle the same situation.
  • If the file is technically unreadable (for example, it can’t be opened), the document is flagged as failed, and staff can prompt the student to re-upload a valid file.

Q8: Can it handle waivers and lab results?

Support for waivers and lab results is part of the ICM Agent roadmap and will be introduced in future product phases. Each phase builds on the last to expand automation and reduce both student and staff workload.

Q9: Does ICM Agent store PHI?

Medicat’s ICM Agent does not persist PHI. The comparison happens “in memory,” and only the results are saved back into your Medicat system. Additionally, security documentation (HECVAT) is available upon request. Please email info@medicat.com for more information.

Q10: How do students learn what’s missing once ICM Agent reviews their submission?

This workflow can remain automated: when immunization fact statuses change, notifications can be sent to students directing them back to the portal, where the status of satisfied versus missing requirements is clearly displayed.

Pro tip: Teams can configure custom notifications to add more explicit instructions.

Q11: Is the ICM Agent expected to cause system delays?

No. The ICM Agent operates as a separate system on different servers than our EHR platform and does not interact directly with your SQL database. As a result, it does not impact overall system performance.

Key Takeaways

ICM Agent is built to reduce the heaviest part of immunization season workload: manual document comparison at scale—without removing human control.

If your team is already using MedicatOne cohorts, the student portal, a state registry interface, and/or VeriVax, ICM Agent is designed to close the “last mile” that still forces staff to do manual review.

Interested in learning more? Get in touch with our team, or sign up for the ICM Agent waitlist!

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3 Truths About EHR Onboarding

Three Truths I’ve Learned About EHR Onboarding

Author: Amy Smith, Director of Customer Experience at Medicat

I’m nine months into leading Customer Experience at Medicat, and in that time, I’ve developed a much clearer picture of how we actually show up for our clients, not in theory, but in the day-to-day.

What’s struck me most is how much intention goes into our partnerships. I see teams wrestling with tough technical problems, advocating for customers, and doing the unglamorous work required to help our customers succeed.

As we continue welcoming new clients and upgrading long-standing customers to our new web-based platform, MedicatOne, our onboarding specialists have been nothing short of remarkable. Their work has also prompted me to reflect on what effective onboarding really means.

Which is incredibly important for us to understand at Medicat, because expert onboarding isn’t just helpful, it’s foundational. It’s the single area that most directly determines whether a customer is set up for long-term success or left struggling to catch up.

Truth #1: Onboarding Is a Project—So We Treat It Like One

At Medicat, onboarding is not an abstract process or a loosely defined orientation. It’s a project, with milestones, dependencies, timelines, and ownership. That’s why we rely on dedicated project management tools to guide every implementation.

From configuring back-end settings, to running essential scripts, to leading tailored training sessions, each step is intentionally sequenced. When tasks connect smoothly, the customer sees a better outcome (and our internal teams work more efficiently and confidently).

This structure also gives our new team members a clear roadmap. Instead of relying on institutional memory or scattered notes, they can ramp up quickly and deliver value early on in their tenure. In other words, a well-designed onboarding process doesn’t just serve clients, it strengthens Medicat’s employee experience and impact.

Truth #2: Great Onboarding Is Consultative, Not Transactional

One of the biggest misconceptions about onboarding is that it’s simply about turning features on and training users. In reality, onboarding is a consultative partnership.

Our onboarding specialists have worked with hundreds of clients, which gives them a unique vantage point: they’ve seen what works, what doesn’t, and what typically indicates that a workflow could be more efficient.

When something sounds more complex than it needs to be, our onboarding specialists don’t just complete the task. They pause and ask thoughtful questions like:

“Tell me more about that workflow.”

That simple invite often uncovers opportunities for streamlining processes, improving efficiency, or rethinking an approach altogether. Onboarding becomes a chance not just to adopt new software, but to modernize and optimize how the organization functions.

Truth #3: Onboarding Is Messy (And That’s Okay!)

Here’s something I’ve asked our onboarding specialists to tell clients up front: onboarding is messy.

There will be surprises, challenges, and moments when we all must pivot. By being transparent from the beginning, we build trust instead of tension. Our clients are more likely to lean in, collaborate, and problem-solve with us because they see us as the trusted advisors we strive to be, not just software providers.

Every onboarding teaches us something. Every implementation makes us better. And we bring those insights back to the team, sharing lessons learned regularly so we can continuously raise the bar.

Looking Ahead

At Medicat, “Enable Success” and “Empower Customers” aren’t just values, they guide the way we show up for our clients and for each other, shaping every innovation, every conversation, and every improvement we make.  I feel more excited than ever for what’s ahead as I approach my one-year anniversary at Medicat.

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Building a Strong Off-Campus Referral Network

When Campus Counseling Isn’t Enough: Building a Strong Off-Campus Referral Network

Guest post by: ThrivingCampus

College counseling centers are under growing pressure to meet increasing student demand with limited resources. Many are finding success by strengthening their off-campus referral networks and offering students both in-person and telehealth options.

Let’s explore how schools are blending trusted local relationships with broader access to create a more connected system of care.

Students and schools anywhere can also use ThrivingCampus.com to search for verified local and telehealth providers, helping make access to quality care more equitable and consistent across communities.

From Local Referrals to Remote Care and Back Again

Before the pandemic, most counseling centers referred students to local therapists they knew well. These community-based relationships ensured a good fit, smoother coordination, and trusted communication.

When COVID-19 hit, everything changed. Almost overnight, therapy moved online. Students began meeting with providers remotely, sometimes their local therapists, but also a growing number of national telehealth companies. The shift expanded access, but often distanced students from providers who understood their campus and community context.

Now, recent data show the pendulum swinging back. According to the 2024 CCMH Annual Report, exclusive in-person counseling sessions rose to 63.7% in 2024, up from just 1.7% in 2020, and about a quarter of students now receive hybrid care. Nearly nine in ten students are getting at least some in-person therapy today.

Students value face-to-face connection, yet they also want the flexibility to find a therapist who shares their language, identity, or lived experience, even if that means working online.

Filter for in-person and hybrid options first, then expand to telehealth to find the right fit.

With ThrivingCampus, schools can offer both: the familiarity of community-based referrals and the reach of telehealth within one continuously updated platform.

Students Are More Therapy-Literate, but Still Need Guidance

Today’s students are more familiar with therapy than ever before. Many have already worked with a private therapist before college, often through telehealth during high school or early college years. They understand what therapy is and why it helps.

Still, finding and contacting a new therapist can be difficult. Students often wonder what to say in an email, how to ask about insurance, or what to do if they do not hear back.

The ThrivingCampus Help Center provides clear, student-friendly guides about how to find a therapist, understand insurance, and reach out for an appointment. These resources help bridge the gap between motivation and action.

Clinic admins or case managers can also create custom referral lists to facilitate a warm handoff.
Staff can build tailored lists for individual students or specific needs, helping referrals feel as personal and supported as those made through long-standing community relationships.

Helping Counseling Centers Do More with Less

Counseling centers continue to face the same challenge: increasing demand, complex student needs, and limited budgets. Building a strong off-campus referral network helps staff connect students to care efficiently while maintaining a focus on quality and fit.

With ThrivingCampus, schools can maintain a current, searchable directory of community-based and telehealth providers who work well with college students. Staff can share lists, manage referrals, and track preferred providers, all in one place.

Counseling teams can note which therapists work especially well with specific student communities or address certain presenting concerns, or those who have established long-standing partnerships with the counseling center. Provider details and availability stay current, saving time for both staff and students.

Part of a Connected Ecosystem

For most institutions, technology works best when it complements existing systems. Many colleges use platforms like Medicat to manage health and counseling workflows. ThrivingCampus fits alongside those systems by extending support beyond campus and helping students connect with verified, independent providers in their communities.

Staff can export a referral or PDF summary from ThrivingCampus to store in Medicat, ensuring continuity of care and better recordkeeping. Together, these tools streamline operations, reduce friction for students, and strengthen outcomes.

Key Takeaways

The most effective campus mental health strategies combine community, technology, and collaboration.

ThrivingCampus helps counseling centers extend their reach beyond campus walls by connecting students with trusted, independent therapists who understand both the local community and the needs of college students. Students and schools everywhere can also use ThrivingCampus.com to search for providers directly, supporting care access far beyond partner campuses.

Together, tools like Medicat and ThrivingCampus create a connected, student-centered ecosystem that makes it easier for staff to support students wherever they seek care.

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How Ambient Listening Tools Help Campus Providers Save Time

Less Typing, More Listening

As college health and counseling teams face growing demand and not having enough time, new technology is helping providers focus more on students and less on screens. For health appointments, you have 20 minutes allotted for each visit. That’s 20 minutes to listen, diagnose, connect, and somehow document everything.

Counseling teams feel a similar squeeze. A session may be scheduled for 60 minutes, but that hour has to cover building rapport, working through concerns, and documenting progress. In reality, it often becomes 40 minutes of conversation and 20 minutes of paperwork—time that could be better spent supporting students.

So, you’re probably typing while talking, or staying late to finish notes after hours (maybe while eating lunch at your desk… again). But what if you could spend that time actually connecting with students — or finally make it to that 6 p.m. workout you’ve been missing?

There’s a better way to handle documentation — one that works quietly in the background while you focus on care. Let’s look at how ambient listening works and how it’s transforming the provider and student experience.

What Is an Ambient Listening Tool?

Think of ambient listening as your real-time documentation partner that seamlessly integrates with your EHR, like Medicat.

Using secure, permission-based AI, the tool “listens” to the natural conversation between a provider and a student during an appointment. As you focus on the student, it transcribes and structures the conversation in the background, automatically updating the clinical note in your EHR.

By the end of the session, your documentation is already organized and ready for quick review, edits, and sign-off — no extra typing, toggling, or note reconstruction required. You stay fully engaged in care; the ambient listener keeps your chart up to date, complete, and compliant.

How Does Ambient Listening Work?

Behind the scenes, ambient listening uses secure, AI-powered technology to simplify the documentation process from start to finish.

Here’s the play-by-play:

  1. Secure Audio Capture: With the student’s consent, the conversation is recorded through the ambient listening tool.
  2. Real-Time Transcription: Speech recognition technology converts spoken dialogue into accurate text as the visit unfolds.
  3. Smart Summarization: AI identifies key details — like symptoms, assessments, and recommendations — and formats them into a clear, structured draft note.
  4. Personalized Accuracy: The system learns your voice patterns over time, distinguishing you from other students in the room for even greater precision.
  5. Quick Review and Sign-Off: At the end of the visit, review, make any necessary edits, and finalize your note. Documentation is completed before you leave the room.

It’s like having a trusted scribe working quietly in the background, so that you can stay focused on care, not the keyboard!

Why Providers Love It

Ambient listening isn’t just about saving time — it’s about giving time back.

  • More Connection, Less Distraction: Look up, listen deeply, and build trust without your keyboard stealing the spotlight.
  • Fewer After-Hours Notes: Leave the office on time, without a growing queue of unfinished notes.
  • More Accurate Documentation: Notes are generated in real-time, capturing details you might forget later.
  • Better Work-Life Balance: Enjoy that lunch break, take that yoga class, or just… rest.

With less time spent typing and more time spent connecting, care starts to feel personal again.

How It Fits Into Your Workflow

Here’s the best part: you don’t have to change how you work to benefit from it.

Ambient listening integrates directly with your existing EHR, fitting naturally into the appointments you already manage every day. Whether you’re a campus health provider documenting a student’s sore throat or a counselor capturing insights from a therapy session, the process feels familiar, just smoother and faster.

Your notes are drafted automatically, formatted for compliance, and ready for quick review before you move on to the next student. Less clicking. Less catching up. More time for meaningful care.

Privacy and Compliance You Can Count On

Privacy isn’t optional; it’s essential. The technology integrated within Medicat is built to keep student information safe, secure, and confidential.

End-to-End Encryption: Every word is encrypted from the moment it’s captured to the moment it’s stored, keeping conversations protected behind multiple layers of security.

  • Controlled Access: Only authorized users within your EHR can view or manage the transcribed notes; no outsiders, no exceptions.
  • Provider Control: You decide what gets saved, edited, or deleted before anything becomes part of the student’s record.
  • HIPAA Compliance: The solution integrated within Medicat meets the highest standards for protecting health and education data.

Key Takeaways

Ambient listening helps providers stay focused on students while keeping documentation accurate and effortless. It saves time, reduces after-hours work, and supports stronger connections during each visit. Built with privacy and security at its core, the ambient listening technology integrated within Medicat meets the highest standards for protecting student health information.

As Medicat continues to expand its AI capabilities, every feature is designed to enhance care while keeping clinicians in control. When technology supports you behind the scenes, you can focus on what matters most… your students.

Explore Medicat’s campus health and counseling solutions or schedule a quick demo to see how we’re helping providers save time and strengthen student care.

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Student Veterans Health & Counseling Needs

Addressing The Unique Health & Counseling Needs of Student Veterans

Student veterans bring leadership, discipline, and life experience to college campuses. However, they also face distinctive challenges during their college experience.

According to the U.S. Department of Veterans Affairs, 62% of student veterans are first-generation college students, and many balance family, work, and school responsibilities alongside service-related stress or trauma. For campus health and counseling leaders, understanding and addressing these unique needs is key to fostering both academic and personal success.

Student Veterans campus health

Understanding the Distinct Needs of Student Veterans

The transition from structured military routines to the open environment of college can be both exciting and demanding for student veterans.

Important statistics about student veterans:

  • About 70% of student veterans who received VA care in 2022 had at least one visit related to a mental health condition.
  • About 15% of student veterans have seriously considered suicide, and nearly 37% screen positive for depression.
  • Veteran students are half as likely to attend a high-graduation-rate-institution.
  • Veterans disproportionately enroll in for-profit two- and four-year programs, while fewer attend public universities.
  • 3 in 5 student veterans are working, and average 35 hours per week.
  • About 2/3 of veteran students receive a VA disability rating.

Creating Veteran-Inclusive Health Services

Campus health centers can play a critical role in helping veterans feel understood and supported. For instance, staff training on military culture and trauma-informed care ensures that interactions are empathetic and effective.

Some strategies include:

  • Using EHR reports to track and improve veteran outcomes: Running veteran-specific reports in MedicatOne helps leaders identify health trends — from visit types to PHQ-9 or GAD-7 scores — and measure the success of outreach programs or counseling interventions.
  • Coordinate care with VA providers: Establish direct communication pathways for shared care plans while maintaining HIPAA and FERPA
  • Offer flexible scheduling and telehealth options: Many veterans work or live off-campus; virtual appointments and asynchronous communication improve accessibility.
  • Integrate proactive screenings: Routine checks for depression, sleep issues, or substance use can catch concerns early and connect student veterans to appropriate care.

These efforts not only streamline clinical operations but also signal to veterans that the campus health center understands their experiences and values their service.

Building Trauma-Informed Counseling Support

The transition from military to college life can be complex — the loss of structure, coupled with fears of stigma or misunderstanding, may discourage some student veterans from reaching out for help.

To build trust and engagement, counseling and wellness centers can:

  • Provide cultural competency training — Understanding the language, structure, and values of military life helps counselors build rapport.
  • Establish peer support groups — Connecting veterans with one another promotes belonging and shared understanding.
  • Incorporate mind-body interventions — Techniques such as yoga, meditation, and breathing exercises have proven effective in managing PTSD symptoms and anxiety.
  • Use integrated care models — Combining physical and mental health support through shared documentation in an EHR like MedicatOne improves continuity of care.

Leveraging Technology to Connect Veterans with Resources

Furthermore, technology can bridge gaps in awareness, coordination, and follow-up care. With MedicatOne, campus teams can:

  • Deliver secure wellness resources and post-visit instructions through the student portal.
  • Use automated alerts and reminders to share veteran events, group sessions, or upcoming workshops.
  • Run risk management reports to flag patterns — such as repeat crisis visits or medication refills — and coordinate timely outreach.

When combined with personalized care, these digital touchpoints help create a continuous wellness experience that extends beyond the clinic visit.

Partnering Across Campus for Holistic Support

Supporting student veterans takes collaborative action. VPSAs, counseling directors, and campus health leaders can work together to:

  • Develop veteran resource centers that blend academic advising with wellness navigation.
  • Train faculty and staff to recognize signs of distress or academic disengagement.
  • Collaborate with local VA offices and community organizations to expand access to specialized care.

This whole-campus approach ensures veterans don’t fall through the cracks and instead thrive as integral members of the student body.

Key Takeaways

Student veterans enrich campus communities but require intentional support tailored to their experiences. Integrating trauma-informed practices, collaborative care, and platforms like MedicatOne enables institutions to more effectively support student veterans.

Schedule a demo with our team to see how integrated EHR tools can strengthen veteran care coordination.

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