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LabConnect

Why LabConnect Is Essential for Student Health Clinics

Modern healthcare depends on fast, accurate information. From diagnosing conditions to monitoring treatment progress, clinicians rely heavily on laboratory results to inform patient care. Yet in many clinics today, a surprisingly large number of manual processes still exist between the lab instrument and the patient record.

The Hidden Cost of Manual Lab Data Entry

While laboratory instruments are highly advanced, the workflows surrounding them often lag technologically. For example, the manual process of transcribing lab results creates several challenges:

Challenge #1: It consumes valuable staff time. Lab technicians and administrative staff may spend hours each week entering data that already exists digitally. Instead of focusing on patient care, quality assurance, or other critical tasks, staff are tied up performing repetitive work.

Challenge #2: Manual entry introduces the potential for mistakes. Even careful professionals can accidentally transpose numbers, select the wrong chart, or misread a result. These errors can lead to incorrect records, delayed diagnoses, and additional work to correct the issue.

Challenge #3: Manual workflows slow down the availability of results. If lab results must be entered into the EHR by hand, clinicians may wait longer to review them. That delay can affect clinical decision-making, especially when timely treatment is critical.

What Is LabConnect?

LabConnect is a tool that connects diagnostic testing machines directly to the EHR system so results can be transferred automatically. Instead of requiring staff to manually input results, the system captures the output from the lab instrument and securely sends it to the correct patient chart in the EHR.

How LabConnect Works

While the technology can be complex, the workflow it enables is simple.

  1. Lab instruments generate results: Diagnostic machines perform tests and produce digital results.
  1. The system captures the data: LabConnect integrates with the testing instruments and monitors them for completed results. Once a test is finalized, the system securely captures the data produced.
  1. Results are matched to the correct patient: The system associates each result with the correct patient record based on the test order or identifying information.
  1. Results are sent to the EHR automatically: Finally, the system transfers the data directly into the patient’s electronic health record. The results appear in the appropriate section of the chart, ready for clinician review.

The Benefits of LabConnect

Clinics that implement Medicat’s LabConnection integration often see immediate improvements in efficiency and accuracy.

Significant Time Savings

Manual data entry may seem like a small task, but it adds up quickly across dozens or hundreds of daily tests. By eliminating this step, LabConnect frees staff from repetitive work.

Technicians can spend more time focusing on laboratory operations, quality control, and supporting clinical teams rather than entering numbers into software systems.

Calculate Your Time Savings with LabConnect

Reduced Risk of Human Error

Even the most experienced staff can make mistakes when copying data manually. A misplaced decimal or incorrect entry can create confusion and require time-consuming corrections.

Automated data transfer removes this risk by moving information directly from the source system to the patient record. This leads to greater confidence in the accuracy of lab results.

Faster Access to Results

LabConnect allows results to appear in the patient chart as soon as the testing machine generates them.

This speed helps clinicians review results sooner and make faster clinical decisions. In situations where timely diagnosis or treatment adjustments are critical, faster availability of results can significantly improve patient care.

Better Use of Staff Resources

Student health teams are under constant pressure to do more with limited resources.

Administrative tasks like manual data entry consume time that could be better spent supporting patients or improving care quality.

By automating routine data transfer, clinics can use their staff’s expertise where it matters most.

Preparing Labs for Growing Demand

Clinics are experiencing increasing demand for diagnostic testing. As testing increases, manual workflows become more difficult to sustain. Staff workloads grow, data entry tasks expand, and the risk of errors rises alongside the volume of results.

LabConnect provides a scalable solution. Because results are transferred automatically, the system can handle increased testing volumes without increasing administrative workload. 

A Smarter Future for Lab Workflows

As student health clinics look for ways to improve efficiency and reduce administrative burden, automating lab result entry is a practical and impactful step forward.

By eliminating manual data entry and ensuring accurate, real-time transfer of lab results into the EHR, LabConnect helps create a more reliable and efficient care experience.

Interested in adding LabConnect to your clinic’s toolbox? Get in touch with our team.

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Integrated EHRs

Why Integrated EHRs Matter for Whole-Student Care

College students rarely experience health challenges in neat categories. A student who schedules a visit for headaches may also be struggling with anxiety, poor sleep, or overwhelm. An integrated EHR helps campus health and counseling teams see the bigger picture, improving continuity of care and reducing the fragmented experience that can slow support down.

For college health clinic leaders, counseling directors, and student affairs administrators, this is more than a technology decision. It is a care model decision. When the right information is available to the right people at the right time, campuses are better equipped to support both physical and mental health needs in a coordinated, student-centered way.

Whole-student care requires a connected view

Students’ needs often cross departmental lines. Stress can show up as fatigue, stomach pain, headaches, or trouble sleeping before a student ever seeks mental health support. In many cases, the health clinic is the first place those concerns appear.

That is why whole-student care depends on more than strong individual services. It depends on the connection between them. When medical and counseling teams work in separate systems, providers may miss important context, duplicate documentation, or rely on the student to repeat sensitive information multiple times.

An integrated EHR helps reduce those gaps by centralizing the student record and making key information easier to access. Instead of toggling between platforms to locate notes, care plans, attachments, and risk history, providers can find what they need in fewer clicks and make more informed decisions during the visit.

Better continuity means better student experiences

Students do not think in silos. Therefore, campus care should not feel siloed either.

When a student moves between medical and counseling services, every handoff matters. A disconnected process can create delays, confusion, and frustration at a time when that student may already feel vulnerable.

Integrated EHRs support smoother continuity of care by helping teams document, review, and coordinate follow-up in one place.

For example, a counselor can review relevant chart details before a follow-up risk assessment, while a medical provider can quickly understand recent concerns that may affect treatment planning.

This matters in everyday care as much as in higher-risk situations. Shared visibility into alerts, hospitalization tracking, and risk history can help staff respond faster and with greater confidence. Quick access to accurate information can be especially important when a student is experiencing a crisis or is seeing a provider they have not met before.

Integrated records can improve the student experience in several practical ways:

  1. Reduce the need for students to repeat their health history and/or symptoms across clinics
  2. Support faster, more informed triage and follow-up
  3. Help teams coordinate care plans across physical and mental health concerns
  4. Create a more seamless experience from first visit to ongoing support

Integrated data also improves operations

Whole-student care is a clinical goal, but it is also an operational one. When staff are forced to move between disconnected platforms, time gets lost. So does clarity. Administrative complexity can quietly pull providers away from student care and significantly contribute to staff burnout.

Integrated tools help centralize workflows, reduce unnecessary clicks, and improve accuracy. In the billing context, built-in tools can streamline work by keeping billing history, tickets, and insurance data within the student chart rather than spread across multiple systems. That same principle applies more broadly to campus care coordination: fewer disconnected workflows mean less duplication and fewer opportunities for confusion and errors.

Reporting also becomes more valuable when data is connected. Clinic and campus leaders can better understand service demand, identify inefficiencies, and bring clinical and administrative teams into shared conversations about areas for improvement. That kind of visibility helps clinics align daily operations with broader student health goals.

For other campus leaders, the value is strategic as well as practical. Integrated data can support stronger decision-making around staffing, resource allocation, risk response, and student wellness initiatives across departments.

Privacy and collaboration can work together

One common concern about integration is privacy. That concern is valid, especially in higher education environments where teams must balance coordinated care with appropriate boundaries and security measures.

But integration does not have to mean unrestricted access. In fact, granular permissions are one of the most important features in an EHR. Administrators can control who can view, edit, or export specific data so staff have access to what they need, and nothing more. A nurse may need immunization details but not counseling notes. A counseling intern may need access only to assigned clients.

This kind of role-based access supports collaboration without oversharing. It also helps campuses align with internal policies and privacy requirements while still reducing the harmful effects of information silos. In other words, campuses do not have to choose between privacy and connected care. With the right EHR permissions structure, they can support both.

Technology should make holistic care easier

The best campus technology does not pull attention away from students; it helps teams spend more time with them. That is one reason integrated EHRs are critical to whole-student care. They make it easier to coordinate a counseling follow-up, share post-visit wellness resources, or use secure messaging and telehealth to reinforce care between appointments.

This approach also reflects how student wellness actually works. Mental and physical health are deeply connected, and students benefit when campuses recognize that reality in both care delivery and use of technology. Institutions move closer to a truly holistic model when they support both counseling sessions and medical visits alongside preventive wellness strategies.

Key Takeaways

Integrated EHRs matter because whole-student care depends on connected information, coordinated teams, and a better experience for students. When health and counseling clinics can share the right data within the EHR, campuses can improve care continuity, reduce fragmentation, protect privacy, and support more informed care.

Interested in how you can integrate your health and counseling centers? Connect with our team.

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Medicat One

Upgrading to MedicatOne

Upgrading to MedicatOne:

What Campus Teams Loved (and Learned) Along the Way

Moving to a new EHR can feel like stepping into a renovation that’s still in progress. The layout looks different. Your “light switches” (aka workflows) aren’t where they used to be. And even if the new kitchen is gorgeous, not everyone is thrilled on day one.

We discussed this and more during our webinar on upgrading to MedicatOne – with candid insights from leaders at Appalachian State University, the University of North Alabama, the University of Utah, and the University of Illinois Urbana-Champaign.

If your clinic is considering the shift from our legacy software (or another EHR) to MedicatOne, here’s what you can expect to learn from this article: why campuses made the move, how they managed change, what features made an immediate difference, and what they’d do differently next time.

By the way: If you missed the live webinar, you can catch the replay below:

Why Campus Clinics Made the Move to MedicatOne

The reasons varied, but they all connected back to one goal: a smoother experience for staff and students.

Legacy limitations and IT headaches

At Appalachian State, Executive Director Beth Booth shared that persistent IT issues with the RDP environment were creating near-daily disruptions. That pressure made the decision clearer: moving to a web-based platform wasn’t just a preference; it was operationally necessary.

A unified student experience across care centers

At the University of Utah Counseling Center, Scott McAward described a different starting point: their center wasn’t using Medicat at all yet. They were coming from another EHR and went straight into MedicatOne. The driver wasn’t just technology—it was strategy. Their campus leadership wanted a more unified system across health and wellness, including a consistent portal experience for students.

Contract timing and financial practicality

At UIUC, Administrative Nurse Becca Reed explained that contract timing forced a broader EHR evaluation. After weighing options, MedicatOne emerged as the best fit, —and the team also valued their existing relationship with Medicat.

“If counseling is switching, we’re switching together!”

At the University of North Alabama, Sheena Burgreen shared how one clinic’s push for change became a cross-campus shift. Their counseling center needed a new system, like MedicatOne, and that sparked a joint decision: upgrade counseling to MedicatOne and move their student health clinic to MedicatOne through a single, coordinated effort.

Change Management: Treat It Like a Renovation, Not an Update

Nearly every panelist named the same top concern: change. Not because teams doubted the value of MedicatOne, butbecause they worried about workflow disruption, training fatigue, and uncertainty about how their workflows could be moved over to the new platform..

One of the most helpful metaphors in the webinar was this:
Moving to MedicatOne is like walking back into your house after a renovation.
It’s still your house (same database), but things have shifted. And until your team adjusts, small differences can feel bigger than they actually are.

What worked best across campuses

While each school handled change differently, these approaches came up repeatedly:

  • Build a “super user” team across clinics and roles. Beth emphasized that having representatives from each department (nursing, providers, front desk, billing) helped staff feel supported and reduced bottlenecks.
  • Start with leadership alignment, then build buy-in. Scott shared that leadership buy-in mattered early—especially when staff were entrenched in prior workflows. Interestingly, he noted staff adapted faster than leadership expected once they experienced MedicatOne’s user-friendly, web-based interface.
  • Communicate early and often—even when things are still evolving. Becca’s team went live while elements were still changing. Her biggest takeaway? Assign someone to focus on communication, so updates don’t get lost while builders are heads-down configuring the system.
  • Set expectations properly: this isn’t “just an upgrade.” Sheena and Beth both said their teams initially underestimated how much front-end build work was needed. Once they understood the upfront work necessary to get maximum value out of the upgrade, the transition felt more manageable (and worthwhile).

What Went Better Than Expected

Even with nerves about change, the panelists shared surprising wins, especially in areas that directly impacted daily workflow.

Front desk and scheduling adoption was fast

Beth noted that front desk staff picked up the scheduling and check-in process in a matter of days. For many clinics, that’s a big deal—because operational friction tends to show up first at the front door.

Staff used the transition to improve workflows

Becca shared a great example: their flu workflow in Medicat’s legacy platform was still paper-based. Moving to MedicatOne gave them the chance to digitize it with a “note favorite” that less tech-comfortable nurses could easily use. The result: smoother adoption than expected.

“It worked how you thought it should work!”

Sheena pointed out something that sounds simple but matters in high-volume clinic environments: staff found the interface intuitive. When they needed to print, attach, or send a secure message, the right action button was where they expected it to be. That reduces training time and frustration.

The MedicatOne Features Teams Love Most

Once clinics settled in, a few standout features consistently improved staff efficiency and student experience.

1. Secure messaging (especially for counseling)

Scott called secure messaging the biggest positive change. It allowed their team to eliminate most email communication with students and reduced the need to copy/paste content into charts—an immediate time saver with clear privacy benefits.

2. Posting lab results directly to the portal

Beth highlighted the ability to review and publish lab results to the portal (with control over manual vs. auto publishing). That shift reduced administrative workload and made it easier for clinicians to keep students informed of their health status without a bunch of extra steps.

3. ePrescribing workflows

Sheena shared that for their medical providers, using Rcopia (especially for medications not stocked in-clinic) was a game-changer. It streamlined prescribing workflows and improved the day-to-day provider experience.

4. Single sign-on

Becca’s team loved single sign-on, which she highlighted as a small feature with a big impact. When providers move between exam rooms and offices all day, fewer logins mean less wasted time.

5. Multiple tabs in one view

Becca also shared that providers appreciated being able to work across multiple tabs within MedicatOne. For example, providers can pull up lab results while they’re documenting a clinical note in another tab, and also have this week’s calendar pulled up. This makes documentation and administrative work quicker and easier.


Lessons Learned: Advice for Clinics Upgrading Next

If you’re preparing for a MedicatOne upgrade, the panelists shared guidance that boils down to a few practical things to consider.

1. Choose your timing carefully

Panelists repeatedly warned against going live mid-semester. Summer rollouts were strongly preferred.

2. Build your questions list early (and keep it running)

Becca recommended maintaining a weekly list of questions, so onboarding sessions stay productive and focused.

3. Clean up Legacy before you migrate

Beth’s advice: if you want to “clean house,” do it before the move. It makes building in MedicatOne easier and prevents carrying forward cluttered workflows.

4. Give your team grace—and make space for feedback

Sheena noted that staff buy-in improved when people felt they had a say. Teams were more likely to propose solutions, not just complaints, when they felt ownership of the process.

Key Takeaways

Upgrading to MedicatOne is a meaningful shift for campus clinics, not a minor update.

These clinic leaders emphasized that when teams plan for front-end build time, build strong super-user support, and select the right go-live window, MedicatOne can significantly improve day-to-day efficiency and the student experience.

If you’re considering the move, start early, ask more questions than you think you need to, and treat implementation as a chance to improve, not just replicate, your workflows.

Interested in seeing what the upgrade to MedicatOne would look like for your campus? Connect with our team.

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Switching EHRs

Top 8 Questions On the Process of Switching EHRs

Q&A: Ask a Customer Onboarding Specialist

Switching EHRs can feel a little like moving to a new house while still hosting guests. You’re trying to keep everything running smoothly, keep people comfortable, and somehow label every box correctly. If you’re a college health clinic leader, counseling center director, or VPSA helping oversee the transition, you’re probably juggling a mix of logistics, compliance, privacy, and the big question: “How do we make this better without disrupting care?”

Below are eight of the most common questions we hear about switching to Medicat:

1. Will Medicat match our current intake workflow (forms, questionnaires, screening tools)?

In most cases, yes—and this is also a chance to make intake way smoother.

If your current process involves students filling out forms in multiple places (or staff re-entering info manually), your MedicatOne implementation is the perfect time to make improvements.

MedicatOne can support a modern intake experience with:

  • Digital forms and questionnaires
  • User-friendly documentation
  • Better routing of information to the right place (i.e. referrals, educational materials, etc.)

And the goal isn’t just to “match what you have.” It’s to improve it, so your intake process becomes faster for students and easier for staff. This workflow audit will be something you discuss with your Customer Onboarding Specialist at the beginning of the upgrade process, as we want you to find greater efficiencies in your new workflow whenever possible!

2. What data do you migrate vs. leave behind? And what cleanup do you recommend?

This is where you get to be strategic.

Most EHR transitions focus on migrating the data you truly need for:

  • Continuity of care
  • Compliance reporting
  • Operational workflows
  • Documentation needs
  • Billing needs (if applicable)

Meanwhile, items like outdated templates, duplicate note types, and “we never use this anymore” can simply be left behind.

Cleanup recommendations before a switch:

  • Retire old or duplicate note types
  • Standardize templates (especially if different staff created their own versions)
  • Remove unused forms
  • Decide what should be archived actively searchable

If your team bills insurance or manages payments, the transition is also a great time to simplify billing workflows and eliminate any unnecessary steps.

3. Do we need to put all students from our old EHR into Medicat?

Usually, no—and most campuses are relieved to hear that. Instead, many schools migrate:

  • Currently enrolled students
  • Recently active records (for continuity of care)
  • Students who may return soon (depending on institutional policy)

Older, inactive records can usually be retained via an export from your previous EHR, stored separately to meet retention requirements without cluttering your new system.

4. How do we handle students who were compliant in our old EHR, so they don’t fall out of compliance in Medicat?

This is one of the first (and most important) concerns—especially if your campus relies on immunization compliance for registration holds, housing, or clinical placements.

The goal during implementation is to carry forward each student’s compliance status, so you’re not starting from scratch. Typically, teams migrate the core immunization dates and compliance indicators, so students who were “good to go” remain so after the switch.

Medicat also supports workflows that can reduce manual review moving forward. For example, Medicat’s immunization tools and integrations can streamline verification and flag noncompliant records quickly.

Friendly tip: Before migration, run a compliance report in your current system so you have a clean benchmark to compare against once you’re live on MedicatOne.

5. How do we set up permissions between clinics or departments?

Medicat supports highly granular permissions, meaning you can control access to view records or make changes based on a user’s role and clinic.

For example:

  • Medical staff may access immunizations and student health center visit notes, but not counseling notes
  • Counseling trainees may only see their assigned clients
  • Training Supervisors can review/approve notes without opening access broadly.

6. How can we automate appointment reminders?

You have options (and students usually appreciate the nudge!).

Automated reminders can be sent through:

  • Secure messages
  • Emails
  • Texts

Why it matters: fewer no-shows, fewer last-minute schedule gaps, and less manual work for front desk staff.

Pro tip: Some campuses also add a quick “what to expect” note in reminders (especially for counseling intakes) to reduce anxiety and boost follow-through.

7. How long does onboarding take, and what training opportunities are available?

Timelines vary depending on your campus size, complexity, and what you’re migrating.

A smooth go-live depends less on “speed” and more on:

  • Well-planned (and cleaned-up) workflows
  • Role-based training opportunities
  • Clear internal ownership (who decides what, does what, and approves what)

Training is typically most successful when it’s hands-on and role-specific. A nurse needs different training than a counselor, who needs different training than the administrative staff.

Friendly reminder: Training isn’t a one-and-done event. The strongest implementations build in refreshers, quick guides, and support for “we forgot how to do that” moments during the first few weeks. That’s why Medicat hosts regular, virtual education events. Plus, our Help Center features hundreds of articles, videos, and step-by-step walkthroughs showing you exactly how to use our tools. Our Support Team is also always here to help.

8. How do we make sure we don’t disrupt care during the upgrade?

Students don’t pause their needs just because your software is changing. Here are the practical ways campuses can reduce disruption:

  • Plan go-live timing strategically (avoid peak immunization or intake seasons when possible)
  • Keep a clear cutover plan for scheduling, chart access, and communications
  • Migrate the data needed for active patients and ongoing cases first
  • Use parallel processes briefly if needed (for critical services)
  • Communicate early with campus partners (housing, athletics, academic affairs)

For counseling centers, continuity can also mean ensuring risk and safety info is easy to access in the new system—without digging. Many leaders value dashboards and centralized risk tracking for exactly this reason.

Key Takeaways

Switching EHRs is a big change—but it’s also an opportunity to simplify workflows, reduce manual work, and set up your team for better student care.

The smoothest transitions focus on the essentials: clean data, smart permissions, streamlined intake, and strong training. If you plan continuity from the start, students shouldn’t feel the switch—except in the form of a better care experience.

Have more questions or want an in-depth walkthrough of our offerings? Connect with our team.

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Campus Wellness Health Literacy

Health Literacy for First-Year College Students: A Practical Checklist for Campus Wellness Leaders

The first semester of college is often a student’s first real test of independent healthcare. Suddenly, they’re scheduling appointments, understanding consent and privacy, managing medications, and deciding when symptoms are “urgent.”

For college wellness leaders, building health literacy for first-year students is one of the simplest ways to reduce no-shows, improve care continuity, and prevent avoidable crises.

The goal isn’t to teach insurance theory in orientation week. It’s to give students a few concrete habits that help them access care quickly, communicate clearly, and follow through consistently.

1) Make “how to get care” painfully simple

First-year students often don’t use services because they don’t know the basics: where to go, how to book, what it costs, and what’s confidential.

Build a first-year “care access” checklist in plain language:

  • How to schedule (portal, phone, walk-in rules)
  • Hours, after-hours guidance, and what counts as urgent
  • What services do you offer (medical, counseling, psychiatry, sports medicine)
  • What services are free vs. billed (and how to ask billing questions)

Clinic workflow win: Put this in a pinned portal section and/or display it prominently on your school’s website. You can also add this information or a link to it within each appointment confirmation message, so students see this information throughout the care seeking process.

2) Teach the “where to go” decision: clinic vs urgent care vs ER

New college students either delay care too long or default to the emergency room for issues that could be treated elsewhere. A quick, one-page “where to go” guide improves safety and reduces confusion.

Keep it short:

  • Campus clinic for preventive care, ongoing concerns, prescription refills, follow-ups, and most same-day minor illness/injury when appointments or walk-ins are available
  • Urgent care if the campus clinic is closed or fully booked, and care can’t wait until the next available visit (non-emergency)
  • ER/911 for severe symptoms or safety risk (trouble breathing, chest pain, severe bleeding, serious injury, thoughts of self-harm)

Along with information on the campus counseling center, include mental health crisis guidance (like 988 in the U.S.) and your local after-hours care options.

3) Normalize privacy and consent, especially for counseling and sensitive care

First-year students may misunderstand what parents can see, how confidentiality works, and what gets documented. That confusion can stop them from seeking help.

What to communicate clearly:

  • What information is private in medical and counseling care
  • When you must break confidentiality (imminent safety risk, mandated reporting)
  • How students can control record sharing and releases of information
  • How insurance billing might generate an Explanation of Benefits (EOB) to a policyholder, when relevant

Counseling center angle: A short “what to expect at your first visit” page can reduce anxiety and boost appointment adherence.

4) Prevent medication gaps before they happen

First-years may arrive with prescriptions like ADHD meds, asthma inhalers, SSRIs, birth control, allergy meds, or migraine treatments and assume refills will be easy. Then they run out during midterms. Sound familiar?

Give students a simple medication refill plan:

  • Bring a current medication list (name, dose, prescriber, pharmacy)
  • Request refills before traveling or long breaks
  • Know the policy for controlled substances and required visits
  • Identify a plan for psychiatric medications (who manages refills and follow-ups)

Operational tip: Use a portal message template in the first 4–6 weeks, reminding students: “If you’ll need refills this semester, schedule early.”

5) Build health literacy around “what to say at an appointment.”

Students don’t always know how to describe symptoms, share relevant history, or ask follow-up questions. A simple script can improve clinical efficiency and outcomes.

Display this simple framework in exam rooms/meeting rooms:

  • What’s happening + when it started
  • What makes it better/worse
  • What they’ve tried already
  • Meds, allergies, key conditions
  • One closing question: “What should make me come back or seek urgent help?”

This reduces back-and-forth messaging and helps clinicians deliver safer care faster.

6) Address early without making it feel like a “gotcha.”

Food insecurity, housing instability, safety concerns, and transportation barriers show up quickly in missed appointments and worsening mental health. Outreach can normalize asking for help before students disengage.

Add a light-touch resource path:

  • “If you’re worried about food, housing, or getting to appointments, we can help.”
  • Make referral options easy to access online and in your clinic(s) (i.e., basic needs center, emergency aid, case management, crisis counseling services)
  • A brief explanation of why you ask (support, not judgment)

Early, normalized support impacts retention rates. Students who get help sooner are more likely to stay connected academically and socially.

7) Deliver information where first-years actually pay attention

A long orientation handout won’t move behavior. Repetition in the right channels will.

High-yield touchpoints:

  • A featured section on the portal titled: “New Student Health Checklist.”
  • Two short email nudges: week 2–3 and midterm season
  • Residence life/RAs: quick “how to get help” slide and/or flyers around dorms
  • A 15-minute session: “College Healthcare 101” co-hosted by health + counseling

Key Takeaways

Health literacy for first-year college students is a prevention strategy: it reduces confusion, missed care, medication gaps, and unnecessary urgent visits. College clinic directors can make a measurable impact with short, repeated messages that explain access, privacy, where-to-go decisions, and basic follow-through habits. If you want to make this sustainable, build a reusable first-year checklist in your portal and deploy it with templated messages each term.

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Immunization Compliance Management

How Medicat’s Immunization Compliance Management Tools Work Together

By: Nick Ferrari, Chief Revenue Officer at Medicat

Immunization compliance management is one of the most important (and most time-consuming) processes campus health clinics handle, and it doesn’t stop after move-in day.

Between high submission volumes, inconsistent documentation, and students coming to campus from multiple states, the operational challenges are abundant: processing records accurately, reducing manual review time, and communicating with students about their compliance status. 

A more connected approach to immunization compliance

Medicat’s immunization ecosystem is designed to help campus teams manage the full lifecycle of immunization compliance, from student submission to verification, to registry interfaces, all within a single, streamlined workflow.

This connected approach brings together four key capabilities:

We’ll dive into these capabilities in detail below. Before we do that, hear how our immunization compliance solutions work together:

1. MedicatOne Immunization Compliance Module

At the center of this ecosystem is Medicat’s Immunization Compliance solution, which supports an end-to-end intake compliance workflow. It’s built for the unique needs of colleges and universities.

Students submit immunization records through the portal, and staff processes those records by reviewing the submitted data and documents.

This module supports core compliance workflow, including:

  • Collecting immunization documentation through a secure student portal
  • Manually reviewing and validating submitted records
  • Identifying missing or non-compliant requirements for follow-up
  • Communicating with these non-compliant students individually or en masse

For many schools, the biggest win is bringing their compliance workflow into the digital world in an organized and standardized way. Staff can leverage our tools to apply consistent review practices while managing high volume during peak enrollment periods.

2. State Immunization Registry Interfaces: Faster Path to Compliance

State immunization registry interfaces help clinics reduce back-and-forth with students and outside providers by enabling a two-way data exchange between the institution and its state immunization registry.

That connectivity supports two high-impact workflows:

  1. Pulling records from the state registry on behalf of students (available in nearly every U.S. state)
  2. Submitting administered immunizations back to the state—for example, after campus flu clinics or other vaccine events

This makes compliance faster, more reliable, and supports efficient reporting.

3. VeriVax: Simplifying Multi-State Verification

For institutions with a high percentage of out-of-state students, record verification can become a major operational hurdle.

VeriVax is a tool designed to address this challenge by enabling connections to multiple state and city immunization registries.

It also helps solve common access limitations that show up when:

  • A student received vaccines in a different state than where they’re enrolling
  • Registry access is tied to care relationships or location-based rules
  • Documentation is incomplete, inconsistent, or hard to validate manually

With VeriVax, students can initiate a records transfer directly from the portal. They click a button, the system queries the relevant registry, and the record is delivered into the institution’s immunization compliance workflow.

For staff, that “source of truth” from a registry can increase confidence in record validity and reduce time spent interpreting handwritten forms or scanning PDFs.

4. ICM Agent: AI-Assisted Processing to Reduce Manual Review Time

The Immunization Compliance Management Agent (ICM Agent) uses AI to reduce the most repetitive part of intake: opening, reading, and manually comparing each submitted document to the immunization record data entered by the student.

Instead of staff reviewing every incoming record one by one, the ICM Agent can:

  • Review immunization records
  • Check the information entered by the student against their submitted records
  • Verify whether requirements are met and flag non-compliant students for follow-up

This is especially valuable when volume spikes, and teams need to maintain both speed and accuracy without burning out staff.

Key Takeaways

When MedicatOne ICM, state registry interfaces, VeriVax, and the ICM Agent work together, the outcome is incredibly impactful to clinic resources: less time is spent collecting, validating, and processing immunization records, without sacrificing confidence in the accuracy of student compliance data.

For campus leaders, that can mean fewer enrollment delays, better public health preparedness, and more staff capacity for direct student care.

Spend less time chasing records and more time supporting students. Schedule a demo to see how Medicat’s tools work together to streamline immunization intake, verification, and follow-up.

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SDOH social determinants of health

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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EHR Features

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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Medicat Product Advisory Council

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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Campus Health Services

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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