Skip to main content

Author: Medicat

User Permissions within EHR Software

Why User Permissions Matter Within EHR Software

Since 2009, more than one billion healthcare records have been exposed in U.S. data breaches. On a busy college campus, dozens of people may touch a single student’s health record, front-desk staff, nurses, counselors, and student workers alike. User permissions decide who sees what, and that decision protects your students, your staff, and your clinic.

What User Permissions Actually Do

User permissions are the rules that control access inside your EHR software. They set what each staff member can view, edit, or share. Think of them as digital keys, cut to fit each person’s job.

A medical assistant may need to check in patients and update vitals. A counselor needs to view counseling notes, but not immunization records. Clear access rules make sure each person only reaches the tools and information their role requires.

This approach is often called role-based access control. Instead of managing access individually for each user, you assign a “permission group,” and the role carries the right permissions. It keeps setup simple and consistent as your team grows.

Protecting Student Privacy and Staying Compliant

College health and counseling records are sensitive by nature. Students share details about mental health, sexual health, and chronic conditions. They trust that this information stays private

Well-designed user permissions support that sense of trust directly. They limit access to the people who truly need it, which is the heart of the HIPAA minimum necessary standard. Fewer eyes on a record means fewer chances for a breach.

Permissions also help you maintain any necessary separation between medical and counseling records. Many campuses keep therapy notes separate from primary care files. Your EHR should allow for the flexibility necessary to protect counseling notes while still coordinating care across clinics when appropriate.

For VPSAs, this is more than a technical detail. A single privacy incident can damage student confidence and invite regulatory scrutiny. Thoughtful access controls lower that risk across the whole division. You can read more about how EHRs safeguard student privacy.

Fewer Errors and Cleaner Workflows

Access rules do not only guard privacy. They also make daily work smoother and more accurate. When staff see only the screens they use, the EHR system feels less cluttered.

Consider a few everyday examples on campus:

  • A student worker checks in patients but cannot open sensitive clinical notes.
  • A front-desk clerk schedules appointments without editing diagnoses.
  • A billing specialist views CPT codes without changing other chart data.
  • A counselor documents sessions without touching medical prescriptions.

Each of these guardrails prevents an accidental edit in the wrong place. That means fewer corrections later and cleaner records overall. Good permission settings quietly reduce the small mistakes that add up over a semester.

Supporting Accountability and Audits

Higher education clinics face regular reviews from auditors and leadership. You may need to show exactly who accessed a record and when. User permissions, paired with audit logs, make that easy to prove.

Because each person signs in under their own account, activity ties back to a real user. If a question arises, you can trace the history with confidence. This transparency protects both students and the staff doing the work.

Clear roles also simplify onboarding and offboarding. When a new nurse joins your clinic, you can assign them a specific set of permissions to ensure they’re accessing the right areas of the EHR platform.

MedicatOne also has group-based permissions, which allow you to define permissions for groups like “Compliance Specialist,” or “Triage Nurse,” or “Front Desk” that have a stock set of permissions. Then you can still customize at the individual level as needed. These are just some of the permission-focused features that clinic leaders value most.

Building Permissions That Fit Your Campus

Every campus health and counseling clinic operates uniquely. Your permission structure should reflect how your teams actually work together. Start by mapping each role to the tasks it truly performs. Here are a few practical steps to guide the process:

  1. List every role in your clinic, from providers to student staff.
  2. Match each role to the minimum access it needs to do the job.
  3. Review permissions at the start of each semester, since roles, responsibilities, and staff change often.
  4. Compare settings across medical and counseling teams based on your clinic’s integration philosophy and policies.

Key Takeaways

User permissions are a quiet but powerful part of any campus EHR software. They protect student privacy, support HIPAA compliance, reduce errors, and make audits far less stressful. For clinic leaders and VPSAs, they turn a complex system into one that is safe and easy to manage.

To see how flexible, role-based access can work on your campus, schedule time to meet with our team.

Industry Articles

Recent Medicat News

Continue reading

Medicat’s Product Updates

Thoughtful by Design: Medicat’s Approach to Product Updates

By Ann Wright, Chief Product & Technology Officer at Medicat

Many software companies measure themselves by how many new features they ship. I’ve come to believe that’s the wrong scoreboard for campus wellness. A product release can have a big impact on clinic operations if it’s not thoughtfully executed. Thus, these changes warrant careful consideration.

Medicat’s approach to change starts from an unglamorous premise: more is not better. Better is better. And better for college health and counseling clinics has everything to do with when and how.

More Releases Don’t Necessarily Mean More Progress

It’s tempting to treat release velocity as proof of momentum. But every change carries risk, and that risk doesn’t land just on us; it lands on a counselor between sessions or a nurse mid-intake.

A feature that looks clean in a beta environment may behave differently during the rush of the early fall semester. This is where trust is won or lost. We prefer to ship changes we feel confident about, even if the number is smaller, instead of a stream of updates that keep your team guessing.

It’s always top of mind that our software helps real clinics run on college campuses. And they need our product to work reliably.

We Time Releases to the Academic Calendar

Campus health and counseling clinics don’t operate on a standard corporate calendar. They run on move-in, immunization compliance season, midterms, and the counseling surge that follows every break. Our release schedule follows that rhythm.

The heavy lifting happens when your clinic can absorb it:

  • Summer and lower-traffic windows for larger platform updates, so new capability arrives before the students do.
  • Quiet periods for anything that changes a core workflow like patient intake or scheduling.
  • Minimal change during peak load, when a stable system matters more than a new one.

We built MedicatOne to serve medical and counseling teams on the same platform. Coordinating releases to work with, rather than fight against, the academic year, is how we keep that shared system dependable when clinic demand spikes.

Predictable Beats Fast

Here’s a small change we’ve made that carries a lot of weight: we exclusively ship major releases on Saturdays instead of midweek.

Throughout our years of experience working with campus health, we’ve learned that a change that goes live on a Wednesday can surprise a clinic in the middle of its busiest stretch, with no time to adjust. A Saturday release lands when clinic traffic is at its lowest, and it gives teams extra runway before clinic doors open on Monday.

Predictability is a feature. When you know a release is coming and what it will include, you can plan for it (instead of reacting to it).

Campus health and counseling teams are already stretched thin. The last thing an overextended team needs is an unannounced change to the tool they rely on. So, we plan our product release schedule deliberately and with care to ensure minimal disruptions for clinicians and staff.

At Medicat, quality control is a cross-team effort that builds upon the work of our dedicated quality assurance team. Company-wide “bug bashing” occurs in the weeks leading up to a release. Clients with sandboxes receive a sneak peak, which allows them to test features in the wild with their real workflows, alongside someone from our Customer Success team.

Additionally, we host a webinar before every product release to help our customers understand each change. These events are an open invitation for anyone to question why or how we’re releasing a certain feature before it goes out.

Communication Is Part of the Release

A release is more than just deploying new code to our software. It also includes proactive communication to our clients to help them understand why the updates we’re making will be beneficial to their workflow. This communication begins weeks before the actual product release date.

Before any new features or tools ship, we tell our clients what’s changing, why, and what to expect. We give Super Users and clinic directors the context to prepare their teams, and we leave room for questions via email communications and webinar events before a release, rather than after.

Our goal with all pre- and post-release communications is to ensure we deliver changes in a way that teams can absorb easily and quickly implement into their workflows.

Key Takeaways

Our product release philosophy comes down to discipline over spectacle: ship fewer, better-tested changes; time them to the academic calendar; avoid mid-week surprises; and communicate proactively before each product release.

The goal isn’t to impress you with how often we release new features. It’s to make sure the system holds when your campus needs it most.

If that approach resonates, explore how we think about dependable campus health and counseling EHR technology in our resource center, or request a demo to see how MedicatOne can support your team.


About the Author: Ann Wright is the Chief Product & Technology Officer at Medicat, the electronic health record platform built specifically for college and university health and counseling centers. She leads product and engineering with a focus on the unglamorous work that matters most in campus health: reliability, integration, and systems that hold up under the real pressures of a semester. Her guiding belief is that the burden of complexity should land on the software, not on clinical teams.

Industry Articles

Recent Medicat News

Continue reading

Clinic integration

Your Clinic Can Be ‘Integrated’ and Still Not Work Together

Insights from Medicat’s Chief Customer Officer, Amy Smith

Right before the American College Health Association Annual Conference, Medicat hosted a session in Denver with health and counseling leaders from campuses across the country. One line kept coming back, phrased differently by different people, but always the same idea underneath: health and counseling clinics can be “integrated” on paper and still not function as one team.

That gap is worth unpacking: what it means, where campuses actually stand today, and what it takes to close it.

What our clients told us

We asked our clients a simple question: Where does your school fall on the path toward integration? The topline: 62% are integrated or actively working toward it. That splits into 32% fully integrated today and 30% partially integrated and actively moving toward it.

The remaining 38% aren’t there yet, and they don’t all look alike: 15% are not integrated but interested. 13% are not integrated and unsure about the value. 10% are not integrated and don’t see the value.

Clinic Integration Infographic

A few things stand out once you sit with that data. Integrated care, once an edge case, is now the majority experience. Any conversation about the future of campus health and counseling should start from the assumption that most schools are already moving in this direction.

We imagine the 15% who are interested and exploring if integration is worth doing are looking for a clear, low-risk path: how do you sequence the work, what does the data infrastructure need to look like, and what have peer schools learned along the way? For some schools, they may be constrained by bandwidth. Others may be concerned about autonomy.

Counseling teams in particular are often concerned about protecting the confidentiality of sensitive conversations. Done well, integration should answer that concern rather than override it — with explicit, agreed rules about what moves between medical and counseling records and what stays sealed. For other schools, implementing an integrated and collaborative model may raise legitimate questions about staff time before the integration pays off.

What “integrated” truly means

It’s tempting to treat integration as a binary. A school either is embracing integrated care, or it isn’t. But the room in Denver made something clear: two schools can claim integration and be describing completely different realities.

For one school, “integrated” might mean medical and counseling are co-located physically or connected electronically, and not much else. For another, it means more deliberate collaboration — shared records, shared treatment planning, warm handoffs, a care team working from a single picture of the student.

Same word. Different worlds.

National research backs up what we heard from clients: co-location is real, and it’s growing. But it isn’t the same thing as collaborative care, and having providers under one roof doesn’t automatically produce collaboration. It’s entirely possible to merge two departments, put them in the same building, and still end up with two parallel operations — different EHR systems, different treatment philosophies, referrals that go out but don’t come back with any real follow-up.

There’s a useful way to think about why: structure is the skeleton of integration — org chart, shared records, financial model, the workflows that dictate what happens when a student needs both sides of care. Relationship is the muscle — it’s what actually moves things day to day, but muscle can’t hold a shape on its own. The skeleton is also required.

A school can have great relationships between clinic leaders and still fail at integration if there’s no defined process for a warm handoff, no shared record forcing visibility, no accountability for what happens after a referral goes out. Relationship without structure is fragile: it depends on a couple of people who happen to work well together, and it collapses the moment either of them leaves.

So when we ask a campus “where are you on integration?” the real follow-up is integrated in what sense? A school that reports being “fully integrated” because medical and counseling report to the same director, share a building, and use one EHR may be in a completely different place than a school that’s integrated on the org chart but still running two disconnected workflows underneath. Integrated, yes. But not necessarily delivering collaborative care.

The bigger picture

The same tension shows up in the national conversation, too. Behavioral health integration into primary care has been described by leaders in the field as one of the most significant growth areas in psychology and primary care generally, with a striking gap still in place. A large share of primary care providers nationally still don’t have a behavioral health professional on their care team at all, even as awareness of the model’s benefits has expanded.

Integration is increasingly understood not as a nice-to-have, but as one of the more promising responses to our nationwide capacity problem: catching concerns earlier, in the medical visit, before they become a mental health crisis.

National data on colocation also confirms what our clients are telling us: physical colocation of medical and behavioral health providers is expanding, but it’s happening unevenly. It’s much more common in larger, urban, better-resourced settings, and still rare in smaller or rural practices, which are often the ones that could benefit from it most.

That maps almost exactly onto the segment of our own survey respondents that selected “not integrated, unsure about the value.” It’s worth asking whether resourcing, not philosophy, is the real barrier for a meaningful share of that group. If it is, the answer isn’t a harder pitch on the value of integration — it’s a lower-cost, lower-lift path into it. That reframes the “unsure” group almost entirely: not skeptics who need convincing, but under-resourced teams still looking for a way in.

Where this leaves us

As we think about how to support the schools moving through this journey, the more precise question to ask isn’t just “are you integrated?” It’s “do your providers share a record, share a plan, and actually collaborate about the student in front of them?”

That’s the standard worth building toward, and it’s the standard we want our platform to make easier to achieve, not just easier to claim.

If you would like some consultation on starting the journey toward collaborative care, please reach out. We can talk about Medicat as a platform built for integrated health and connect you with the schools already thriving within a collaborative model.

FYI: This data is based on a recent Medicat client survey (n=238) and conversations with client health and counseling leaders during the 2026 ACHA Annual Meeting in Denver, Colorado.


About the Author: Amy Smith is the Chief Customer Officer at Medicat, the electronic health record platform purpose-built for university health and counseling centers. She leads the teams responsible for customer success, support, and partnership, and serves as the internal advocate for the directors and clinical staff who run campus health centers every day. Her work is grounded in real conversations with those teams: what they carry, what they need, and what too often goes unrecognized.

Industry Articles

Recent Medicat News

Continue reading

EHR Deployment Timeline

Thinking About a New EHR

Thinking About a New EHR? Pull Up Your Calendar!

If your college health or counseling clinic is thinking about switching to a new EHR, here’s the hard truth most teams learn too late: the software decision itself is rarely what derails a launch. The timeline is.

Vendor demos, security reviews, and procurement cycles can all take longer than anyone plans for. Plus, your go-live date isn’t entirely yours; the academic calendar’s constraints heavily influence it.

The smartest way you and your clinic can approach a switch to a new EHR is to deliberately work backward from the date you’d ideally like to “go live” on the new software.

That’s exactly what our interactive decision & implementation timeline is built to do: you set a target go-live date, and every upstream deadline calculates itself.

Map Two Timelines, Not Just One

Most clinics think about “implementation” as the whole project. It’s really two distinct phases.

1. The decision timeline (everything before the contract is signed):

  • Internal needs assessment and stakeholder alignment (IT, administration, clinical, and finance all have a say)
  • Vendor demos and reference checks
  • IT and security review
  • Procurement, legal, and budget approval

This phase is almost always underestimated.  Security and procurement reviews at a college run on separate clocks, not parallel ones, and each can take weeks alone. Simply plug your desired (or necessary) go-live date into the tool and it back-calculates your contract-signature deadline — the real “decide by” date if you want to launch on time.

2. The implementation timeline (everything after the contract is signed):

  • Project kickoff and workstream assignments
  • Discovery, configuration, integrations, and data migration
  • Training and user-acceptance testing
  • Finally, go-live day!

Our Decision Tool lets you toggle between a Standard implementation (single-clinic, smaller campus) and an Enterprise implementation (multi-clinic, complex integrations, larger enrollment) so the estimate more closely matches your school’s reality.

EHR Decision Timeline for deployment

Why “As Soon As Possible” Actually Matters

Every week you spend deciding is a week borrowed from building, implementing, and training.

If your target go-live date is next August and procurement alone eats two months, the window to evaluate and sign is much narrower. Seeing that laid out — in a List view or a Gantt chartturns a vague “we should look into this” into concrete internal deadlines you can hold yourself and your colleagues accountable to.

The clinics that launch smoothly aren’t the fastest decision-makers. They’re the ones who confronted the real timeline early and started counting backward instead of forward.

Run your own dates, share the link with your IT and procurement partners, and get everyone anchored to the same calendar before evaluation even begins.

Industry Articles

Recent Medicat News

Continue reading

MedicatOne Patient Portal

New MedicatOne Patient Portal

Celebrating the Launch of New MedicatOne Patient Portal

Medicat, a leading provider of student health technology for colleges and universities, announced the launch of its newly modernized patient portal, now hosted on the MedicatOne platform.

Patient Portal on MedicatOne Platform

The redesigned portal gives students a faster, more intuitive way to manage their well-being — from scheduling appointments and completing forms to accessing records and communicating with their providers.

Rather than adapting a generic portal, Medicat built the portal around the specific needs, expectations, and workflows of the campus population. It was developed in close partnership with a Patient Portal Advisory Committee (PPAC), which is composed of 12 campus clinic leaders from across the country.

Various student-led groups also weighed in on the portal’s design and functionality to ensure the experience reflects how today’s college students actually engage with health and counseling services.

Medicat’s goal is to provide a more intuitive student experience. Key improvements to the new patient portal include:

  • A modern, mobile-friendly interface
  • Streamlined appointment scheduling
  • Simplified forms
  • Easier immunization compliance.

“Modernizing the portal on the MedicatOne platform wasn’t just a visual refresh — it was a rethinking of how students expect to interact with their health or counseling center. We built this on a platform designed to be secure, reliable, and flexible enough to grow with the needs of campuses and the students they serve,” said Ann Wright, Chief Product and Technology Officer at Medicat.

The PPAC played a central role throughout the design and development process, giving students and campus wellness professionals a direct voice in shaping the final product.

“The PPAC changed how we built this portal. Instead of guessing what students needed, we had stakeholders reacting to designs, challenging our assumptions, and telling us what actually matters. Nearly every meaningful decision in this new portal traces back to feedback from the committee and the student groups we worked with,” said Joelle Koka, Medicat’s Associate Product Manager.

The modernized portal is available now, and Medicat is rolling it out to clients in phases.  Clients interested in joining an early rollout phase can request access through the Medicat Help Center. All clients will be transitioned to the new portal by March 2027.

Latest News & Press

Recent Case Studies

Continue reading

First-year Student Wellness

Navigating New Beginnings: Fostering First-Year Success through Student Wellness

Navigating New Beginnings

Fostering First-Year Success through Wellness

The transition to college life can be an overwhelming experience for many first-year students. With new responsibilities, academic challenges, and social pressures, it’s crucial for colleges to provide support systems that help students navigate and succeed. This blog explores various strategies that college leaders can employ to support first-year student success through wellness.

Continue reading to learn how your campus can foster a positive experience for first-year students and increase retention rates.

Promoting Wellness and Self-Care for First-Year Students

Adjusting to college life can be both exciting and stressful for first-year students. To help ease the transition, colleges can encourage wellness and self-care through simple, accessible practices. This might include offering workshops on stress management, mindfulness, or ways to handle challenges in healthy, effective ways.

In addition to workshops, colleges can create designated wellness spaces on campus where students can take breaks, meditate, or practice relaxation techniques. Peer support programs or wellness ambassadors can also play a role in promoting self-care by providing students with relatable guidance and encouragement. Additionally, colleges can offer resources like wellness apps or access to online self-care tools, making it easy for students to integrate healthy habits into their daily routines. Encouraging students to prioritize their well-being early on can lead to long-term benefits, helping them not only manage stress but also improve their overall academic performance and mental health.

Making Students Aware of the Health Center

Amid the whirlwind of classes, assignments, and campus activities, many students might not realize all the resources available to them—especially the health center, which is crucial for their well-being.

Campus health centers do more than treat illnesses; they promote self-care and help students build resilience. For many first-year students, it’s the first time they’ve had to make their own healthcare appointments, which can feel daunting. Colleges can make this process easier by ensuring the health center is well-known, approachable, and accessible. This can include creating clear, student-friendly materials that explain how to access services, what to expect during a visit, and the types of care offered, such as routine checkups, mental health services, and sexual health support.

Along with outreach efforts, health centers can partner with other departments to embed information into orientation programs, student handbooks, and campus tours. Social media, emails, texts, and push notifications can also help raise awareness. Having health center staff engage in events or set up booths during club fairs or wellness days can further build familiarity and reduce any apprehension students might feel about seeking care. Normalizing visits to the health center can help students feel more comfortable accessing the care they need for a successful college experience.

Increasing Counseling Center Awareness

Having access to mental health support is key for the transition to college life. That’s why making sure students know about campus counseling center services is so important.

In addition to promoting counseling services through emails, campus announcements, and orientation sessions, colleges can use social media to reach students more effectively. Sharing mental health tips, anonymous student testimonials, and reminders about counseling resources can help reduce the stigma around seeking help. Hosting informal meet-and-greets with counselors can also make services feel more approachable.

Training faculty, staff, and resident assistants to spot signs of mental health struggles ensures that students get support even if they don’t actively seek it. Furthermore, peer support programs and mental health ambassadors can also play a role in spreading awareness. Thus, by making counseling services more visible and accessible, colleges help students feel supported and more willing to seek the help they need.

Bringing Awareness to Available Resources

Colleges offer a wide range of resources to help first-year students succeed both academically and personally. For example, libraries, career development offices, group exercise classes, and nutritionists all play a role in supporting students throughout their college journey. However, simply introducing these resources once is not enough. Therefore, colleges must consistently promote them through different channels to ensure students remain aware and can take full advantage of what’s available.

Additionally, colleges can increase awareness by organizing workshops, information sessions, and events that highlight these resources. They can also develop online platforms where students can easily access support and guidance. Moreover, by creating opportunities for students to connect through activities like club fairs, cultural festivals, and student-led discussions, colleges not only provide academic tools but also foster a sense of community and personal growth. This, in turn, helps students build friendships, explore new interests, and feel more integrated into campus life.

Key Takeaways

Inarguably, starting college can be tough on first-year students. This is why creating a campus where students feel supported and have easy access to help is essential for making a difference in their lives. Encouraging students to get involved in clubs and activities can also help foster community among students. Moreover, ensuring that students have access to health and counseling services gives them the tools they need to handle whatever comes their way. Combining these strategies can result in more supportive environments for first-year college students.

Need help connecting students with the right resources on your campus? Check out these expert insights.

Industry Articles

Recent Medicat News

Continue reading

MedicatOne

3 New MedicatOne Features Supporting Campus Care

The right tools can help your team provide better care. Our second MedicatOne product release of 2026 introduces three features (amongst many others!) built to save your team time and keep the focus on student care.

This release reflects the needs and preferences of student health providers, counselors, and wellness professionals. Below is a closer look at Uncharted Notes, Note Search, and Note Collaboration, and why each new feature matters for your clinic.

Uncharted Notes: Capture Important Information Outside the Chart

Not every meaningful interaction fits neatly into a student’s medical record. An uncharted note could be used to document a student calling the counseling center with a concern about a roommate, or a report from campus security, for example.

These interactions often live in someone’s memory or a sticky note, making them easy to lose or forget. Uncharted Notes gives your staff a fast, structured way to record these moments without documenting a formal clinical encounter.

This matters because context drives good care. When a counselor or clinician can see the full picture, including the informal touchpoints, they make better decisions and students feel more supported. For clinic and campus leadership, it also means fewer details walk out the door when a staff member leaves.

It’s important to understand that Uncharted Notes are different from Notes of Concern. Uncharted notes do not exist in the student’s chart, whereas Notes of Concerns do.

Note Search: Spot Patterns Across Your Notes

The new Note Search page in the Activity menu lets you build filtered lists of notes in seconds, making it a powerful tool for quality control and operational review. Results can be printed or exported as a CSV.

A few examples of what you can pull:

  • Every patient with an influenza-like illness diagnosis who also had a rapid strep test
  • Every psychiatry note with a depression diagnosis where a specific medication was prescribed
  • Every in-progress note, so you can nudge providers to lock them

These examples are just a starting point. With flexible filters, Note Search gives clinic administrators the detail they need to quickly surface—and act on—trends in student care and clinic operations.

Note Collaboration: Better Care Is a Team Effort

Student care rarely involves just one person. A student will often interact with a medical assistant, nurse, and/or provider during a single appointment.

Note Collaboration lets authorized team members contribute to different sections of a note at the same time, so that documentation can be completed more efficiently.

If a user is granted permission to collaborate on certain Note Types, they can type into one section of the note while their colleague is updating another section of the note. An example of where this would be helpful is if a nurse is documenting results of a point-of-care test, while the doctor is documenting their examination findings.

Users can see in real-time who is documenting in each section of the note. Once all users have completed their documentation, the note can be locked as usual.

Key Takeaways

Our second MedicatOne product update of 2026 is about giving campus health and wellness teams tools that fit how they actually work.

Uncharted Notes capture non-clinical interactions outside of the student’s chart. Note Search leverages filters across clinical notes to quickly surface trends and inform decision-making. And finally, Note Collaboration helps your team complete notes quicker.

Together, these features, along with many others that are a part of this release, will save precious time and strengthen the student experience.

To see these features in action, request a demo with a member of our team.

Additionally, Medicat clients can explore the full product release notes in the Help Center to access further details about all product releases and new features.

Industry Articles

Recent Medicat News

Continue reading

Agentic AI

How Medicat Is Building AI That Gives Time Back

Meet the Agents: How Medicat Is Building AI That Gives Time Back

Insights from Ruth Patten, Medicat’s Chief Evangelist

Campus health and counseling teams didn’t get into this work to review paperwork or type up notes. They did it to care for students.

Yet every year, more of their day disappears into administrative work  — verifying immunization records manually, chasing down lab results, or charting hours after the visit is over.

That’s the problem Medicat’s AI agents were built to solve. And it’s why we’re not thinking about these agents as one-off features. We’re building a collection of purpose-built agents, each designed to take a specific, time-consuming task off your team’s plate — starting with the two available today, ICM Agent and Note Agent. And more are on the way!

Why “Agents,” and Why More Than One

An agent is artificial intelligence (AI) put to work on a real job that a member of your staff would otherwise do manually. Agents are not chatbots bolted onto your EHR. Each Medicat agent is trained on a distinct campus health workflow, built directly into MedicatOne, and held to the same security and compliance standards as the rest of the platform.

The way we’re leveraging AI within MedicatOne is highly intentional. Campus health and counseling clinic workflow is made up of many different repetitive tasks, and no single tool solves all of them well.

Specialized agents allow your team to tackle those tasks efficiently and thoroughly. This gives your clinic a consistent, safe, and reliable way to adopt AI, as humans remain in control of the student record and your team gets more time to focus on care.

ICM Agent: Immunization Compliance in Seconds

Immunization compliance review is exactly the kind of work an agent should own. It’s high-volume, seasonal, detail-heavy, and pulls skilled staff away from students for hours at a time.

ICM Agent verifies student-uploaded immunization records against your institution’s requirements. It reviews the documentation that students upload to the portal and flags anything it can’t verify, processing a record in roughly 30 seconds rather than the minutes of manual review it takes each person.

It even reads records submitted in 98+ non-English languages, which makes verifying international student documentation far less of a bottleneck.

During implementation, you configure ICM Agent to know your school’s specific requirements, including how waivers should be handled, so it checks for the same things your staff would. As always, your staff can review the ICM Agent’s work and override any compliance status fields as needed.

The result: your team stops doing the grunt work of compliance, remains in control, and spends that time working on more impactful projects over the summer months.

ICM Agent

Note Agent: Documentation That Writes Itself

Clinical documentation is the other great time sink, and it’s often the reason providers feel more like scribes than clinicians.

Note Agent uses ambient listening technology to turn a provider–patient conversation into a draft clinical note, delivered straight into the MedicatOne EHR.

The impact is that providers spend less time typing (during and after appointments) and more time actually present with the student in front of them. Onboarding is minimal; most providers can start quickly with about 30 minutes of training.

Crucially, the provider stays in charge. Note Agent produces a draft, never a final record. Then the provider reviews, edits, and approves every note before it enters the student’s chart. And patients decide whether to use ambient listening at all; they can decline to use this tool during any visit.

Note Agent

What Comes Next

ICM Agent and Note Agent are the first two members of a growing family, not the whole story. As we identify more of the repetitive, time-draining tasks that keep campus health and counseling teams from student care, we’ll build agents to take them on, each held to the same standard of purpose-built design, human oversight, and security-first architecture.

The goal never changes: give your staff more time to deliver care and build genuine connections with students. The agents are just a tool to help your clinic get there.

Curious how agents can help your clinic? Schedule a demo to see ICM Agent and/or Note Agent in action!


About the Author: Ruth is the Chief Evangelist at Medicat, the electronic health record platform built specifically for college and university health and counseling centers. She spends her time connecting the college health community, championing the people and institutions doing important work in the field and helping peers learn from one another across campuses. Her focus is working with our clients and connecting the dots: the shared challenges, the generosity between colleagues, and the ideas that travel best when they move from one center to the next.

Industry Articles

Recent Medicat News

Continue reading

Medicat's Customer Service Manager

Medicat’s Newest CSM

Different Field, Same Mission: Four Months as Medicat’s Newest CSM

By Gretchen Daumen, Customer Success Manager

Healthcare doesn’t stop mattering just because you’re not the one in the room with the patient.

That’s the lesson that’s been top of mind for me four months into my new role as a Customer Success Manager at Medicat—a career pivot that’s taken me from collegiate sidelines and orthopedic clinics to student health EHR technology.

When I joined Medicat, I brought with me more than 17 years of experience in healthcare. While I was comfortable navigating healthcare and supporting clinicians, transitioning into Customer Success in the student health technology space is an exciting new challenge.

One of the biggest surprises for me is discovering the world of immunization compliance. It was an area of healthcare I had minimal exposure to in my previous roles, and I quickly realized how many layers, regulations, and workflows are involved. It can definitely make your head spin at first!

In this post, I want to share a few of the lessons that have stood out most during my first four months and how they’ve shaped the way I support our clients.

Drinking from the Firehose

Like many people joining a new industry, the learning curve was steep. I had to quickly build a strong understanding of our EHR platform, MedicatOne.

With so many schools either transitioning to or already using the platform, it was important for me to develop the knowledge needed not only to understand the product myself, but also to confidently support my clients. One of my favorite parts of the role is consulting with clinic staff and providers to understand how they work today, uncover pain points, and recommend best practices that help them get the greatest value from MedicatOne.

I’ve very much appreciated the patience and partnership of my clients. There were moments when I didn’t have an immediate answer, but I’ve always been able to let them know I would follow up—and then rely on an incredible team of Medicat experts who are always willing to help. That collaboration has reinforced something I value deeply: no one is expected to know everything, but everyone is expected to care enough to find the right answer.

Understanding the People We Serve

 My previous work as a collegiate athletic trainer gave me a foundation for understanding campus health. My years in orthopedic clinics also gave me firsthand experience with the daily pressures clinicians face. Whether you’re in a hospital, private practice, or student health center, the goals are remarkably similar: provide excellent care while trying to maintain a healthy work-life balance.

As a Customer Success Manager, I now have the opportunity to see the entire student health experience—from the student portal to every aspect of the electronic health record. That broader perspective has been eye-opening. When we help clients streamline workflows and automate routine processes, we’re doing more than improving efficiency. We’re giving clinicians valuable time back so they can focus on what matters most: caring for students.

Three Lessons I’ve Learned

This broader perspective has helped me see that success in student health isn’t just about the technology – it’s about how people, processes, and communication come together to support students. Across conversations with clients, providers, and staff, a few lessons have consistently stood out and continue to shape how I approach my role at Medicat.

1. First impressions matter

For many students, the patient portal is their very first interaction with Medicat—and sometimes their first experience taking control of their own healthcare. When that experience is intuitive and easy to navigate, students begin their healthcare journey with confidence. Helping clients improve that first impression is one way we can immediately improve the overall student experience.

2. Following up builds trust

Whether it’s following up with a client after a meeting or a clinician calling a patient with test results, follow-through matters. It communicates that someone is valued, respected, and important. One of the habits I’ve focused on building is making sure every client knows I’m invested in helping them find answers, even if that means bringing in additional expertise.

3. Curiosity leads to better solutions

One thing I’ve learned quickly is that there’s almost always an opportunity to improve a workflow. Asking “Why do we do it this way?” often leads to conversations that uncover more efficient processes or better ways to use the system. Those small improvements add up and ultimately help our clients get more value from Medicat while making their day-to-day work easier.

Looking Ahead 

As I continue to grow at Medicat, I hope to keep challenging existing processes and looking for opportunities to make them better — for both our clients and myself. I’ve always enjoyed finding more efficient ways to accomplish a task, and Customer Success allows me to do that every day alongside our clients.

I can’t wait to see what comes next! The innovation on Medicat’s roadmap, especially the thoughtful ways AI will be incorporated into the platform, has the potential to make an even greater impact on student health. I’m looking forward to continuing to learn, grow, and help our clients maximize the value of Medicat so they can spend more time doing what they do best: caring for students.


About the Author: Gretchen Daumen is a Customer Success Manager at Medicat, the electronic health record platform built specifically for college and university health and counseling centers. She partners with campus health and counseling teams to help them get the most out of Medicat — guiding adoption, optimization, and the everyday questions that come up as centers put the EHR platform to work. Her focus is making sure the directors and clinical staff she supports feel heard and well-equipped, so they can spend less time on software and more time on students.

Industry Articles

Recent Medicat News

Continue reading

Ambient Listening

Top Tips for Using Ambient Listening on Campus

College health and counseling providers are under increasing pressure to do more with less time. Between documentation, compliance, and student care, it’s easy for screens to take attention away from students. Ambient listening tools offer a promising way to shift that balance back toward meaningful, face-to-face care.

Why Ambient Listening Matters for Student Care

Documentation has long been a burden in health clinics and counseling centers. Providers and clinicians often split their focus between typing notes and engaging with students, which can impact both accuracy and connection.

Ambient listening tools change that dynamic by capturing conversations and generating clinical notes in real time. This allows providers and clinicians to stay present, maintain eye contact, and build trust.

For clinic leaders, bringing ambient listening to your clinic isn’t just a workflow upgrade. It’s a strategic opportunity to:

How to Introduce Ambient Listening to Students

One of the most important aspects of using ambient listening tools on campus is how providers introduce them. Transparency builds trust, especially when technology is involved in care.

Providers should clearly explain what the tool does and why it’s being used. Framing it as a way to improve the care experience can ease concerns and encourage acceptance.

A simple, effective approach for introducing the tool to students includes:

  • Explaining the purpose: The tool helps document the visit, so the focus is on what brings the student in for the clinical visit.
  • Describing how it works: It listens, transcribes, and drafts a clinical note for review.
  • Reinforcing provider/clinician control: Nothing is documented or finalized without review and approval.

For example, a provider might say:
 “We’re using a tool that helps me stay fully focused on you by handling the note-taking in the background.”

Building Provider Confidence and Student Trust

Even the best tools require buy-in. Providers need to feel confident using ambient listening, and students need to feel comfortable experiencing it.

For providers, confidence comes from:

  • Practicing how to introduce the tool naturally
  • Reviewing and editing notes to ensure accuracy
  • Understanding both the capabilities and limitations of AI-assisted documentation

For students, trust is built through consistency and clarity. When providers confidently explain the tool and respect student preferences, adoption will increase over time.

Addressing Privacy and Consent with Confidence

Privacy is often the first concern students raise—and rightly so. Providers should proactively address how data is handled and reinforce that students are always in control.

When discussing ambient listening tools in the clinic, it may be helpful to highlight:

  • Conversations are processed securely and follow HIPAA guidelines
  • Audio is not stored long-term and is used only to generate notes
  • The tool does not make clinical or treatment decisions—providers and clinicians do

Equally important is offering choice. Students should know they can opt out without any impact on their care.

Key Takeaways

Ambient listening tools on campus offer a powerful way to reduce documentation burden while improving the student-provider experience.

When introduced transparently, implemented thoughtfully, and paired with strong privacy practices, these tools can strengthen both efficiency and trust.

For campus clinic leaders and student affairs leaders, the opportunity is clear: support providers with tools that give them more time to focus on students.

Ready to explore how ambient listening may fit into your campus’ care strategy? Learn more about Note Agent or request a demo to see it in action.

Industry Articles

Recent Medicat News

Continue reading