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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.

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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.

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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.

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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.

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Agentic AI

How Medicat Is Building AI That Gives Time Back

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

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!

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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 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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Immunization Compliance Management

How Medicat’s Immunization Compliance Management Tools Work Together

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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