We implemented our Next Step EHR system just over ...

We implemented our Next Step EHR system just over a year ago now. We are a local non-profit that runs on a peer model. We provide Peer Recovery Support Specialist as well as Outpatient Therapist. We also work on several grants that include a great deal of documentation and Case Management. We are also accountable to our funders, meaning we go through several annual audits from a variety of authorities. For all of these reasons we needed a system that was affordable, flexible, accessible by auditors and user friendly. Moving from an all paper organization to all digital is a large feat.

Brad, Dan and Dave at Next Step worked with us over 5 months to set up a system that met all of our needs, ranging from transferable, printable, and sign-able forms. We needed forms to be signed by clients and practitioner then sent to the supervisor to be signed, then printable so they could be sent to required places. We also need our entire intake package in the EHR system and to look like what we were using to make the transition as easy as possible for our partitioners. They were able to help us with all of our needs. The only things we are still attempting to work out easy sign group forms.

They also helped us create an auditor review which our auditors can use to access the charts of the clients they need to review. And recently we added in Telehealth, urgently due to COVID-19. They were able to help us have Telehealth up and running within 3 days.

Lastly, I would like to say that, on the back end, creating and building forms, adding users, programs, and measuring outcomes has been incredibly easy. We can continue to grow, add grants, add forms and programs and properly track and help practitioners attend to their clients by reminding them when forms are due, calling client to remind them about appointments and text reminders. We are also able to quickly disseminate new forms and processes as they come up. No more finding all the old paper documents and making sure they are no longer being used!