Case Studies

At Clinical & Health Systems, we do more than solve problems, we deliver measurable outcomes. Our work with nonprofits and health organizations shows how smarter systems can save time, reduce errors, and unlock new revenue.

Case Study 1: Saving 400+ Hours Annually with a Custom EHR Report

Client Profile
A mid-sized nonprofit specializing in child welfare services.

The Challenge
Despite investing in a modern Electronic Health Record (EHR) system, staff were still manually re-entering service plan data into state-required PDF forms. Each form took 30 minutes to 3 hours to complete, costing 125 to 750 staff hours annually. State officials required a fixed format, so the agency felt stuck

  • Built configurable forms inside the EHR to capture all required data

  • Created a custom Pentaho report that generated the state’s form format automatically

  • Pulled in case note data as required by state mandates

  • Implemented copy forward features to streamline repeated entries

  • Improved HIPAA compliance by keeping all client data inside the secure EHR

Our Solution

  • 437+ hours saved annually

  • 100% accurate reporting with zero transcription errors

  • Reduced staff frustration and improved compliance confidence

Our Solution

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Case Study 2: Unlocking $1 Million in Lost Revenue

Client Profile
A large nonprofit behavioral health and social services agency.

The Challenge
The organization faced widespread revenue cycle breakdowns including incorrect service rollups, duplicate and underpaid claims, Medicaid TPL denials, outdated codes, and failed submissions. Their overwhelmed team lacked the technical expertise to resolve root causes

  • Rebuilt APM structures to ensure full day services billed correctly

  • Automated claim rollups to eliminate duplicates and underpayments

  • Corrected EDI file configurations for Medicaid secondary claims

  • Guided the agency through a clearinghouse transition after a security breach

  • Updated outdated telehealth and E/M codes to align with MDM guidelines

  • Added new billing rules and automation to reduce failures

  • Temporarily took over billing functions and trained new hires

Our Solution

  • $1 million+ recovered revenue over two years

  • Faster payments and fewer denials

  • Zero service disruption even during emergencies

  • Long term billing stability without adding staff or new software

The Outcome

From saving hundreds of staff hours to unlocking hidden revenue, our case studies prove that healthcare organizations can achieve more with the systems they already have. Smarter workflows, cleaner billing, and stronger compliance lead to healthier organizations and better outcomes for the communities they serve.

Why This Matters

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Want results like these?

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