Why Your EHR Should Run Your Entire Practice

Jeff Langmaid talks with ChiroHD about using an EHR as your entire practice management system. The software automates task lists, texts, and emails through a trigger engine, and its lead dashboard ingests Facebook leads and tracks screening contacts. Multi-clinic groups get separate permissions and consolidated reporting.
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And being able to utilize the tool not just as an EHR to document SOAP notes and track CPT codes and do billing, but also starting to use it as a practice management tool in how do I operate the business. And that's something that I've always had extreme interest in, in saying, you know, we don't want to have to use 12 different software systems. How can we keep everything in one place in CareHD? So those task lists, like templated task lists is one of them. Another thing would be triggering communications and notifications off of, you know, appointment types or charges that go into the patient's file. So things like that that can help you keep track of how you're educating the patient. It can help you to promote different products and doing upsells and cross-sells and things like that. So there's a lot of built-in tools that you can create automations around that really help from the business perspective. And what's good about that, when we are able to automate a lot of these things that typically a CA or an office manager would have to do manually, it just frees up more time and energy that they can focus on the patient. And that's really our goal is how do we use technology to create more efficiency so that the people can focus on the people. Yeah.
The, the benefits that you outlined in automation's just so, so critical. And, and I'll reinforce what you just said. When you have software that enables your team as a practicing doc to be more present with the patient. Instead of diving into screen after screen after screen, looking down. We've all been to healthcare practices where that's been the case and we've been to the opposite, right? It's just such a world of difference where many people don't think software can extend the patient experience, knee to knee, heart to heart, and it very well can. Now, I don't want to jump off of the— some of the benefits. So I love asking this question and I'm super interested in your answer to it, which is What are maybe one or two benefits features within ChiroHD that you think most docs are dramatically underutilizing and you're like, this is awesome, but when we look at it, docs should be using this every day and it's just not utilized as much as it could be. This is great for not only docs that are ready to go to ChiroHD, but maybe people listening and watching additionally that are using ChiroHD. So I'd love to hear your thoughts on it.
Yeah, that is a great question. Two things come to mind. One is Um, we have a built-in like lead management dashboard. So, uh, I know a lot of kind of bigger clinics or a lot of people are starting to use, uh, other platforms, uh, platforms like GoHighLevel, which we have an integration with. But for some clinics, it's just not reasonable. It's added cost. They don't have a team that's gonna build out all these campaigns. And some of that stuff we can do right within the ChiroHD platform. Um, kind of going back to, uh, tracking leads. So there's a dashboard where we could have, um, through a connection, have, let's say, Facebook leads come right into the system, and then we can track them. First contact, second contact, third contact, but not even, um, just digital. You know, you go to a screening event out in town and you walk away with 10 people that were interested that need to follow up on. And I know in my past it's always been like, what happened to those people? Who's following up? Where did— where does it live? You know, it was this piece of paper that someone filled out. Now what? So being able to keep that all in the software and very easily get them scheduled and create them right in the system is huge. And then the other one, I'll go back to those like triggers. I think taking the time to really understand that feature and being able to create those automations is huge. And with the partnership now with the Sked platform, that also kind of opens up the door to a lot of templated communications that we can do with the patients between the two-way texting and emails. They've really mastered the art of patient communication through technology. So the partnership with ChiroHD has been amazing.
Yeah, that's, that's fantastic. When you think about the types of practices that love ChiroHD the most, and I know with ChiroHD you guys have been able to serve practices of all sizes, of all types, but when you think about the practices that really love ChiroHD the most, high-volume, cash, insurance, multi-doc? Where's really the sweet spot of those docs that really should be looking at, at ChiroHD?
Um, yeah, it's hard to pick one. I mean, I do know just from my personal experience, um, the platform was designed very well to manage, uh, groups of practices. So there is, uh, some dashboards and reporting and the ability to gain access to multiple clinics. So Even if it's not some, like a franchise group or something like that, but if you own multiple practices, the foundation of how they built that is allows there to be some controls, but then also give each location their own permissions. So that was really built, I haven't seen another system that was laid out that way specifically to serve that group. So that's one niche that I think we serve very well. But even anywhere from, you know, brand new docs, it is pretty intuitive. I do hear that a lot. It's very intuitive being able to move through the system. So when you haven't been using another EHR system for 10 years and you're brand new and you're just trying to get through it, I think it serves that group equally.
And let's talk about docs that are maybe thinking about or in the process of making a switch over to ChiroHD. You know, switching EHRs always sounds super painful. Let's just call it exactly what it is. So at ChiroHD, I'll kind of just tee it up for you and ask you, you know, how do you make it as easy as possible for those docs looking to come over? What does onboarding look like and migration? Is it all on the doc? You know, what's that process look like?
Well, first off, it's hard for me to feel sorry for people because I did it back in the day when you were literally typing in John Smith, and we addressed like thousands of patients manually. And I did that about 2, 2 times, 2 or 3 times prior to coming on board with ChiroHD. So that is for sure painful. Nowadays we have a lot more ability to grab all the patient demographics and that's actually something that we're really focusing on more, just making it easier and easier depending on whatever platform you're in, One of the things that we're looking at now is creating like starter templates in CarHD. So if we know that you are a user from another system, or if we know you're a particular kind of— you practice a particular way, starting to create these templates where it really fast forwards your ability to get started with the platform because the system is already preset with some of that stuff. So you can get started a lot quicker.
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