Electronic Health Record Consulting & Optimization Services

The Electronic Health Record is the backbone of clinical care, compliance, and digital patient engagement

Pivot Point Consulting’s EHR services help healthcare organizations implement, optimize, integrate, and sustain high-value platforms such as Epic, Cerner, and MEDITECH—supporting the full patient lifecycle. 

Comprehensive EHR Consulting Services for Any Environment

From Digital Front Door and provider scheduling to integrations, upgrades, and enterprise optimization, we help healthcare systems create and maintain modern, scalable EHR environments that improve access, efficiency, and the patient and provider experience.

Digital Front Door

Digital Front Door & Patient Engagement Solutions

patient experience transformatioN

A strong healthcare Digital Front Door creates a consistent set of digital experiences that patients can use to discover care, access services, communicate with their care team, and manage their health. Pivot Point Consulting provides a unified, consumer-grade experience that improves access, reduces avoidable call volume, increases self-service adoption, and strengthens patient loyalty.

Our Digital Front Door offers an omnichannel design across web, mobile, portal, virtual care, SMS, chat, and contact center touchpoints. We activate the breadth of digital services, including self-service scheduling, registration and intake, care navigation and triage, patient communications, payment, and more. We also put in place a governance and operating model that will ensure continuous optimization and long-term stability.

Electronic Health Record ​

EHR Optimization & Consulting Services

Implementation, Optimization, and Healthcare Application Support

Your EHR is the backbone of clinical care, revenue, compliance, and analytics—and also one of your largest ongoing investments. When implementations and module rollouts aren’t staffed with the right expertise, organizations pay for it in delays, rework, workflow friction, and adoption failures that linger for years.

Pivot Point Consulting’s EHR services provide proven staff augmentation and targeted specialty support for Epic, Oracle Cerner, and MEDITECH Expanse. We help you implement, optimize, and expand capabilities, so you get measurable value from these high-value platforms. Our support covers traditional staff augmentation as well as focused specialty services such as Identity & Access Management, clinical content configuration, and related enablement that improves adoption, efficiency, and outcomes.

IT Process Optimization ​

Healthcare IT Process Optimization & Operational Efficiency

Core process tune-ups to maximize value

Most IT departments aren’t short on tools; they’re short on time, consistency, and repeatable execution. That adds expense to core IT processes because access takes too long, security becomes reactive, and optimization backlogs never shrink. Pivot Point Consulting’s IT Process Optimization strengthens the components of your IT system—people, workflows, controls, and enabling tools—so you get more value from the technology you already own.

IT Process Optimization redesigns and improves core IT processes to improve speed, quality, security, and transparency. We focus on high-impact IT functions such as identity and access management, cybersecurity operations, change control, release management, and optimization backlog management. This results in less manual effort, lower risk, and greater delivery throughput.

Implementation as a Service​

Healthcare Implementation as a Service

Cohesive project management for seamless execution

Implementations can be plagued by fragmented accountability. When something goes wrong, the finger-pointing begins, leading to delays, rework, and a system that doesn’t live up to potential. Pivot Point Consulting’s Implementation as a Service changes the script. We provide the implementation team and own the results, delivering a managed service with clear scope, governance, measurable outcomes, and disciplined execution from kickoff through post-live support.

Our managed implementation delivery model provides program leadership, functional/technical experts, build, testing, training, and change management that assumes end-to-end responsibility for executing implementation. We gauge success by how we deliver against defined outcomes, timelines, and performance measures—not just project completion.

Integration as a Service ​

Healthcare Integration as a Service

Interoperability consulting for enterprise-wide impact

Interfaces are the hidden cost of healthcare IT—always critical, always fragile, and always pulling your best people into firefighting. Integration as a Service stabilizes and modernizes your interoperability layer, so data moves reliably between the EMR and the rest of your ecosystem, without a permanent backlog of builds, breaks/fixes, and vendor escalations. We help you reduce integration costs, improve uptime, and accelerate digital initiatives by running integration as a disciplined, measurable service.

Pivot Point Consulting’s Integration as a Service is an outsourced operating model that designs, builds, runs, and optimizes healthcare interfaces and APIs across your EHR and enterprise application landscape. Included are traditional interface work (HL7, EDI), integration engine management, Epic Bridges, Cerner EDI, and modern interoperability (API, FHIR, SMART on FHIR) with ongoing monitoring, incident response, and lifecycle maintenance. Delivery includes testing and change control, security and compliance by design, and data quality and terminology alignment.

Provider Schedule Optimization

Provider Schedule Optimization

Data driven solutions that improve access

Provider schedules built on legacy templates and inconsistent rules can lead to long waits, frustrated patients, burned-out clinicians, and revenue left on the table. Pivot Point Consulting’s Provider Schedule Optimization turns scheduling into a disciplined, data-driven operating model that improves access and continuity, increases schedule reliability, and reduces leakage.

We redesign provider templates, appointment rules, staffing alignment, and scheduling workflows to match true demand with available capacity. We also clarify operational responsibilities and workflows and implement strategies to reduce no-shows, balance in-person and virtual visits, and configure scheduling tools in the EHR.

Affiliate / M&A​

Affiliate / M&A

Careful change management to maintain EMR integrity

Affiliations and acquisitions can unlock scale, access, and stability, but they can also create years of debt, duplicated apps, and integration pain if the EHR strategy is not deliberate from day one. Epic Community Connect and similar affiliate models are powerful accelerators that can drive faster time-to-value, lower total cost of ownership, and a consistent patient and provider experience across organizations.

Pivot Point Consulting helps both sides—acquirer and acquired—navigate the EHR and enterprise implications with a clear strategy, realistic roadmap, and disciplined execution that protects operations and reduces long-term financial drag.

Clinical Content & Process Optimization​

Clinical Content & Process Optimization

Improve efficiency with modernized touchpoints

When clinical content and workflows are inconsistent and poorly functioning, clinicians can become burned out and resistant to change. Clinical Content & Process Optimization reduces variation and improves safety and efficiency by standardizing and modernizing the touchpoints that drive daily care.

Pivot Point Consuting provides structured redesign and governance of clinical content (order sets, documentation templates, care pathways, decision support, protocols) and the workflows that use that content. We remove duplications and inconsistencies and standardize processes. This aligns evidence-based practice, operations, and EHR enablement to elevate quality and safety, as well as clinician efficiency and consistency across the organization.

Referral Management ​

Referral Management

Care Coordination Technology and Patient Access Improvement

Referrals are one of the biggest “silent failure points” in healthcare, where patients fall through cracks, revenue leaks, specialists sit with unused capacity, and primary care teams burn time chasing status updates. We offer end-to-end Referral Management technology and processes that let you create, route, schedule, and track referrals between providers, departments, and external organizations.

Our referral model standardizes rules and requirements and defines pathways to ensure referrals are clinically appropriate, operationally actionable, and transparently tracked—from initiation through scheduling, documentation exchange, specialist consult completion, and communication back to the referring provider and patient. This results in reduced leakage, shortened time-to-appointment, and a referral experience that both patients and providers trust.

Upgrade Support & Maintenance ​

Upgrade Support & Maintenance

Disciplined technology management for sustainable IT

Upgrades shouldn’t feel like rolling the dice on downtime, clinician frustration, or revenue-cycle chaos. When EMR and enterprise application maintenance is under-resourced or inconsistently governed, organizations pay twice: once in remediation and overtime, and again in disruption and delayed initiatives. We provide disciplined upgrade support and ongoing maintenance for EMRs and integrated enterprise applications—so change is predictable, safe, and measurably less expensive.

Pivot Point’s Upgrade Support & Maintenance is an ongoing service model that plans, executes, and sustains vendor release cycles, patches, configuration changes, and performance improvements across EMRs and other enterprise applications. You get structured release management, testing, build support, integration validation, and operational governance that reduce risk, minimize disruption, and keep systems current.

Vendor Selection & RFP Creation ​

Vendor Selection & RFP Creation

Expert support throughout the decision-making process

Choosing the wrong platform (or the right platform for the wrong reasons) wastes millions and locks you into years of operational drag. Pivot Point’s Vendor Selection & RFP Creation helps you cut through noise, align stakeholders, and make technology choices that support current needs and long-term strategy.

We employ a structured approach to defining requirements, evaluating vendors, and selecting the best-fit solution for your organization. Steps include end-to-end support for RFP development, vendor shortlisting, demo orchestration, scoring, total cost evaluation, reference validation, and selection recommendations for core enterprise platforms and tightly integrated clinical systems. We can even offer contracting and negotiation support as needed, to reduce downstream risk.

Total Cost of Ownership (TCO) Assessment​

Total Cost of Ownership Assessment

Healthcare Cost Reduction & Technology Value Realization

Sticker price is rarely the problem. The real financial impact of technology shows up later—in support labor, integrations, upgrades, contracts that quietly auto-renew, and the “shadow work” teams do to compensate for gaps. A Total Cost of Ownership (TCO) Assessment gives you a realistic appraisal of what your technology actually costs to run and change, so you can make smarter decisions about optimization, consolidation, vendor strategy, and where to reinvest.

Our TCO Assessment analyzes the full lifecycle cost of a system, platform, or portfolio, including direct vendor costs and indirect internal costs required for support, maintenance, security, integration, and improvement. We deliver an executive-ready view of baseline run cost, change cost, and cost drivers, along with a prioritized plan to reduce waste and increase ROI from existing technologies.

Enterprise System Refuel

Enterprise System Refuel

Performance improvement for comprehensive optimization

Over time, even the best EHR or ERP gets weighed down by inconsistent build, workflow drift, partial module adoption, and a backlog that never shrinks. Enterprise System Refuel is a major, system-wide optimization (or re-implementation) of a core enterprise platform—Epic, Oracle Cerner, Workday, and others—designed to improve clinical, operational, and financial performance.

Enterprise System Refuel uses a major re-implementation approach or a comprehensive system-wide optimization to standardize governance, configuration standards, and workflows; align with vendor best practices; and identify underused capabilities. This improves performance, reduces variation, increases user satisfaction, and maximizes return on the technology already purchased.