For behavioral health & social services agencies
Behavioral Health Data & EHR Reporting
The data exists. Getting it out of the EHR in the shape the county asked for is the job nobody was hired to do.
The problem
Community behavioral health agencies run on an EHR chosen for clinical documentation and billing, a county contract that wants figures the EHR does not produce, and a staff of one-and-a-half technical people. The gap gets closed by hand every reporting cycle, at the cost of someone's month.
Meanwhile the reporting itself keeps moving. CalAIM reshaped documentation and claiming. Outcome measures shift. Every change lands on the same overloaded internal person.
This is that work done as an outside engagement, by someone who does it in-house at an agency and knows what a county contract actually asks for.
What you get
- Automated extracts and reports from the EHR, replacing the recurring manual assembly
- Data pipelines from clinical systems into a warehouse your analysts can query
- County and state reporting packages built to the specification as written
- Data quality auditing — the documentation gaps and unbilled services hiding in the record
- Microsoft 365 and tenant administration for small agency IT environments
- Documentation and handover so the pipeline survives the person who built it
How the work runs
Understand the actual requirement
The contract language, the submission format and the definitions in use — not the summary of them.
Map the source data
Where each field really lives in the EHR, including the places clinical practice diverges from the data model.
Build and validate
The pipeline is built and its output reconciled against known-good periods before anyone relies on it.
Hand it over
Documented, scheduled and runnable by agency staff. The goal is not to become a dependency.
Common questions
Which EHR systems do you work with?
Direct hands-on experience with Credible and the reporting apparatus around it. More generally the work is database, extract and pipeline work — if there is documented data access, the system is workable. The scoping conversation establishes that quickly.
Do you handle protected health information?
Yes, under a business associate agreement, with access scoped to the minimum necessary for the engagement and terms for retention and destruction set before work begins. Where a covered entity prefers, the work runs entirely inside the agency's own environment.
Is this a long-term contract?
It does not need to be. Most of this work is project-shaped: a reporting package that keeps eating a week a month, a migration, a data-quality audit. Ongoing support is available but is not the default sale.
Do you also do Credible configuration and build work?
It can be part of an engagement where it serves the data work. It is not what this practice specialises in, and for a pure configuration project you will likely be better served elsewhere — I would rather say so at the first call.
Do you understand county behavioral health contracting?
Yes. The current in-house role is at a California agency operating under county contract, so the reporting cycle, the audit posture and the CalAIM-era documentation rules are day-to-day context rather than research.
Start with a sample of your corpus
Send a representative slice — a few hundred pages is plenty. You get back the processed output, an accuracy report against that slice, and a fixed price for the full job before any commitment.