About the Organization
A major California provider delivering behavioral health, substance use, housing, foster care, and supportive services across multiple communities.
The Challenge
This organization used separate EHR and CRM systems with limited integration. To prepare for CalAIM requirements, they were working with several integration partners — creating complexity and risk. Multiple consultants were involved, but without coordination, clinical and technical teams risked misalignment and stalled progress.
Ohana HCP’s Approach
Ohana HCP applied its enterprise technology assessment framework and acted as strategic coordinator, bridging clinical needs and technical implementation. By aligning multiple technology partners (EHR, CRM, and data warehouse vendors), Ohana HCP ensured integration was designed to support both staff workflows and client journeys. Human-centered design principles were applied to keep stakeholders engaged and aligned, while an implementation science framework guided sequencing and sustainability.
Impact
A resilient, secure, and integrated digital backbone that scales with demand. Beyond this project, Ohana HCP’s process set a model for future initiatives, helping this organization continually integrate people, process, and technology. This future-ready environment positions them as a leader in sustainable Whole-Person Care delivery.