Getting Started with Care Coordination Software: A Step-by-Step Guide

meta image for Getting Started with Care Coordination Software: A Step-by-Step Guide
In the healthcare industry, each and every step and informed decision can lead to a life or death of a patient. In this conflict, proper care coordination is a key measure, like an unsung hero. It is a hidden impact that directly affects the healthcare system, ensuring seamless healthcare delivery with timely interventions and holistic care for patients. Without care coordination, it has nothing to do with improved patient care, and patients will get stuck between fragmented healthcare services with delays in treatments, wrong decisions, and improper patient communications and collaborations.
Efficients care coordination is not just a convenient way to deliver quality healthcare, it is a cornerstone which can save the life and key parameters to optimize the patient outcomes keeping patient care at center.
Nowadays most healthcare practices are dealing with patients with multiple chronic diseases. To manage patients’ chronic conditions there is a requirement of continuous monitoring and precise health care planning. This can be done by proper management of patients in line with their care plan and timely interventions required by accessing their health record.
To access patient health records electronically and manage their chronic diseases, healthcare providers face many challenges, such as patient health data privacy and security. Fragmented patient information and patient communication, task management, difficulties in collaboration between caregivers, inefficient workflows leading to delays and frustration this will make difficult in tracking patient progress and managing appointments which can lead lack of visibility into the overall care plan.

Well, if you are dealing with the same problems and frustrated very much because of the unavailability of a proper care coordination platform, this blog is for you !

We will discuss step by step how to get started with care coordination services with the right software. Let’s discuss this.

Define Needs and Goals

Define-Needs-and-GoalsTo start with an implementation of care coordination software, healthcare providers must identify their requirements and end goals that need to be achieved from care coordination services. While defining the requirement, current practice workflows and operations needs to be taken into consideration. All pain points are making it difficult to provide quality care to the patients and directly affecting the practice performance.

Once these requirements and goals have been finalized, providers must check their compliance with regulatory requirements. For every healthcare software, HIPAA compliance must ensure that patient health information is secure and private without any data breach. Along with compliance, healthcare providers must check all regional regulatory requirements that are needed to deal with any healthcare software.

After identifying the needs and goals, healthcare providers should have metrics to measure the implementation steps and success. It includes adoption rate tracking the percentage of staff using coordination software; practice efficiency measures time saved, and improvements like faster access to information, improved patient outcomes and reduction in hospital readmission rates, staff burnout, and satisfaction evaluates staff wellbeing; and financial impact analysis cost savings and revenue generation.

Research and Select Software

Research-and-Select-SoftwareThere are a lot of companies in the market that provide healthcare software and care coordination software. It is very difficult to choose an appropriate software best suitable and fit for your requirements and goals. You can visit multiple healthcare technology companies’ websites and explore the softwares and their unique features that can fulfill your needs.

While exploring the software that is best suited for your needs, you must explore and compare the features and functionalities that that software provides and the pricing for that as well. Many healthcare product companies are providing the packages for their software which basically varies based on the features and customization.

In addition to features and pricing you must check the softwares scalability to manage huge amounts of data , its accessibility and compatibility with other software systems. Also for healthcare software interoperability is an important requirement for data accessibility and proper patient management.
In care coordination software, there is a higher demand for communication and collaboration tools that can endorse patient engagement, such as getting in touch with patients at a timely interval, two-way calling, SMS, and notifications. These are the key requirements that you should check while exploring the care coordination platform.
After checking for all features, pricing models, and compliances you must check for the references, case studies and reviews of all customers for those that software is provided. Once you get a positive feedback from other healthcare professionals then you can go ahead and start next step discussion.

Assemble an Implementation Team

Assemble-an-Implementation-TeamAfter finalization of software, the next step towards the implementation is to identify the stakeholders that are actually going to use the software. These stakeholders includes personals from various departments and are internally associated with each step and process of the healthcare practices. Identify each stakeholders requirement and give them an idea about the software.

Once the stakeholders have been identified, they must know their responsibilities and be appointed as project managers to drive the successful implementation of the project. The project manager consults with the stakeholders, transfers their feedback and requirements to the implementation team, and tries to get all requirements implemented as requested by the stakeholders. Also, the project managers can form a cross-functional team, including IT, clinical staff, and administrative personnel, to get things done at the right time and place. These team members take an active role in software implementation with respective departments since they are well aware of the operations and workflows.

Configuration and Training

Configuration-and-TrainingEach department of healthcare organization has different requirements for process and user accessibility. Some configuration is required to address those requirements. If the software does not have the capability to get ready as per configuration, then a gap between software functionalities and requirements is identified. To bridge that gap, customization might be required, which may be in the scope or out of the scope of the project, and there will be financial involvement.

After successful configuration, all stakeholders and user training will be the next step. For each user from various departments, you can organize training sessions and give a deep demonstration of the product. Also, you can give software to users to play around for a few days by requesting a software provider for a free trial. After the training session, you provide training material to the users specific to their roles and the work they are doing. Also, you can create your own practice-specific training material, which can be shared with users, and they will be able to understand it a bit easily.
For better understanding and getting familiar with the software you can run a mock Go live, where you can ask your users to perform real time activities in the software considering all time worst case scenarios. If they found any gap or issues during this mock period then respective project managers can coordinate with the implementation team and get those issues resolved.

Data Migration and Go-Live

Data-Migration-and-Go-LiveFollowing configuration and training, there will be a data migration and go-live phase where the project manager needs to ensure all required master data and patient information aree new system, which, has to be implemented. To start with care coordination software in any healthcare organization, there should be patient information, including their clinical and contact information, and their insurance information needs to be migrated to treat patients efficiently.

Patient medical records can be migrated from any EHR through EHR integration and migrated data needs to be verified from the respective person before getting started.Also if there is no integration between EHR and care coordination software then project managers can export the patient data from EHR in a CSV or CCDA format and that can be imported into an new CCO software to upload patients information.
After patient data migration there should be thorough testing to ensure everything is in place and working fine as per expectations before getting started fully.During this testing you must need to check all migrated data is in correct format, you are able to perform an actions on that data, you are able to create new records and each and every feature and functionality working fine.
After a successful trial run, finalize one date for going live and communicate with all stakeholders about go live plan and prerequisites that needs to be done before go live from each stakeholder.

Ongoing Support and Monitoring

Ongoing-Support-and-MonitoringOnce the software has been implemented successfully and all stakeholders in a healthcare organization start using it for routine activities, the project manager needs to monitor all activities and operations performed regarding care coordination to improve patient outcomes for the initial month. During this period, project managers need to plan for support for ongoing activities. Project managers can make a team of support people who can closely work with all users and resolve their issues on time. If any issue is not resolved, then the support team can do the troubleshooting and try to get those resolved with the help of a technical team from the software side.

Apart from support, project managers need to be involved in monitoring system performance and user feedback on a regular basis. If there is any lagging in the performance speed of software and any kind of blocker issue found in the system then the project manager can work closely with the technical support team to optimize. In addition to that, the project manager can take timely review meetings and sessions with all users to get feedback, and if there is any requirement of adjustment that can be communicated to all users.
Along with that project manager’s major role is to be updated and keep in touch with software providers for new feature updates in the software and any ongoing required needs to be improved.


To start with, care coordination software has a long process, but it is well worth it and beneficial for better practice management to optimize efficiency and patient care. This article outlines steps for implementing care coordination software effectively. It emphasizes the importance of understanding needs and goals, ensuring compliance, and defining metrics for success. Researching and selecting suitable software involves exploring features, pricing, scalability, and interoperability. Assembling an implementation team, configuring the software, and providing thorough training are crucial. Data migration and a successful go-live phase precede ongoing support, monitoring, and adaptation to optimize system performance and user satisfaction.

Frequently Asked Question’s

Care coordination software is a platform to manage patients with multiple chronic diseases. Those patients need precise and continuous care. Care coordination software can streamline and improve the quality of care provided by healthcare providers, enabling seamless communication, collaboration, and accessing patient medical records to make an informed decision. Care coordination software has a set of features, such as patient electronic medical record management, appointment scheduling, task management, and telehealth capabilities, including texting and video calling, that can improve patient outcomes.

Care coordination software works keeping the patient medical records at center enabling the real time patient communication along with care team members , automating administrative tasks and insights to make informed decisions to provide a better patient outcome.

Care coordination software is specifically designed to improve patient communication and collaboration among the care team to optimize patient health outcomes. To better care coordination, software must-have features to record patient medical records in a secure and private environment, patient communication and collaboration with other provider groups, task management, scheduling and remote consultation, which can improve patient engagement and satisfaction.
Care coordination software benefits healthcare providers, patients, and organizations by enhancing communication, streamlining workflows, and promoting continuity of care. It improves coordination among healthcare teams, reduces errors, and increases efficiency by centralizing patient information and automating administrative tasks. By ensuring access to up-to-date data leads to better outcomes and reduces duplicate treatments. Additionally, it facilitates patient engagement through features like secure messaging and care plan sharing, ultimately improving care quality, patient satisfaction, and resource utilization.

The cost of care coordination software can vary widely depending on factors such as the features supported, the size of the practice, the number of users, and vendors’ credibility. Typically, pricing strategies with multiple models, such as one-time fixed cost with some AMC charges, monthly or yearly subscription-based or per patient or per user. These packages have some fixed set of features and functionalities and may have some add-on charges for any customization required, interoperability, and third-party charges.

Additionally, ongoing support and maintenance fees may be included in the total cost. It’s important for healthcare organizations to carefully evaluate pricing options and consider factors such as scalability, support, and return on investment when selecting a care coordination software solution.

To ensure the successful adoption and implementation of care coordination software in your practice, start involving key stakeholders during implementation, give them training in software highlighting best practices and tell them the benefits of the importance of their feedback by communicating with them regularly. Monitor software usage activities performed, analyze outcomes, and adjust the strategy accordingly as and when required.
There are many challenges and pitfalls that can directly affect the implementation of care coordination software. It includes but is not limited to interoperability with another healthcare system, security and privacy concerns, lack of training, cost overwhelming, workflow and regulated processes may change, and lack of patient engagement. These challenges can lead to inefficiencies, workflow disruptions, and dissatisfaction among staff. To avoid pitfalls, it’s essential to address resistance early, ensure seamless integration, provide comprehensive training, prioritize data security measures, conduct thorough workflow analysis, budget realistically, and actively engage users throughout the process.

Care coordination software has multiple benefits for all departments within the healthcare organization. For the clinical departments, it streamlines the communication and collaboration between healthcare providers, leads to better care management, reduces manual errors, and improves patient outcomes.

Administrative departments benefit from increased efficiency in tasks such as appointment scheduling, patient data management, and billing, resulting in cost savings and streamlined workflows. 

In addition to that, care coordination software improves patient engagement by facilitating communication and care plan sharing, empowering patients to take an active role in their healthcare journey.

Leave a Reply

Your email address will not be published. Required fields are marked *

Table of Contents Toggle Table of Content

Generative AI whitepaper

Free Guide to Healthcare Software Adoption & Implementation

Download Now

Get Started with eCareMD

Free for 30 days, no credit card required

© 2024 eCareMD A product by Medarch Inc.