COOP Careers streamlines operations for a scalable impact
Healthie’s comprehensive workflows enable COOP’s team to deliver meaningful support seamlessly.
Since implementing Healthie, COOP Careers has streamlined operations and increased efficiency, allowing a lean team to effectively serve a high volume of clients. The platform centralized all client management, eliminating the need for multiple tools and enabling clinicians to focus on delivering compliant, high-quality services.
With Healthie, COOP has:
- Expanded capacity: A small team of five clinicians can serve up to 20% of COOP’s 1,000-fellow cohort across four regions.
- Reduced staffing needs: Eliminated the need for additional contract staff.
- Centralized tools: Replaced Zoom, spreadsheets, Juro, and Google Docs with a single platform.
- Intuitive workflow: One platform supports seamless, compliant service delivery aligned with industry standards.
“Working with Healthie’s dedicated staff and representatives has been a valuable part of our experience. Their support in addressing challenges, collaborating on solutions, and ensuring our services continue to meet the needs of our clients has been instrumental.” — Adis Orta, Sr. Director of Social Work
COOP Careers faced operations gaps in client services
COOP needed an EHR to manage documentation, intake, and communication.
COOP Careers, a national non-profit that offers a unique fellowship program equipping first-generation and low-income college graduates with the skills and connections they need to build their career, faced significant operational challenges. Without an EHR to support its Social Services function, the team lacked a compliant solution for completing, organizing, and tracking documentation.
“We needed a comprehensive solution to address multiple operational gaps,” explains Adis Orta, Sr. Director of Social Work. “We required a platform that would allow clients to submit our ‘Request for Services’ form directly into the system, streamlining intakes. We also needed tools for scheduling, documentation, and organizing clients by cycle or semester. Just as important were features for confidential follow-up and secure, private messaging.”
After extensive research, COOP found that many EHRs failed to meet their complex needs—until they discovered Healthie.
Healthie empowers COOP Careers to deliver seamless client services
COOP leverages Healthie to respond quickly to client needs, maintain secure communication, and simplify administrative processes.
Healthie provided COOP Careers with a unified platform to streamline social work services. “Healthie enabled our fellows to formally request social work services through our integrated RFS form, streamlining the referral process within the platform,” explains Orta. Clients can now create accounts, share presenting concerns, and complete consent documentation in one place. Clinicians review submissions quickly and respond without delay.
The team also implemented Healthie’s calendar and chat features to schedule appointments, collect forms, and maintain consistent communication. “The private chat function has become an invaluable tool for client follow-up, enabling secure and ongoing communication,” notes Orta. The ability to edit and transfer documents within the platform further simplified workflows.
Healthie not only stood out as the sole EHR that could meet COOP’s complex needs, but also for its affordability and the team’s dedication to their success. Orta describes the Healthie team as “supportive, helpful and attentive–throughout the entire onboarding process and beyond.”
