Choose the right platform.
Trust your data.
Keep your revenue.
Use AI confidently and safely.
One partner for all four.
The platform, data, revenue, and AI partner for organizations that hold the safety net together — behavioral health, mental health and substance use providers, care coordination networks, and the community organizations serving vulnerable populations..
THE CHALLENGES
Clients come to us with one of four questions....
I3
AI AGE
We design your AI governance, draft the policy manual, and train your staff.
IS THIS THE RIGHT PLATFORM?
Platform decisions get made on vendor timelines, with years of budget at stake on a vendor demo.
CAN I TRUST MY DATA?
For executives whose teams burn days stitching together EHR, MCO, and state data — and still can’t get one trustworthy answer to act on.
IS MY REVENUE HEALTHY?
By the time most organizations talk to us about revenue, they’ve mentally checked out of their EHR and preparing their organization for a stressful system migration.
WHO'S SETTING THE AI RULES?
Your staff are already using AI — with or without rules. Every day without governance, the tools write the policy for you.
HOW WE DELIVER
...they leave with results you can measure.
C3
Product & Platform Strategy
We put an advisor with no software to sell on your side of the table - assessing your systems, revealing vendor risks, and sequencing what to keep, fix, or replace
D3
Data → Decisions
We consolidate your data and automate reporting to improve efficiency and reduce error — creating single source of truth
RIO
Revenue Integrity Optimization
We finding dollars already in motion, fixing the gaps that bleed them, and stewarding the revenue cycle until the system yields what it was bought to deliver.
AI/AGE
Governance & Guardrails
We turn ungoverned AI use into a governed capability: a policy manual your board can sign, guardrails your staff can follow, vetted tools, and training that makes the rules stick.
Case study coming soon
SELECTED CLIENTS
Where we’ve shown up
Behavioral health IPAs and BHCCs, health systems, HIEs, and providers across the New York region and beyond.
From EHR diagnosis to revenue recovery in 90-day cycles — AR down, days cash on hand up.
C3 · RIO
Product strategy for an in-house population health platform — value and adoption quantified across three pilot sites.
C3
66% growth in daily revenue and real-time clarity on AR & denials.
RIO · D3
Independent EMR assessment — clinical gaps, vendor risks, and RCM clarity surfaced for leadership.
C3
2,000 staff hours a year returned; reporting time cut from one week to under four hours.
D3 · AI/AGE
EHR and IT assessment: prioritized fixes across training, governance, and configuration.
C3
Clarity through a major EHR transformation, ultimately leading to cost avoidance.
C3
EMR, RCM, and vendor governance assessment — a sequenced 120-day roadmap from financial trust to performance optimization.
RIO
Implementation support for a unified clinical record of 250,000 lives across 19 provider EHRs and the State HIE.
C3
WHAT CLIENTS SAY
“Strong primary care practices are the foundation of healthy rural communities. Informd's comprehensive assessment helped Martin Medical identify opportunities to strengthen practice operations and create a clear path forward, ultimately supporting better outcomes for both the practice and the patients it serves.”
Jacy Warrell — Chief Executive Officer, Rural Health Association of Tennessee
WHAT CLIENTS SAY
“Through our partnership with the Rural Health Association of Tennessee, we connected with Informd. Their consultants provided us with clear, practical strategies and operational practices that we could immediately implement — we are better positioned to operate more efficiently while continuing to provide the high-quality care our community has come to expect.”
Dr. Susan Lowry - Physician, Martin Medical Center
WHAT CLIENTS SAY
“We launched our population-health platform with the majority of our provider network supplying data – and our success was in large part due to Informd.”
Caroline Heindrichs - Executive Director, AsOne Healthcare IPA
WHAT CLIENTS SAY
“Informd helped us strengthen and optimize our revenue cycle processes during a period of program growth. We now have greater visibility into claim status, payer trends, and denial patterns — resulting in stronger and more predictable weekly cash flow.”
Laura Langner - Interim CEO & Executive Director, Greenwich House
What clients say
The executives and operators we work beside — in their own words.
Greenwich House
RIO · Revenue Integrity Optimization · building a growth-ready revenue engine
Behavioral health nonprofit
+ social services · New York, NY · est. 1902
Building a growth-ready revenue engine across OTP, SUD, and Article 31 programs.
THE CHALLENGE
Greenwich House spans OASAS OTP (methadone), outpatient SUD, and Article 31 mental health — but its 10Eleven configuration hadn't kept pace with evolving programs, payer rules, and rates. Misaligned OTP bundling and dosing logic meant delayed claims and a week of unbillable take-home doses; legacy visit types, mappings, and modifiers lacked a consistent architecture, and limited AR and denial visibility kept leakage hidden.
WHAT WE DID
Informd stabilized OTP billing first — methadone bundling, dosing, take-home, payer, rate, and modifier logic — then overhauled OTP and Article 31 configuration: procedure codes, visit types, modalities, rates, and workflows rebuilt to current guidance. We built the COP environment ground-up, engineered incident-to billing and cost-based rates, added ketamine pathways and an AR & denials dashboard, and trained staff so the gains hold.
TenEleven EHR
OASAS OTP + SUD & Article 31 outpatient
RESULTS
+66%
growth in daily revenue
AR clarity
live AR & denials dashboard
“Our opioid treatment program billing is complex, and Informd understood those complexities immediately. Their team provided valuable expertise in helping us align our systems and workflows with evolving regulatory and billing requirements. As a result, we are better positioned to maximize appropriate reimbursement while supporting operational readiness.”
— Caitlyn Romano, LMHC, VP of Behavioral Health Services, Greenwich House
“
4 weeks
to assess people, process & product
Multi-phase program
revenue integrity → revenue growth
Leakage ↓
take-home doses now billable
Growth-ready
incident-to, ketamine & COP live
Martin Medical Center (MMC)
RIO · Revenue Integrity Optimization · EMR, RCM & vendor governance assessment
Rural primary care
small-team practice · Martin, TN
Creating clarity, accountability, and confidence across the systems and people driving practice performance.
THE CHALLENGE
Martin Medical was operating in a fragmented environment: paper charge slips and manual handoffs drove key workflows outside the EMR, vendor-managed billing ran without defined ownership or SLAs, and reporting couldn't be independently validated. Leadership had no consistent, auditable way to confirm each day's visits, charges, payments, and deposits — making it hard to validate results, surface issues early, or hold partners accountable.
WHAT WE DID
Informd assessed people, process, and technology across EMR adoption, RCM visibility, financial governance, and vendor accountability — via staff interviews, surveys, system and report exploration, and vendor policy review. The deliverable: prioritized findings and a sequenced 0–120-day roadmap: financial trust → workflow adoption → vendor accountability → performance optimization.
One vendor
cloud EMR + outsourced RCM billing
OPPORTUNITIES IDENTIFIED
Financial controls
auditable daily reconciliation defined
Vendor governance
ownership, SLAs & escalation defined
“The team was awesome — they really engaged with us and helped reveal areas needing attention on both Martin Medical’s side and on our EMR/PM company’s side. They gave legitimacy to several things I had been concerned about, uncovered issues I was unaware of, and armed me with a wealth of knowledge.”
— Tammy Hazlewood, Administrator, Martin Medical Center
“
4 weeks
to assess people, process & product
Staff · Workflow · Systems
complete end-to-end review
Financial visibility
clear path to reliable monthly reporting
0–120 days
sequenced, right-sized roadmap
Gifford Health Care (GHC)
C3 · Product & Platform Strategy · Independent EHR assessment & technology strategy
Critical Access Hospital
+ FQHC & senior living · Randolph, VT
For health-system leaders who can’t tell whether the problem is the EHR, the configuration, or the operation — and need clarity before the next big technology decision.
THE CHALLENGE
The State of Vermont put out a report that called Gifford’s future into question. The cause wasn’t strategy — it was a Meditech EHR implementation that, in the CEO’s words, was “affecting every single aspect of our business.” Leadership had plenty of theories about why Gifford was struggling, but no shared diagnosis — “every fire burning at the same time.”
WHAT WE DID
Informd assessed the Meditech environment across people, process, and technology to establish, in the CEO’s words, “where we actually are.” The deliverable: a clear, shared diagnosis and a prioritized roadmap — so Gifford could make confident decisions about configuration, vendor management, and future technology investment.
Meditech Expanse
cloud EHR, live Oct 2023
RESULTS
Clear diagnosis
one shared picture, not competing theories
Confident decisions
a basis for the next technology moves
We needed somebody smart to figure out where we actually are — because until you know where you are, it’s very hard to draw a map to where you need to go.
— Michael Costa, President & CEO, Gifford Health Care
“
People · Process · Tech
full assessment lens
People - Process - Tech
full assessment lens
Roadmap
prioritized across people, process & tech
90-day model
sequenced so the plan stays focused
Coordinated Behavioral Care (CBC)
D3 · Data Foundations · Unified data infrastructure — from spreadsheets to a single source of truth
77 agencies
in the CBC IPA & Health Home
For executives whose teams burn days stitching together data from EHRs, MCO feeds, and state systems — and still can't get one trustworthy answer.
THE CHALLENGE
CBC's data was scattered. EHR extracts were small and one-off; Program Directors coaxed answers from disconnected Excel files with VLOOKUP and pivot tables; different departments pulled overlapping reports and the same question produced different answers. CBC's mission couldn't run on heroic spreadsheet effort.
WHAT WE DID
Four parallel workstreams in under twelve months: Assess the data resources and roles; Reorganize siloed staff into one enterprise data team trained on SQL and Tableau; Acquire data via real-time pipelines from EHR vendors, agencies, and the statewide HIE; and Activate manual reports into self-serve SQL/Tableau automations — on a new data lake, warehouse, and tailored data model.
150,000+
clients served annually across NYC, LI, and Lower Westchester
RESULTS
2,000 hrs/yr
manual effort eliminated (Health Home compliance)
<12 months
data lake, warehouse & model, end-to-end
Informd has enabled analytics and automations, giving CBC staff insights at their fingertips.
— Pamela Mattel, LCSW · Chief Executive Officer, Coordinated Behavioral Care
“
< 12 months
to a queryable source of truth
<12 months
to a queryable single source of truth
1 wk → <4 hrs
reporting cycle for a member-journey query
Real time
self-serve dashboards across staff
Interborough Developmental & Consultation Center (IDCC)
C3 · Product & Platform Strategy · Independent EHR assessment
Behavioral health
developmental & consultation center
For senior leaders questioning whether their EHR and vendor can support where the business is heading.
THE CHALLENGE
A shift in IDCC’s business strategy led Senior Management to commission an independent, third-party assessment of their EMR — a system already carrying resource and vendor-management issues alongside gaps in clinical functionality.
WHAT WE DID
Informd completed a comprehensive assessment of the EHR across people, process, and technology — documenting the benefits and risks of staying on the current system and vendor, the opportunities for improvement, and the strategic alternatives ahead.
EMR / EHR
incumbent system under review
RESULTS
Clear gaps
across clinical functionality
IT architecture
path established for future need
Informd’s comprehensive and thorough assessment of our EMR environment — the system, vendor management, and supporting resources — enabled the organization to successfully establish an Information Technology architecture to support our current and future business needs.
— Abrah Gerstein, Senior Director, IDCC
“
People · Process · Tech
assessment lens
People - Process - Tech
assessment lens
Vendor risks
surfaced and documented
RCM clarity
payor denials surfaced (Jul–Dec 2022)
LET’S TALK
Tell us about your goals and challenges.
informd
A New York-based healthcare-technology advisory and implementation firm.
SERVICES
C3 — Product & Platform Strategy
D3 — Data → Decisions
RIO — Revenue Integrity
AI/AGE — Governance & Guardrails
COMPANY
CONNECT
How We Deliver
Where We Show Up
What Clients Say
Case Studies
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