The fastest-growing addiction treatment provider in the country, operates inpatient and outpatient centers in five states, started to rollout a new Electronic Health Records (EHR) system to replace paper-based workflow across all its treatment centers.  In preparation for the implementation, it was necessary to develop documentation to support both on-going business operations and future centers.  PPT was engaged to assess the current processes and to identify areas in which a detailed analysis is necessary to ensure all elements of the key process steps are captured in conjunction with key contributors, forms and supporting documents.


  • Document “to be” business processes based on the EHR solution and existing policies/procedures at the pilot treatment center
  • Validate business processes with Clinical and Domain Experts with respect to:
    • What processes should be included;
    • What roles should be included; and
    • To what extend the roles are involved with the business processes.
  • Identify processes and sub-processes that would form the “core” training materials
  • Develop training program – role mapping and curriculum as well as training approach (e.g. “integrated” training or “role” specific training);
  • Develop User Guide and Training Documentation leveraging scenario-based to mimic what the users need to perform in real-life; and
  • Develop “train-the-trainer” plan.

Accomplishments & Benefits

  • Became proficient in the new EHR platform and delivered the initial training strategy independent of the vendor support
  • Delivered product overview, training guides and classroom curriculums including in class training sessions
  • Developed a video script and storyboard for product overview video.
  • Developed an inventory of test scripts to test integrity and functionality of EHR system prior to go-live in an effort to identify gaps;
  • Facilitated user acceptance testing with a broad team of staff and compiled and ranked results in order to give a clear picture of system readiness and potential risks; and
  • Rolled out training to 10+ treatment centers both in-patient and out-patient facilities.