Healthcare technology consulting that connects your systems.
RVNOPS provides healthcare technology consulting for CEOs and operations teams. We help your team connect the website, phones, customer relationship management system (CRM), and electronic health record (EHR). The result is a system your team can understand and run.
What usually goes wrong
Most healthcare systems grow one purchase at a time. Marketing adds call tracking. Intake picks a CRM. Clinical teams work in the EHR. Finance keeps its own files. Each tool may work, but the data between them breaks. A phone call may create two patient records or none. Referral sources get lost. Reports count leads, admissions, and revenue in different ways. Staff copy the same details into several tools. One person may know how the links work, but the company has no current map. The risk grows after an acquisition. Two companies may use different names, rules, and reports for the same work. Leaders then make budget and staffing choices from numbers that do not match.
What Kevin has done before
Kevin Plumlee led the integration of 4 companies at SPM Group. He then helped combine 8 more under Unlock Health. He builds data pipelines, dashboards, and CRM connections. His tools include Salesforce, Kipu EHR, Dazos, CallRail, CallTrackingMetrics, GA4, Google Tag Manager, Airtable, Cloudflare, and AWS.
- years in healthcare growth
- 15+
- healthcare organizations
- 300+
- in managed media
- $500M+
- private equity transactions
- 2
What we plan with your team
We start with the work your teams do each day. Then we map the tools, owners, costs, data, and access behind that work. Your team helps decide what stays, what changes, and which links matter first.
- A current system map that shows each tool, owner, cost, data source, and connection.
- A plan for connecting website forms, phone calls, the CRM, and the EHR.
- CRM fields and steps that match how marketing, intake, and admissions work.
- A shared reporting model with clear names for leads, referrals, admissions, and revenue.
- A plan to remove duplicate tools and move data without stopping daily work.
- Written access rules for staff, vendors, and outside partners.
- A plan for combining systems, records, and reports after an acquisition.
How healthcare systems integration works
Map the current systems and broken data
We meet with marketing, intake, clinical, finance, and technology teams. We trace a patient inquiry from the first click or call through care and payment.
The map shows each tool, the person who owns it, and the data it sends. It also shows manual work, duplicate records, missing fields, and reports that disagree.
Connect the website, phones, CRM, and EHR
We help your team design how website forms and phone calls enter the CRM. We then map which details move into the EHR and which results return for reports.
An application programming interface (API) lets two systems exchange data. We define what each connection should send, when it should send it, and who checks errors.
Create one source of truth for reports
Teams need the same meaning for a lead, referral, admission, location, and revenue source. We write those rules with your team before they build a dashboard.
We then set the main source for each number. Leaders can see where a report starts, how it was calculated, and who must fix it.
Combine systems after an acquisition
An acquisition can leave two CRMs, two phone setups, and several versions of the same patient or referral record. We compare the tools and work before choosing a shared setup.
The move is planned in stages. We account for active work, old records, staff training, reporting dates, and vendor contracts.
Set security and access rules
We document who can view, change, export, and delete data. Access should fit the person's job and end when that job or vendor relationship ends.
We also identify vendors that may handle protected health information. Business associate agreements should be reviewed with counsel before those vendors receive access.
What your team owns
- The system map, data definitions, and written connection plan.
- Admin access to the tools and reports your team uses.
- A clear owner for each system, field, report, and vendor.
- A ranked list of changes, with the order and reason for each one.
- Training notes your staff can use when people or tools change.
Questions about this service
What does a healthcare technology consultant do?
A healthcare technology consultant maps how your tools and data support daily work. We look at the website, phones, CRM, EHR, reporting, vendors, and staff access. Then we help your team choose what to keep, what to connect, and what to replace. The goal is a clear system that supports intake, care, reporting, and growth.
How do you connect a healthcare CRM with an EHR?
We help your team decide which system owns each piece of data. Then we map when records should move and what staff should see. The connection may use an API, secure file transfer, or a tool the vendor supports. Your team tests duplicate records, missing fields, errors, and access, with our guidance, before the connection becomes part of daily work.
How can healthcare leaders get one source of truth for reports?
Start with shared definitions. Marketing, intake, clinical, and finance must agree on terms such as lead, referral, admission, and revenue. Next, assign one main source to each number. A data pipeline can bring those sources into one reporting model. Each report should also have an owner who checks quality and fixes errors.
How do you combine healthcare systems after an acquisition?
We compare the systems, data, work steps, contracts, and access rules at both companies. The team chooses a shared setup based on business needs and patient work. We then plan the move in stages. That plan covers active records, old data, phone routing, reports, staff training, vendor changes, and a clear date for each switch.
What security steps matter during a healthcare system integration?
Limit access to what each person needs for the job. Use named accounts, review admin rights, and remove access when roles change. Keep a record of data sent between systems and vendors. If a vendor may handle protected health information, ask counsel to review the business associate agreement and the planned data use before access begins.
Let's talk about the tools holding growth back.
Tell us which tools are getting in the way. Kevin Plumlee reads every message and usually replies within one business day.