Welligent EHR Guide

Disclaimer: Behavioral Information Systems, LLC is an independent consultant and we work often with many EHR systems. We do not endorse or exclusively work with any one EHR. The information on this page is provided directly from the system’s marketing website unless otherwise noted.

Welligent Cloud EHR

Welligent is a leading cloud-based electronic health record (EHR) system that is both mobile and secure. Welligent provides documentation, scheduling and medication and caseload management access from your desktop, tablet or smartphone. Welligent provides the cloud EHR software tools needed to manage all programs, services and payors from one, integrated system. Our interoperable software is fully configurable and includes features and options such as clinical records, treatment plan libraries, forms management, ePrescribing, electronic billing and dashboard reporting. Welligent has successfully implemented some of the largest, multi-state organizations in the United States.

Clinical Use – Welligent is used by behavioral health clinicians, substance abuse practitioners and school nurses nationwide. Learn more about features like call tracking, appointment scheduling, alerts and reminders, documenting and more by clicking HERE.

Revenue Cycle – Improve your agency’s revenue cycle and efficiency through Welligent’s third party clearinghouse, Change Healthcare. Change Healthcare makes it easy for you to electronically process claims and route them to third party payors. Change Healthcare’s clinical features allow you to write electronic client prescriptions, request lab orders and view remittance advice. Best of all, Welligent’s experienced billing team is always available to assist you with correcting claim rejections. Learn more about additional Change Healthcare offerings and other third party options by clicking HERE.

Reporting and Analytics – Get real-time insight from your EHR data. Experience stunning presentation options, intuitive navigation, ease of use and speedy implementation. Oracle BI Publisher transforms your Welligent service delivery, billing and administrative data into visual insight, allowing quick interpretation and better decision-making for improved clinical care. Learn more about BI Publisher products by clicking HERE.

Features & Benefits

  • Practice management and supervisor tools
  • Full clinical process including intake, notes, medication management and e-prescribing, discharge procedures and more
  • Billing and accounts receivable through Emdeon Clearinghouse
  • Hundreds of pre-built reports with option of creating custom reports at no additional cost
  • Education management fuctionality for tracking attendance and grades
  • Vocational training components
  • Full residential module, including inventory tracking features
  • Business intelligence dashboard integration available
  • Mobile apps for both phones and tablets
  • Patient Portal to keep your clients engaged in their health
  • Reliable 99% up-time
  • Regular quarterly updates at no additional cost
  • Smooth implementation and on-going training by dedicated project managers
  • Unrivaled customer service with a genuine personal approach

ONC Certified Software

Meaningful Use technology aids in keeping patients informed and engaged in their own health. Our cloud-based EHR solutions capture structured data and allow healthcare providers to participate in care coordination and clinical decision support.

Welligent is Office of the National Coordinator for Health Information Technology (ONC) compliant in accordance with the applicable certification criteria adopted by the Secretary of the U.S. Department of Health and Human Services. This certification does not represent an endorsement by the U.S. Department of Health and Human Services. Drummond Group is accredited by ANSI and approved by ONC for the ONC HIT Certification Program to certify: Complete EHR, EHR Module (all), and Certification of other types of HIT for which the Secretary has adopted certification criteria under Subpart C of 45 CFR.

View Welligent’s ONC Certificate of EHR Compliance HERE, and for version 8MU HERE, and our Costs and Limitations HERE.


At Welligent, we work with your team to jointly develop an implementation and training plan that addresses your unique project goals. Our implementation process is faster than the industry average due to our speedy delivery and dedicated project management team.

Once your project implementation period is set, a dedicated project manager will be assigned to your company for the entirety of the project period. Alongside your project manager, project goals and objectives will be set and will include all mutually developed project deliverables. During the initial planning and standardization phase, Welligent will help to define and map all high-level business processes that the organization wishes to enforce across all programs. Together, we will identify unique clinical and billing workflow, documentation, forms, reports, staff roles and security requirements. Key processes, steps and process flows are developed and mapped to the Welligent system. With Welligent, you can be confident that your organization will be using your newly adopted EHR in no-time.

Currently using existing 3rd party software?

During the implementation, Welligent can perform a data migration from Customer’s existing 3rd party software. Welligent is able to migrate client demographic data, clinical treatment episodes, client diagnoses, client services, primary therapist and client payor information.

Initial & Ongoing Training

Welligent knows how intimidating it is to learn a new software system. We realize the importance of both initial and ongoing training. During implementation, Welligent project managers perform on-site and online training to teach new users how to utilize our EHR to its fullest potential. From logging in to scheduling appointments, documenting notes, recording medical history, filing claims, reporting and signing out, Welligent has you covered!

Welligent also knows that from time to time agencies may need a refresher course for a number of reasons. Maybe your organization has hired additional staff or opened a new location. Maybe recently-developed features are confusing or your agency feels it is not using the system to its full capacity. Whatever the case, Welligent is always ready to serve you and provide you with the best hands-on training available.

Our excellent support team also records extensive training videos for all new system releases and updates. The recorded overviews are posted in Support Central for customers.

So rest assured, because at Welligent our support staff is always a call or click away—supporting your confident usage of our EHR.

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