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Exym is committed to providing exceptional customer support and continuously improving our behavioral health EHR software to meet the evolving needs of our users. Our custom workflows feature is one example of how we listen to our customers' feedback and make adjustments to optimize their experience. In this blog post, we will explore the benefits of Exym's custom workflows feature and how it can improve the documentation process for behavioral health professionals.

What Is a Custom Workflow?

A workflow begins in Exym when a user defines a client's status during implementation. This process involves identifying where the client is in their treatment process, such as intake, active, discharged, or closed. Once these statuses are defined, users can then automate certain paperwork to be generated with each new status changes. For instance, when a status changes from intake to active, Exym can automatically generate custom forms for the user to complete. These forms or activities will then appear on the user's homepage under their notes to complete section.

The customization of forms ensures all regulator information is recorded, internal tracking is more efficient, and signatures are captured.

-La Tanya Hawkins, Greater New Beginnings

One of the primary benefits of the custom workflow feature is that it saves users a lot of time. Instead of manually generating paperwork for each client, Exym automates the process, enabling users to focus on other essential tasks. Moreover, it eliminates the need to remember which forms need to be completed for each client, which can be challenging, especially when dealing with multiple clients. With the custom workflows feature, users can rest easy knowing that the appropriate forms will be generated automatically, ensuring that nothing is missed.

Users can also define triggers and set deadlines that notify staff when certain paperwork is overdue. For example, if a client's progress note or billing submission is overdue, Exym can automatically generate a memo for the user to complete the task, ensuring that nothing falls through the cracks. This feature takes the burden off of staff to remember what needs to be done by which date. It also ensures that all necessary tasks are completed in time for your organization to remain in compliance and receiving prompt reimbursements.


Create a Custom Workflow With Exym

During software implementation, Exym works directly with our customers to create a custom workflow specific to each agency. We help agencies identify pain points, increase efficiency, and meet their goals.

Exym's custom workflow feature is a game-changer for behavioral health professionals. With its automation capabilities, it saves users time and eliminates the risk of forgetting to complete essential paperwork and billing claims documentation.

At Exym, we are constantly working to improve our software and provide exceptional customer support to our users. If you're interested in learning more about how Exym's behavioral health EHR software can benefit your operation management, take a look at our Operations page, or book a demo.

Exym is a comprehensive EHR software solution designed specifically for behavioral health agencies. Trusted for 20+ years, our intuitive and customizable software empowers providers to improve client outcomes, manage revenue cycles, and increase agency efficiency. Exym allows you to spend more time on what matters most- the clients in your care.

Jesse Collier
Post by Jesse Collier
June 28, 2023