Evaluation & implementation

Evaluate ozehr against
a day in your clinic.

Start with a familiar visit, include the people who do the work, and plan around the academic calendar. Use this guide to prepare your demo and implementation discussion.

University health staff review records together.
01

Choose a familiar visit

Ask to see the full visit, including the tasks before and after it.

  • Follow intake, vitals, chart review, a draft note, and signing.
  • Review counseling history, assessment scores, and note access.
  • Try a clear vaccine record and one that needs staff review.
Explore the product
02

Include the whole team

Ask each group to bring a task and explain what slows it down today.

  • Clinicians: finding chart details and reviewing a complete note.
  • Nursing: intake, vitals, immunizations, and record exceptions.
  • Counseling and CAPS: session history, follow-up, and privacy.
  • Administrative leadership: staffing, costs, records oversight, and timing.
  • Campus IT: sign-in, permissions, and security requirements.
Review security topics
03

Plan around the semester

Work backward from the term you want to launch. Leave time for staff to practice before your busiest weeks.

  • List the patient, appointment, and clinical records you need to move.
  • Agree how migrated records will be checked and who will sign off.
  • Plan role-specific training, immunization deadlines, and launch support.
Discuss implementation
04

Understand the total

Use the published rates to build an annual estimate, then confirm how your staff roles are counted.

  • Count clinical providers and administrative users.
  • Confirm your institution’s enrolled student count.
  • Include implementation, migration coordination, training, and support in your review; they are covered by the rates.
See published pricing
Before your demo

Bring three things.

  1. A visit you know well. Describe a typical medical or counseling appointment and the steps your team takes.
  2. Your immunization requirements. Include how you currently handle unclear records, titers, and exemptions.
  3. Your team and timing. Bring role counts, enrollment, and the academic term you are considering for a move.

Use sample scenarios without identifiable student information. No preparation is required to book a first conversation.

Let’s talk campus care

Your campus. Your questions.

Bring your questions and a few examples of the work you want to improve. We’ll show the steps in ozehr and discuss what a move would involve.