How a U.S.-Based Healthcare Organization Modernized Care Management Without Disrupting Clinical Workflows
A U.S.-based healthcare organization partnered with Pillar by SocialRoots.ai to modernize care management across primary care, behavioral health, and Social Determinants of Health (SDOH) programs—without disrupting clinicians or replacing existing systems. By centralizing documentation, care plans, and analytics on a single interoperable platform, the organization reduced administrative burden, improved data consistency, and gained real-time visibility into care delivery.
Key Takeaways
With Pillar in place, the organization was able to:
- Replace spreadsheet-based care tracking with unified client records
- Standardize documentation and care workflows across programs
- Achieve high staff adoption with minimal workflow disruption
- Gain real-time operational and population health insights
- Strengthen compliance confidence and audit readiness
Background
The organization delivers primary care, behavioral health, and SDOH programs across multiple locations in the United States. Over time, each program adopted its own tools, templates, and tracking methods to manage care coordination and reporting.
As programs expanded, spreadsheets gradually became the system of record for tracking care plans, outcomes, and progress—introducing operational risk and limiting visibility for both care teams and leadership.
The Modernization Challenge
As the organization scaled, several challenges became increasingly difficult to manage:
- Inconsistent documentation standards across teams
- Manual tracking of care plans, goals, and outcomes
- Lengthy onboarding for new staff due to fragmented systems
- Limited executive visibility into performance and care quality
Leadership recognized the need to modernize care management—but not at the cost of slowing clinicians down or disrupting service delivery.
Why Pillar
The organization selected Pillar by SocialRoots.ai because it modernizes care management alongside existing systems, rather than forcing workflow changes or requiring EHR replacement.
Unlike point solutions, Pillar centralizes care coordination, documentation, and analytics in a single platform while integrating seamlessly with existing EHRs.
Key decision factors included Pillar's ability to:
- Integrate with existing systems using FHIR and HL7 standards
- Provide configurable documentation and personalized care plans
- Deliver role-based analytics for administrators and executives
- Support enterprise-grade security and HIPAA compliance
Solution
Pillar was rolled out in phases, beginning with unified client charts and encounter documentation. Care teams adopted Pillar alongside existing tools, enabling a gradual transition and strong adoption across programs.
Workflows were configured to match how teams already worked, minimizing training time and reducing resistance to change.
Pillar in Action
Unified Client Charts
Replaced spreadsheet-based tracking with a longitudinal view of each patient.
Personalized Care Plans
Centralized goals, interventions, and outcomes across programs.
Encounter Notes
Standardized documentation to improve consistency and compliance.
Dashboards & Analytics
Delivered real-time insights into care delivery, performance, and risk.
Impact
Since implementing Pillar, the organization has:
- Reduced administrative workload for care teams by eliminating manual tracking
- Improved documentation consistency across clinical and social programs
- Shortened onboarding time for new staff
- Increased confidence in reporting accuracy and audit readiness
- Gained real-time visibility into care delivery and outcomes across programs
"Modernization didn't slow us down—it removed friction we'd normalized."
What was once a patchwork of tools is now a connected care management environment that supports both frontline teams and leadership.
Ready to Modernize Care Management Without Disruption?
Pillar by SocialRoots.ai helps healthcare organizations streamline care coordination, improve visibility, and reduce administrative burden—without replacing existing EHR systems.