CCBHC Electronic Health Record Optimization or Selection Toolkit 

This electronic health record (EHR) system optimization and selection toolkit helps organizations decide whether to enhance their current EHR capabilities or select a new solution. Organizations rely on an HER system for documentation, billing, prescription drug management, data tracking and more. Understanding the requirements and features of your EHR system will validate how your organization meets the Certified Community Behavioral Health Clinic (CCBHC) Certification Criteria, while assessing its technology sophistication and advancements. 

This toolkit supports organizations in following the requirements set by the Substance Abuse and Mental Health Services Administration (SAMHSA) and leveraging health information technology across the organization. Coupled with the self-assessment spreadsheet and supporting focused checklists, this resource helps highlight areas of strength and those that require attention.  

This toolkit was developed in 2024 by RSM US LLP in partnership with the National Council for Mental Wellbeing’s CCBHC-E National Training and Technical Assistance Center. It reflects industry best practice considerations for operating a technology environment, with an emphasis on the primary technology solutions that support a CCBHC’s operation. 

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This publication was made possible by Grant No. 1H79SM085856 from the Substance Abuse and Mental Health Services Administration (SAMHSA). Its contents are solely the responsibility of the authors and do not necessarily represent the official views, opinions or policies of SAMHSA, or the U.S. Department of Health and Human Services (HHS).