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Our Work Red Rock Behavioral Health

Patient Intake, Built Around the Patient

Red Rock Behavioral Health Services replaced clipboard intake with an iPad-first web application that works in the waiting room or on a patient's own phone, writes straight into their EHR, and lets staff put people in crisis ahead of paperwork.

  • Healthcare
  • Web App Development
  • Portals & Dashboards
  • EHR integration
Two tablets running Red Rock intake: the welcome screen and the Basic Information form
Client
Red Rock Behavioral Health
Community mental health, Oklahoma
Services
Web App Development
Portals & dashboards · Strategy · Design
Stack
Vue · Laravel
Netsmart myAvatar EHR, Microsoft Teams, SMS
Result
Real-time to EHR
iPad, remote, and in-person intake, HIPAA-aligned

01. The Challenge

Overcoming Outdated Intake Processes

The situation: Full waiting rooms and a paper process. Red Rock needed an intake system that could move patients through efficiently, protect their privacy, and stop asking people in a mental-health crisis to start with a clipboard.

  • Full waiting rooms. A clipboard for each one.

    Intake was paper first, then re-keyed by staff into the record system.

  • People in crisis asked to do paperwork first.

    The hardest moment in a patient's day began with a form.

  • Staff time went to data entry, not care.

    Every handwritten page had to be read, typed, and checked again.

A patient filling in a paper registration form on a clipboard
BeforePaper intake, then hand entry into the EHR.

02. The Strategy

Prioritizing Patients Over Paperwork

We checked ourselves in

Before designing anything, the team walked through Red Rock's intake as a patient, start to finish, then watched the same forms arrive on the admin side. The design decisions came from that day.

Designed for someone in crisis

The front end was built for a person having a hard day: short steps, plain language, nothing overwhelming. Less stress for the patient, fewer interruptions for staff.

Intake features that are simply easier

Digital form-filling, streamlined data entry, and fast retrieval, all built so patients and staff could use them without training.

Vue and Laravel, with a tailored CMS

A responsive application on a stack chosen for speed, reliability, and compliance, plus a content system so Red Rock maintains its own forms and records.

Built to keep evolving

Healthcare rules and patient needs change. Ongoing support means the intake system changes with them instead of falling behind.

We checked ourselves into Red Rock as a patient to experience the actual workflow of paperwork intake from start to finish. That let us see the implications from the admin side as well.
Clevyr Project Team

03. The Solution

A Tablet Experience for Patients in Crisis

An iPad-first web application that also runs on a patient's own device, so intake can happen in the waiting room or before they arrive. Staff prioritize people, not paperwork.

Under it: a dynamic Form Builder, real-time integration with Red Rock's EHR (Netsmart myAvatar), Microsoft Teams connectivity for staff, SMS and email notifications, and metrics on intake and care. Records update as the patient types, within HIPAA standards.

Two tablets running Red Rock intake: a PHQ-9 screening question and the "Thank you" screen asking the patient to return the iPad
iPad first
Also on a patient's own phone
Real-time EHR
Netsmart myAvatar, live
Form Builder
Red Rock edits its own intake

04. Highlights

What Shipped

The Red Rock admin dashboard with submission statuses, new submissions and appointment counts

Metrics on intake and care

Analytics and reporting inside the application show how intake is performing and where care stalls. Red Rock monitors, spots the bottleneck, and adjusts with evidence instead of anecdote.

The Red Rock appointments list, each scheduled appointment with a Join Teams button

Microsoft Teams integration

Appointments and intake events connect to Teams, so clinicians and front-desk staff message, meet, and share files in the tool they already use, wherever they are.

The Red Rock notification settings, with verification limits and appointment reminder schedules

SMS and email notifications

Automated reminders, follow-up instructions, and critical updates go to patients and staff by text or email. Fewer no-shows, fewer phone calls.

The Red Rock submissions list, with instructions for reviewing and importing each one into myAvatar

Integration with the EHR

Patient data flows from the iPad directly into Netsmart myAvatar, Red Rock's electronic health record. Records update in real time; nobody re-keys a form.

The Red Rock message templates list, including emergency and appointment messages

Form Builder

Intake forms, message templates, and reminders are Red Rock's to edit. When regulations or programs change, the team updates the form itself, so patient information stays complete, current, and securely captured without a development ticket.

05. Deliverables

Comprehensive Digital Overhaul

A custom web application built iPad-first, a back-end system for remote assistance and administration, and full integration with Red Rock's existing IT infrastructure and EHR.

Services
Portals & Dashboards
Web App Development
Strategy
Design
Technologies
Vue
Laravel
Netsmart myAvatar EHR
Microsoft Teams

YOUR NEXT DECISION

What is your business working around?

Tell us what's slowing you down, what you've tried, and what needs to be different. We'll start there.

Come with a problem. You don't need a specification.

The first conversation helps define the next step, whether or not that step is with us.