The eCW partner your practice actually needs.
Hi, I'm Jake — a certified eClinicalWorks trainer with close to a decade of hands-on experience across independent practices, community health centers, and multi-specialty groups. I help small and mid-size clinics build, fix, and run eCW so the system works for your team instead of against it.
Senior eCW judgment, without the senior price tag.
Most clinics don't need another generalist consultant. They need someone who's actually rebuilt an eCW environment from scratch, trained reluctant providers, untangled botched migrations, and lived through go-live weekends.
That's the experience I bring — packaged for practices that need real expertise without committing to a full-time analyst hire.
The gap most small practices fall into.
eCW was built for the complexity of large health systems. Small practices inherit that complexity without the staff, IT infrastructure, or informatics support to manage it. The result is a familiar pattern.
Unfinished implementations
A bad implementation haunts you for years — templates everyone hates, workflows nobody owns, security roles that were "temporary" in 2018. Most "eCW problems" are actually unfinished setup.
No good support options
When something goes wrong, the choice is usually between a vendor ticket that takes weeks and a forum thread from 2019. Neither one knows your clinic.
The "we'll fix that later" pile
Every clinic has one. Settings nobody touches, reports nobody runs, and configuration choices that haven't been revisited in years.
Paying for software you barely use
eCW is feature-rich. Most practices use a fraction of what they're licensed for — leaving efficiency, revenue, and clinical insight on the table.
Four ways to put eCW expertise to work.
From a single workflow audit to ongoing fractional support, every engagement starts with a conversation about what your practice actually needs.
Implementation & Configuration
Standing up eCW from scratch — or rebuilding it the right way. Templates, order sets, security, interfaces, and modules tuned to how your clinic actually works.
Learn more →Workflow Optimization
System's running but something's off. A focused audit usually surfaces 10–15 specific fixes within two weeks — across scheduling, intake, documentation, labs, and referrals.
Learn more →Training & User Guides
Role-specific training for providers, MAs, front desk, and billing staff. Plus written guides and quick-reference cards your team will actually open and use.
Learn more →Ongoing Support & Tickets
Fractional eCW admin on retainer. Staff ticket triage, vendor case management, monthly maintenance, and new-hire setup — without hiring a full-time analyst.
Learn more →A working method that respects everyone's time.
Clear scope, clear timeline, clear pricing. No mystery hours, no surprise invoices, no never-ending engagements.
Discovery call
Free 30-minute conversation about what's on your plate and whether we're a fit.
Scoped proposal
A written plan with deliverables, timeline, and fixed pricing wherever possible.
Build & train
Configuration, documentation, and side-by-side training. Working with your team, not around them.
Handoff & support
Your team owns the system at the end. Optional retainer if you want ongoing backup.
You want eCW that actually works.
Not every project is a fit, and that's okay. Here's where I bring the most value.
Small to mid-size practice
Independent clinics, rural practices, community health centers, and specialty groups too small to justify a full-time eCW analyst.
Going live, scaling, or starting over
Fresh implementation, rebuild after an inherited mess, or an optimization push post-acquisition.
Senior judgment without the overhead
You want someone who's seen this before — not an entry-level analyst learning on your dime.
An EHR is only as good as the workflow it lives inside.
The questions practices ask first.
If your question isn't here, ask it on the discovery call — answering it is part of figuring out whether we're a fit.
What size practice do you typically work with?
Mostly small and mid-size — independent single-site practices, rural clinics, community health centers, and multi-site specialty groups. The sweet spot is practices that have real complexity but can't justify a full-time eCW analyst. Larger engagements are workable depending on scope; the discovery call is where we figure out whether it's a fit.
Do you only work with eClinicalWorks?
Yes — eCW is where I have deep, hands-on experience and where I can be genuinely useful. If you're on a different EHR, I'll happily refer you to someone better suited.
How is pricing structured?
Three common structures: fixed-fee for focused audits, scoped fixed-fee or hourly for project engagements, and monthly retainers for ongoing support. Specific rates come out of the discovery call once we understand the scope — I'd rather quote accurately than throw out a number that needs to change later.
Can you work on-site, or only remote?
Both. Most work is remote because it's faster and more cost-effective for everyone, but on-site can be arranged when a project genuinely needs it — go-lives, hands-on training, certain workflow audits. We'd talk through what fits during scoping.
How long does a typical engagement take?
It varies a lot. A focused workflow audit is usually two weeks. A meaningful optimization project runs four-to-eight weeks. A full implementation depends on practice size, modules in scope, and migration complexity — typically two-to-six months. Retainers are monthly and ongoing.
How do you handle PHI and confidentiality?
I sign a Business Associate Agreement (BAA) with every client before any work that involves access to PHI, plus a standard NDA. All work is done in your environment — I don't extract or store PHI on my own systems beyond what's necessary for the engagement.
What if we're not sure exactly what we need?
Most practices aren't, and that's fine. The discovery call exists for exactly this — we talk through what's happening, what's frustrating, and what success would look like. Sometimes the answer is "you need a workflow audit, not an implementation." Sometimes it's "you don't need a consultant at all." Either way, you'll leave the call with a clearer picture.
Tell me what's broken. I'll tell you if I can help fix it.
Free 30-minute discovery call. If we're not a fit, I'll point you toward someone who is.
Book a discovery call →