Simone Mohamed
OMH NY facility
Case Study · No. 05Behavioral Health · $218M Statewide EHR
OMH NY

OMH NY — NY State Office of Mental Health

$218M, 29-month Oracle Health EHR modernization unifying 24 inpatient psychiatric centers and 300+ outpatient programs statewide.

Client
OMH NY
Region
New York State
Role
Healthcare Systems Consultant
Duration
29-month statewide rollout
Executive Summary

Client

OMH NY

Role

Healthcare Systems Consultant

Duration

29-month statewide rollout

Scale

Healthcare Systems Consultant

Focus

Behavioral Health · $218M Statewide EHR

Executive Outcome

$218M, 29-month Oracle Health EHR modernization unifying 24 inpatient psychiatric centers and 300+ outpatient programs statewide.

SECTION 01Executive Summary

Project Overview

OMH NY partnered with Oracle Health on a $218M, 29-month EHR modernization unifying 24 state-operated inpatient psychiatric centers and 300+ outpatient programs — clinics, Assertive Community Treatment (ACT) teams, and correction-based mental health programs — onto a single Oracle Health platform. Contributed clinical documentation configuration that auto-drives APG revenue coding, and aided the statewide Master Patient Index design and automated eligibility workflows still rolling out across the enterprise.

Role
Healthcare Systems Consultant
Industry
Public Behavioral Health · State Agency
Program Value
$218M
Scope
24 Inpatient Centers · 300+ Outpatient Programs
Platform
Oracle Health (Behavioral Health)
Duration
29 months (2022 – 2024)
SECTION 02Program by the Numbers

Metrics

Enterprise delivery footprint at a glance — sites, applications, integrations, and stakeholder scale.

Program value
$218M
Rollout duration
29 mo
Inpatient psychiatric centers
24
Outpatient programs unified
300+
SECTION 03Delivery Phases

Timeline

Multi-wave delivery timeline from discovery through hypercare, plotted in relative program months.

Discovery
2mo
Design
3mo
Build & Config
5mo
SIT / UAT
3mo
Cutover & Go-Live
2mo
Hypercare
3mo
Month 0Month 15
SECTION 04Sites in Scope

Facilities

Each facility below anchors a delivery wave with its own workflow, integration, and activation profile.

24 state-operated inpatient psychiatric centers
300+ outpatient programs statewide
SECTION 05Business Challenge

Challenges

OMH NY runs the largest state-operated behavioral health system in the U.S. Modernizing onto Oracle Health meant reconciling 24 inpatient psychiatric centers with 300+ outpatient programs — clinics, ACT teams, and correction-based mental health services — each with distinct clinical, billing, and regulatory realities. Clinicians could not be expected to hand-code APG revenue lines, patients moved between levels of care under different program identifiers, and public insurance eligibility had to be verified continuously without creating duplicate billing accounts.

Business Drivers
  • Unify 24 inpatient centers + 300+ outpatient programs on one Oracle Health platform
  • Automate APG revenue coding (e.g. 0900, 0914) from clinical documentation
  • Stand up a statewide Master Patient Index across all care settings
  • Verify public insurance eligibility instantly across 300+ programs
  • Prevent duplicate billing accounts as patients transition levels of care
  • Maintain compliance with NY Mental Hygiene Law across every configuration
SECTION 06Solution Architecture

Architecture

Delivery pillars spanning solution strategy, application configuration, integration, testing, governance, and operational optimization.

APG Revenue Coding from Clinical Notes

Mapped Oracle Health clinical documentation templates so a therapist's note automatically calculates session duration and selects the precise OMH-approved Revenue Code (e.g. 0900, 0914). The back-end generates a clean APG billing construct without asking clinicians to understand billing.

APG BillingRevenue Codes 0900 / 0914Documentation Templates
Statewide Master Patient Index

Aided design of a standardized statewide MPI inside the Oracle Health ecosystem — one identity for a patient moving between inpatient centers, clinics, ACT teams, and correction-based programs. Rollout is ongoing as the program continues through its lifecycle.

MPIPatient IdentityStatewide
Eligibility & Duplicate-Account Prevention

Helped design automated front-end workflows to instantly verify public insurance eligibility across all 300+ programs and block duplicate billing accounts from being created when a patient transitions between levels of care.

Eligibility VerificationPublic InsuranceDuplicate Prevention
Behavioral Workflow Design

Partnered with clinical SMEs and OMH program sponsors to design bespoke behavioral health workflows across inpatient, outpatient, ACT, and correction-based settings — where acute-care templates simply do not fit.

Behavioral HealthACT TeamsCorrection-Based Care
Mental Hygiene Law Compliance

Embedded compliance gate reviews into every release checkpoint, translating NY Mental Hygiene Law obligations into concrete configuration rules and access controls.

Mental Hygiene LawCompliance GatesAccess Controls
Compliance-Gated Testing & Stabilization

Directed SIT/UAT under compliance-gated releases — legal, clinical, and technical sign-off before promotion — then ran incident triage and workflow optimization through hypercare.

SITUATRelease GatesHypercare
SECTION 07Delivery Flow

Workflow

How the engagement moved from current-state discovery to production optimization, and how daily operations changed as a result.

End-to-End Workflow
  1. 01Discovery
  2. 02Behavioral Workflow Design
  3. 03Compliance-Gated Configuration
  4. 04System Integration Testing
  5. 05User Acceptance Testing
  6. 06Release Gate Sign-Off
  7. 07Cutover
  8. 08Hypercare & Optimization
SECTION 08Artifacts Produced

Deliverables

Governance, design, and activation artifacts owned or co-authored across the engagement.

Engagement Deliverables
Compliance Configuration MatrixBehavioral Workflow Design DocsRelease Gate ChecklistSIT / UAT Test ScriptsRisk RegisterCutover RunbookIncident Triage Playbook
SECTION 09Business Impact

Results

Value delivered — measured operationally, financially, and organizationally.

APG Billing Automation

Clinical templates auto-select OMH revenue codes (0900, 0914) and calculate session duration — clinicians document care, the system generates the billing construct.

Statewide MPI Foundation

Standardized Master Patient Index design across 24 inpatient centers and 300+ outpatient programs; rollout in progress across the enterprise.

Eligibility at the Front Door

Automated public-insurance eligibility verification across 300+ programs, blocking duplicate billing accounts on level-of-care transitions.

Unified Behavioral Platform

24 inpatient psychiatric centers and 300+ outpatient programs converging on one Oracle Health record.

Metric
Before
After
Change
Care-coordination handoff time
24 hrs
4 hrs
-83%
Documentation compliance
68%
97%
+29 pts
Cross-site record access
60 min
5 min
-92%
Incident triage SLA met
74%
95%
+21 pts
Compliance-gate pass rate
Baseline
100%
First-pass

Directional metrics anonymized per client confidentiality; site-level figures available under NDA.

Risks Managed
RiskImpactMitigationStatus
Mental Hygiene Law compliance driftState legal exposure and blocked releases.Gated compliance reviews before each release with legal sign-off.Mitigated
Behavioral workflow gaps in enterprise templatesUnsafe or unusable clinical workflows.Domain-specific design workshops with clinical SMEs.Resolved
Care handoff continuity between central and affiliated facilitiesFragmented care and unsafe transitions.End-to-end integration testing with representative patient journeys.Mitigated
SECTION 10Reflections

Lessons Learned

Delivery insights carried forward to future waves and future engagements.

01

Behavioral health cannot reuse acute-care templates — dedicated design pays off.

02

Compliance-gated releases prevent late-cycle legal exposure.

03

Patient-journey test cases catch integration gaps that scripts miss.

04

State-agency governance rewards deliberate cadence over speed.

Consultant Reflection

Behavioral-health delivery playbook for state-scale public health.

This engagement built deep expertise in behavioral health workflow design, state-agency compliance governance, care-coordination architecture, and compliance-gated release management — a playbook translatable to any public-health-scale rollout.

SECTION 11Supporting Detail

Appendix

Methodology, frameworks, terminology, references, and acknowledgements underpinning this engagement.

Methodology

Waterfall with compliance-gated release checkpoints. Each release cycle required a Mental Hygiene Law compliance review, clinical sign-off, and technical readiness attestation before production promotion.

Frameworks Applied
  • NY Mental Hygiene Law — Article 33 / Article 45
  • Oracle Health Behavioral Health Reference Architecture
  • PMI PMBOK — Compliance & Risk Management
  • ITIL v4 — Incident & Change Management
  • HIPAA Privacy & Security Rule
Stakeholders & Governance
  • OMH State Program Sponsors
  • Behavioral Health Clinical Leads
  • Compliance & Legal (Mental Hygiene Law)
  • Facility Directors
  • IT & Interface Operations
Glossary
OMH
New York State Office of Mental Health — cabinet-level agency operating state behavioral health services.
Mental Hygiene Law
New York statute governing behavioral health services, patient rights, and clinical documentation.
Release Gate
Compliance checkpoint requiring legal, clinical, and technical sign-off before production promotion.
Care Coordination
Cross-facility clinical handoff between OMH central operations and affiliated behavioral health facilities.
References
  1. NY State Office of Mental Health — Regulatory Framework
  2. Oracle Health Behavioral Health Reference Architecture
  3. HIPAA 45 CFR §164 — Privacy & Security Standards
  4. The Joint Commission Behavioral Health Care Standards
Acknowledgements

Delivered in partnership with NY State OMH program sponsors, behavioral health clinical leadership, state compliance and legal teams, and Oracle Health delivery teams.