Poster 52 - Tackling Clinical Workflows: A Team-based Collaborative Effort to Standardize Process and Increase Engagement

Monday, April 27, 2026

1:15 PM - 1:45 PM MDT

Location: Screen 4, Exhibit Hall Poster Pavilion

Endeavor Health Services, a CCBHC in Western New York, identified a need to update clinical workflows due to updated federal and state regulations. A workgroup of clinical supervisory and administrative staff was assembled to initiate the review and update of clinical workflows. This a workgroup with actionable deliverables where group members emphasize the importance of documentation supporting service provision rather than simply steps for EHR navigation. The Workgroup defined key roles where each role comes together to update the workflows, remaining mindful of applicable regulations, ease of use with attention to different learning styles, and clinical practice in reality.

Learning Objectives:

Identify key roles within a multidisciplinary workgroup tasked with updating workflows and describe how each role contributes to process improvement
Demonstrate how prioritizing service delivery, instead of EHR navigation, enhances compliance, clinical clarity, and person-centered workflows in a CCBHC
Apply a replicable workflow development process that supports regulatory alignment, realistic clinical practice in a CCBHC, and wide-ranging learning styles

Poster Presenter(s)

Meredith L. Surdel, LMHC-D

Director of Clinical Services
Mid-Erie Mental Health Services, Inc. dba Endeavor Health Services
Buffalo, New York

Disclosure information not submitted.
Chloe M. Hurley, MPH

Coordinator of Population Health
Endeavor Health Services
Buffalo, New York

Disclosure information not submitted.