Consultants who help hospitals, ACOs, and post-acute providers improve care coordination need to understand a prospect's starting point before proposing an engagement. A health system with mature navigation and strong data exchange needs different support than a practice with no formal transitions program. This assessment captures that baseline in one submission and doubles as a lead qualification step.
The form opens with the organization's name, type, and size, then asks about its main coordination challenge and current 30-day readmission rate. Operational questions follow on care transitions, patient navigation, interdisciplinary collaboration, care management platforms, EHR systems, health information exchange, risk stratification, value-based revenue, quality metrics, and staffing. The final section covers implementation timeline, the respondent's role in decisions, budget status, past consulting experience, goals, and contact details.
Answer options describe maturity levels in plain terms, so respondents can place their organization without pulling internal reports for every question. If the organization has worked with care coordination consultants before, a follow-up asks what worked and what could have been better. Personal contact details come near the end, after the respondent has already invested in the assessment.
