Case Study

The Resource Exchange

Generating Efficiencies


The Resource Exchange (TRE) is a Community Centered Board in Colorado that provides a range of fully customizable services and supports to over 4,400 children and adults with intellectual and developmental disabilities and their families. TRE is supported by almost 300 talented employees with the mission of building independence for people with I/DD.

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Why did you choose to implement MediSked Connect?

TRE was seeking technology to take an IT infrastructure that would ultimately help to develop and deliver better services. One of their main goals was to work through internal process and identify how IT solutions could help them. Colorado lacks an organized system for tracking trends for CCBs and does not offer access to non-government employees.

According to Rob Franc, TRE’s project manager, “the purpose of moving forward with MediSked was to migrate to a system that is more holistic, that tracks the whole person’s record to create a practice that is centered around the individual.”

What was eye-opening to the whole implementation process was cracking things open, identifying where the problems were in process workflows, and leading greater discussion of how to correct them. MediSked is emblematic of a holistic process, as this was more than just implementing software as a solution.
Rob Franc, TRE Project Manager

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Has TRE seen any efficiencies since implementing MediSked Connect?

Increased operational efficiencies in billing department by 66%

Before Connect: TRE billed out from an excel spreadsheet, which required a 6-week process of hand entering each person served every 3 months.
With Connect: Now, the total time for billing is only 2 weeks. “Our goal was to turn monthly billing to weekly and we have effectively done that.”

Removed siloes and promotes holistic views of individual information

Before Connect: Staff could not access individual information.
With Connect: Every person in the organization can view the pertinent information for each person, which matches TRE’s organizational goal of looking at the entire lifecycle of an individual, not just service delivery.

“This removed bureaucratic siloes, which helped proliferate our organization goal to remove siloed service delivery.”

Consolidated databases and offers ability to instantly query data

Before Connect: TRE used multiple databases to track information and did not have the ability to report on the data.
With Connect: TRE now has access to a large amount of data and can query, track, and trend information whenever they need to.

“We are tracking incident reporting now and are able to actively address and act upon the information that we didn’t have access to before.”

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Do you have any tips for other agencies who are preparing for an implementation?

  • Be open to change
  • Be specific about the roles and responsibilities of your project team
  • Ensure that your project team includes representation from each siloed department. It is important that the key figures are in the room for implementation from the very beginning and are aware of the changes
  • MediSked is the mechanic overseeing you while you open up the engine to identify internal process issues. The reality is that many issues are with internal processes — so being clear about that while being kind is really important.

Has TRE seen any innovations for individuals and staff since Go Live?

Standardized information entry has been so helpful as it reduces the room for error. The standardized protocol has made it easier for the billing department and reduced duplication of entering information in Excel.

How was your experience working with the MediSked team?

The implementation team has been incredibly patient and helpful — it’s a crazy effort and they have helped us to get over any obstacles that have come up.

“ The implementation team didn’t just fish for us, but taught us how to fish.”

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Why did TRE choose MediSked?

One of the reasons they chose MediSked was the ability to build –  past implementations didn’t have that key factor. The key to the puzzle is connecting the information straight through to be able to bill for the services because it makes sense, Beyond that, Connect covers the gamut of a large variety of needs throughout our agency in a single system. In the past other implementations had terrible user interfaces, MediSked makes it easier for the average individual to use.

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