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Customer Case Study

They Built Their Own EMR.
Then They Came Back to Canvas.

A venture-backed virtual specialty care company used Canvas, left to build their own EMR on an open-source framework, and came back. They migrated their own data in weeks using Canvas's self-service tools. Today they're scaling with a CMS value-based care program, an academic medical center ACO partnership, and 18 custom plugins.

18Custom Plugins Deployed
24xAssessments per Patient
3.5wkMigration Timeline
85%Insurance Coverage
The Customer

Virtual Specialty Care Built Around the Patient-Family Unit

This virtual specialty care company treats both the patient and their family as a unit - the family member is often the primary point of contact, similar to pediatrics where a parent manages the child's care. Their model is especially valuable for rural families who may drive hours for in-person appointments.

The Care Model

A multi-disciplinary clinical team of specialists, social workers, nurses, and care navigators. Peer support through a nationwide family network. Their care model relies heavily on standardized clinical assessments - averaging 24 per patient - creating longitudinal baselines that track condition progression over time.

Growth & Partnerships

Venture-backed by early-stage healthcare investors. Led by a physician-CEO. Selected for a CMS value-based care program. HITRUST certified. Partnered with a top academic medical center Medicare ACO. National nonprofit partnership. Featured panelist at a major healthcare conference.

The Challenge

Build vs. Buy - The Open-Source Detour

The company originally onboarded Canvas and used it actively for months. Then they left to build their own EMR on an open-source FHIR platform. After going through what the team described as "the gauntlet of building our own," they returned to Canvas.

The Open-Source Experiment

Building a clinical EMR on an open-source FHIR data layer meant owning every feature: note templates, questionnaire engines, care plans, billing, e-prescribing, and compliance. For a specialty requiring standardized clinical scoring, family-linked charting, and value-based billing - the maintenance burden outpaced the team's capacity.

The Return to Canvas

The re-implementation went from kickoff to go-live in weeks. Canvas handled scheduling, encounters, billing, e-prescribing, and care plans natively. The engineering team focused on what made their care model unique: 18 custom plugins for specialty-specific assessments, family workflows, and analytics.

The Migration

Self-Service Migration in Weeks, Not Months

The engineering team ran the entire data migration themselves - using Canvas's self-service tools, not a months-long professional services engagement. The migration was on the critical path, and they hit their 3.5-week timeline.

What Was Migrated

Patient records, conditions, medications, and historical notes - all migrated via Canvas API and CSV imports. The team used Canvas's self-service migration tools to map and transfer data. Historical patients were inactivated rather than deleted, preserving the full clinical record while keeping active workflows clean.

Migration Timeline

3.5 weeks from migration kickoff to go-live target. Vendor dependencies were mapped and transitioned in parallel: RCM, labs, e-prescribing (included at no additional cost), and consent workflows. The engineering team ran the migration themselves, proving Canvas's API-first architecture enables customer-owned migrations at clinical-grade quality.

Plugin Architecture

18 Plugins - A Specialty-Specific Clinical Toolkit

Canvas provided the clinical infrastructure natively. The engineering team built 11 fully custom plugins and customized 7 standard plugins - creating a comprehensive specialty care toolkit covering clinical scoring, family workflows, care plan automation, and third-party integrations.

API & Integration
Workflow
Clinical
Condition StagingValidated staging scale scoring for standardized clinical assessment
Staging CalculatorAutomated global score computation from domain sub-scores
Symptom TrackingBehavioral and neuropsychiatric symptom inventory questionnaire
Social IsolationSocial isolation measurement for patients and family members
Family BurdenFamily burden assessment tracking stress and burnout over time
AssessmentsStructured clinical assessment framework for longitudinal baselines
Note TemplatesSpecialty-specific encounter templates for specialist visits
QuestionnairesPatient and family intake questionnaires with carry-forward responses
SDOH ScreeningSocial determinants of health screening for rural and underserved families
Care PlansAutomated care plan generation and tracking for value-based care compliance
Family PortalDedicated portal for family communication and care coordination
MessagingSecure messaging between care team, patients, and family members
AppointmentsScheduling automation for virtual visits with patients and families
Family HistoryStructured family history capture for risk assessment
Health Data ExchangeInteroperability integration for clinical data sharing with referring providers
Patient EngagementAutomated outreach and reminders for patients and caregivers
Analytics DashboardBusiness intelligence for clinical outcomes and operational metrics
Chart ViewerExternal chart viewing interface for care team members outside Canvas
Results

Scaling Fast on Canvas

Within two months of re-launching on Canvas, this practice was approaching peak clinical volume - with a multi-disciplinary care team and a deep library of specialty-specific plugins powering every encounter.

~45Notes / Provider / MonthApproaching peak levels within 2 months of re-launch across the full clinical team.
24xAssessments per PatientStandardized clinical and behavioral assessments per patient on average using validated scales.
18Custom PluginsSpecialty-specific scoring, family portals, and care plan automation built on Canvas's plugin SDK.
85%Insurance Coverage RateStrong coverage capture reflecting Medicare-heavy billing model with value-based care codes.
5+Specialties RepresentedPhysicians, nurses, social workers, and care navigators across the clinical team.
1.0Rx per PatientNearly 1:1 prescribing ratio - specialty medications (cholinesterase inhibitors, memantine) managed through e-prescribing at no additional cost.
Value-Based Care in Action

A Billing Profile Built for Value-Based Care

This practice's billing distribution reflects a team operating at the frontier of specialty-focused value-based care - delivering care across clinical assessments, care management, prolonged services, and behavioral health - the clinical activities that drive the greatest downstream cost savings.

Value-Based Billing

  • Principal Care Management (PCM) - PCM codes (99424-99427) are the core value-based care billing engine for this practice.
  • Comprehensive Assessment (99483) - Specialized diagnostic code for comprehensive clinical assessment and care planning.
  • Prolonged Services (99358, G2212) - Reflecting complex patient encounters typical of this specialty, where extended evaluation time is the norm.

Multi-Modal Care

  • Behavioral Assessments (96127) - Systematic emotional and behavioral screening documenting symptoms across the patient population.
  • Phone E/M (98967/98968) - Phone-based encounters demonstrating the virtual-first model's reach, especially for rural and homebound families.
  • Psychotherapy (90834) - Integrated behavioral health for patients and family members dealing with the emotional impact of a chronic diagnosis.

Stop Building Infrastructure.
Start Building Care.

Canvas Medical's programmable EMR gives you everything out of the box - and the SDK to build everything that makes your care model unique. Go live in weeks, not years.

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