
Exclusive Services
Converge provides full-service, consultative solutions that helps organizations unlock behavioral health, substance use and SDoH data sharing—securely, compliantly, and at scale. Whether you're launching an interoperability initiative or need help salvaging one, our practical, tech-centric approach gets you to the finish line.

We begin with a deep-dive assessment to map your current ecosystem—uncovering:
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Regulatory and legal requirements for consent and privacy
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Technical system capabilities and integration gaps
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Barriers to operationalizing behavioral health, SUD and SDoH data access
Deliverable: A documented assessment of gaps and constraints with a roadmap of opportunities tailored to your organizational context.
Regulatory & Technical Requirements Discovery
UNCOVER THE LEGAL, POLICY, AND SYSTEM BARRIERS TO BEHAVIORAL HEALTH DATA SHARING.

Many teams hold misunderstandings about what’s possible—and permissible—with behavioral health, substance use and SDoH data. We offer:
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Interactive education sessions to clarify consent laws and reduce internal resistance
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Stakeholder engagement to secure buy-in from leadership, legal, IT, and frontline teams
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Support identifying "change champions" to drive adoption across your organization
Deliverable: An internal alignment plan + educational collateral customized for your teams.
Education & Stakeholder Alignment
DEMYSTIFY CONSENT. ALIGN INTERNAL CHAMPIONS. BUILD SHARED UNDERSTANDING.

Based on your requirements and infrastructure, we recommend the best path forward—including:
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Consent management technology (offered through a trusted partnership)
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Workflow design for capturing and using consent
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Operational best practices for regulatory compliance and risk reduction
Deliverable: Future-state design recommendations, product solution options, and implementation roadmap.
Solution Design
& Product Recommendation
CHOOSE THE RIGHT PATH FORWARD WITH CONFIDENCE.

We serve as an extension of your team, guiding and supporting implementation efforts. Services include:
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Project management for technology rollouts
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Oversight of third-party vendors
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Coordination of timelines, training, and stakeholder responsibilities
Deliverable: A managed implementation project with clear milestones and issue resolution support.
Implementation Project Support
BRING THE SOLUTION TO LIFE - WITHOUT OVERBURDENING YOUR TEAM.

We work directly with provider organizations to ensure smooth onboarding:
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Workflow mapping and redesign to integrate consent into everyday practice
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Custom training materials, scripts, FAQs, and provider toolkits
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Change management and user adoption support
Deliverable: A fully operational electronic consent solution integrated into provider workflows.
Worfklow Optimization & Provider Enablement
EMPOWER PROVIDERS TO CONFIDENTLY COLLECT AND ACT ON CONSENT

Post-go-live, we don’t disappear. We help your team:
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Monitor opt-in rates and data access patterns
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Identify and resolve workflow or training issues
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Track and report on success stories to build momentum internally
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Deliverable: Performance dashboards, insights, and retraining plans based on real-world usage.
Go-Live Monitoring & Utilization Support
ENSURE ADOPTION, IDENTIFY BARRIERS, AND SUPPORT SUSTAINED SUCCESS

To drive adoption, transparency, and trust, we help you promote your interoperability efforts:
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Co-branded patient toolkits and educational materials
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Provider pilot promotion kits and post-implementation recruitment toolkits
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Website content, forms, and form language aligned to compliance
Deliverable: A white-labeled marketing toolkit and communications assets tailored to your audience.