Tools

Free, field-tested resources are available to help your organization assess readiness, optimize revenue, and manage risk. Each tool below can be used independently or as part of a broader technical assistance engagement with BluePath Health.

Organization and Technology Readiness Assessment

Before investing in new technology or expanding services, you need a clear picture of where your organization stands today. This assessment helps leadership and operations teams identify gaps across six key domains — strategy, workforce, workflow, technology infrastructure, data and interoperability, and financial sustainability — so you can prioritize the right investments and avoid costly missteps.

Best for: Small clinics and health centers, community-based organizations, and rural providers preparing for EHR modernization, CalAIM implementation, or new care model adoption.

Billing Optimization Tool

Leaving revenue on the table is one of the most common and preventable challenges facing health and social services organizations. This tool helps you identify unbilled or underbilled services, and surface opportunities to strengthen your revenue cycle — without a full billing audit.

Best for: Organizations expanding into new billing categories, including CalAIM Community Supports, ECM, and Medi-Cal managed care.

HIPAA Short-Form Security Risk Assessment

Federal law requires covered entities and business associates to conduct regular security risk assessments — but the process doesn’t have to be overwhelming. This streamlined tool guides you through the core HIPAA Security Rule requirements, helping you identify vulnerabilities, document your findings, and demonstrate good-faith compliance effort.

Best for: Small-to-mid-size provider organizations, CBOs handling PHI, and any team preparing for a compliance review or funder audit associated with privacy and security.

Revenue Projection Modeling Tool

Expanding services is a significant decision. This modeling tool helps organizations estimate potential Medi-Cal revenue against staffing and operational costs — giving leadership a data-informed starting point before committing to new programs or headcount.

The tool is adaptable for any organization entering a new service line or billing category for the first time.

Best for: CBOs, County correctional facilities, and provider organizations sizing up the financial case for CalAIM services or similar programs with new billing initiatives.

BluePath Health Exec Team

Put these tools to work 

Connect with a BluePath Health advisor to apply them to your specific situation.