CASE STUDY 9

Mental Health &
Counseling Center (Ohio)

Improving client outcomes with a clear view of the full client journey.

ORGANIZATION OVERVIEW

Type: Mental Health & Counseling Center

Location: Ohio

Size: 2,500+ clients annually

Mission: Provide trauma-informed mental health support, counseling, and crisis intervention

THE CHALLENGE

The center had no way to track a client’s journey from intake to graduation across programs.

Challenges included:

  • Siloed data between clinical teams
  • Difficulty identifying drop-offs or service delays
  • Inconsistent documentation
  • Slow reporting turnaround
  • Limited insight into counseling outcomes

This made continuous improvement difficult.

GOALS & DESIRED OUTCOMES

They wanted to:

  • Map the full client journey
  • Track engagement, attendance, and outcomes
  • Identify where clients were getting stuck
  • Improve reporting for boards and grants
  • Strengthen program quality

SANDAI’S
APPROACH

SaNDAI delivered:

  • A Client Journey Dashboard covering every stage: intake, sessions, referrals, outcomes

  • Standardized data entry tools for clinicians

  • Automated reports for clinical leadership

  • A shared view that united counselors, leadership, and admin teams

THE SOLUTION DELIVERED

  • Real-time visibility into client progress

  • Alerts for missed sessions or at-risk clients

  • Reporting templates for clinical meetings

  • Clean, consolidated data across teams

THE RESULTS

Faster interventions for at-risk clients

Reporting time cut by 40%

Clearer understanding of program effectiveness

Stronger communication across teams

Improved documentation consistency

IMPACT ON
MISSION

The center can now act quickly when clients disengage — strengthening care continuity and improving mental health outcomes.

WHY THEY CHOSE SANDAI

They needed a partner who blended clinical sensitivity with technical clarity.

WHAT’S NEXT

SaNDAI is developing a predictive tool to forecast client engagement levels based on attendance trends.

CLIENT TESTIMONIAL

“SaNDAI helped us map our client journey from intake to graduation. Now staff can see where people get stuck, which services make the biggest difference, and how to improve care.”

— Clinical Services Manager