Replacing 5 fragmented WFM tools at Iris Telehealth to forecast better

• +11%

  Margin / utilization

  Revenue growth from better forecasting and utilization

• 90%

  Reduction in manual labor

  Less time spent building and fixing schedules

Results at a glance

• +11% revenue from better forecasting and Care Team utilization
• 90% less time spent scheduling, through automation
• 5 fragmented WFM tools consolidated into one platform
• Scaled to 325 hospitals across 75 health systems

About Iris Telehealth

Iris Telehealth staffs psychiatrists and behavioral health Care Teams for 75 health systems across 325 hospitals — a clinical Care Team of 620 FTEs supported by a 70-person operations team. Iris runs on Epic for EHR and ADP for HRIS, delivering mental health care into some of the largest health systems in the country, including CommonSpirit, Geisinger, Allina Health, and SSM Health.

The pain

Every telehealth operation that staffs clinicians across state lines hits the same walls. Iris hit all of them at once.

Manual madness from spreadsheets. Five workforce tools that didn't talk to each other, stitched together by hand. Keeping a single schedule accurate meant re-keying the same data across all of them.

Licensing and credentials checked by hand. Matching a psychiatrist to a patient means matching skills, state licensure, credentials, and location — every time. Done manually it's slow, and one missed credential is a compliance problem, not a typo.

Forecasting in the dark. Limited visibility into upcoming demand meant care gaps and long patient wait times — the one outcome a behavioral health staffing partner can't afford, and a direct drag on revenue.

One placement: check the state license → confirm the credential → match to the right health system → update across five tools. Now multiply that by 620 clinicians. Every step was manual, and every manual step was a chance to lose time or get it wrong.

The challenge

Iris's tools couldn't model the constraints that define behavioral health staffing, so growth made the manual work worse, not better. Adding health systems meant adding back-office headcount and error rate right alongside revenue. To expand without eroding margin, Iris needed scheduling, licensing, and forecasting to run automatically — not in five tools and a forecasting blind spot.

The solution

We consolidated Iris's workforce management into a single platform built around their real constraints:

• Automated scheduling that natively handles skills, credentials, and state licensure — cutting scheduling time by 90%
• Real-time demand forecasting that closes care gaps and shows operations exactly where Care Team availability is needed most
• One system replacing five, eliminating the IT fragmentation and maintenance burden

The impact

Better forecasting and utilization translated into the metric that matters: revenue up 11% as Iris saw more patients with the same Care Team. Work that once consumed the operations team now takes a tenth of the time — and because the licensing and forecasting work is automated, those savings compound with every new health system Iris adds instead of scaling alongside it.

What's next

With workforce management unified and forecasting reliable, Iris is positioned to extend behavioral health coverage into more health systems — with the operational visibility to know exactly where its Care Teams create the most value.