Implementing FirstMatch®


When an organization partners with FirstMatch, they receive a full complement of services, from implementation and start-up to ongoing maintenance and technical support.

Represents the readiness assessment

Readiness Assessment


A Readiness Assessment will be completed when an agency decides they want to explore the possibility of becoming a licensed/authorized FirstMatch user. The assessment will:

  • Outline various program types and locations
  • Evaluate current referral workflows
  • Collect data on the number of referrals and admissions the agency receives
  • Collect baseline program completion and remain-out-of-care rates, as well as other desired outcomes
  • Assess the organization’s data capacity

Account Manager support during the readiness assessment process will ensure the implementation process is thoroughly mapped out.

Initial Engagement


Once an agency decides they are going to implement FirstMatch, a Master Services Agreement is created. This agreement outlines:

  • Overall scope of the project
  • Framework under which users will enter into Statements of Work
  • Costs
  • Ownership of the work product
  • Other standard components
Represents the scope of the assessment



Organizations select how they plan to arrive at FirstMatch validation. There are two primary tracks after tool implementation:

  • Agency can choose to populate the tool with historical clinical and outcomes data so that they can reach critical sample size necessary for validation
  • Agency can choose to begin their entry in FirstMatch with new referrals moving forward

FirstMatch recommends the entry of currently enrolled client data to expedite the validation process.


Refinement and Validation


Once the necessary sample size has been reached and the tool has been refined and trained, the tool will be certified as valid and the agency will begin using the tool to make predictions and data-driven recommendations.

Tool Maintenance

A critical component of the tool is that is does not remain static. The tool utilizes machine learning and artificial intelligence to refine its ability to accurately predict and match, start as the organization using it enters clinical and outcomes data.
Represents tool maintenance