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Healthcare platform

Practice operations platform for a multi-location clinic

Scheduling, eligibility, referrals and tasks consolidated into one operational system integrated with the existing EHR.

Illustrative scenario. Fictional two-location family & orthopedic practice. A fictional composite of the kind of work we do — not a real client engagement. Results marked [METRIC TO CONFIRM] are placeholders.

Client problem

Front-office staff juggled the EHR inbox, a scheduling tool, a fax queue and payer portals. Eligibility was checked inconsistently and referrals were lost between systems.

Existing environment

  • Cloud EHR with FHIR + HL7 v2 interfaces
  • Standalone scheduling tool
  • E-fax inbox
  • Clearinghouse for eligibility

Challenge

Add a single operational layer without replacing the EHR, and keep patient data in sync in both directions.

Solution

A practice operations workspace: rules-based scheduling, automated 270/271 before every visit, referral document intelligence and a unified task queue — integrated with the EHR.

Architecture

  1. 01FHIR + HL7 v2 integration service
  2. 02Scheduling & eligibility services
  3. 03Document AI pipeline for inbound faxes
  4. 04Workflow engine for tasks
  5. 05Next.js staff app

Technology

  • Next.js
  • Node.js
  • PostgreSQL
  • FHIR
  • HL7 v2
  • X12 270/271
  • OCR
  • LLMs
  • AWS

AI integration

Inbound faxes are classified and key fields extracted with confidence scores. Staff confirm extracted data against the source image before anything is written to the chart.

Workflow

  1. Referral fax arrives
  2. Classified and extracted
  3. Patient pre-registered
  4. Eligibility checked
  5. Scheduler confirms and books
  6. Confirmation + intake link sent

Result

  • [METRIC TO CONFIRM] less time per new-patient referral
  • Eligibility checked before every visit
  • One task queue instead of four inboxes

Technical highlights

  • Bi-directional EHR sync with conflict handling
  • Human confirmation gate on extracted data
  • Role-based access and audit logging throughout

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