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Platform

One workflow, end to end.

From chart ingest to signed recommendation bundle to invoiced billable hour — with PHI safety enforced in code at every step.

  1. Step 01

    Chart ingest

    Upload facility charts in common formats. Data stays within your tenant boundary with a full audit trail.

  2. Step 02

    PHI de-identification

    Resident identifiers are removed before any AI-assisted step. Every de-identification event is logged.

  3. Step 03

    Clinical engine + AI synthesis

    Evidence-cited clinical flags fire first. AI helps draft recommendations — clinical facts are never extracted by the model.

  4. Step 04

    Bundle render

    Professional recommendation bundles with citations and facility-level summaries, ready for medical director review.

  5. Step 05

    Adobe Sign workflow

    Embedded signing for medical director sign-off. Status updates automatically when signing completes.

  6. Step 06

    QBO invoice draft

    Draft invoices from time entries and completed bundles. Billing metadata stays facility-level — no PHI on line items.

  7. Step 07

    Calendar + reminders

    Sync review deadlines with Google or Outlook. License and filing reminders keep compliance on schedule.

Built for healthcare

Compliance and clinical rigor, by design.

Multi-tenant isolation, encryption at rest and in transit, and HIPAA-aligned controls are part of the product — not an afterthought.

  • Tenant-scoped data with role-based access
  • De-identified AI prompts — no LLM extraction of clinical facts
  • Adobe Sign for embedded medical director sign-off
  • Opt-in email and SMS reminders
  • QuickBooks Online invoice drafting
  • Append-only audit log with long-term retention
What you get
Chart reviewIngest → flag → pharmacist decision
RecommendationsEvidence-cited, auditable bundles
Sign-offEmbedded e-signature workflow
BillingTime tracking + invoice drafts
ComplianceAudit trail on every action
IntegrationsAdobe Sign · QBO · calendar sync