HIPAA • Multilingual • PCC-Ready

Referral OCR + SBAR Summarizer + PointClickCare Integration

Digitize referral packets, extract key clinical & payer data, generate a one-page SBAR, and automate downstream tasks across Admissions, Benefits/Auth, Billing, and Case Management. Works standalone or integrated with PCC (SMART on FHIR + Marketplace partner APIs).

Designed for an 8th-grade UX with large controls and language packs (EN/AR/RU/TL/HY).

What We Deliver

A secure, multilingual, “dummy-proof” referral intake system with OCR, classification & field extraction, SBAR summaries, decisioning, and optional PCC read/write—without blocking clinical flow.

Clinical Intake & SBAR

Preprocess, OCR, classify, and extract referral data. Generate a 1-page SBAR (Situation/Background/Assessment/Recommendation) with payer/auth highlights and missing-docs checklist.

Automation & Tasks

One-click decisions (Accept / Pending / Need Info / Decline / Assess) with templated replies, auto-filing, Admission Agreement workflow, escalations, and finance boards.

PCC Integration

SMART on FHIR read for patient/coverage lookup; Marketplace partner APIs for write-back (resident create, attachment upload, tasks/notes) via an idempotent Outbox.

SBAR Snapshot (illustrative)

Dx: CHF, CKD3 Skilled: IV Abx • PT Auth Needed
Situation

85 y/o male admitted 08-22-2025 for CHF exacerbation; stable on IV ceftriaxone; requires SNF placement.

Assessment

Vitals stable, O2 2L NC; labs improving; mobility: Min Assist; skin: Stage 1 sacrum.

Payer/Auth

Payer: MediGold HMO • Coverage active • Auth required
LOS est. 12 days • Next review in 48h

Finance Board (illustrative)

Authorizations

12 pending • 3 expiring

Claims & Denials

86 submitted • 5 denials • 14 underpayments

Architecture

Capture ➜ Preprocess ➜ OCR ➜ Classify/Extract ➜ SBAR ➜ Decisioning ➜ Messaging/Auto-File ➜ Tasks/Finance ➜ Analytics. PCC integration is non-blocking via an idempotent Outbox.

Ingestion & OCR AI/Rules & Workflows Integrations & Storage Capture Fax • Direct • Upload Preprocess deskew • denoise • split OCR PDF + JSON + coords Classify & Extract clinical + finance SBAR 1-page summary Decisioning & Messaging Accept/Pending/Need Info/Decline Admission Agreement tasking • upload • mark-signed Finance Boards auth • claims • denials PCC SMART on FHIR read: patient, coverage Marketplace APIs (Write) resident • docs • tasks/notes (Outbox) Storage: S3-compatible • PostgreSQL • Redis • Audit • Backups

Tech Stack

Backend: TypeScript/NestJS or Python/FastAPI • DB: PostgreSQL • Queues/Cache: Redis • Object Storage: S3 • OCR: HIPAA-eligible or self-hosted • LLM: HIPAA-eligible with BAA • Identity: OIDC/SAML + MFA • Observability: metrics/tracing/logs.

Data Model (summary)

users, roles, patients, referral_cases, clinical_snapshot, skilled_needs, authorizations, claims, payments, tasks, alerts, attachments, sync_state, contacts, policies, rotations, audit_log.

API Surface (sketch)

/ingest, /ocr, /classify, /extract, /cases, /cases/{id}/summarize, /decision, /message, /confirm_admission, /tasks, /contacts/resolve, /finance, /pcc/match, /pcc/resident, /pcc/resident/{id}/documents

Phased Delivery

Each phase ships independently with UAT scripts and immutably logged audit trails. Financial/pricing is intentionally omitted here—this page is technical.

Phase 0 Platform & Security

RBAC, MFA, audit, facilities, language packs, environments.

Phase 1 Clinical Intake

Capture ➜ OCR ➜ classify/extract ➜ SBAR ➜ decision console.

Phase 2 Admission Agreement

Auto-tasking; upload & mark-signed; reminders and escalations.

Phase 3 PCC Read (FHIR)

Patient/Coverage lookup and enrichment via SMART on FHIR.

Phase 4 Assessment Contact Resolver

Policies, rotations, on-call logic; widget injection; escalations.

Phase 5 Business Office & CM

Auth lifecycle, claims, denials/appeals, overdue/underpay flags.

Phase 6 PCC Write

Resident create, document upload, tasks/notes via Outbox.

Phase 7 Hardening & Go-Live

Pen test, DR drills, SOPs, training, KPI dashboards.

Acceptance

Per-phase UAT: 12-page referral ➜ SBAR; Accept ➜ Admission Agreement task; Assess ➜ contact widget; OCR Auth ➜ extension task; Claim submit ➜ status; Denial ➜ appeal; PCC write ➜ resident/docs; retries idempotent.

Availability

Prod SLO ≥ 99.9%; outbox retries for third-party outages; never block clinical flow; immutable audit.

Expected Outcomes

≥ 50% faster decisions in 60 days; ≥ 90% SBAR coverage; ≥ 30% fewer auth/claim delays; ≥ 95% Admission Agreement completion post-admit.

Security, Privacy & Resilience

HIPAA safeguards with zero model training on PHI, strict retention, and business-associate agreements for any vendors involved.

Identity

SSO (OIDC/SAML), MFA, role-based permissions, least privilege, environment isolation.

Encryption

TLS 1.2+ in transit, AES-256 at rest (DB & objects), envelope keys, periodic rotation.

Audit & Retention

Immutable audit for access/decisions; configurable data retention (e.g., 7–10 years) and legal holds.

DR & Backups

Daily encrypted backups, quarterly DR testing, observability on OCR latency & automation SLAs.

PCC Integration Modes

Choose the path that matches your environment. Integration is non-blocking and retried via an idempotent Outbox.

Operate Independently

Use the platform without EHR write-back. All artifacts (PDFs, SBAR, messages) are retained internally. Export on demand.

SMART on FHIR

Lookup patient and coverage, enrich SBAR with demographics and payer details. No write-backs performed.

Marketplace Write-Back

Create residents/preadmissions, upload documents (SBAR, facesheet, auth letters), and create tasks/notes—reliably, with idempotent retries.

Technical FAQ

Answers to common implementation questions.

How do you handle low-quality fax scans?

Aggressive preprocessing (deskew, denoise, dewarp), multi-pass OCR, and confidence thresholds. Low-confidence fields surface for human review before messaging/write-back.

Where does PHI live and how is it secured?

PHI resides in a dedicated VPC with S3-compatible object storage and encrypted PostgreSQL. All access is audited; no PHI is logged to plaintext. LLMs are configured with BAAs and zero-retention.

What if PCC or third-party services are down?

The Outbox persists events with idempotency keys and retries with backoff. Clinical and intake workflows continue uninterrupted; queued writes occur when services recover.

Can we customize templates and languages?

Yes. Message templates and UI strings are versioned and localizable (EN/AR/RU/TL/HY). Role-based permissions control who can publish updates.

Contact Us

Reach out directly—no form needed.