Workflow Prototype · Illustrative Data

Explore a pre-visit intelligence workflow.

This prototype illustrates pre-visit briefs, note search, and follow-up views using sample data. It is not a verified production EHR integration; clinical use would require deployment-specific integration, validation, and review.

  • Security requirements scoped
  • Timeline agreed per engagement
  • Data-flow review before deployment
AI Clinical Insights Pre-Visit Intelligence Brief
Illustrative sample

Since Last Visit

A1C rose from 6.9 to 7.4 in 3 months. Jardiance 10 mg added. No follow-up scheduled.

Active Care Gaps

Diabetic eye exam overdue 14 months. Annual foot exam missing. Flu shot not documented.

Lab Trends

Medications

6 active Rx. No interactions flagged. Metformin + Jardiance combo noted.

The Chart Prep Problem

Physicians are drowning in data but starving for insight.

Critical trends hide across dozens of encounters, care gaps slip through manual workflows, and clinical notes go unsearched. Your EHR has the answers — it just can't tell you.

Review

Chart preparation

Manual review burns time before the visit even starts.

Track

Follow-up visibility

Preventive, lab, and follow-up opportunities fall between clicks.

Find

Information retrieval

More searching, less synthesis, too little time with the patient.

What It Does

Six layers of intelligence, one seamless workflow.

The demonstration brings pre-visit context, care-gap examples, risk views, and note retrieval into one sample workflow.

01

Pre-Visit Brief

AI-generated patient summary appears when you open a chart — changes since last visit, trending labs, medication context, and risk evidence.

02

Natural Language Queries

Ask clinical questions in plain English. The semantic layer translates them into precise, standards-aware data retrieval.

03

Care Gap Detection

Automated alerts for overdue screenings, missing labs, vaccine opportunities, and follow-up failures while there's still time to act.

04

Risk & Trajectory

Patients sorted by urgency and disease direction so you know who needs the longer visit and who is quietly deteriorating.

05

Population Health

Panel-level quality metrics, provider benchmarks, payer mix, and open care gaps — without waiting on manual reporting cycles.

06

Clinical Note Search

Semantic search across notes, discharge summaries, reports, and imaging impressions — with citations, not vague keyword hits.

Pre-Visit Intelligence

Context that reads like a chief-of-staff note.

When a physician opens the chart, the AI brief is already waiting — synthesizing what changed, what's overdue, and what needs attention so the visit starts with clarity, not chart-diving.

AI Clinical Insights Pre-Visit Intelligence Brief
Illustrative sample

Since Last Visit

A1C rose from 6.9 to 7.4 in 3 months. Jardiance 10 mg added. No follow-up scheduled.

Active Care Gaps

Diabetic eye exam overdue 14 months. Annual foot exam missing. Flu shot not documented.

Lab Trends

Medications

6 active Rx. No interactions flagged. Metformin + Jardiance combo noted.

  • AI-generated narrative of changes since last visit
  • Active care gaps surfaced at the point of care
  • Trending lab values with directional indicators
  • Medication flags: interactions, polypharmacy, changes
  • Risk tier displayed with supporting evidence
  • Example feedback controls for clinician review

Ask Your Data Anything

Plain language in, precise answers out.

The system translates physician questions into database queries using LOINC, ICD-10, RxNorm, CPT, and CVX mappings. No codes to memorize — just ask the way you think.

Selected Query

Show me diabetic patients with A1C above 7

Identifies the diabetic cohort, applies the most recent A1C observation, and returns patients who need glycemic follow-up first.

Semantic Translation ICD-10 E11% + LOINC 4548-4 > 7.0
ICD-10 LOINC 4548-4 Most recent result

Care Gap Detection

Automated alerts before opportunities slip through.

The system continuously evaluates screening schedules, lab monitoring windows, immunization timelines, and referral follow-ups — flagging gaps while there's still time to act.

Screening

Diabetic patient overdue for retinal eye exam — 12+ months since last screening

Lab

Metformin user without BMP in 12 months — renal function monitoring overdue

Immunization

Annual flu shot not administered this season — patient eligible for outreach

Follow-up

Post-procedure referral with no follow-up encounter documented

Care-gap views can support quality-measure review. Definitions, reporting requirements, and any reimbursement implications need to be assessed for the specific program and practice.

Risk Stratification

Prioritize your panel before it becomes an emergency.

Helps physicians know who needs a longer visit and catch decompensation before it becomes an emergency.

Critical

Acute deterioration, emergency indicators

High Risk

Multiple uncontrolled conditions, significant gaps

Moderate

1–2 uncontrolled conditions or minor gaps

Low Risk

Controlled, current on screenings

Chronic Disease Trajectory

Beyond static risk scores — track how each patient's conditions evolve over time.

↓

Improving

A1C trending down, BP at goal

→

Stable

Conditions controlled, on maintenance

↑

Deteriorating

Key metrics worsening, needs intervention

Nothing Gets Missed

Follow-up integrity and immunization forecasting.

Cross-references care plans and referrals against subsequent encounters to find patients falling through the cracks.

→ Referral ordered — Did the specialist visit happen?
→ Lab ordered — Were results received and reviewed?
→ Care plan created — Are milestones being met?
→ Post-procedure follow-up — Was it scheduled and completed?

Immunization Forecasting

Next 30 days 12 patients: Flu · 4 patients: Pneumovax
30–60 days 8 patients: Shingrix dose 2 · 3 patients: Tdap
40–60 days 6 patients: Hep B series · 2 patients: HPV

Population Health Dashboard · Illustrative Data

From room-by-room insights to panel-level control.

Quality measures, provider comparisons, payer visibility, and cohort slicing — from static reports to daily operating intelligence.

68% Diabetic A1C < 7.0% ↑ 4% vs Q3
72% HTN at BP Goal ↑ 2% vs Q3
54% Flu Shot Compliance Season in progress
127 Open Care Gaps ↓ 31 from last month

Quality by Provider

Compare panel performance across your practice — identify coaching opportunities and best practices.

Payer Mix Analysis

Visit volume and revenue trends by insurance type from encounter data.

Cohort Filtering

Slice by condition, medication, risk tier, provider, date range — any combination.

Clinical Note Search

Search your entire panel's clinical documentation.

Semantic search across notes, reports, imaging conclusions, and discharge summaries — with citations instead of vague keyword hits.

1

Chunk & Redact

Clinical notes are split into passages and PII is automatically scrubbed.

2

Index

Passages are embedded using hybrid vector + keyword search.

3

Ask

Physicians ask a natural language question about any patient or topic.

4

Retrieve

Relevant passages returned with visit dates, authors, and citations.

  • Which patients have I discussed bariatric surgery with?
  • Find notes mentioning GLP-1 agonist side effects
  • Patients with imaging showing pulmonary nodules
  • Documentation of patient-reported falls in the past 6 months
  • Notes where I recommended sleep study referral

Security Design Considerations

Security is the foundation, not an afterthought.

Data flows, permissions, retention, and applicable obligations must be reviewed for the specific deployment before patient data is used.

PHI Segregation

Review whether patient identifiers should be held separately from analytics data, with access limited by role and purpose.

Dynamic Data Masking

Define and test masking rules for sensitive fields such as names, dates of birth, contact details, and identifiers.

Role-Based Access

Define roles and permitted patient or cohort access, then test those boundaries against the deployment requirements.

AI Inside the Boundary

Review model-processing locations and data transfers. Confirm permitted services and contractual requirements before configuring inference.

Full Audit Trail

Agree on audit-log coverage, retention, and review procedures, and test that relevant access events are captured.

PII Auto-Redaction

Evaluate identifier removal before indexing and test for residual sensitive information.

Implementation

Staged, concrete, and fast.

An illustrative eight-week plan. Actual scope and timing depend on data readiness, integrations, validation, and required reviews.

1

Weeks 1–2

Data warehouse + FHIR integration

2

Weeks 3–4

AI intelligence layer + semantic model

3

Weeks 5–6

EHR embedding + physician UAT

4

Weeks 7–8

Compliance review + go-live

~60 days

Illustrative planning estimate; timing agreed per engagement

Ready to Transform Your Practice?

See what your EHR already knows but can't tell you.

Discuss the prototype, your clinical workflow requirements, and the evidence needed before any production implementation.