Healthcare
Patient intake that respects both clinicians and compliance
A regional health network replaced paper-heavy intake with a secure workflow platform, reducing wait-to-first-contact and giving operations a reliable view of capacity.

Harbour Health Network
Client challenge
Where the work was stuck
- Referral packs arrived by fax, email, and portal, then were re-keyed into clinical and admin systems.
- Patients were asked for the same information more than once, and staff could not see where a file was stuck.
- Leaders lacked a trustworthy picture of intake volume versus available clinics.
- Any automation had to meet privacy, audit, and clinical safety expectations — not just speed.
Solution
Consulting approach and software delivered
- We redesigned intake as a single workflow with identity, consent, and document capture at the front door.
- OCR and validation extracted structured data from referral packs, with clinicians reviewing exceptions rather than every page.
- A staff portal showed queue age, missing artefacts, and clinic capacity without exposing unnecessary clinical detail.
- Infrastructure sat in the client’s cloud tenancy with SSO, logging, and a security review before production traffic.
Results
Outcomes you can put on a board pack
0×
faster patient onboarding
0%
less duplicate data entry
0%
reduction in intake cycle time
Before vs after
The operating picture changed
Before
- Referrals in three inboxes
- Re-keying into clinical systems
- No shared view of queue age
- Audit assembled after the fact
After
- One intake workflow
- Validated data, exception review
- Capacity and SLA on one board
- Audit trail by design
Technology stack
AWSAzure ADPostgreSQLDocument IntelligenceNext.jsTerraform

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