8 templates in this category, each with its compliance scope, included features and target platforms. Open any template to preview the screens and BAA documentation before you build.
Workers' compensation case management: a claim pipeline (reported → accepted/denied → treating → modified-duty → full-duty → closed), physician work restrictions that drive an evidence-informed return-to-work status and duration estimate, return-to-work plans, treatment authorizations and a case-note record. Worker portal + RBAC console (case manager / occupational physician / claims adjuster / coordinator / admin). Estimates are planning aids, not disability determinations.
- Claim pipeline
- Work restrictions
- Return-to-work plan
- Duration estimate
- Treatment authorizations
- Case notes
17 screens included
Public: Home (Workers' comp & return-to-work hero) · How it works (From injury to full duty) · Worker sign in (Injured-worker sign-in) · Create account (Worker signup)
Case console: Case team sign in (RBAC staff sign-in (5 roles)) · Claim board (Claims by status, overdue first) · Claim detail (Decision, restrictions, RTW, auths, notes (RBAC)) · Analytics (Status mix, work status, overdue) · Audit log (Immutable audit (admin))
Worker: My claim (Claim track, work status, plan) · Work status (Restrictions + recovery estimate) · Return-to-work (RTW plan + authorizations) · Documents & consents (Claim docs e-sign) · Messages (Secure case-manager messaging)
Legal: Privacy (Privacy & HIPAA notice) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: messaging, e-signature. Built for: patients, providers.
Rota gives the scheduling office and the floor the same live view. Schedulers build the weekly roster on a unit×day grid that flags any block under its coverage target the moment it appears, post or directly assign open shifts, and approve swaps and time-off in one click. Staff sign in to see their week, pick up open shifts that match their role, request swaps, and book time off — with on-call and weekly-hours tracking so nobody goes over their cap by accident. Two roles, one source of truth, every action audit-logged.
- Unit×day roster grid with per-block coverage targets
- Live coverage-gap detection
- Open-shift pool: post, assign, or pick up
- Shift swaps with one-click approval
- Time-off (PTO / sick / unavailable) workflow
- On-call cover + weekly-hours tracking
- Staff onboarding + notifications inbox
- Payroll run — overtime calculation + CSV export
- Workforce analytics — coverage, overtime & utilization by unit
- AI shift assistant — auto-generate rosters & flag shortages
- Multi-location management
- Immutable audit trail
- Staff wellbeing check-in
8 screens included
Public: Home (Ops-console hero + live roster preview) · How it works (From empty grid to a covered week) · Sign in (Staff / scheduler role toggle)
Staff: My roster (My week, open shifts, swaps, time off)
Scheduler: Scheduler console (Coverage gaps, roster grid, approvals + audit)
Legal: Privacy (Privacy & HIPAA notice) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: Twilio SMS, SendGrid, ADP, Workday. Built for: clinicians, admins.
Provider credentialing & enrollment: a provider roster with rule-based readiness rollups (credentialed / pending / lapsed), credential expiry tracking, primary-source verification (recorded with source + date), payer enrollment tracking, and a committee credentialing decision. Readiness + expiry are deterministic; live CAQH / NPDB / OIG primary-source sync is a production integration, disclosed not simulated. RBAC console (credentialing specialist / medical director / admin), NCQA-aligned workflow.
- Primary-source verification
- Expirables tracking
- Payer enrollment
- Committee workflow
- Training & competency
11 screens included
Public: Home (Credentialing hero + readiness seal) · How it works (One record of truth per provider)
Console: Console sign in (RBAC staff sign-in (3 roles)) · Roster (Providers with readiness rollups, at-risk first) · Provider detail (Credentials, verify, enrollment, committee (RBAC)) · Expirables (Expiring/expired credentials across roster) · Analytics (Readiness + enrollment mix) · Audit log (Immutable audit (admin))
Legal: Privacy (Privacy & HIPAA notice) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: CAQH, NPDB. Built for: admins, providers.
Atrium gives ward staff and the patient-flow office the same real-time bed board. Beds across every ward are colour-coded by status — occupied, available, cleaning, blocked, reserved — with the patient, acuity and isolation status at a glance. ED, transfers and direct admits file a bed request; the flow office matches it to an open bed and admits the patient in one step. Discharges free the bed and flag it for turnover, EVS marks it ready, and transfers move patients without losing the trail. Census and occupancy are computed from the board itself — never a stale spreadsheet — and every placement, discharge and transfer is audit-logged.
- Live bed board grouped by ward
- Census & occupancy, computed live
- Bed-request intake (ED / transfer / direct / PACU)
- One-step placement → admit
- Discharge → EVS turnover flow
- Patient transfers between beds/wards
- Isolation-capable beds + acuity-aware
- Immutable audit trail
8 screens included
Public: Home (Command-board hero + live bed-board preview) · How it works (From request to ready bed) · Sign in (Ward staff / flow office role toggle)
Staff: My ward (Ward bed board, turnover, bed requests)
Flow office: Flow office (Census, board, placement, discharge/transfer + audit)
Legal: Privacy (Privacy & HIPAA notice) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: FHIR R4, HL7 v2, Twilio SMS, SendGrid. Built for: admins, clinicians.
Conduit is the operating console for inter-provider referrals. The referring provider picks a patient from their roster, picks a specialist from the directory (filtered by specialty and accepting status), writes the reason and priority, and the referral enters a five-stage pipeline: sent → accepted → scheduled → completed → closed. The specialist's queue shows every incoming referral and exposes one-tap accept / decline (with reason) / schedule / complete. Completing a visit forces the specialist to draft a loop-closure report (impression + plan + medications-started + follow-up disposition), which sits in the referrer's inbox until they acknowledge it — only then does the referral reach the 'closed' stage. Both sides exchange threaded secure messages tied to the referral and attach documents (referral letter, prior labs, imaging) to the record. The referral-coordinator console aggregates live metrics: total, open, closed-this-month, loop-closure rate, average days to close, distribution by status / priority / specialty, plus a full audit feed. Designed for hospital networks and ACOs that lose money and quality scores to referral leakage.
- Five-stage pipeline: sent → accepted → scheduled → completed → closed (+ declined / cancelled side branches)
- Three-step create: pick patient → pick specialist (specialty + accepting filter) → reason + priority + summary
- Specialist accept / decline (with reason) / schedule / complete actions on the same record
- Loop-closure report as a first-class artifact: impression, plan, medications-started, follow-up disposition
- Loop only closes once the referrer acknowledges the report (closed-by-construction)
- Threaded secure messaging tied to the referral; both sides see the same thread
- Document attachments versioned to the referral record (no out-of-band email)
- Specialist directory: filter by specialty + accepting + open-referrals load
- Admin console: overview metrics, all referrals, specialists, specialties, immutable audit
12 screens included
Public: Home (Pipeline hero with a live referral preview) · How it works (Five stages from sent to closed, end to end) · Referrer sign-in (Referring-provider sign-in (PCP / family / ED)) · Specialist sign-in (Specialist sign-in (cardiology, GI, neuro, etc.)) · Admin sign-in (Referral coordinator sign-in)
Referrer: My referrals (Outgoing tabs: open, awaiting your ack, closed, declined) · New referral (Three-step create flow)
Specialist: My queue (Incoming queue with accept / decline / schedule / complete)
Admin: Admin console (Overview metrics, all referrals, specialists, specialties, audit)
Legal: Privacy (HIPAA Notice of Privacy Practices (incl. Section 1557)) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: FHIR R4 (ServiceRequest + DiagnosticReport + Communication), HL7 v2 REF / RDS, Direct secure email, Twilio SMS, SendGrid. Built for: providers, clinicians, admins.
Operating-room block management: a rooms×days block board with rule-based utilization (used÷allocated), status against a target, release recommendations for chronically underused blocks, shared-robot conflict detection, turnover analytics, and an open-time request queue. All metrics are deterministic arithmetic on the recorded block data — no model. Live anesthesia/EHR case-log feeds and OR scheduling-system write-back are production integrations. A perioperative director releases blocks and grants/denies requests. RBAC console (coordinator / director / admin).
- Block editor
- Utilization analytics
- Case requests
- Robotic conflicts
- Turnover analytics
11 screens included
Public: Home (OR-optimizer hero + utilization card) · How it works (One board for the whole schedule)
Console: Board sign in (RBAC staff sign-in (3 roles)) · Block board (Rooms×days grid, utilization bars, conflicts) · Block detail (Utilization, turnover, robot, release (RBAC)) · Open-time requests (Request queue, grant/deny (director)) · Analytics (Utilization by room + status mix) · Audit log (Immutable audit (admin))
Legal: Privacy (Privacy & HIPAA notice) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: FHIR R4. Built for: admins, providers.
Echo collects patient feedback in 30 seconds — a smiley/star rating, the NPS 0–10 question, and an optional comment, anonymous by default. Responses classify automatically by sentiment, promoters are routed to public reviews, and the experience team gets a live dashboard: NPS, average rating, promoter/passive/detractor split, NPS trend over time, sentiment breakdown, and per-service-line scores. Built for post-visit auto-trigger by SMS/email.
- Smiley + star + NPS 0–10 rating scale
- Anonymous-by-default, 30-second survey
- Automatic sentiment classification
- Public-review routing for promoters
- Real-time NPS / CSAT dashboard
- NPS trend over time
- Service-line & provider breakdown
- Post-visit SMS/email trigger ready
8 screens included
Public: Home (Friendly hero + rating scale) · Survey (Smiley + star + NPS feedback form) · Thank you (Confirmation + review routing) · How it works (The feedback flow)
Admin: Experience dashboard (NPS, trend, sentiment, breakdown)
Legal: Privacy (HIPAA Notice of Privacy Practices) · Terms (Terms of use) · Accessibility (WCAG 2.2 AA statement)
Integrations: Twilio SMS, SendGrid, Google Reviews, Slack. Built for: patients, admins, executives.
Signet captures consent the compliant way. Patients open the exact version of a form in force — HIPAA authorization, telehealth, research, or procedure consent — read the full text, draw their signature, type their legal name, add a witness where required, and affirm intent. Every signature is sealed with a timestamp and IP for 21 CFR Part 11 attribution, bound to its template version, and issued a reference number with a printable receipt. Consents are revocable in writing and never deleted. A compliance console gives staff the signature register, template library, and a tamper-evident audit trail.
- Versioned consent-template library
- Read-before-sign document reader
- E-signature pad + typed legal name
- Witness signatures where required
- 21 CFR Part 11 timestamp + IP attribution
- Signature receipt + print/save-to-PDF
- Revocation in writing — fully tracked
- Compliance console with audit trail
8 screens included
Public: Home (Wax-seal hero + consent library) · Sign a consent (Read the form → e-signature pad + intent) · Receipt (Verified confirmation + reference number) · How it works (Read → sign → seal flow)
Admin: Compliance console (Signatures, templates, and audit trail)
Legal: Privacy (Privacy & HIPAA notice) · Terms (Terms of use) · Accessibility (WCAG 2.1 AA statement)
Integrations: DocuSign, SendGrid, Twilio SMS, Epic / FHIR. Built for: patients, admins, compliances.