Every proposal has a source.
Keep the relevant documentation and rule behind a proposed decision visible to the reviewer.
TRUST & INTEGRATIONSFit the workflow.
Fit the workflow.
Respect the boundary.
Systems remain authoritative. Access, data handling and action permissions are assessed for each practice before a live pilot.
CONNECTIVITY STRATEGY
Read, draft, write and release are separate permissions.
| Route | Intended use | Boundary |
|---|---|---|
| Supported APIs / FHIR | Approved clinical and document access | Read access does not establish billing writes, claim submission or remittance access. |
| Permitted browser workflows | Approved portal tasks where interfaces are insufficient | Requires authorized credentials, session/MFA stops, duplicate prevention and monitored recovery. |
No universal EHR compatibility or live connection to every vendor is claimed. A verified system-by-system connection matrix is required before publishing named integrations.
ENGINEERED SAFEGUARDSEVIDENCE RULES ACCOUNTABILITY
Evidence, identity and human authority.
Logic you can trace.
Identify the rule, source and date used. Explicit checks constrain model-assisted interpretation.
Uncertainty becomes work.
Missing evidence and unresolved decisions go to a qualified person or stop before action.
Repository engineering describes clinic-bound provenance, source identity checks, constrained credentials, separate storage and explicit access/session stops. Controls must be verified in the actual deployment.
BEFORE PHI ONBOARDING
Verify the actual deployment.
- Applicable executed BAAs and a reviewed data flow / subprocessor inventory
- Least privilege, MFA, encryption and tested access boundaries
- Audit logging, retention and deletion rules
- Incident-response ownership and subcontractor responsibilities
- Approved model-use boundaries and no unapproved secondary use
These are onboarding requirements, not claims of completed contracts or certification. No SOC 2, HITRUST or HIPAA certification is asserted.
A measured beginningChoose one workflow.
Choose one workflow.
Establish the evidence. Measure the result.
Start with your practice’s real bottleneck and a clearly defined pilot.
Request a workflow assessment →