Turn medical records into safe, patient-friendly summaries

Splits large medical record files into pages, removes private details, and delivers a plain-English summary to patients securely.

How the work actually flows

It branches. Any that apply are taken; runs once per each page of record.

Pattern: Multiple Instances without Synchronization (12) · Multi-Choice (6) · Transient Trigger (23)

flowchart TD trig>"medical record file received"]:::trig s0[["Split record into pages"]]:::mi s1["Classify each page type"]:::task s2["Scrub private details"]:::task s3["AI rewrites plain English"]:::task s4["Reassemble and store record"]:::task trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 s3 --> s4 gx{"○ how to alert recipient"}:::gate s4 --> gx p00["Send email alert"]:::task gx -->|"Email"| p00 p10["Send text alert"]:::task gx -->|"Text"| p10 p00 --> out p10 --> out out[/"secure plain-English patient summary"/]:::out pay{{"patients understand records safely"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemAny that applyResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsVoice & PhoneEmail AutomationDocument Processing & OCRSpreadsheet & Database OpsReporting & AnalyticsFile & Cloud Storage
Connects
OpenAIGoogle DrivePostgreSQLTwilio
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The problem it solves

Long medical record exports are dense, hard for patients to read, and risky to share as-is because they contain sensitive details that shouldn't reach a patient portal. Manually reviewing and redacting hundreds of pages before sharing them is slow and error-prone, and one missed detail can mean a real privacy breach. You need a way to turn a clinical file into something a patient can actually understand without exposing information that shouldn't be there.

Who it fits

A healthcare practice or clinic that needs to share large medical records with patients safely and in plain language.

How it works

  1. Receives a full medical record file and splits it into individual pages
  2. Identifies what each page is: labs, prescriptions, imaging, or clinical notes
  3. Scrubs private details like patient identifiers and provider-only notes from every page
  4. AI rewrites the clinical language into plain English and flags any critical results
  5. Reassembles the clean pages, stores the record securely, and alerts the provider or patient by email or text
What you get

Records patients can actually read safely

Your patients receive a private, plain-English version of their medical records with sensitive details removed and critical results flagged.

What you get

A secure, patient-friendly summary of the medical record, stored safely with a full record of what was changed.

What you need

An OpenAI API key, a Google Drive account, a PostgreSQL database, and a Twilio account for text alerts.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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