Unified care management platform development

The customer was looking to address their care management tools fragmentation and help other care providers facing similar challenges. We delivered an all-in-one SaaS solution that streamlines visit, healthcare, worker, and payroll management while ensuring easy scaling and configurability by end-users.

6 months

from the project’s start to the first release

End-to-end unification

of care management, financial, and administrative workflows

Zero process disruptions

during the new solution’s adoption

Unified care management platform

All technologies used

.NET React Microsoft Azure

Engagement model

Full project outsourcing

About the customer

Our customer is a UK-based company that specializes in care management services and has extensive experience in care delivery.

Industry

Healthcare
Software & Hi-tech

Location

UK

Company type

Private

Size

SMB

The challenge

To manage their administrative workflows and care and financial management operations, the customer used multiple disconnected tools that didn’t provide the required efficiency and advanced scheduling functionality. Confirming that no existing platform could fully meet their needs—a common industry challenge—they decided to create an all-in-one solution to streamline workflows for their own care workers and potentially benefit other companies in the sector. The company also prioritized making the solution cost-effective and quick to deploy.

The solution

At a glance

Itransition delivered a unified care management solution that offers full integration of the customer’s workflows, optimizing visit planning and scheduling, administrative tasks, and financial operations.

Platform tech stack & architecture

Developed with .NET and React and hosted on Microsoft Azure, the platform features a scalable, multi-tenant architecture and dedicated databases to ensure care providers’ data segregation and support their future growth. The platform also provides automated onboarding, enabling care providers to get started quickly and customize a wide range of platform settings to meet their needs.

Platform foundation

The solution was built on the Itransition Healthcare Platform that provided comprehensive functionality, advanced security features, and a pre-built user interface and required minimal customization, which accelerated the project’s development and reduced costs.

The features covered by the healthcare automation platform included:

  • Authorization and authentication, including multi-factor authentication
  • Calendar management
  • Real-time system notifications
  • User and profile management
  • Audit logging
  • File management
  • Messaging
Functional modules
  • Visit management
    The platform supports end-to-and care visit management through flexible calendars, smart and multi-criteria caregiver assignment, patient and caregiver absence handling, mileage calculation for caregiver routes, and geolocation tracking.
  • Care management
    The platform enables efficient coordination of patient care with a family portal for patient relatives and features for managing patient profiles, assessments, care plans, tasks, medications, rehabilitation goals, exclusions, MAR charts, body map annotations, alerts, and residential care scheduling.
  • Care worker management
    The system enables full-cycle workforce management, including onboarding, contract management, qualification validation and tracking, training, availability, and attendance tracking.
  • Payroll & invoicing management
    The platform handles payment processing, care billing, payroll calculation, variable pay rates management, and invoice and wage sheet generation.
  • Reporting & analytics
    The platform offers care report management with pre-defined reports and custom report builder, KPI dashboards, and in-platform visualization and report export capabilities.
  • Communication & messaging
    The system provides various communication tools and features, including messaging, file sharing, SMS/email, and push notifications.
System configuration capabilities

The system enables tags, contact types, and task templates customization, multi-region care management, compliance and policy management, user authorization, and activity tracking and audit logging.

Mobile app for caregivers

We developed a user-friendly cross-platform application that empowers caregivers to manage their daily tasks on the go, including viewing their schedules and patient visit details, GPS-based visit check-in and check-out and location verification, tracking task completion, and reporting incidents from the patient’s home.

Platform regulatory compliance

To ensure the platform met the requirements of Cyber Essentials and Cyber Essentials Plus certifications, UK government-backed frameworks helping organizations protect against common cyber threats, we followed a two-stage process. First, we helped the customer complete self-assessment to verify that key security controls were in place, such as secure system configurations, access restrictions, malware protection, and regular updates. Next, we provided support during the platform’s independent technical assessment to achieve Cyber Essentials Plus certification. These certifications strengthened the platform’s credibility and ensured it met the cybersecurity expectations of care providers and regulators.

Dashboard

Dashboard

MAR chart

MAR chart

*Disclaimer: According to the Non-Disclosure Agreement that we signed with our customer, we cannot reveal the screenshots of the real system. Hereinafter, we provide some similar screenshots created to offer the reader an idea of the solution we developed.

The outcome

We delivered a SaaS care management solution using Itransition’s proprietary healthcare automation platform, which helped save $100,000+ in development costs and accelerate time to market by 30%. The delivered solution allowed the customer to:

01

Achieve up to 20% reduction in missed appointments

02

Improve caregiver-patient matching due to smart visit scheduling

03

Accomplish +15% client retention within one year

04

Onboard 3 care providers right after platform launch

Additionally, the use of Itransition’s proprietary healthcare automation platform allowed the customer to:

01

Save $100,000+ of development costs

02

Cut 30% of time-to-market