Unified care management platform

Solution

Leveraging our expertise, particularly within our Healthcare Center of Excellence, Itransition helped the customer design and develop a unified care management platform. The resulting solution was designed as a B2B platform, enabling care providers to manage patients, staff, schedules, and visits through a centralized portal.

Built using .NET and React and hosted in Microsoft Azure, the platform was designed with scalability in mind to support the adopters’ future growth and seamless integration with other care providers. The platform features a scalable, multi-tenant architecture that ensures data segregation by assigning a dedicated database to each care provider. It also includes automated onboarding workflows, enabling care providers to get started quickly, and allows adopters to customize a wide range of platform settings to suit their specific needs.

Platform foundation

The solution’s core functionality was built using Itransition’s own telehealth and care management platform, which offers comprehensive care management functionality alongside advanced security features.

*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 healthcare automation platform we used had a pre-built user interface, which eliminated the need to develop the portal from scratch and covered several essential functionalities. While some UI customization was still necessary to meet specific customer requirements, the process was significantly simplified. 

The key features covered by our healthcare automation platform included:

• Authorization and authentication, including multi-factor authentication
• Calendar management (event creation and administration)
• Real-time system notifications
• User and profile management
• Audit logging
• File management
• Messaging

The utilization of the healthcare automation platform significantly accelerated the project’s development, reduced costs, and allowed the team to deliver core functionality rapidly and within budget while better focusing on custom development activities.

Functional modules

Visit management

• Care visit management with flexible calendar views (daily, weekly, monthly, quarterly) along with the possibility to view patients’ and certain employees’ schedules or overall staff availability. 
• Generation of smart, optimized caregiver schedules representing a set of grouped visits within a working day based on the caregiver’s availability, qualifications, and geolocation as well as patient needs and preferences
• Patient and caregiver absence management, including last-minute cancellations and unplanned absences
• Multi-criteria caregiver assignment to visits based on availability, qualifications, continuity of care, exclusions (by patients or staff), patient-specific preferences (e.g., gender, language), etc.
• Mileage calculation for caregiver routes
• Customer visit geolocation (Google Maps integration)

Care management

• Patient profile management
• Patient assessment management
• Care service agreement management
• Care plan management
• Care tasks management (domestic, personal care, medical assistance, etc.)
• Medication list and intake management
• Rehabilitation goals definition and tracking, care quality monitoring, and outcomes management
• Patient exclusions management
• Support for medication administration records (MAR charts) with color-coded indicators
• Body map annotation capabilities for medical procedures or incident reporting
• Residential care facilities support: management of residents, shifts, and schedules
• Alerts and concerns management

Care worker management

• Employee onboarding and categorization (e.g., care worker, coordinator, office employee, etc.)
• Care worker contract management
• Qualification validation and tracking
• Training task management
• Availability management
• Time and attendance management, including visit verification, duration of provided care, factual address allocation and alerts on location mismatch, and time logs management
• Family portal for patient relatives to view visit schedules and monitor completed care tasks

Payroll & invoicing management

• Payment processing
• Care billing management
• Payroll calculation
• Pay, charge, and wage rates management, including support for variable rates (e.g. day and night shifts)
• Invoice and wage sheets generation

Reporting & analytics

• Care reports management
• Pre-defined reports (clients, incidents, training, visit data, staff check-in/check-out, mileage, and more)
• Custom report builder
• KPI tracker dashboard
• In-platform visualization and report export to different file formats

Communication & messaging 

• Internal messaging with file transfer support (import of images, documents, videos, etc.)
• SMS and emails sending (Twilio and SendGrid integrations)
• Push notifications to mobile phones/web platforms (Firebase integration)

System configuration

• Customizable tags, contact types, and task templates
• Branch and area segmentation for multi-region care providers
• Compliance templates and policy management
• User and user access management
• Authorization and authentication management
• Activity tracking and audit logs

Mobile app for caregivers

To support caregivers in delivering efficient, high-quality care, we developed a user-friendly mobile application. Built as a cross-platform app with support for both iOS and Android, it empowers caregivers to manage their daily responsibilities seamlessly while on the move.

The mobile app enables caregivers to perform essential tasks anytime, anywhere, including:

• Viewing schedules and visit details, along with associated task lists
• GPS-enabled check-in and check-out for accurate caregiver location tracking and visit time verification
• Task completion tracking in real time
• Incident reporting directly from the patient’s home

The platform’s regulatory compliance

Given the critical importance of data protection and system security in the healthcare sector, we needed to ensure that the platform complied with the requirements of the Cyber Essentials standard, a UK government-backed framework designed to help organizations protect against common cyber threats.

To ensure the platform met the requirements of both Cyber Essentials and Cyber Essentials Plus certifications, we followed a two-stage compliance process. First, we helped the customer complete a detailed self-assessment questionnaire, verifying that key security controls were in place, such as secure system configurations, access restrictions, malware protection, and timely software updates. This allowed us to establish a strong foundation of security practices. In the second phase, the platform underwent an independent technical assessment to achieve Cyber Essentials Plus certification. This involved hands-on testing of the developed system, including vulnerability scans and real-world simulations to validate the effectiveness of our protection measures. Special attention was given to securing remote access and safeguarding sensitive healthcare data. Successfully completing both levels of certification reinforced the platform’s credibility and ensured it met the cybersecurity expectations of care providers and regulators alike.