Good morning, Robert

Your executive workspace is ready. Tampa hub activity is within the 12-hour pilot target.

● Systems healthy

Median PA cycle

10.8h

↓ from 4.2 days · target < 12h

Monthly PA volume

38,214

Across 140 payer integrations

PA-tech hours recovered

9,482

This month · 99.8% of target

Appeal clocks at risk

All assigned before 48-hour threshold

◒

Executive ROI & compliance

ROI, malformed X12 278 rate, sign-off defensibility, and one-click compliance packets.

Open executive view →

▥

Operations and staffing

PHI-redacted payer SLAs, weighted workload, queue aging, and breach-risk signals.

Open SLA dashboard →

⚕

Clinical sign-off gate

Authenticated pharmacist review is required before any clinical attestation transmits.

Open review queue →

Role-aware workspace routing

Role	Default landing	Access boundary	Current user
Director of Pharmacy Operations	Executive ROI and Compliance	Aggregated risk, audit, export	Active
PA manager	SLA Operations Dashboard	PHI-redacted by default	15 techs
Pharmacist	Clinical Review Queue	NCCN-cited attestations only	Dr. Pierce
Senior PA tech	Unified PA Inbox	Override and annotation authority	Senior PA Tech

ROLE-BASED WORKSPACE LANDING · /

Role-aware metric cards and route cards
Actions: open executive, SLA, audit, or pharmacist workflows
Navigation: minimum-necessary workspace by role

Unified PA inbox

Batch-and-burst queue prioritized by appeal deadline and exception severity.

38,214 monthly PAs

3 sticky clock warnings require acknowledgement.
PA-24081 has 31h remaining; Meridian Health Plan-OK portal fallback is waiting for operator action.

Case / patient	Payer	X12 278	Denial	Appeal clock	Owner
Patient hash · 7F3A-91C2 · Multiple myeloma	Meridian Health Plan-OK	Fallback queued	Code X17	31h left	Tier-2 PA Tech
Patient hash · 9B1D-04AA · DLBCL	Vantage Health Plan	Accepted	Denied	52h left	Senior PA Tech
Patient hash · 1C88-77FD · Breast cancer	Harborstone Health Plan	Submitted	No denial	6d 4h	Tier-2 PA Tech
Patient hash · 2E90-10B8 · Multiple myeloma	Crestpoint Health Plan MA	Rejected	Review	45h left	Unassigned

UNIFIED PA INBOX · /work/queue

Inline X12, denial, clock, and owner badges
Actions: search, filter, acknowledge, triage, draft
Outcomes: evidence, denial, appeal, transactions, exceptions

Payer portal chain monitor

Sanctioned API and browser-assisted orchestration across 140 payer integrations.

Last refresh 14:36:22

Healthy connectors

136 / 140

97.1% available

API transactions

31,842

CoverMyMeds and Surescripts sanctioned

Browser-assisted

Regional Meridian Health Plan affiliates

Rate-limit events

Token bucket within partner QPS

Connector health and route policy

Payer / chain	Route	Current step	Cases today	Health	Policy
CoverMyMeds	Sanctioned API	X12 278 acknowledgement	8,492	Healthy	No scraping
Surescripts	Sanctioned API	Eligibility context	6,190	Healthy	Partner pattern v2
Vantage Health Plan / Harborstone Health Plan	API + portal	Form validation	9,881	Healthy	mTLS TLS 1.2+
Meridian Health Plan-OK	Browser-assisted	Attach file 2: labs	412	Monitored	Preserve case state

PA-24081 orchestration

14:31:04 EDT

Clinical payload validated

X12 schema 005010X217 · payload hash recorded

14:32:11 EDT

Meridian Health Plan-OK browser-assisted fallback

Sanctioned connector unavailable; session state preserved

14:36:22 EDT

Waiting for PA tech

Portal requested labs as file 2, per payer playbook

Guardrails

Portal-rendered content is treated as untrusted data. Agent tool calls are allowlisted by payer hostname.

mTLS certificate rotation: next in 18 days.
429/403 circuit breakers armed.

PAYER PORTAL CHAIN MONITOR · /work/portal-chains

Connector health, route type, payer policy, case timeline
Actions: refresh, inspect chain, open payer knowledge
Outcome: exception queue when a portal step fails

PA case intake and consent

Import oncology evidence and NCPDP claim context before payer transmission.

Step 1 of 3 · Controlled intake

Just-in-time purpose notice
Chart notes and patient-specific labs are used only to prepare this prior authorization and will be shared with the selected payer recipient. No chart-note content is sent to analytics.

Case details

Patient identifier hash

Requested drug

Diagnosis

Payer recipient

Oncology chart note

NCPDP claim record ID

Recipient consent

Explicit payer-recipient consent is required before PHI is submitted to an external payer portal.

I authorize use of this evidence for prior authorization submission to Meridian Health Plan-OK Medicare Advantage. HIPAA treatment / payment / healthcare-operations authorization documented. Optional product analytics opt-in (de-identified operational events only).

Recipient register includes CoverMyMeds, Surescripts, Vantage Health Plan, Harborstone Health Plan, Crestpoint Health Plan MA, and Meridian Health Plan affiliates.

PA CASE INTAKE AND CONSENT · /work/cases/new

Controlled chart-note import, drug, diagnosis, payer, NCPDP fields
Actions: consent, save, continue to evidence extraction
Outcome: case PA-24081 evidence review

Evidence extraction review

Tecarvumab · Multiple myeloma · Meridian Health Plan-OK Medicare Advantage

Extraction confidence 96%

Evidence check required: payer policy requires documented prior anti-CD38 consideration. Current chart note does not contain this evidence.

Structured clinical criteria

Drug: Tecarvumab
Indication: Relapsed multiple myeloma
Line of therapy: 3rd line
Prior regimens: Lenalidomide; bortezomib
Regimen: Tecarvumab + dexamethasone
Policy match: 4 of 5 criteria

Patient-specific labs

M-protein	1.8 g/dL	Relevant
ANC	1.9 K/uL	Within policy
Creatinine	1.4 mg/dL	Relevant
Prior anti-CD38	Not found	Missing

Payer rationale

Meridian Health Plan-OK policy MM-PA-2024.3 requires relapse after ≥2 prior regimens and supporting disease activity.

Line-of-therapy and disease activity criteria matched.

Source text from chart note

“Patient with relapsed multiple myeloma. Progression after lenalidomide and bortezomib. Initiating daratumumab with dexamethasone. Latest M-protein 1.8 g/dL; ANC 1.9 K/uL.”

Every extracted field is linked to source text and retained in the PHI audit trail.

ONCOLOGY EVIDENCE EXTRACTION REVIEW · /work/cases/:caseId/evidence

Structured criteria, labs, policy rationale, source text
Actions: queue missing evidence or continue to submission
Outcome: X12 composer or exception queue

X12 278 submission composer

Payer-specific versioned request ready for validation.

Validation passed

Transmission profile

Payer: Meridian Health Plan-OK MA
Schema: 005010X217
Route: Browser-assisted fallback
Control number: 00024081
Payload SHA-256: a81c…99e4

Linked NCPDP claim

Record ID: NCPDP-8821047
Pharmacy: Tampa Specialty Pharmacy
Claim status: PA required
Drug / dose: Tecarvumab 1,800 mg

Preflight results

✓ Required loops present

✓ Diagnosis mapped C90.00

✓ Evidence references attached

! Missing anti-CD38 evidence acknowledged

Versioned X12 278 payload

ST*278*00024081*005010X217~ BHT*0007*13*PA-24081*20260824*1436~ HL*1**20*1~ NM1*PR*2*Meridian Health Plan OK*****PI*BCBSOK~ HL*2*1*21*1~ NM1*IL*1*HASHED PATIENT*****MI*7F3A91C2~ UM*AR*I*DARA1800~ HI*ABK:C9000~ CRC*75*Y~ MSG*LINE OF THERAPY: 3RD; PRIOR: LENALIDOMIDE, BORTEZOMIB~ SE*10*00024081~ GE*1*00024081~ IEA*1*00024081~

X12 278 SUBMISSION COMPOSER · /work/cases/:caseId/submission

Versioned payload, evidence map, NCPDP claim, route
Actions: validate, transmit, inspect reconciliation
Outcome: transaction history; attestation gate remains enforced

X12 transaction history

Complete request, acknowledgement, response, and correction chain.

Timestamp	Transaction	Payer	Schema	Outcome	Receipt integrity
Aug 24 · 14:36:22	278 request	Meridian Health Plan-OK MA	005010X217	Submitted	SHA-256 verified
Aug 24 · 14:36:25	999 acknowledgement	Meridian Health Plan-OK MA	005010X231	Accepted	Receipt valid
Aug 24 · 14:37:01	277 response	Meridian Health Plan-OK MA	005010X212	Denied · X17	Receipt valid

Outcome detail

Denial reason: X17 · Prior therapy requirement
Received: 14:37:01 EDT
Affected case: PA-24081
Next state: Denial triage

Integrity receipt

Signed receipt verified against HSM-backed X12 signing key.

receipt_id: RCP-24081-003 payload_hash: a81c7e09…99e4 chain_head: 4f8b1a…7d20 tls: TLSv1.3 / mTLS

X12 TRANSACTION HISTORY · /work/cases/:caseId/transactions

Transaction table and receipt integrity proof
Actions: inspect outcome, open reconciliation, classify denial
Outcome: case state updates inline

NCPDP claim reconciliation

Trace the payer response back to the dispensing claim before downstream billing.

4 of 4 fields matched

Cross-record comparison

Field	NCPDP claim	X12 278 response	Result
Patient identifier	7F3A-91C2	7F3A-91C2	Match
Drug	Tecarvumab	Tecarvumab	Match
Dose	1,800 mg	1,800 mg	Match
Payer	Meridian Health Plan-OK MA	Meridian Health Plan-OK MA	Match

Dispensing claim context

Claim record: NCPDP-8821047
Pharmacy: Tampa Specialty Pharmacy
Submitted: Aug 24, 2026 · 13:58 EDT
Status: PA denied — action required

Reconciliation events

14:37:02

Response matched

No patient, drug, dose, or payer mismatch detected.

14:37:03

Denial exception created

Routed to PA tech with full payer context.

NCPDP CLAIM RECONCILIATION · /work/cases/:caseId/reconciliation

Field-by-field X12 and NCPDP comparison
Actions: inspect claim, continue denial workflow
Outcome: mismatch exception if any field diverges

Denial triage review

One denial, exactly one appeal track, with visible rationale.

Denial reason X17

Denial signal

Meridian Health Plan-OK reason X17: prior therapy requirement
Response received Aug 24 at 14:37 EDT. Confidence in route: 94%.

Matched payer rule: MM-PA-2024.3 · Step therapy
Detected evidence: Lenalidomide and bortezomib documented
Clock: 31 hours remaining

Choose appeal track

Peer-to-peer review

Schedule clinical discussion with payer reviewer.

Medical-necessity letter

Explain clinical need using NCCN and labs.

Formulary exception

Request coverage outside preferred pathway.

Triage rationale

X17 → Medical necessity
Matched because the chart documents progression after two prior regimens and disease activity. Peer-to-peer is reserved for physician discussion codes.

Senior annotation

For Meridian Health Plan-OK, attach labs as file 2, not file 1, or the portal silently rejects the appeal.

DENIAL TRIAGE REVIEW · /work/cases/:caseId/denial

Reason code, matched rule, confidence, rationale
Actions: select exactly one track, confirm, view playbook
Outcome: appeal draft or ambiguous exception

Meridian Health Plan-OK payer knowledge

Shared, attributable operational playbook for senior PA techs.

Portal profile

Integration: Browser-assisted fallback
Portal chain: Meridian Health Plan provider portal → PA forms
QPS limit: 12 requests / minute
Escalation: Meridian Health Plan provider services

Approved interaction pattern

Use the preserved browser session only after the sanctioned connector reports unavailable. Never scrape HTML or retry a failed step without backoff.

Partner terms reviewed

Active users

Senior PA Tech · Senior PA tech

Tier-2 PA Tech · Tier-2 PA tech

Last reviewed Aug 21, 2026

Tribal-knowledge annotations

File-order quirk
Attach patient-specific labs as file 2, after the clinical note. File 1 is reserved for the X12 cover sheet. Portal silently accepts the wrong order but rejects the submission downstream.

Senior PA Tech

Senior PA tech · Aug 21, 2026 · verified by 18 cases

When Meridian Health Plan-OK displays “prior therapy requirement,” route to medical-necessity unless the response includes physician-review scheduling language. Do not label peer-to-peer by default.

Senior annotation

PAYER KNOWLEDGE AND ANNOTATION · /knowledge/payers/:payerId

Attributable payer playbook and approved interaction patterns
Actions: add annotation, inspect escalation guidance
Outcome: knowledge is surfaced before portal interaction

Medical-necessity appeal draft

Agent-generated draft · evidence-first review · 31h appeal clock remaining

31h remaining

NCCN citation auto-validated. Draft references Multiple Myeloma v3.2026, third-line therapy, M-protein 1.8 g/dL, and ANC 1.9 K/uL.

Appeal letter preview

MEDICAL NECESSITY APPEAL Patient: 7F3A-91C2 · Drug: Tecarvumab Dear Meridian Health Plan-OK Medical Director, We request coverage for daratumumab plus dexamethasone for this patient with relapsed multiple myeloma following progression on lenalidomide and bortezomib. The patient's M-protein is 1.8 g/dL and ANC is 1.9 K/uL, supporting active disease and eligibility for the proposed regimen. NCCN Clinical Practice Guidelines in Oncology: Multiple Myeloma, Version 3.2026, supports daratumumab-based therapy in the third-line setting after prior immunomodulator and proteasome inhibitor exposure. The requested therapy is medically necessary because additional delay risks disease progression and loss of treatment opportunity.

Review signals

Appeal track: Medical necessity
NCCN citation: Validated
Line of therapy: 3rd line · matched
Patient labs: 2 cited · matched
Agent confidence: 96%

Required before transmission

Pharmacist review and fresh authenticated sign-off are mandatory. A generic clickwrap is not sufficient.

APPEAL DRAFT WORKSPACE · /work/cases/:caseId/appeal-draft

Letter preview, NCCN citation, labs, route, clock
Actions: edit, validate, send to pharmacist, sign off
Outcome: segregated pharmacist review queue

Pharmacist review queue

NCCN-cited appeal letters and clinical attestations requiring licensed review.

Pharmacist-only2 urgent

Clinical attestations cannot transmit without authenticated approval. Review duration, evidence pages, signer identity, and artifact hash will be recorded.

Case	Track	Evidence first paragraph	Clock	Risk
Tecarvumab · Meridian Health Plan-OK	Medical necessity	NCCN MM v3.2026 · 3rd line · M-protein 1.8	31h	Low risk
PA-24052 Tecarvumab · Vantage Health Plan	Formulary exception	NCCN MM v3.2026 · prior regimens cited	52h	Low risk
PA-24044 Rituximab · Harborstone Health Plan	Peer-to-peer	NCCN DLBCL v2.2026 · physician discussion	3d	Review

Batch approval affordance

2 clean NCCN-aligned drafts match regimens previously signed off by Dr. Pierce.

PHARMACIST REVIEW QUEUE · /pharmacist/review

Segregated queue with clock and evidence cues above fold
Actions: review, bulk approve low-risk letters
Outcome: exact-artifact sign-off gate

Pharmacist sign-off and attestation

Fresh, attributable approval required before transmission.

Transmission blocked

Hard gate active. Server will reject transmission until WebAuthn assertion and session-bound approval token are valid for this exact X12 278 and appeal letter artifact.

Evidence reviewed

Artifact: PA-24081 appeal-letter-v4.pdf X12 278 hash: a81c7e09…99e4 NCCN citation: MM v3.2026 · validated Evidence pages: 1 of 1 Patient labs: M-protein 1.8 g/dL; ANC 1.9 K/uL Denial rationale: Meridian Health Plan-OK X17 Appeal clock: 31h remaining

I have personally reviewed this letter, the cited NCCN evidence, and patient-specific labs. I attest that the clinical content is accurate for transmission.

Approval proof

Waiting for pharmacist-issued FIDO2 assertion.
Approval token TTL: ≤ 5 minutes.

Signer: Clinical Pharmacist, PharmD
License: FL · verified
Session idle policy: 15 minutes
Credential: YubiKey · ending 4421

Transmission outcome

Once approved, the signed artifact and X12 payload hash are cryptographically bound and sent through the Meridian Health Plan-OK route.

PHARMACIST SIGN-OFF AND ATTESTATION · /pharmacist/cases/:caseId/sign-off

Evidence pages, artifact hash, attestation, WebAuthn proof
Actions: attest, authenticate, approve; bypass is blocked and logged
Outcome: signed transmission or audit exception

Exception queue

Sticky worklist preserving case state, clock, and patient-context breadcrumbs.

7 unacknowledged

Severity	Case	Exception	Prior action	Clock	Owner
Critical	PA-24081	Meridian Health Plan-OK attachment order	Devin selected browser fallback	31h	Maria
High	PA-24061	X12 278 rejected · malformed loop	Agent paused after 2 retries	45h	Unassigned
High	PA-24038	Missing clinical data: ECOG score	Maria requested chart addendum	3d	Maria
Info	PA-23998	Out-of-office reassignment	Aisha reassigned from Luis	5d	Devin

Context breadcrumb · PA-24081

Last action: submitted labs to browser-assisted Meridian Health Plan-OK path.

Previous tech: Senior PA Tech · signed note at 14:32.

Resume state: Awaiting file 2 confirmation; no need to reopen intake.

Escalation rules

Cases below 48 hours are escalated to the PA manager. Cases below 25% of clock notify the on-call pharmacist.

EXCEPTION QUEUE AND CASE HANDOFF · /work/exceptions

Sticky severity alerts, clock, prior action, owner
Actions: acknowledge, resume, view handoff
Outcome: preserved case state and audit entry

Reassignment center

Move 10+ cases in one action while preserving prior-tech context.

PA Tech B · out of office

Sick-day batch reassignment

Source tech

Receiving tech

Case selection

Shared justification note

Selected cases

Case	Payer	Clock	Last action	Preserved context
PA-23998	Meridian Health Plan-OK	41h	Portal login failed	Ready
PA-23991	Crestpoint Health Plan MA	58h	Waiting for chart addendum	Ready
PA-23977	Harborstone Health Plan	4d	X12 response received	Ready

REASSIGNMENT CENTER · /manager/reassignment

Source, receiving tech, batch selection, shared note
Actions: preview and one-click batch reassignment
Outcome: audit trail and breadcrumbs on receiving queue

Payer SLA operations

PHI-redacted staffing view · auto-refresh every 5 minutes · refreshed 14:35.

Auto-refresh on

Median PA cycle

10.8h

Numerator 412,711h / 38,214 PAs

Submission volume

38,214

+4.2% vs prior period

Denial rate

17.6%

Target ≤ 18%

Weighted workload

82%

Complexity + payer friction

Payer-by-payer SLA

Payer	Median cycle	Volume	Denial	Queue age	Breach risk
Meridian Health Plan affiliates	19.4h	2,418	24.1%	31h	High
Crestpoint Health Plan MA	14.2h	4,901	20.7%	18h	Watch
Vantage Health Plan	8.2h	9,882	15.2%	6h	Low
Harborstone Health Plan	9.1h	7,302	16.8%	8h	Low
CoverMyMeds	6.7h	8,492	12.4%	4h	Low

Weighted tech load

Complex Meridian Health Plan peer-to-peer cases count more than routine Vantage Health Plan renewals.

Senior PA Tech · 3 cases / 118 weighted points

Tier-2 PA Tech · 12 cases / 91 weighted points

PA Tech C · 15 cases / 63 weighted points

PAYER SLA OPERATIONS DASHBOARD · /manager/sla

PHI-redacted metrics, payer SLA table, weighted workload
Actions: refresh, inspect risk, balance staffing
Outcome: manager staffing and escalation decisions

Executive ROI and compliance

Tampa hub pilot · 38,000 monthly PAs · live through Aug 24, 2026.

Median PA cycle

10.8h

412,711 hours / 38,214 PAs

PA-tech hours recovered

9,482h

Target approximately 9,500h

Appeals prep time

7m 12s

Down from 45 minutes

Malformed X12 278

0.18%

Across 140 integrations

Cycle-time progress

BaselineWeek 1Week 2Week 3Today

4.2 days baseline → 10.8 hours current → target under 12 hours.

Compliance posture

✓ 100% clinical attestations signed before transmission

✓ PHI access and portal interactions hash-chained

✓ Zero missed appeal-clock expirations

! 4 Meridian Health Plan affiliates on browser-assisted fallback

Pharmacist sign-off defensibility

Dr. Pierce

Signer identity verified

47 seconds

Median evidence review duration

1 of 1 pages

Required evidence pages reviewed

EXECUTIVE ROI AND COMPLIANCE VIEW · /director/executive

ROI metrics, compliance posture, pilot progress, sign-off evidence
Actions: export packet, inspect audit integrity
Outcome: defensible board and vendor review

HIPAA / NCPDP audit integrity

Append-only, hash-chained evidence for PHI access, attestations, portal actions, and X12 events.

Chain verified

Events in chain

1,842,901

No gaps detected

Last checkpoint

14:36:30

Published to secondary region

Tamper alerts

WORM retention lock active

Human-readable chain proof

CHAIN HEAD · 4f8b1a3c9e77d2…7d20 PREVIOUS · 9aa1c0b7f2d19e…4a10 ALGORITHM · SHA-256 hash chain + HSM batch signature STORAGE · PostgreSQL append-only + GCS Object Retention Lock CHECKPOINT · us-central1 / us-east4 VERIFIED · Aug 24, 2026 14:36:30 EDT RESULT · Every event links to the preceding immutable entry

Recent attributable events

Time	Actor	Event	Case	Patient	Hash
14:36:30	System	Chain checkpoint	—	—	4f8b1a…
14:36:25	Portal agent	X12 999 accepted	PA-24081	7F3A…	8c01de…
14:32:18	Senior PA Tech	PHI access · portal fallback	PA-24081	7F3A…	d1440a…
13:58:44	Dr. Pierce	WebAuthn sign-off	PA-24052	9B1D…	c1a990…

HIPAA AND NCPDP AUDIT INTEGRITY · /director/audit

Chain head, checkpoints, storage controls, attributable events
Actions: inspect proof and recent events
Outcome: human-readable evidence for board auditors

Single-case compliance packet

Forensic export for PA-24081 · patient identifier remains hashed in the packet index.

Authorized export

Export preserves signed artifacts, timestamps, review duration, X12 acknowledgements, and hash-chain metadata. No forensic detail is stripped.

Packet contents

PHI access audit events and actor identities Pharmacist sign-off timestamp and review duration Signed appeal letter PDF and SHA-256 X12 278 request and 999 / 277 acknowledgements Portal interaction chain and outcome NCPDP claim reconciliation record

Packet ID: COMP-PA24081-20260824
Chain head: 4f8b1a3c…7d20
Signer: Clinical Pharmacist, PharmD
Review duration: 47 seconds · 1 of 1 pages
Export format: Encrypted ZIP · original metadata preserved

SINGLE-CASE COMPLIANCE PACKET EXPORT · /director/compliance-export/:caseId

Selectable audit, sign-off, signed artifact, X12, and NCPDP evidence
Action: generate secure packet
Outcome: encrypted forensic export with chain metadata

Manager pulse

PHI-redacted view for payer calls · no case-level access required.

Live

Overall SLA

10.8h

Target under 12h · refreshed 14:35

Breach risk

3 critical · 9 watch

Payer SLA snapshot

Meridian Health Plan affiliates 19.4h · High risk

Crestpoint Health Plan MA 14.2h · Watch

Vantage Health Plan 8.2h · Low

Harborstone Health Plan 9.1h · Low

Queue aging

0–24 hours

72%

24–48 hours

21%

PHI-REDACTED MOBILE MANAGER SUMMARY · /manager/mobile-summary

Mobile-first redacted SLA, breach risk, and queue aging
Action: review status without PHI access prompt
Outcome: informed payer call and staffing response

Tampa pilot measurement review

30-day post-go-live acceptance gates · Aug 1–Aug 30, 2026.

Monthly PA volume

38,214

Gate: representative 38,000

Median PA cycle

10.8h

Gate: under 12h

Hours saved

9,482

Gate: approximately 9,500

Appeal prep

7m 12s

Gate: under 8 minutes

Acceptance gate validation

Measure	Target	Observed	Status	Evidence
Median PA cycle	< 12 hours	10.8 hours	Pass	38,214 cases
PA-tech hours saved	≈ 9,500 / month	9,482	Pass	Time study v2
Appeal preparation	< 8 minutes	7m 12s	Pass	6,840 denials
Missed appeal clocks	Zero	0	Pass	Daily reconciliation
Denial routing accuracy	Exactly one track	99.7%	Review	21 ambiguous cases
X12 conformance	100% valid	99.82%	Review	Malformed: 0.18%
Audit completeness	100%	100%	Pass	Chain verified

30-day review notes

TAMPA PILOT MEASUREMENT REVIEW · /admin/pilot-review

30-day acceptance gates and evidence table
Actions: review notes and export report
Outcome: written post-go-live validation

Consent and privacy controls

Purpose limitation, payer-recipient consent, staff notices, and data-subject workflows.

Policy baseline current

Staff onboarding notice

Clerk identifiers, credentials, Florida license data, and attestation names are included in attributable audit trails.

All active staff have acknowledged onboarding notice.

Patient-purpose consent

Consent or documented HIPAA treatment/payment authorization is required before chart note ingestion and payer submission.

PA-24081 payer consent: Recorded
Recipient: Meridian Health Plan-OK Medicare Advantage
Notice version: JIT-PA-2.1

Privacy controls

PostHog analytics opt-in for de-identified operational counters PHI fields masked before analytics events leave trust boundary Session replay disabled on case detail and appeal screens Singapore-resident cross-border transfer consent workflow enabled

Privacy register
140 payer integrations are mapped as distinct recipients. DPIA covers chart extraction, X12 submission, and appeal drafting.

Data-subject requests and withdrawals

Request	Subject type	Received	Due	Status
Consent withdrawal · analytics	Staff user	Aug 18, 2026	Sep 17, 2026	Processing
Access request	Singapore resident	Aug 12, 2026	Sep 11, 2026	Identity review
Payer recipient consent	Patient · PA-24081	Aug 24, 2026	Complete	Recorded

CONSENT AND PRIVACY CONTROLS · /settings/privacy

Staff notices, patient consent, recipient register, data-subject workflows
Actions: view policy, manage controls, inspect consent proof
Outcome: documented purpose limitation and withdrawal handling