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Revenue Protection Engines & Technical Services

Expert-led engagements for USCDI v3, 72-hour prior auth, Texas SB 1188 data residency, consent compliance, and FHIR normalization—in weeks, not months

Featured Service

TEFCA Readiness

Comprehensive assessment and implementation support for TEFCA compliance—with HTI-5 evolution framing so your readiness investment doesn't expire.

The Challenge:

Healthcare practices face complex federal mandates for TEFCA compliance. Most small-to-midsize practices lack the technical resources to navigate USCDI v3/v5 requirements, network connectivity as authorized Participants, and Information Blocking regulations. HTI-5's FHIR-first reset means organizations that achieved checkbox compliance now need to rebuild around (g)(10) FHIR APIs—the regulatory floor is rising.

Our Approach:

We provide a comprehensive readiness program combining gap analysis, data remediation planning, QHIN integration, and ongoing compliance support. Our approach ensures your practice meets regulatory requirements without disrupting clinical operations.

Deliverables:

  • TEFCA Readiness Assessment Report

  • Compliance Roadmap with Milestones

  • USCDI v3 Gap Analysis

  • QHIN Integration Plan

  • Implementation Support & Training

  • Post-Deployment Monitoring

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USCDI v3 Gap Assessment

Vendor Compliance Gap analysis with v3→v5→v7 roadmap. Score completeness, bypass vendor roadmap delays with bolt-on remediation, and capture payer SVAP incentives—organizations documenting $125K savings/100 beds and 340% ROI from v5 adoption are moving now.

The Challenge:

Legacy EHR vendors are stalling on USCDI v3—the enforced federal baseline—while Covered Entities absorb the compliance risk. Proprietary data formats, incomplete terminology bindings, and missing data classes (SDOH, SOGI, clinical notes) block both federal compliance and Medicare Advantage VBC bonus capture.

Our Approach:

We perform automated schema validation against USCDI v3 constraints, score data class completeness, map vocabulary gaps across LOINC, SNOMED CT, and RxNorm, and quantify your Vendor Compliance Gap. Every assessment extends into a v3→v5 SVAP forward-path and v7 positioning roadmap.

Deliverables:

  • USCDI v3/v5 Gap Assessment Report

  • Data Class Completeness Scoring Matrix

  • Terminology Mapping Matrix

  • Missing Data Class Identification

  • Prioritized Remediation Plan

  • Cost & Timeline Estimates

  • v3→v5 SVAP Readiness Roadmap with v7 Forward-Path

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Network Participant Readiness

Get your practice ready to participate in nationwide health information exchange—when you choose a network.

The Challenge:

Network participation requires certificate management, IHE profile implementation, security configuration, and extensive testing. Most practices don't know what’s required or how to get their systems and data ready before approaching a network or EHR vendor.

Our Approach:

We provide advisory and readiness support: we assess your current technical posture, document requirements for typical network participation (X.509, mTLS, IHE profiles like XCPD/XCA/XDS), identify gaps in your data and security setup, and deliver a clear readiness plan. When you’re ready to connect, you (or your EHR vendor) use that plan to engage the network of your choice.

Deliverables:

  • Network Readiness Assessment Report

  • Technical Requirements Checklist (certificates, IHE profiles, security)

  • Gap Analysis vs. Typical Network Participation Requirements

  • Data & Infrastructure Readiness Recommendations

  • Readiness Roadmap for When You Engage a Network

  • Ongoing Advisory (optional)

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Prior Authorization & 72-Hour FHIR Mandate

Revenue protection for the CMS-0057-F 72-hour mandate—and early positioning for HTI-5's (g)(31–33) electronic prior authorization API requirements.

The Challenge:

Payers are increasingly requiring FHIR-based prior authorization to meet the 72-hour mandate. Practices still using fax or legacy portals see delays and rejections. Lost prior auths mean lost revenue and fragmented care.

Our Approach:

We deliver FHIR-native prior auth and referral interoperability: we strengthen your care network with electronic referral and prior-auth workflows, integrate with hospitals and post-acute partners, and deliver in weeks—not months. Revenue protection with audit-ready documentation.

Deliverables:

  • FHIR-Based Prior Auth Workflow Design

  • Referral Interoperability with Payers & Partners

  • 72-Hour Mandate Readiness Documentation

  • Closed-Loop Referral Status & Tracking

  • Evidence Packets for Payer & Audit Readiness

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Texas SB 1188 Data Residency

Protect against the $25,000-per-violation penalty for offshore caching. Full-stack domestic data residency audits and migrations.

The Challenge:

Texas SB 1188 authorizes penalties for practices whose vendors cache Texas patient data offshore. Many practices don't know where their data is stored. One violation can cost $25,000.

Our Approach:

We assess your infrastructure and vendor data flows, identify offshore exposure, and deliver migration or remediation plans so your Texas patient data stays domestic. We document evidence for state or auditor inquiries. This engagement is designed as an entry point into a broader compliance relationship: data residency is one dimension of a complete compliance posture — TEFCA readiness, USCDI v3 alignment, and 42 CFR Part 2 governance are adjacent risks that typically surface during the same infrastructure audit.

Deliverables:

  • Texas SB 1188 Data Residency Assessment

  • Vendor & Infrastructure Data-Flow Mapping

  • Domestic-Only Migration Plan (if needed)

  • Evidence Documentation for Audits

  • Ongoing Residency Monitoring Recommendations

  • Compliance Exposure Summary (adjacent TEFCA, USCDI, and Part 2 risks identified during audit)

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Healthcare AI Data Pipeline Readiness

Healthcare AI is being built on FHIR APIs. Your data-readiness foundation is the bridge into AI-enabled workflows for FQHCs and behavioral health organizations.

The Challenge:

FQHCs and behavioral health organizations are the most underserved by healthcare AI vendors—and also stand to benefit the most from automation. But AI requires clean, normalized, FHIR-structured data. Organizations that haven't completed their interoperability foundation work will be locked out of this market as it forms.

Our Approach:

We help you evaluate the data pipeline infrastructure AI workflows require: validated FHIR-ready data models, real-time API performance benchmarking, data quality scoring for AI readiness, and governance documentation for AI model input data lineage.

Deliverables:

  • AI Data Pipeline Readiness Assessment

  • FHIR Resource Coverage and Quality Scorecard

  • Real-Time API Performance Benchmark Report

  • Data Lineage and Governance Documentation for AI Inputs

  • Roadmap: from data readiness to AI-enabled workflows

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What You Get

Proven capabilities we deliver today: data ingestion, evidence artifacts, and governance checks.

PDF Ingestion with OCR

PDF ingestion with OCR fallback, confidence scoring, and low-confidence review queue metadata.

Triage my PDFs now

Deterministic Evidence Packets

Deterministic evidence packets (JSON + PDF/DOCX) with hashes and versioned artifacts.

Get evidence packets

HL7 v2 Supported Segments

HL7 v2 support for MSH, PID, PV1, ORC, OBR, and OBX segments with deterministic output.

Assess my HL7 feed

CSV Deterministic Ordering

CSV ingestion with deterministic ordering and configurable mapping aliases.

Normalize my CSVs

Part 2 Governance Checks

42 CFR Part 2 governance checks (consent, audit trail, minimum necessary) with deterministic rule outputs and hashing.

Run Part 2 checks

Rapid Compliance & Interoperability Engagements (2-Week)

Scoped engagements and pilots you can execute in two weeks. Evidence-based, outcome-oriented—no guarantees, no certification claims.

USCDI v3 Gap Score Sprint (2-Week)

Quantify your Vendor Compliance Gap: where your data falls short of enforced USCDI v3 requirements and where your EHR vendor's roadmap leaves you exposed. Receive a scored, evidence-backed gap analysis you can act on immediately—without waiting for a vendor release cycle. This sprint maps your v3 baseline through voluntary SVAP adoption for v5 and positions for the v7 framework (public comment closes April 13, 2026). Revenue expansion context: payers are actively adopting v5—organizations moving ahead of the mandate cycle are documenting $125,000 annual savings per 100 beds and 340% ROI within 18 months.

Deliverables

  • USCDI v3/v5 Vendor Compliance Gap report with data class completeness scoring
  • Structured gap outputs (machine-readable) with LOINC, SNOMED CT, and RxNorm mapping gaps
  • v3→v5 SVAP readiness roadmap with v7 forward-path

Who it's for

FQHCs, Behavioral Health, Home Health / Hospice

Data needed

SQL, CSV, or HL7 v2 extracts

Artifacts

JSON + PDF evidence packet with hashes

Score my USCDI gaps

Consent + Part 2 Governance Check Sprint (2-Week)

Run deterministic Part 2 governance checks to validate consent handling, audit trails, and minimum necessary controls. OCR enforcement is live as of February 2026—defend your audit posture now with cryptographically hashed evidence that withstands OCR scrutiny.

Deliverables

  • Deterministic Part 2 rule execution
  • Consent traceability outputs
  • Audit log validation results

Who it's for

Behavioral Health and mixed practices

Data needed

Consent policies, sample exports, audit logs

Artifacts

Rule outputs + hashed evidence packet

Run Part 2 governance checks

Referral Interoperability Pilot (2-Week)

Design and validate a single-partner referral workflow to reduce leakage and improve referral visibility. Revenue protection: CMS-0057-F enforcement is live and HTI-5 proposes mandatory electronic prior authorization APIs under (g)(31–33)—FHIR-native workflows are no longer optional for organizations protecting referral revenue.

Deliverables

  • Single-partner closed-loop workflow design
  • Referral status mapping and handoff points

Who it's for

Home Health, Hospice, FQHCs

Data needed

Partner workflow requirements, sample referral data

Artifacts

Integration plan + evidence packet

Pilot a referral workflow

PDF Triage + OCR Sprint (2-Week)

Extract structured data from scanned PDFs using OCR with confidence scoring and review-queue metadata. Revenue protection: link documentation to billing triggers for UPIC audit defense.

Deliverables

  • OCR extraction outputs
  • Confidence scoring per field
  • Low-confidence review queue report

Who it's for

FQHCs and Behavioral Health organizations with scanned documents

Data needed

Sample PDFs

Artifacts

Extracted JSON + review queue report

Triage my PDFs

HTI-5 Readiness Assessment (2-Week)

HTI-5's FHIR-first reset creates a new wave of technical debt. Organizations that were comfortable with checkbox compliance now need to rebuild around (g)(10) FHIR APIs and electronic prior authorization APIs (g)(31–33). This sprint audits your exposure: we assess your (g)(10) FHIR API performance, identify (g)(31–33) prior auth API gaps, and map your C-CDA deprecation risk—so you know exactly where to invest before HTI-5 finalizes in mid-2026.

Deliverables

  • (g)(10) FHIR API performance audit and gap report
  • (g)(31–33) electronic prior auth API readiness checklist
  • C-CDA deprecation exposure analysis and migration path

Who it's for

FQHCs, Behavioral Health, any org with (g)(10)-certified EHR

Data needed

EHR certification documentation, current API configuration

Artifacts

HTI-5 readiness scorecard + evidence packet

Assess my HTI-5 readiness

HL7 v2 + CSV Ingestion Sprint (2-Week)

Stabilize legacy data feeds with deterministic HL7 v2 and CSV ingestion. We can also support Texas SB 1188 data-residency audits for domestic-only infrastructure.

Deliverables

  • Deterministic HL7 ingestion (MSH/PID/PV1/ORC/OBR/OBX)
  • CSV deterministic ordering
  • Mapping alias configuration

Who it's for

Any practice with legacy HL7 or CSV pipelines

Data needed

HL7 feed samples, CSV schemas

Artifacts

Mapping specification + deterministic outputs

Stabilize my data feeds

Security & Compliance

We implement HIPAA-aligned practices throughout our operations to support your compliance requirements

HIPAA-Aligned Operations

We follow HIPAA-aligned security practices including encryption in transit (TLS 1.3) and at rest (AES-256), comprehensive audit logging, and least privilege access controls.

BAA-Ready Infrastructure

Our operations support Business Associate Agreement requirements, with documented security policies, incident response procedures, and breach notification protocols.

Comprehensive Audit Trails

Every data transformation, API call, and exchange transaction is logged with timestamps, user identities, and data lineage for complete accountability.

Security-First Design

We implement defense-in-depth security including mTLS for all external connections, role-based access control, and regular security assessments.

Important: We support practices in achieving compliance through our technical services. Ultimate responsibility for HIPAA compliance remains with your practice as the Covered Entity. We are prepared to execute Business Associate Agreements (BAAs) as required.

Deep Dive: Technical Resources

Learn more about our data-readiness and network-readiness approach

Network Readiness

We help you get ready to participate in health information networks—assessment, technical requirements, and a clear roadmap. We don’t onboard you into any specific network; we prepare you so you can engage the network or vendor of your choice when you’re ready.

Learn About Network Options

Get Compliant Now

We identify your gaps, deliver revenue-protection engagements, and provide audit-ready proof. 2–6 week engagements.

Schedule a Compliance Assessment