- Project: The development of a centralized system with a secure client web portal
- Duration: Ongoing
- Technologies: Collective Medical, Creatio platform, Azure DevOps, Azure Cloud Functions, C#, .NET CORE, React, NodeJS
- Target Audience: Staff and patients
Egyptian Health Department (EHD) is a regional public-health agency in southern Illinois that provides exceptional well-being services to enhance the lives of individuals and their families.
The Case
Challenges
Juggling between several disconnected systems, EHD wasn’t capable of streamlining workflows and ensuring smooth data exchange. That is mostly because each system addressed only a portion of the overall process. The company needed to establish record consistency, so they had to rely on costly integrations, which often negatively affected direct services.
Fragmented systems also increased the risk of errors, leading to inaccurate compliance reporting. Additionally, siloed infrastructure offered limited automation, thus driving up manual work and draining valuable resources.
To overcome these challenges, EHD needed a centralized system, smooth integrations, and full control of its data and processes. And perhaps nothing could meet these goals better than Creatio agentic CRM. As a certified Creatio partner with hands-on experience in delivering advanced digital healthcare software, Velvetech stepped in to efficiently sort things out.
Process
By assessing the client’s main pain points, our team outlined the critical steps needed to create a unified system that improves workflows and streamlines overall patient management. Here is how the process looked.
Workflow Automation with No-Code
As mentioned, EHD used to manually manage tasks like case coordination, referrals, care plan updates, and even compliance reporting. This approach was both time-consuming and prone to errors.
We automated these tasks using the Creatio platform’s capabilities. Its low-code/no-code nature allowed our team to quickly centralize the Client’s operations and create an easy-to-maintain system, which can be simply fine-tuned anytime to meet EHD’s growing business needs.
The cherry on top of this automation is probably the one-click compliance report generation. Now, Egyptian Health Department can rely on the system to create mandatory reports such as Food Security, Housing Stability, and Depression Screening, and similar CMS and state reporting in seconds and with high accuracy.
Moreover, Medicaid HFS client and claims data are now imported directly into Creatio. This notably elevates analytics and audits, and assists EHD in medical program evaluation.
Check out how to design a HIPAA-Compliant Application
Self-Service Customer Portal
Another goal of EHD was to simplify patients’ interactions with their medical records. To get there, we set up a secure client portal. So now, patients can effortlessly log in to the system and review personal well-being information. On top of that, the portal allows parents to access their children’s health records.
These are just the initial capabilities of the portal. In the near future, it is expected to offer more self-service features, allowing people to stay more engaged in their overall well-being and care.
Telephony-Integrated Screening
The Egyptian Health Department aimed to streamline communication with patients and elevate data management. Built for the Creatio marketplace and integrated precisely with the platform, Velvetel Telephony enables the company to meet these goals. It plugs seamlessly into Creatio’s data model and ensures accurate data capture from the very first interaction.
Now, staff can simply place calls, get consent, and record screening responses directly in the platform in real time. In addition, they can automate follow-ups: once screening is completed, the system independently triggers tasks, referrals, scorecards, and care-plan updates.
AI-Driven Foundation for Public Health
One of the defining factors EHD selected the Creatio platform is its AI readiness. The company is planning to apply machine intelligence and leverage data analytics to improve public health coordination and enhance preventive care.
Moreover, with Creatio, they can easily integrate AI models to identify at-risk patients, forecast client volumes, evaluate program-demand trends, and other related factors to provide more advanced services.
Outcome
We’re proud to say that our collaboration with Egyptian Health Department has already begun to bear fruit. The organization now has a unified digital platform built on Creatio that enables smooth process coordination and supports telemedicine calls. Plus, the secure client portal significantly improved patients’ experience.
Below are some of the most impressive outcomes we’re proud to share:
- 50% reduction in manual data entry
- 60% faster report generation
- 50% expected reduction in TCO
And there is still more to come. Equipped with an AI-ready architecture, EHD can confidently leverage future intelligent solutions. And Velvetech is always ready to step in as a trusted partner to support every stage of this journey.
