EHR
The EHR group in the Agentic Transformation Platform (ATP) sidebar holds 3 assessment pages. Each page is run by the same agent, Phoebe (electronic health records agent). Use this page to choose the right assessment and prepare the evidence it asks for.
Before you start
- Every page in this group uses the same assessment workspace. To learn how to upload evidence, run an analysis and ask follow-up questions, read Run an assessment.
- Upload metadata and exports only. Each page's Instructions panel says what not to upload.
Open a page in this group
- In ATP, open the menu at the left of the navigation bar.
- Expand EHR.
- Select the page you need.
When a page from this group is open, the navigation bar shows the group's pages as tabs, so you can move between them. Pages that don't fit are under More.
Pages in this group
| Page | What it covers |
|---|---|
| Clinical Documentation | Clinical documentation, compliance, and record management optimization. |
| Healthcare Analytics | Clinical insights, population health analytics, and outcome optimization. |
| Patient Care Coordination | Patient records, care management, and clinical workflow optimization. |
Clinical documentation
Select Clinical Documentation to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Phoebe. The sidebar describes it as: Clinical documentation, compliance, and record management optimization.
The Instructions panel is titled How to Generate Your Clinical Documentation Assessment Report. It says:
To generate your clinical documentation assessment report, Phoebe only needs clinical documentation workflows and compliance data — not patient health information (PHI). Upload raw exports from your EHR system providers, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Documentation Workflows: Clinical documentation standards, workflow configurations, template libraries, and provider documentation patterns.
- Compliance Processes: Documentation compliance data, regulatory documentation requirements, audit documentation records, and EHR compliance configurations.
- Record Management: Medical record lifecycle data, archival policies, record retention standards, and documentation completeness metrics.
- Quality Metrics: Documentation completeness rates, coding accuracy data, clinical quality metrics, and compliance audit findings.
- Automation Opportunities: Template automation configurations, AI-assisted documentation setups, workflow optimization data, and EHR integration records.
The panel also shows this note:
HIPAA Compliance: Do not upload PHI, patient records, or personally-identifiable health information — Phoebe analyzes clinical documentation workflows and compliance structures, not patient content.
Healthcare analytics
Select Healthcare Analytics to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Phoebe. The sidebar describes it as: Clinical insights, population health analytics, and outcome optimization.
The Instructions panel is titled How to Generate Your Healthcare Analytics Assessment Report. It says:
To generate your healthcare analytics assessment report, Phoebe only needs analytics structures and reporting data — not patient health information (PHI). Upload raw exports from your health analytics platforms, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Clinical Analytics: Quality metrics, clinical outcomes, performance indicators, benchmarking data, and quality measures definitions.
- Population Health Data: Population health metrics, risk stratification models, care gap analyses, and population health program data.
- Outcomes Analytics: Clinical outcome measures, value-based care metrics, patient satisfaction frameworks, and outcome reporting structures.
- Reporting Infrastructure: Analytics platform configurations, reporting tool setups, data integration specifications, and dashboard metadata.
- Predictive Analytics: Risk prediction model documentation, care management algorithms, analytics pipeline configurations, and model performance metrics.
The panel also shows this note:
HIPAA Compliance: Do not upload PHI, patient records, or personally-identifiable health information — Phoebe aggregates population health analytics structures and reporting data, not patient content.
Patient care coordination
Select Patient Care Coordination to open this page. The page header shows the badge Assessment workspace and the line Expert Consultation with Phoebe. The sidebar describes it as: Patient records, care management, and clinical workflow optimization.
The Instructions panel is titled How to Generate Your Patient Care Coordination Assessment Report. It says:
To generate your patient care coordination assessment, Phoebe only needs EHR workflows and care coordination data — not patient health information (PHI). Upload raw exports from your EHR system providers, no JSON wrapping or special formatting is required.
It lists the evidence to upload:
- Care Workflows: Care coordination processes, care management workflows, clinical referral management, and care coordination pathways.
- EHR System Metadata: EHR system configuration metadata, integration specifications, interface definitions, and system metadata.
- Clinical Processes: Care plan documentation, care coordination patterns, medication management, and care transition protocols.
- Care Handoffs: Care transitions, handoff documentation, transition summaries, handoff protocols, and care coordination records.
- Integration Data: Pharmacy integrations, lab integrations, and electronic health record platform governance metrics.
The panel also shows this note:
HIPAA Compliance: Do not upload PHI, patient records, or personally-identifiable health information — Phoebe analyzes care coordination workflows and operational patterns, not patient content.