Automated Report Generation & BI Solution
May 28, 2026
About Customer
CareOps AI is a leading home health services organization delivering
comprehensive patient care across multiple regions. The organization manages
complex patient intake and referral workflows involving clinical staff,
administrative personnel, and EHR specialists.
CareOps AI processes hundreds of patient referrals daily, each accompanied
by multi-page medical document packages — including clinical notes, physician
orders, insurance information, medication lists, and patient history records.
Efficient and accurate extraction of structured patient data from these
documents is critical to initiating timely care delivery, coordinating with
payors, and onboarding patients into their Electronic Health Record (EHR) system.
Business Problem
Manual Medical Document Processing Creating Operational Bottlenecks
The organization relied entirely on manual staff effort to extract patient
information from incoming referral document packages. Each referral typically
consisted of multiple PDFs — physician orders, clinical assessments, insurance
forms, and medication records — requiring staff to read, interpret, and manually
enter data into the EHR system.
Key Challenges
- Manual Data Entry Bottlenecks
- High Error Rates and Inconsistency
- Scalability Constraints
- Slow Processing Time
- Compliance and Audit Risks
- High Operational Costs
Architecture Overview
SOLUTION
Nexus AI — Intelligent Medical Document Processing Platform
Calyza Tech designed and deployed Nexus AI, a cloud-native medical
document intelligence platform that transforms multi-PDF referral packages into
fully structured, schema-validated JSON records — automatically, accurately,
and at scale.
The platform combines AI-powered OCR for text extraction with Google Gemini
LLM for intelligent structured data extraction, all orchestrated through a
serverless-first AWS architecture with comprehensive monitoring and event
notification.
