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Case study · Healthcare

Less typing, more time with patients

Clinicians spend hours writing letters and summaries after consultations. This is how we built an AI assistant that drafts those documents from consultation notes for the clinician to review and sign, with patient data kept in a secure environment.

Project overview

Clinician-reviewed AI drafting.

Industry
Healthcare
Client
Confidential
Solution
Documentation assistant
Platform
Azure OpenAI (private)
Timeline
10–16 weeks
Team
4 people
Documents
Letters, discharge summaries
Review
Clinician signs every document
Data
Stays in the client's tenant

Expected business outcomes

What the client set out to achieve

Measured in a clinical pilot with clinician feedback on every draft.

  • 30–50% Less time writing letters

    Clinicians edit a draft instead of starting from blank.

    Target range; measured in a pilot with timing

  • 100% Drafts reviewed by a clinician

    Nothing is sent without clinician review and sign-off.

    Enforced by the workflow

  • Tracked Draft quality ratings

    Clinicians rate drafts, feeding improvements.

    Reviewed with the clinical lead

Business challenges

Where the client started

Documentation eats into clinical time.

Letters

Written or dictated after each consultation.

Backlog

Letters wait days for typing and checking.

Consistency

Structure varies by clinician.

Burnout

Admin after clinic hours is a top complaint.

Caution

Clinical leaders are rightly careful about AI and patient safety.

Proposed solution

What the assistant covers

Drafting only, with clinicians in control.

  • Draft generation

    Letters and summaries drafted from notes using the clinic's templates.

  • Review workflow

    Clinicians edit, approve and sign before anything is sent.

  • Safety checks

    Drafts flag missing information and never invent medications or results.

  • Data protection

    Processing in the client's secure Azure tenant with no data used for training.

  • EHR integration

    Notes read from and signed letters saved to the practice system.

  • Quality feedback

    Clinician ratings and edits monitored by the clinical lead.

Project requirements

What the client asked us for

The request was to reduce documentation time without compromising safety. The assistant drafts; the clinician decides.

A clinical safety review and data protection assessment come before the pilot.

What the project had to deliver

  • 01Drafts, not decisions
  • 02Clinician sign-off on everything
  • 03Patient data protected
  • 04Quality monitored

Key challenges & considerations

What made it harder, and what we did

  1. Clinical safety governance

    What we did

    Clinical safety governance was completed before any clinician used the assistant.

  2. Integration with the practice system

    What we did

    Notes were written back to the practice system through its supported interface.

  3. Specialty-specific templates

    What we did

    Templates were built per specialty with the clinicians.

  4. Clinician trust

    What we did

    The clinician reviewed and approved every note, and nothing was filed automatically.

What we watched for

  • Complete safety governance first
  • Keep the clinician in control
  • Use specialty templates
  • Monitor quality continuously

Development process

Safety, pilot, scale

Governance is complete before any clinician uses it.

  1. Stage 1

    Governance

    Clinical safety and data protection assessments.

  2. Stage 2

    Templates

    Letter templates agreed per specialty.

  3. Stage 3

    Build

    Drafting, review workflow and integration built.

  4. Stage 4

    Clinical pilot

    Pilot with a small group of clinicians, rating every draft.

  5. Stage 5

    Scale

    Rolled out by specialty with ongoing monitoring.

Technology stack

Private generative AI

Models in a secure tenant, integrated with clinical systems.

AI

  • Azure OpenAI
  • Retrieval-augmented generation
  • Prompt and output guardrails

Data

  • Azure AI Search
  • Document pipelines
  • Vector index

Application

  • Python / .NET services
  • Web or Teams interface

Evaluation

  • Test question sets
  • Quality and safety metrics
  • Usage monitoring

Quality assurance & deployment

Measured against a test set before launch

AI quality was measured, not judged from a demo. A test set of real examples with agreed answers decided whether the system was ready, and the same set was re-run after every change.

  • A test set of real examples with agreed answers
  • Accuracy thresholds agreed with the business before launch
  • Safety checks: refusals, permissions and prompt-injection tests
  • A person reviewing low-confidence output
  • Cost and response time measured at real volumes

Deployment

  • 01Clinical pilotPilot with a small group of clinicians, rating every draft.
  • 02ScaleRolled out by specialty with ongoing monitoring.
  • 03Pilot, then staged rolloutA small group of real users first, with results reviewed weekly before widening access.
  • 04Monitoring and warrantyAccuracy, drift, usage and cost tracked after launch, and six months of free bug fixing.

Final deliverables

Documentation that doesn't follow clinicians home

Clinicians review and sign well-structured drafts instead of writing from scratch, and letters go out sooner.

Every document is still the clinician's, reviewed and signed by them.

  • Faster letters
  • Clinician sign-off
  • Protected data
  • Monitored quality

Handed over to the client

  • 01Production AI serviceDeployed in the client's own cloud tenant
  • 02Source code and modelsIn a repository the client can access
  • 03Test set and resultsThe evidence behind the launch decision
  • 04MonitoringAccuracy, usage and cost
  • 05Six-month warrantyFree bug fixing after delivery

Success metrics

How success is measured

MeasureOutcomeHow it is measured
Less time writing letters 30–50% Target range; measured in a pilot with timing
Drafts reviewed by a clinician 100% Enforced by the workflow
Draft quality ratings Tracked Reviewed with the clinical lead

Verified reviews

What clients say about our custom software work

Verified reviews from our clients on the same kind of work, published on Clutch.

5.0 27 verified reviews

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