Workflow context
Real client/workflow context and real regulated-process discovery, kept public-safe.
Public-safe proof of work
Regulated CRM Workflow Discovery & Architecture
A cautious proof page for regulated CRM workflow discovery, vendor coordination, and pre-deployment architecture.
Current status
Discovery, architecture, and pre-deployment proof of work. BAA pending. No real PHI processed. Production deployment paused pending vendor documentation, legal review, and compliance gates.
What is real
Proof without overclaiming.
Vendor coordination
MedicarePRO outreach and API/BAA discussion as part of the discovery path, without claiming a formal relationship.
Architecture
Read-only-first access, allowlist thinking, minimum-output command layer, and safer-v1 deterministic command lookup rather than AI summarizing sensitive records.
Compliance gates
Production stays paused until vendor documentation, legal review, and compliance gates are complete.
Reusable pattern
The lesson is the architecture.
- Discovery first: map the workflow before discussing automation.
- Read-only-first scope: lookup and preparation before any action.
- No sensitive data in chat: minimize output and keep records in the source system.
- Blocked by default: require legal/vendor/compliance review before production.
- Observa accountability: record what was touched, approved, blocked, and reviewed.