HOA Verified leverages advanced AI, powered by LLMs and RAG, to streamline document management, simplify adherence to local and state regulations, and enhance communication with residents. By combining intelligent search with contextual understanding, the platform delivers actionable insights, tailored compliance solutions, and robust community resources—reducing administrative burdens and fostering thriving, well-managed communities.
The client, a US-based digital health company operating an established Electronic Medical Records (EMR) platform, needed a comprehensive Revenue Cycle Management (RCM) solution to eliminate billing inefficiencies and revenue leakage across its provider network. Manual charge entry, disconnected billing workflows, high claim rejection rates, and limited financial visibility were significantly impacting cash flow and operational efficiency.
Tristate Health Data required an automated solution to streamline chronic care chart review across multiple practices. The process involved extracting signed clinical notes from EHR systems, converting them into standardized CCM review comments, posting them to Tristatecare, and maintaining accurate tracking without duplication. A production-ready .NET 8 automation service was developed using an adapter-based integration approach for EHR systems like eClinicalWorks and DrChrono. The solution includes queue-driven job processing, idempotent API handling, Google Sheets synchronization, audit logging, PHI masking, and secure secret management. Designed for scalability and compliance, the platform ensures consistent outputs, reduces manual effort, and supports safe concurrent processing. Its modular architecture enables seamless onboarding of additional EHR systems, making it a reliable and extensible automation framework for chronic care workflows.
This project addressed the challenge of integrating multiple EMR systems without building separate custom solutions for each provider. Traditional approaches led to inconsistent data structures, duplicated effort, and limited scalability. smartData developed a vendor-agnostic interoperability platform that standardizes communication across leading EMR systems such as Epic and eClinicalWorks using FHIR R4 and SMART on FHIR protocols. The platform supports secure OAuth 2.0 authentication, patient management workflows, appointment synchronization, provider data handling, and both real-time and scheduled data exchange.
LegitimatelyU was built to replace traditional password-based authentication with a secure, mobile-first identity platform. The client required a system capable of supporting biometric login, third-party integrations, and secure backend validation without exposing sensitive credentials on the frontend. smartData developed a full-stack authentication solution featuring LU app registration, QR-based login, unique ID authentication, and web-based approval workflows. The platform supports biometric verification methods including face and voice recognition, along with secure token exchange and backend validation using secret keys.
Homecare agencies often rely on fragmented manual processes to manage compliance, caregiver onboarding, and documentation. For Home Helpers, smartData developed a compliance automation platform tailored to New Jersey regulations, with scalability for expansion across U.S. states. The solution streamlines client and caregiver lifecycle workflows, automates form generation and tracking, enables multiple digital signature methods, and securely stores signed PDFs with audit metadata. The platform incorporates role-based access, automated alerts, and API-ready integrations with existing homecare systems. Built on a HIPAA-aware foundation with a modular rules engine, it reduces administrative overhead, improves compliance accuracy, and enhances audit readiness.
The client aimed to build a modern tipping and peer-to-peer payment platform but faced challenges with fragmented payment systems, dependency on single gateways, and lack of scalable real-time infrastructure. smartData developed a cross-platform mobile application (iOS and Android) with a web-based admin panel, enabling virtual wallet management, QR-based payments, and multi-payment integrations. The platform supports cards, ACH, Apple Pay, and Google Pay, ensuring flexibility and higher transaction success rates. A microservices-based backend architecture powers real-time transaction processing, notifications, and monitoring. Security and compliance were ensured through encrypted transactions, OTP authentication, and KYC-ready workflows.
The client, a high-volume enterprise seller managing over 120K SKUs, struggled to maintain competitive pricing across marketplaces like GSA Advantage due to manual and inconsistent processes. smartData developed an automated Competitive Pricing Intelligence and Price-to-Beat platform that continuously discovers, validates, and compares pricing data from Amazon and verified U.S. vendors. The system applies rule-based matching, filters unreliable sellers, calculates landed costs, and identifies optimal competitive pricing.
Post-acute care facilities working with SYResp faced fragmented respiratory care delivery, with staffing, equipment procurement, and diagnostics managed through disconnected processes. This resulted in treatment delays, higher administrative workload, and increased hospital readmissions.
The Pharmacy Benefit Analytics Platform is a secure, cloud-hosted solution designed to modernize legacy PBM systems by automating claim processing, enhancing data transparency, and enabling real-time analytics. It empowers payors, TPAs, and pharmacy networks to reduce billing errors, ensure compliance, and make data-driven decisions — all from a unified, HIPAA-compliant environment.
An AI phone agent for restaurants, designed to automate and enhance customer interactions over the phone. It handles orders, reservations, FAQs, and customer queries while seamlessly integrating with POS systems. With the ability to manage unlimited simultaneous calls, upsell intelligently, and provide real-time analytics, it reduces missed opportunities and improves customer satisfaction.
It is an AI Doctor application that acts as an automated conversational agent, helping, and providing an instant answer to questions about patient symptoms. AI robots ask questions and allow the person to ask them questions. It also allows the patient to telecare and Allows Chatbot to pass to a real doctor. The platform is Multilingual- Spanish/English/Russian.
AI-powered digital care management platform built to streamline the delivery of aged and disability support services across Australia. Designed for organizations operating under NDIS, My Aged Care, DVA, insurance, Medicare, and private care models, the system automates the full continuum of care—from referral intake and assessments to care planning, staff coordination, service delivery, incident tracking, billing, and audit-ready compliance.
The platform incorporates powerful innovations such as GIS-based staff matching, AI-generated voice-to-text shift notes, automated outcome reporting, remote patient monitoring, and structured chronic/end-of-life care workflows. With full FHIR compatibility, the platform supports secure, interoperable exchange of clinical and administrative data with external systems like GP software, electronic health records, and national repositories—enabling seamless integration with tools such as Cerner, My Health Record.
Built to meet Australia’s regulatory and quality standards, this platform empowers providers to deliver person-centered, scalable, and compliant aged care with modern digital efficiency.
We are developing a comprehensive, NDIS-compliant CRM platform for allied health service provider in Australia, focused on supporting children and young people with disabilities through therapies such as Occupational Therapy, Speech Therapy, Psychology, Physiotherapy, Counselling, and Behaviour Support.
The platform streamlines end-to-end operations including client onboarding, service agreement management, therapist workflows, session scheduling, case notes, and compliance-driven billing. It enables accurate NDIS service code mapping, automated invoicing aligned with different funding types (Self, Plan, and NDIA-managed), and real-time budget tracking to prevent over-claiming and reduce payment errors.
Real estate agents spend a significant portion of their day on phone calls – following up with leads, booking property visits, and confirming client preferences. The client, a mid-sized real estate agency, was struggling with missed follow-ups, delayed responses, and scattered call logs.
To address this, we built a smart inbound-outbound calling agent that acts like a virtual assistant. Integrated directly with the client’s CRM and calendar, the agent automatically places calls, captures lead details, books appointments, and updates records in real time – all while keeping the human agent in control.
The objective of this project was to transform a fast-growing construction materials supplier into a fully integrated, AI-enabled digital operations platform.
The client was managing bulk orders, warehouse coordination, supplier procurement, and accounting across disconnected systems. This resulted in delayed responses, manual reconciliation, limited stock visibility, and heavy dependency on staff for routine customer queries.
Our goal was to build a unified ERP ecosystem using ZohoOne, fully integrated with MYOB for financial control, while embedding AI Agents to automate customer communication and operational support.
The AI Agents were designed to:
This solution was not only about automation - it was about creating an intelligent operational backbone that improves efficiency, reduces overhead, strengthens financial accuracy, and supports scalable growth.