Single-site fertility clinic. 6 providers. ~40 IVF cycles/month. Bedrock-only.

Northbrook Reproductive Health, here's how your tools talk to each other today and what to fix first.

Three sections below. Pantry = your raw data. Prep table = the weekly briefs Claude assembles. Plate = the decisions you actually serve up. Click any card or recipe for plain English.

8
Tools mapped
4
Recipes ready to build
3
Quick wins flagged
Legend:
✓ You've got it
? Missing or not set up yet
! Quick win, money or hours on the table
Where to start: click any card with the orange ! badge first, those are the 3 unlocks Claude can earn its keep on.
Pantry
Your raw ingredients, the tools your data already lives in.
!
eClinicalWorks EHR
DOCX real-time
High volume
✓
Centricity Practice Solution
XLSX weekly
Steady flow
✓
Patient intake forms
PDF daily
Steady flow
✓
Lab vendor results
PDF daily
High volume
✓
Insurance appeal templates
DOCX weekly
Trickle
✓
Staff Google Sheets
XLSX weekly
Trickle
✓
HIPAA compliance policy
PDF rare
Trickle
!
AWS Bedrock 3P Claude (with BAA)
API real-time
High volume
Prep Table
Where the night's mise-en-place gets done, weekly summaries Claude writes for you.
✓
Intake pipeline
Patient intake Mon 6am
In: Patient intake forms, eClinicalWorks EHR
✓
Lab review pending
Lab results Daily 5:30am
In: Lab vendor results, eClinicalWorks EHR
✓
Billing reconciliation
Billing Fri 5pm
In: Centricity Practice Solution
✓
Insurance appeal status
Insurance appeals Weekly
In: Centricity Practice Solution, Insurance appeal templates, eClinicalWorks EHR
Plate
What gets served to a human, the briefs and drafts you actually act on.
✓
Morning brief per provider
Written by the intake-prep specialist For: Dr. Mehra, providers
🔒 Provider initials before rounds
✓
Insurance appeal letter draft
Written by the billing-appeals specialist For: Marisol, Dr. Mehra
🔒 Marisol reviews + Dr. Mehra co-signs before sending

The mental model in one picture. Your data moves left to right: raw sources feed weekly silver platters, platters feed the briefs and drafts Claude writes for you, and those land in the channels you actually use (Slack, your inbox, your iPad). The AI layer sits on top of the data prep, never the other way around. Hover any line to trace it. Click a node to open the details.

Pantry (raw data)
Prep (silver platters)
Plate (briefs you read)
Where you read it
Opportunity / suggested

If a Pantry box has no line leaving it, that data is sitting unused, those are usually the loudest quick wins. Dashed boxes on the right are channels we suggest adding.

Northbrook Reproductive Health, these are the briefs and drafts your team can stop building manually. Each one shows the ingredients, the time saved, and the back-and-forth Claude does on your behalf.

Morning brief per provider (5:30am)

Each provider opens their iPad before rounds and sees today's patients, lab flags, and action items, initials + MRN only. No more Becca printing forms and walking them down the hall.

Patient intake forms → eClinicalWorks notes → Lab vendor results → Staff schedule → intake_pipeline.md → lab_review_pending.md → Intake-Prep Specialist
Before: Becca prints intake forms each morning, hand-summarizes for providers, walks them down the hall. 90 minutes daily. Providers click through 14 lab panels per cycle patient.
After: Brief on iPad at 6am. 90 minutes back to clinical work. Providers see only abnormals.
Click for the full walkthrough →

Lab review queue (overnight)

Abnormal labs get flagged for provider sign-off before they walk in. Routine in-range labs auto-confirm. Providers stop clicking through 14 panels per patient.

Lab vendor results → eClinicalWorks → lab_review_pending.md
Before: Providers click through 14 panels per cycle patient before AM rounds. ~20 min/provider/morning.
After: Only abnormals surface. Provider review takes 5 min.
Click for the full walkthrough →

Insurance appeal draft (when denial lands)

Marisol stops writing appeals from scratch. Each denial triggers a drafted letter with the 7 required sections within hours. Marisol reviews, Dr. Mehra co-signs, fax.

Centricity ERA → eClinicalWorks notes → fax_appeal templates → billing_reconciliation.md → insurance_appeal_status.md → Billing-Appeals Specialist
Before: Marisol writes each appeal from scratch. 4-5 hours per appeal. 6-8 weeks to resolution. Many denials never get appealed because she runs out of time.
After: Draft ready within hours of denial landing. Marisol's review = 30 min. More denials get appealed. More money recovered.
Click for the full walkthrough →

Weekly clinic P&L (Friday close)

Dr. Mehra opens her phone Friday afternoon and sees clinic P&L for the week, collections, denials, outstanding A/R, payroll burden. Today she has no single weekly view.

Centricity billing → Staff schedule → billing_reconciliation.md → Care Coordinator Orchestrator
Before: Dr. Mehra has no single weekly view of clinic financial performance. Reads end-of-month from Marisol.
After: Weekly P&L on Friday. 5-min read. Strategic decisions land sooner.
Click for the full walkthrough →

Northbrook Reproductive Health, here's the order to build this in. Each step builds on the last, total: Bedrock + BAA is the precondition (already done). Beyond that, ~3-4 days of focused work, mostly the skill writing.. If a step looks like a cliff, hand it to @claude-code-guide.

  1. 0
    Pre-step (skip if you already have Claude Code)

    Get Claude Code on your machine

    What

    Install the Claude Code CLI. It's the tool that runs everything below. If you've never opened Terminal, that's fine, this is the only command-line moment until you're set up.

    Install
    npm install -g @anthropic-ai/claude-code
claude --version  # should print a version number
    You'll know it's working when: typing claude --version in Terminal prints a version number instead of an error.

    Setup time: 5 minutes.

  2. 1

    Confirm Bedrock + BAA deployment is live

    What

    Verify the AWS Bedrock 3P Claude tenant is active, BAA with Anthropic is signed, and audit-log retention policy is in place.

    Why this first

    PHI cannot touch Claude any other way. This is the IT precondition. Already done for Dr. Mehra, verify before building.

    Install
    # Verify configuration:
echo $ANTHROPIC_BEDROCK_BASE_URL
echo $AWS_PROFILE
# Confirm BAA filed with Anthropic legal.
# Confirm audit log retention policy (typically 6 years for HIPAA).
    Before: PHI cannot touch AI. Tony pulls the plug on any pilot.
    After: Compliant deployment. IT/compliance approves.

    Setup time: 1-2 hours of verification (assuming BAA already signed)

  3. 2

    Lock the PHI-scoping rule (rules/phi_scoping.md)

    What

    Write rules/phi_scoping.md with paths: data/clinical/**, data/intake/**, data/labs/**, outputs/morning_briefs/**, outputs/insurance_appeals_drafts/**.

    Why this first

    Clinical and billing data physically cannot mix in the same session, except via the Billing-Appeals Specialist's controlled bridge. File system enforces what hope used to.

    Install
    # write under .claude/rules/phi_scoping.md
# YAML frontmatter:
# ---
# paths:
#   - data/clinical/**
#   - data/intake/**
#   - data/labs/**
#   - outputs/morning_briefs/**
# ---
# Body: PHI scoping rules + minimum-necessary principle (template in demos/04_healthcare_clinic/after/.claude/rules/)
    Before: PHI scoping enforced by 'be careful' instinct. HIPAA risk.
    After: Agent reading data/billing/ literally cannot load data/clinical/ in the same session. Walling enforced by file system.

    Setup time: 30 minutes

  4. 3

    Wire the conversion hook + ingest_intake_pdf + lab_result_summarizer

    What

    SessionStart hook for raw_dropzone. Then write ingest_intake_pdf and lab_result_summarizer skills.

    Why this first

    Intake PDFs and lab PDFs are the highest-volume PHI inputs. Without ingestion, the morning brief has nothing to read.

    Install
    # 1. Hook setup
brew install pandoc poppler && pip install xlsx2csv
# 2. Skills
# write under .claude/skills/ingest_intake_pdf/ and .claude/skills/lab_result_summarizer/
# Both write to PHI-scoped folders only.
    Before: Becca prints + walks intake forms. Providers click through 14 lab panels per patient.
    After: Daily 5:30am, intake_pipeline + lab_review silver platters refresh. Brief ready 6am.

    Setup time: 1 day for both skills

  5. 4

    Care Coordinator Orchestrator + Intake-Prep + Lab-Review + Billing-Appeals specialists

    What

    Define four subagents under .claude/agents/. Care Coordinator is the chief-of-staff. Three specialists, each scoped to its domain. Billing-Appeals has the controlled cross-domain pathway.

    Why this first

    Domain scoping enforces minimum-necessary. Becca and Dr. Mehra talk to the orchestrator; specialists report up.

    Install
    # write under .claude/agents/:
#   care-coordinator-orchestrator.md (model: opus, tools: [Read, Glob, Grep, Task])
#   intake-prep-specialist.md (model: sonnet, scoped to clinical+intake)
#   lab-review-specialist.md (model: sonnet, scoped to labs+clinical)
#   billing-appeals-specialist.md (model: opus, controlled cross-domain, only allowed for appeals)
# Hand to @claude-code-guide for templates.
    Before: Becca asks a question, has to pre-frame which folder Claude should look at.
    After: Becca runs /morning_brief or /draft_appeal. Orchestrator routes per minimum-necessary scope.

    Setup time: 2 hours

  6. 5

    Audit log + retention + break-glass procedure

    What

    PostToolUse hook captures every action. Stop hook warns on unsigned drafts. Define break-glass procedure for emergency cross-domain queries (medical-director-only override).

    Why this first

    HIPAA audit-log retention is non-negotiable. Stop hook is the human-gate. Break-glass is for clinical emergencies that justify cross-domain access.

    Install
    # hooks per business_os_hooks.md (already written)
# define break-glass: a slash command /break_glass that requires Dr. Mehra's explicit invocation + writes a special audit_log entry
    Before: AI did what? Nobody knows. Did Dr. Mehra approve this morning's brief? No record.
    After: Every action recorded. Stop hook nudges if a draft is unsigned. Break-glass is auditable.

    Setup time: 1 hour

  7. You've shipped your back-of-house.

    Next: hand @claude-code-guide a one-line ask for your next skill, or join the Early AI Dopters community to see how other operators evolved theirs.