The Challenge
Dr. Eric Y. Reznik developed the Complete Mental Status Evaluation — a standardized 84-point clinical instrument across 9 assessment categories for evaluating psychological and neurological functioning. The entire process was paper-based. Therapists manually calculated scores across dozens of multi-select questions with individual scoring, wrote narrative reports from scratch, and managed patient records across multiple locations without a centralized system. Scoring errors were common, report writing took over 30 minutes per patient, and there was no visibility across clinics. The platform needed to meet healthcare compliance requirements, including audit trails, secure data handling, and granular role-based access control.
Our Solution
We built a full-stack healthcare SaaS platform that digitizes the entire CMSE workflow - from patient intake and appointment scheduling to interactive assessments, automatic scoring, AI-generated clinical narratives, and report generation. The system supports multi-clinic operations with independent billing, a token-based payment system powered by Square, and a role-based access model with 7 permission levels. AI integration via OpenRouter enables the generation of publication-quality clinical reports in seconds, significantly reducing time per assessment.
What We Built
9-category evaluation form with multi-select inputs, automatic scoring across 84 total points, severity classification (Minimal, Mild, Moderate, Severe), and clinical exclusion rules that prevent invalid combinations.
OpenRouter integration generates professional narrative reports based on assessment data and patient demographics. Supports multiple AI models (Gemini, Claude, GPT-4). Reports can be regenerated and exported as editable DOCX or shareable PDFs.
True multi-tenant system with clinic-level data isolation. Each clinic has independent billing, custom token pricing, user management, and patient records. Super admins manage all clinics from a centralized dashboard.
Prepaid credit system powered by Square. Clinics purchase assessment tokens, with each assessment deducting from the balance. Auto-recharge triggers when the balance falls below a configurable threshold. Includes full transaction history and card management.
Seven roles: Super Admin, Admin, Doctor, Therapist, Case Manager, Nurse, and Patient — with 20+ granular permissions. Custom permission overrides per user enable fine-tuned access control beyond role defaults.
Calendar-based scheduling with doctor availability management, time slot creation, and appointment types (Initial, Follow-up, Assessment, Review, Urgent). Appointments are directly linked to assessments for a seamless workflow.
Comprehensive patient database with MRNs, demographics, emergency contacts, primary diagnosis tracking, and full assessment history. Patient records are scoped per clinic for secure data isolation.
Super admins can modify the assessment instrument: edit questions, adjust scoring rules, add exclusion logic, and preview changes before publishing — without code deployments.
Real-time analytics including patient counts, assessment volumes, completion rates, severity distribution, pending reviews, and daily appointments. Visual breakdowns help identify trends across clinics.
All actions are logged with timestamps, user IDs, and change details. Email-based user activation with expiring tokens. Role-based data access designed with HIPAA considerations in mind.
Structured status progression: Draft → In Progress → Completed → Approved → Archived. Approval workflows ensure clinical oversight before reports are finalized and shared.
Generated reports include patient demographics, category-by-category scoring breakdowns, severity classifications, clinical observations, and AI-generated narrative summaries. Exported as formatted DOCX and PDF with clinic branding.