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Service 5

Health Data Analytics

Structuring data and clinical documentation, management reporting systems, and preparation for information exchange between institutions, using everyday tools.

Practices Clinics Laboratories Operational areas

Sub-services in this area

3 sub-services
5.1

Design of an Operational Reporting System

For those making decisions without consistent data who want to take the first step into indicator-based management.

4 to 10 weeks
"It's common for data to exist scattered across spreadsheets, systems and people's heads, with no one consolidating it into information useful for managing. This service designs the operational measurement system and leaves the team trained to sustain the discipline of measuring and reviewing."

What's included

  • Diagnosis of the current measurement state: what's measured today, how, and for what purpose.
  • Definition of relevant operational KPIs by area.
  • Design of an executive dashboard with strategic indicators, for clients with a formal leadership structure.
  • Structuring and consolidation of existing data into organized spreadsheets.
  • Design of monthly and weekly reporting templates in Excel or Google Sheets.
  • Design of operational dashboards in Notion, when the organization prefers that tool.
  • Team training on how to read, interpret and use the indicators in daily management.

What we deliver

  • Set of operational KPIs defined and documented, with clear calculation criteria.
  • Ready-to-use monthly and weekly reporting templates.
  • Configured executive dashboard, when applicable.
  • Operational dashboard in Excel, Google Sheets or Notion.
  • Team manual on reading and interpreting indicators.

Expected results

Detection of operational deviations

From weeks to days

KPI review frequency

From monthly to weekly

Data-driven decisions

≥ 70%

Time spent on manual reports

−60 to −80%

What this service is not: it is not implementation of Power BI, Tableau, Looker, Metabase or any Business Intelligence platform. It is not custom software development or technical integration between systems — we work with Excel, Google Sheets or Notion.
Duration: 4 to 10 weeks  ·  Investment: quoted based on scope
5.2

Structuring and Quality of Clinical Documentation Records

For institutions with scattered or inconsistent records that need standardizing.

6 to 10 weeks

What's included

  • Diagnosis of the current state of documentation records.
  • Identification of critical record types by area.
  • Design of record standardization criteria.
  • Design of base templates by record type: medical record, informed consent, test request, referral record.
  • Definition of documentation quality criteria and design of the internal audit process.
  • Team training on record and quality criteria.

What we deliver

  • Current-state diagnosis with identified gaps.
  • Standardized templates by record type, in Word or Google Docs, with a PDF version for signed documents.
  • Documentation quality criteria manual.
  • Internal record-audit process and training materials by profile.

Expected results

Greater traceability of clinical and administrative information, better audit readiness, reduced time spent searching for information, solid foundation for future digitalization. This is also the recommended step before migrating to an Electronic Health Record.

What's not included: mass data migration between technical systems or development of document management platforms. Nor does it include legal or clinical validation of template content — that's the responsibility of the institution's medical team and/or legal counsel.
Duration: 6 to 10 weeks  ·  Investment: quoted based on record volume
5.3

Documentation Preparation for Interoperability

For institutions that need to align their records with the National Interoperability Network.

6 to 10 weeks

What's included

  • Analysis of current information-exchange flows with third parties.
  • Identification of external stakeholders' operational interoperability requirements.
  • Assessment of the current state of records against National Interoperability Network requirements (HL7 FHIR and SNOMED CT standards).
  • Design of documentation structures that facilitate manual or semi-automated exchange.
  • Definition of common fields and consistent coding criteria.
  • Design of exchange templates adapted to each typical recipient.
  • Team training and definition of the information-exchange quality audit process.

What we deliver

  • Documented map of information-exchange flows with third parties.
  • Exchange templates by recipient type.
  • Documentation structuring criteria manual.
  • Information-exchange audit process.

Expected results

Less operational friction in clinical information exchange with third parties, greater consistency of shared information, and reduced time and cost for a future technical integration, once you reach that stage with the data already organized.

What's not included: technical implementation of HL7 FHIR, SNOMED CT or DICOM standards, API-based integration between systems, or development of automated connectors — that's done by IT teams or specialized vendors.
Duration: 6 to 10 weeks  ·  Investment: quoted based on number of flows

Need to combine more than one service?

Our services can be hired independently or combined. Tell us about your case in a free initial conversation.