Sully AI
AI clinical workflow automation platform that leverages modular AI agents to streamline administrative and documentation tasks across healthcare operations.
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Healthcare Services
Custom Software for Clinical Workflow Automation
Our clinical workflow automation software helps automate clinical tasks, patient flow, care team handoffs, and repetitive processes around your existing workflows. Citrusbug integrates automation with healthcare systems while keeping clinicians in control of decisions that require human judgment.
500+
Projects Delivered
98%
Client Retention
Certified By
HIPAA
SOC 2
ISO 27001
Trusted by industry leaders
Certifications and Accreditations
When Standard EHR Workflows Don't Match Clinical Operations
Clinical teams often work across different task sequences, escalation rules, handoffs, and documentation requirements. A cardiac step-down unit may follow different protocols from an ED triage desk, making a single workflow difficult to apply across every setting.
Clinical workflow automation can be configured around these operational differences, routing tasks and information by role, priority, and workflow stage while keeping clinicians in control. When important context still sits in spreadsheets, whiteboards, or individual workarounds alongside the EHR or hospital management system, handoffs and follow-up tasks can become harder to track.
What We Build for Clinical Workflow Automation
We build clinical workflow automation around the way your care teams actually work, including role-based task routing, patient movement, documentation, and coordination across departments. Each workflow can be configured around your operational rules, existing systems, and clinical oversight requirements.
Role-Based Task Routing and Escalation
Clinical protocols involve referrals, orders, escalations, and handoffs that vary by role, unit, and urgency. We build configurable workflow engines that route tasks according to these rules, helping care teams see the work that requires their attention without relying on generic task queues.
Patient Flow Across Admission, Transfer, and Discharge
Admission, transfer, discharge, and bed management involve multiple handoffs between clinical and operational teams. We automate status updates, task assignments, and notifications across these stages so the right teams can act on changes without relying on manual follow-up.
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Clinical Documentation Automation
Documentation can create repetitive work when clinicians need to enter information that already exists elsewhere in the care workflow. We build automation that can pre-populate structured fields from connected healthcare systems and route information for review where clinical input is required.
Multidisciplinary Care Coordination
Rounding, referrals, escalations, and cross-team follow-ups can become difficult to track when responsibility moves between departments. We automate task assignment, notifications, and status tracking to give care teams clearer visibility into outstanding actions and next steps.
Build Better Clinical Workflows
Automate repetitive clinical tasks and handoffs with software designed around your existing workflows and care team needs.
Discuss Your RequirementsHow a Clinical Workflow Automation Engine Works
Clinical workflow automation software connects workflow rules, task routing, clinical events, and healthcare system data to automate defined processes. We configure the workflow logic around your protocols, roles, priorities, and escalation requirements, then integrate it with systems such as your EHR so relevant events can trigger the right actions.
Consistent Escalation Rules
Define escalation rules around specific clinical or operational conditions, then apply them consistently across teams and shifts instead of relying on manual follow-up.
Complete Task Audit Trail
Track task creation, assignment, status changes, and timestamps so teams can see what happened, who handled it, and where a workflow may have been delayed.
EHR Data Synchronization
EHR workflow automation connects workflow processes with relevant admission, transfer, discharge, and other EHR events, reducing duplicate data entry and manual status updates.
EHR Integration for Clinical Workflow Automation
Clinical workflow automation needs reliable access to the healthcare data and events that drive each workflow. We integrate the automation layer with your existing EHR and healthcare systems using the interoperability standards and interfaces appropriate to your environment.
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FHIR R4 integrations for structured healthcare data exchange and interoperability
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HL7 v2 ADT interfaces for admission, discharge, and transfer events
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CDS Hooks integrations where workflow logic needs to connect with clinical decision support events
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EHR integrations with platforms such as Epic, Oracle Health, and MEDITECH through available interfaces and APIs
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Role-based access controls aligned with user roles and workflow requirements
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Audit logging for workflow actions, system events, and data access
Who We Build Clinical Workflow Automation For
Who We Build Clinical Workflow Automation For
Hospitals and Health Systems
Multi-Specialty Clinical Groups
Post-Acute and Home Health Teams
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ACOs and Coordinated Care Organizations
Clinical Judgment in Automated Workflows
Clinical workflows do not always follow a predictable path. A borderline result, protocol exception, or patient situation outside the defined rules may require a clinician to review the next step. Clinical workflow automation should account for these situations instead of forcing every case through the same automated path.
We build escalation logic that routes defined exceptions and review conditions to the appropriate clinician or care team. Relevant workflow information can be presented for review, while decisions, overrides, and subsequent actions can be logged for traceability. Routine processes continue through automation while cases requiring professional judgment remain under clinician control.
We build escalation logic that routes defined exceptions and review conditions to the appropriate clinician or care team. Relevant workflow information can be presented for review, while decisions, overrides, and subsequent actions can be logged for traceability. Routine processes continue through automation while cases requiring professional judgment remain under clinician control.
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Set escalation conditions by workflow, role, unit, or priority so teams can focus on alerts that require attention.
Allow authorized clinicians to override automated workflow actions while maintaining an auditable record of the relevant event and action.
Route cases that fall outside defined rules to a designated review queue instead of applying an automated action that may not fit the situation.
How We Build Automated Clinical Workflows
01
Workflow Mapping With Clinical Staff
We map existing task flows, escalation points, handoffs, and workflow gaps with nurses, physicians, unit leads, and other relevant stakeholders so the automation reflects how the team actually operates.
02
Protocol and Escalation Logic Design
We define workflow rules, thresholds, exception paths, and clinical override points with the appropriate stakeholders before development begins, giving the team a clear view of how automation will behave.
03
EHR Integration and Workflow Testing
We develop integrations against available EHR sandbox or test environments and validate workflows against representative clinical scenarios, including standard paths, exceptions, escalations, and manual overrides.
04
Phased Clinical Workflow Rollout
We can start with a defined unit, workflow, or care pathway before expanding the automation more broadly. Early usage and workflow feedback help identify adjustments before wider deployment.
Security and Compliance for Clinical Workflow Automation
Security and compliance requirements should be considered when clinical workflow automation is designed, not treated as a final step before deployment. We incorporate access controls, audit logging, data handling practices, and other relevant safeguards into the application architecture based on your workflows, systems, and regulatory requirements.
- Role-Based Access Control mapped to clinical and operational roles
- Audit Logging for workflow actions, access events, overrides, and system activity
- Minimum Necessary Data Handling to limit access and processing to information required for the workflow
- Healthcare Interoperability Support using standards such as FHIR and HL7 where appropriate
How Much Does It Cost to Build Clinical Workflow Automation Software?
A focused clinical workflow automation project may start around $15,000, while more complex multi-department platforms can reach $120,000+. EHR integrations, workflow complexity, clinical roles, reporting, security requirements, and the number of automated processes all influence the final development cost. Share your requirements to get an accurate estimate.
Our Work Portfolio
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View Case Study →Client Testimonials (We're Rated 4.7 on Clutch)
THE PROJECT
Web & AI Development for Education Company
AI Development, Custom Software Development
Nov. 2024 - Ongoing
THE REVIEW
Their agile way of working, competence, and friendliness are impressive.December 7, 2024
PROJECT SUMMARY:
Citrusbug Technolabs handles a data extraction project for an education company. They're also responsible for managing an AI generation project for the client.
FEEDBACK SUMMARY:
Citrusbug Technolabs has laid out and followed a clear project outline and consistently met deadlines. The team communicates well and demonstrates a strong understanding of the client's vision and goals. Their agile approach, high level of competence, and personable approach stand out.
THE REVIEWER
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THE PROJECT
Custom Automated System Dev for Veteran Medical Co
Generative AI, Application Testing, Custom Software Development
Aug. - Oct. 2024
THE REVIEW
Their communication and ability to capture exactly what I was asking for were impressive.November 14, 2024
PROJECT SUMMARY:
Citrusbug Technolabs built an automated system for a veteran medical company. The system needed to collect and store user data, generate customized letters based on surveys, and use AI to summarize reviews.
FEEDBACK SUMMARY:
Citrusbug Technolabs delivered a functional automated system that successfully organized the client's records and auto-generated statements. The team was quick to respond, addressed all roadblocks, and communicated effectively. Overall, their ability to understand the client's needs stood out.
THE REVIEWER
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THE PROJECT
MVP Development for Freight & Capacity Marketplace
Custom Software Development
$10,000 to $49,999
Jan. 2024 - Feb. 2025
THE REVIEW
They were very calm and talented, and they did bring some of their own ideas.January 28, 2025
PROJECT SUMMARY:
Citrusbug Technolabs has developed an MVP for a freight and capacity marketplace. The team has created three different interfaces for three market segments.
FEEDBACK SUMMARY:
Citrusbug Technolabs has successfully developed an effective MVP. The team has delivered the project on time and almost within budget. Moreover, their responses have been timely. Overall, the team has been calm, talented, and innovative. This has led to the client's satisfaction.
THE REVIEWER
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THE PROJECT
Web & Mobile App Development for Education Company
Custom Software Development, DevOps Managed Services
$10,000 to $49,999
THE REVIEW
What stood out most about them was their personalized approach and sense of ownership in every aspect of the project."February 27, 2024
PROJECT SUMMARY:
Citrusbug Technolabs built a Flutter cross-platform mobile app for an education company. They also developed two web apps and an admin panel and provided DevOps support for the client's infrastructure.
FEEDBACK SUMMARY:
Citrusbug Technolabs' support successfully boosted the client's user engagement by 8x, resulting in an 85% retention rate. The reliable team demonstrated a dedication to delivering on time and promptly responding to concerns and adjustments. Their personalized, client-centric approach stood out.
THE REVIEWER
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THE PROJECT
Mobile App Development for Healthcare Company
Custom Software Development Mobile App Development UX/UI Design
$10,000 to $49,999
June 2023 - Jan. 2024
THE REVIEW
They didn't like the phrase "impossible to do", which made them very solution-oriented.February 19, 2024
PROJECT SUMMARY:
A healthcare company hired Citrusbug Technolabs to design and develop a user-friendly application. The team provided tailored assistance to meet the client's requirements.
FEEDBACK SUMMARY:
Citrusbug Technolabs successfully delivered an application that was ready for market. The team was highly professional and well-organized; they stayed focused throughout the engagement and were receptive to changes. Overall, they stood out for their trustworthiness and commitment to excellence.
THE REVIEWER
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THE PROJECT
Custom Web App Dev & Design for Financial Technology Firm
Mobile App Development UX/UI Design Web Design
Sep. 2023 - Ongoing
THE REVIEW
They're 100% on time and transparent throughout each stage of the project.February 24, 2024
PROJECT SUMMARY:
A financial technology company has hired Citrusbug Technolabs to build a custom web application. The team handles the development and design of the app.
FEEDBACK SUMMARY:
The project is ongoing, but the client has been satisfied with Citrusbug Technolabs' services. The team is very professional — they always respect timelines and provide regular updates to ensure everyone's on the same page. Also, their transparent approach makes them a trustworthy partner.
THE REVIEWER
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THE PROJECT
Staff Augmentation for Singaporean Development Company
Mobile App Development
$10,000 to $49,999
THE REVIEW
"I do believe they are exceptional at where they stand."
PROJECT SUMMARY:
Citrusbug Technolabs took on a mobile app development project for a Singapore-based development house. They were provided with UX designs to execute. Currently, they're finalizing and fine-tuning the product.
FEEDBACK SUMMARY:
Citrusbug Technolabs contributed to the successful launch of the product, which has garnered over 10,000 users in just three months. The product has also received support from investors. They consistently followed-up with their progress and delivered at a speedy rate. The team is truly stellar.
THE REVIEWER
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Why Choose Citrusbug for Clinical Workflow Automation
Clinician-Reviewable Automation
Escalations, overrides, and workflow actions can be logged and reviewed, keeping clinicians in control of decisions that fall outside defined automation rules.
Unit-Specific Protocol Encoding
We encode your actual escalation thresholds, task sequences, and handoff rules instead of applying a generic workflow model across every unit or care setting.
Discovery Before Build
We map workflows with your clinical and operational stakeholders before development begins, so automation reflects how care is delivered and where decisions need human input.
Source Code Ownership
You receive the source code and documentation for the software we build, giving your team control over the application and its ongoing development.
FHIR and HL7 Integration
We use healthcare interoperability standards such as FHIR R4 and HL7 v2 where appropriate to connect workflow automation with your existing EHR and healthcare systems.
Post-Launch Support Options
L1, L2, and L3 SLA options can cover configuration changes, workflow rule updates, troubleshooting, and ongoing maintenance after go-live.
Insight & Opinion
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Read Article →FAQs About Clinical Workflow Automation Software
How does clinical workflow automation software integrate with our existing EHR?
We integrate with existing EHRs through available interfaces and APIs, using standards such as HL7 v2 and FHIR R4 where appropriate. The automation layer can connect with platforms such as Epic, Oracle Health, MEDITECH, and athenahealth without requiring the EHR to be replaced.
What's the difference between rules-based automation and AI agents in clinical workflows?
Rules-based automation is suited to predictable tasks such as routing, notifications, eligibility checks, and escalation triggers. AI can support less structured tasks such as summarization, information extraction, or prioritization, with defined boundaries and appropriate human review.
How long does it take to build clinical workflow automation software?
A focused single-workflow project may take around 2 to 4 months, while larger multi-department implementations can take 5 to 8 months or more. Timeline depends on workflow complexity, integrations, testing requirements, and the number of processes being automated.
How much does clinical workflow automation software development cost?
A focused workflow build may start around $15,000, while more complex multi-unit platforms can reach $120,000 or more. EHR integrations, workflow complexity, security requirements, reporting, and the number of automated processes all affect the final cost.
Can clinical workflow automation handle patient flow across multiple units or facilities?
Yes. Workflows can be configured for different units, locations, roles, and operational requirements while maintaining centralized visibility and reporting where the architecture calls for it.
What happens when an automated task needs a clinician's judgment instead of a rule?
The workflow can route the task to an appropriate clinician or care team for review rather than forcing an automated action. Authorized users can make the required decision or override a workflow action, with relevant actions and changes recorded in the audit trail.
Is clinical workflow automation software compliant with HIPAA and healthcare interoperability requirements?
The software can be designed with safeguards such as role-based access controls, audit logging, appropriate data handling, and healthcare interoperability standards. HIPAA and other regulatory requirements should be addressed based on the specific workflows, systems, data, and deployment environment rather than treated as a blanket software claim.
Do you build this for billing and claims too, or only clinical processes?
Clinical workflow automation can cover care delivery processes such as task routing, documentation, referrals, and care coordination. We also build healthcare automation software for administrative workflows such as billing, claims, intake, and related operations.