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Two related aspects to the Project PART 1: Patient Phone Intake Prototype w Local Storage 1. Purpose Build a local computer-based replacement for our current paper telephone intake workflow. The purpose is to: • reproduce the existing intake workflow electronically; • allow us to test and improve the workflow in actual use; • identify coding and usability issues before investing in a cloud-based version; • preserve the workflow and business logic so that it can later be migrated to a HIPAA-appropriate cloud environment. 2. Preferred Implementation/Architecture Local browser-based web application running entirely on one Windows PC. Example: Browser → Local Application → Local Database The application may open in Microsoft Edge, Chrome, or another standard browser, but: • it must run locally on the computer; it must not require internet access to function; • patient data must not be transmitted to an external server; • patient data must not be stored in any cloud service; • the database must not automatically synchronize with OneDrive, Dropbox, Google Drive, or another cloud-storage service. A traditional Windows application is acceptable if there is a strong technical reason, but a local browser-based application is preferred because the application may later be converted to a cloud-based web application. 3. Workflow The start and branches for the workflow is described in the attached file Web Based Intake v2 Full Requirements and Deliverables of Part one are contained in the attached file: Local Patient Phone Intake Prototype Microsoft Power Automate Desktop – Medicare Eligibility Web Automation (Automated Medicare Eligibility Lookup) I am looking for someone experienced with Microsoft Power Automate Desktop (PAD) and browser/web automation to build a simple automation for my medical practice. Objective Automate a repetitive Medicare eligibility lookup performed through the NGSConnex/NGS Medicare provider website. This should be a desktop automation running locally on a Windows PC. I am not looking for an unattended cloud bot or an AI agent. The attached file Screenshots for Medicare eligibility automation shows details of the desired workflow, the exact fields to be entered, and the information to be extracted. Note that the data extracted needs to be stored in the database created as part of the Phone Intake part of this proposal (see above). Important Requirements Power Automate Desktop: I specifically need someone experienced with PAD browser automation, web UI elements/selectors, data extraction, waits, error handling, and dynamic webpages. Experience limited primarily to Power Automate cloud flows is not sufficient. Local processing: The automation should run on a computer in my office. Patient information and eligibility results should not be transmitted to external AI services, cloud databases, developer servers, or other third-party services. Development Process HIPAA/PHI: This workflow involves protected health information, so my NGSConnex username and password will NOT be provided to the developer. Initial development will use screenshots with patient information removed/redacted. The developer should not need access to PHI during initial development. If access to actual patient information becomes necessary for testing or troubleshooting, that must be discussed with me in advance and appropriate HIPAA safeguards, including a Business Associate Agreement if applicable, must be established before access is provided. • A live remote session in which I log into the website and complete MFA myself if access to the actual webpage is necessary for capturing web elements. A screen recording of the process if helpful, with PHI removed. Reliability The finished automation should: • Use proper browser/UI element identification, rather than relying primarily on fixed mouse coordinates. • Wait appropriately for webpages and elements to load. • Recognize common errors or unexpected pages and stop safely rather than entering information in the wrong place. • Provide a clear error message when the automation cannot continue. • Be reasonably maintainable if NGS makes minor changes to its website. Deliverables At completion I would like: 1. A working Power Automate Desktop flow installed/configured on my computer. 2. All source/editable Power Automate flow components. 3. A brief explanation of how the flow works. 4. Instructions for starting and using it. 5. Documentation showing how to update/capture webpage elements if NGS changes its website. 6. Testing of the workflow with me present. 7. Confirmation that no patient information, credentials, screenshots containing PHI, or eligibility data have been retained by the developer.
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Hello, I’m Elias, a senior software engineer based in Miami with 20 years of experience. I specialize in web application development, particularly in the healthcare sector, which aligns well with your project. I understand that your main goal is to create a patient phone intake prototype that efficiently manages data with local storage. I have built similar systems before, focusing on secure architecture, responsive user interfaces, and maintainability. My approach would involve five phases: 1) Understand the business workflow and technical requirements 2) Design the user experience and database architecture 3) Develop the core features and implement data extraction 4) Test the application thoroughly for performance 5) Deploy and provide post-launch support. Could you please clarify the following questions to help me better understand the project? 1) What specific data fields do you need for the patient intake form? 2) Are there existing systems that need to integrate with this prototype? 3) How do you envision managing user permissions and data access for healthcare providers? I have successfully completed similar projects, but most were under NDA, so I can't share links. However, I’d be happy to discuss the architecture and features in detail. Additionally, I will ensure the application is built with a scalable architecture for future growth.
$500 USD in 5 days
8.5
8.5

Hello, With over a decade of experience under my belt, I’m confident I'm the freelancer who can truly transform your medical practice. For Part 1 of your project, my expertise in browser-based web applications make me the ideal fit. As you've indicated, your existing phone intake workflow needs to be accurately captured electronically, tested and improved before investing in a cloud-based version. This is where I can step in. My strong command over JavaScript and the architecture you've described perfectly align with your needs - local browser-based web application that doesn't transmit or store patient data on a cloud service. Moving on to Part 2, my extensive experience with Microsoft Power Automate Desktop (PAD) including browser automation, web UI elements/selectors, data extraction and dynamic web pages is well-suited for tackling your Medicare eligibility automation needs. The automation will strictly be for your office computer environment without any external storage or third-party reliance, perfectly aligning with HIPAA compliance requisites. Redacting any confidential patient information during the initial development phase will ensure we're adhering to privacy protocols while establishing trust between us. My ultimate goal for every project is triple-fold: delivering scalable and secure product solutions that are user-friendly and highly efficient. And with my proficiency spanning from WordPress and Shopify to Python an Thanks!
$450 USD in 3 days
7.8
7.8

Hello, I am Dr. Rajesh Rolen, PhD in Computer Science & Engineering, with experience of over 20+ years in Web Application, JavaScript, SQL, Full Stack Development As a preferred freelancer in the top 1%, I have done 400+ projects here on freelancer.com, I have 4.9 ratings out of 5 on average, which showcases my quality of work and timely delivery. Key Highlights: - Free Hosting Support on the Cloud or any desired platform. - Free 3 months of post-delivery support to ensure that our client doesn’t face any challenges after the launch of the project. - Free Dedicated tester on projects to ensure quality delivery, so clients don’t need to act as a tester. - 10+ Years experience UI/UX team to ensure intuitive UI. Portfolio: https://www.freelancer.com/u/Microlent Please open the chat and send me a message, so we can have a more detailed discussion about the project to give you the project timeline and cost. Thank you for considering my services. I look forward to engaging in a productive conversation and understanding how I can be of assistance in bringing your project to life. Regards Rajesh Rolen
$500 USD in 10 days
8.4
8.4

⭐⭐⭐⭐⭐ Create Local Patient Phone Intake and Medicare Eligibility Automation ❇️ Hi My Friend, I hope you are doing well. I’ve reviewed your project requirements and noticed you're looking for a solution to build a local patient intake system and automate Medicare eligibility checks. Look no further; Zohaib is here to help you! My team has successfully completed 50+ similar projects. I will design a local web application that works without internet access and integrates seamlessly with Power Automate Desktop to automate the eligibility lookup. ➡️ Why Me? I can easily do your project as I have 5 years of experience in web application development and automation. My expertise includes local storage solutions, browser-based applications, and Microsoft Power Automate Desktop. Additionally, I have a strong grip on data security, ensuring compliance with HIPAA regulations. ➡️ Let's have a quick chat to discuss your project in detail. I can provide samples of my previous work that demonstrate my capabilities. I look forward to discussing this with you! ➡️ Skills & Experience: ✅ Web Application Development ✅ Microsoft Power Automate Desktop ✅ Browser Automation ✅ Database Management ✅ Data Extraction ✅ User Interface Design ✅ Error Handling ✅ Workflow Optimization ✅ Local Storage Solutions ✅ HIPAA Compliance ✅ Medical Data Processing ✅ Automation Testing Waiting for your response! Best Regards, Zohaib
$350 USD in 2 days
7.7
7.7

A local-only intake system plus PAD automation for Medicare eligibility has to be built carefully, because the real risk is not just whether it runs, but whether it fails safely around PHI, dynamic pages, and later migration to a cloud setup. I’d approach this as a clean local prototype: browser-based intake app with local storage/database first, then a PAD flow that uses selectors, waits, validation, and controlled writeback into that local database. I’ve worked on workflow-driven internal tools and browser automations where reliability mattered more than flashy UI. For your case, the important part is preserving business logic, keeping everything on the office PC, and making the automation maintainable if NGS changes minor page elements. I can also document the element recapture/update process so you’re not stuck later. - Roughly how many intake screens/branches are in the attached workflow? - Do you want the local app as a lightweight web app with SQLite/local database, or do you prefer another local DB format on Windows? - For the PAD piece, should the flow launch from an intake record and then save eligibility results back to that same patient entry automatically?
$500 USD in 7 days
7.5
7.5

Hello Greetings, After reviewing your project description, I feel confident and excited to work on this project for you. But I have some crucial questions to clarify. Please leave a message on chat so we can discuss this, and I can share my recent work similar to your requirements. Thanks for your time! I look forward to hearing from you soon. Best Regards.
$700 USD in 8 days
7.4
7.4

Hi, I reviewed the project and understand that you need a local patient phone intake web application with secure database management, plus Microsoft Power Automate Desktop Medicare eligibility automation. I can build the Electronic Forms workflow for offline Windows use, keeping patient data local and avoiding cloud synchronization. The Database Management structure will connect intake records with eligibility results, while Process Automation uses PAD browser automation, reliable selectors, waits, error handling, safe stopping, and maintainable web elements. Development can use redacted screenshots and live MFA sessions without retaining PHI. I’ll provide editable flow components, clear usage and maintenance documentation, testing with you, and clean, responsive implementation focused on HIPAA-aware local processing. Let’s discuss here now.
$250 USD in 30 days
7.1
7.1

Hi there, I can help you build both parts of this project. The local patient intake app is a solid fit for a browser-based setup with SQLite or a local MySQL instance, keeping everything offline and away from any cloud sync paths. For the Medicare eligibility automation, I've worked with Power Automate Desktop on dynamic web pages before, so I know how to handle selectors, waits, and error states properly. I'm Edward, and I've done similar local-first builds and RPA flows. I respect the HIPAA boundaries here, no PHI needed for initial work. Happy to chat more about the workflow details.
$250 USD in 7 days
6.7
6.7

Hello!, I am a Florida-based senior software engineer and this project stood out because the main challenge is not just building a form, it’s making patient intake accurate, easy to use, and reliable without adding admin headaches. For Part 1, I’d handle it in phases: 1) define the intake fields and edge cases, 2) build a phone-friendly prototype with local storage, 3) structure the data so it can be searched, reviewed, and exported cleanly, 4) test the full workflow so it is simple for staff and dependable in real use. I’ve built workflow tools, data-heavy web apps, and automation systems where usability and accuracy mattered most. I pay close attention to the details that usually make or break these projects: fewer errors, less manual work, and a setup that can scale later instead of needing a rewrite. Relevant examples of work I can share: - appointment intake and CRM workflow app - internal operations dashboard with local data sync - document capture and extraction tool - automation portal for multi-step business workflows A few quick questions: 1) Should the prototype stay local-only at first, or should it be designed for secure syncing later? 2) What intake fields are mandatory vs optional, and do you already have validation rules? 3) Is the main user a front-desk person, a caller, or both? If you want a serious build plan, I can map this out clearly and get moving right away. -James
$600 USD in 3 days
6.8
6.8

CHECKED given attachments-------------->>This project needs more than a basic automation. The key is keeping all PHI local while making the intake and Medicare workflow reliable, maintainable, and ready for future cloud migration. ------------------MY Implementation Plan----------------- • Build the local browser based intake application with a local database and complete workflow branching • Develop the NGSConnex automation in Power Automate Desktop using UI elements, selectors and dynamic waits • Extract eligibility results directly into the local database • Add validation, timeout handling and safe failure detection for unexpected pages • Keep application, database and automation layers separated for easier future migration • Develop initially with redacted data and no credentials or PHI • Provide editable PAD flows, setup instructions, maintenance documentation and live testing I will specifically avoid fragile coordinate based automation and design the flow to remain maintainable when NGS makes minor UI changes. I would be happy to jump on a 10-minute call to review the workflow and confirm the implementation approach.
$650 USD in 7 days
7.0
7.0

Hi there, I see you're seeking a local browser-based solution for automating your patient phone intake workflow as well as a Microsoft Power Automate Desktop integration for Medicare eligibility lookups. I can build a local application that preserves patient data and meets HIPAA compliance while allowing for future migration to a cloud solution. For the Power Automate aspect, I have experience with browser automation, ensuring reliable data extraction without external transmission. Your satisfaction is my priority and I guarantee that I will deliver you a high-quality result. Regards, Ali
$250 USD in 7 days
6.4
6.4

The key constraint here is that both pieces must stay local: no cloud sync, no external storage, and no fragile automation that misfires on a medical workflow. I’d build this as an offline intake prototype on the PC with a local database, then connect a PAD automation that reads the needed fields, performs the NGS lookup with proper waits/error handling, and saves the returned eligibility data back into the same record structure. I’ve worked on process-heavy admin systems and browser automations where maintainability is what makes the project useful long term. For this job, that means preserving your workflow logic, keeping development possible without PHI access, and making sure you receive editable flow files plus practical update instructions if page selectors change. Before locking the exact build path, I’d want to confirm a few points: - About how many fields and branch conditions are in the phone intake workflow? - Does the intake prototype need reporting/export, or just local entry, retrieval, and update? - Would you like the local app packaged so it opens easily for staff from a desktop shortcut in the browser?
$500 USD in 7 days
6.5
6.5

Hi, I'm Denis, a full-stack developer with experience building local web applications and process automation systems for sensitive data workflows. I understand your needs: a local browser-based intake application that captures your paper workflow electronically without cloud storage, plus a Power Automate Desktop automation to pull Medicare eligibility data into your local database. This validates your workflow before cloud migration while keeping all patient data on your computer. I've built offline-first applications with similar constraints and worked extensively with PAD automation—browser element identification, dynamic page waits, error handling, and web form data extraction. The key is maintainable automation that adapts when the NGS website changes, using proper selectors and logical flow rather than brittle coordinates. My approach: First, I'll review your intake workflow and build a clean, single-page local application mirroring your process. Then I'll develop the Medicare automation separately, using screenshots to identify web elements and extraction points. Once solid, we'll do controlled testing against the live website with you present. I'll document everything so you can make minor updates if NGS changes their interface. For the PAD automation, I'll prioritize robustness—proper element selectors, appropriate page load waits, and clear error detection so it stops safely if something unexpected occurs. I'm ready to start immediately. Let's discuss the deta
$300 USD in 5 days
6.3
6.3

Hi, I can deliver both components as one local, maintainable workflow while keeping PHI and credentials on the practice computer. For Part 1, I recommend a browser-based application bound only to localhost, using Python/FastAPI and an encrypted local SQLite database. The intake logic, branching, validation, status tracking, and Medicare results will sit behind a local API so the same business rules can later migrate to a HIPAA-appropriate cloud environment. No cloud storage, telemetry, external AI, or automatic synchronization will be used. For Part 2, I’ll build the Medicare lookup in Power Automate Desktop using browser selectors, dynamic waits, page-state validation, controlled retries, and safe failure handling rather than fixed coordinates. PAD will write verified results through the local application API, preserving auditability and avoiding direct database manipulation. Credentials will remain with you, MFA will be completed by you, and initial development can use redacted screenshots. Any PHI access will require prior approval and appropriate safeguards. Delivery includes editable source, installation, testing, selector-maintenance instructions, and confirmation that no PHI or credentials were retained. Best regards, Houssame
$500 USD in 7 days
6.2
6.2

Hi, I can create a local browser-based application that preserves your existing intake process while ensuring no data breaches occur. For the Medicare Eligibility Automation, I’ll leverage Microsoft Power Automate Desktop to build a robust solution that meets your needs without compromising patient data. My experience with browser automation and handling sensitive information makes me well-suited for this project. I will ensure the finished automations are user-friendly and maintainable, with clear instructions and documentation for future updates. Please see our portfolio on this link : https://www.freelancer.com/u/webperfection123 Let’s discuss how I can help streamline your workflows. Best Regards, Priyanka
$500 USD in 7 days
6.4
6.4

As a seasoned full-stack software engineer, I bring more than a decade of diverse experience in web, mobile app development, and automation technologies to your project. My comprehensive development skills, including proficiency in JavaScript, Power Automate, and Process Automation make me uniquely qualified for your Medical Workflow Automatisation and Data Management project. My proven track record in both web and local application development aligns seamlessly with your primary objectives. For the Patient Phone Intake Prototype, I guarantee to build a robust browser-based solution that runs locally on your Windows PC without the need for any web access or cloud storage. This powerful, yet tailored approach not only preserves the existing workflow and business logic but also ensures compliance with HIPAA data security regulations. Additionally, my intimate familiarity with Microsoft Power Automate Desktop will enable me to deliver an efficient solution for your Medicare Eligibility Web Automation needs that stores all extracted data securely within your local database. Thank you for considering my candidacy. I look forward to discussing further details of your project and how together we can revolutionize your medical practice intelligently and securely.
$500 USD in 7 days
6.5
6.5

HEY I’M GLAD TO SAY THAT I HAVE GREAT EXPERIENCE BUILDING LOCAL DATA-DRIVEN APPLICATIONS AND WINDOWS BROWSER AUTOMATIONS, AND I RECENTLY WORKED ON A SIMILAR PROJECT INVOLVING LOCAL DATABASE WORKFLOWS, FORM-BASED INTAKE, AND POWER AUTOMATE DESKTOP WEB AUTOMATION. I have 12+ years of IT experience and understand the most important requirement here: patient/PHI data must remain local, with no cloud database, AI service, developer server, or automatic cloud synchronization. For Part 1, I’ll build the preferred local browser-based application for Windows with a local database, reproducing the provided intake workflow and business logic while keeping the architecture clean enough for a future HIPAA-appropriate cloud migration. For Part 2, I’ll build the Medicare eligibility automation specifically in Power Automate Desktop using reliable browser/UI elements, selectors, waits, validation, error handling, and safe recovery instead of fragile mouse coordinates. The extracted eligibility results will be stored directly in the local intake database. I’ll develop initially using your redacted screenshots/data. If live NGS access is required, I’ll work through a remote session where you enter credentials and complete MFA yourself. I’d be happy to review the attached requirements and discuss the workflow before development. THANKS CHRISTNA
$250 USD in 7 days
6.4
6.4

I've built several local browser-based applications with IndexedDB storage and Power Automate Desktop automations for healthcare workflows. I'll create a browser-based intake app with SQLite local storage, then build a PAD flow for Medicare eligibility lookups. For the intake app, I'll use vanilla JS, HTML, and SQLite to replicate the workflow exactly as described, with no external dependencies. The PAD automation will use UI element selectors, proper waits, and error handling—no hardcoded coordinates or cloud integrations. I'll document all selectors and provide maintenance instructions. Testing will include you walking through the full flow. I can start immediately. Thanks, Andrii.
$450 USD in 4 days
5.9
5.9

I can create a local browser-based application for your patient phone intake workflow, ensuring it runs entirely on a Windows PC without internet access. My first step will be to outline the existing workflow and confirm the specific requirements from your provided documentation. Based in Toronto, I work efficiently and stay responsive for any questions you may have throughout the project.
$250 USD in 7 days
6.0
6.0

A local browser-based application for phone intake is the right direction given your focus on HIPAA compliance. Implementing data storage in a local database aligns with keeping patient data secure and internal. For the Power Automate Desktop task, tailoring the automation to use UI elements for reliability is key, especially with NGSConnex's dynamic pages. The layered approach to PHI access and testing is sensible. Could you specify which local database technology you plan to use for storing the intake and eligibility data?
$350 USD in 10 days
5.8
5.8

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