Local / Desktop reference architectureAutomated patient intake and eligibility checks
A Local / Desktop reference architecture for automated patient intake and eligibility checks in Healthcare. Triggered by new patient form submitted (portal, fax, or referral), Padiso orchestrates 3 specialist agents on Claude Code + Ollama, on your machines, reaching ehr (epic / cerner) and your tools through the Model Context Protocol, with budgets, approvals and an audit trail throughout.
Local / DesktopRuntime: Claude Code + Ollama, on your machinesTrigger
New patient form submitted (portal, fax, or referral)
Healthcare
Orchestration
Padiso Orchestrator
goals · tasks · heartbeat
Governance
budgets · approvals · audit
Runtime & agents
Agent runtime
Claude Code + Ollama, on your machines
Intake coordinator
agent
Claims & billing agent
agent
Scheduling agent
agent
Integrations · MCP
MCP gateway
Your systems
EHR (Epic / Cerner)
Payer eligibility (X12 270/271)
Document store
How the data flows
Trigger: New patient form submitted (portal, fax, or referral)
- 1
Intake agent parses the form and structures demographics and insurance into your schema
- 2
Eligibility agent sends an X12 270 to the payer and reconciles the 271 response
- 3
Records agent writes the verified patient and coverage into the EHR, flagging gaps
- 4
Any coverage mismatch is held for staff approval before the chart is finalized
Agent team
- Intake coordinator
- Claims & billing agent
- Scheduling agent
Integrations
Reached through the Model Context Protocol, scoped and governed.
Runtime & data
Claude Code + Ollama, on your machines
EHR (Epic / Cerner)
Payer eligibility (X12 270/271)
Document store
Security & operational considerations
- PHI stays in your environment; only minimum-necessary fields leave it
- HIPAA audit trail on every read and write
- Human approval before chart finalization
Local / Desktop deployment
Self-hosted: agents and models run on your machines, so regulated data and credentials never leave your network. Best when data residency is non-negotiable.
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