AI-Based Lead Distribution SaaS for Healthcare
AI-Powered SaaS / Healthcare Lead Management
Product Strategy & Workflow Optimization, Frontend Development, Backend Development, AI Logic Implementation, Database Optimization & Integration
4 Specialists
Results
80
%
100
%
Real-Time
About the project
The client
Credfolio aimed to build a healthcare-focused SaaS platform that improves patient engagement and response times by intelligently routing inquiries to the appropriate medical staff or department.
Project background
Healthcare providers often struggle with delayed responses and fragmented systems when handling patient inquiries. The goal was to centralize lead management, automate routing, and improve operational efficiency while ensuring secure handling of healthcare data.
The platform also required document classification, certification tracking, and CME credit management for healthcare professionals.
Challenges FAced
Legacy codebase with performance and scalability issues.
Over 1,800 TypeScript errors and inefficient state management.
Poor database design affecting query performance.
Mismanaged document classification and CME credit calculations.
High technical debt and unused code affecting application speed.
Ensuring real-time AI lead routing in a healthcare-compliant environment.
Carpe Diem's Mission
Taking into account the project’s background, our mission was to refactor and optimize the platform while implementing AI-powered routing and document management capabilities.
Refactor the existing codebase to reduce technical debt.
Implement AI-based routing to assign patient leads to appropriate staff.
Develop automated document classification and CME credit tracking.
Optimize database queries and platform performance.
Ensure secure handling of sensitive healthcare information.
"Just wanted to shoot you a message and say that you have put together a great team. This is the best group I have ever worked with over my 17 years of working from home full time."
The goals
The goal of the project was to create a scalable healthcare lead management platform that automates routing and improves patient engagement.
Centralize patient inquiries and lead data.
Automatically route leads to the correct department using AI.
Track certifications, documents, and CME credits automatically.
Improve application performance through refactoring and optimization.
Ensure compliance with healthcare privacy and security standards.
THE Solution
We redesigned and optimized the platform to deliver a centralized system for healthcare lead management and document tracking.
The platform collects patient inquiries from multiple sources and uses AI-driven routing logic to assign leads to the appropriate doctor, specialist, or department.
OpenAI-powered classification automatically categorizes uploaded documents such as medical licenses, certifications, and training records.
The system calculates CME credits and tracks expiration dates for professional certifications.
Performance improvements included resolving over 1,800 TypeScript errors, optimizing local state management, and removing unused code, improving responsiveness by approximately 70–80%.
Database queries were indexed and optimized to support faster data retrieval and improved scalability.
Real-time notifications alert staff about new patient inquiries or expiring credentials.
The system was designed with healthcare data security and privacy standards in mind.
THE MAIN FEATURE
Manage all patient inquiries in one platform.
Automatically assign leads to the correct staff.
AI categorizes certifications and medical documents.
Monitor credits and certification expirations.
Alert staff about new inquiries and updates.
Features
User
Secure user authentication
Profile management
View patient leads
Document uploads
Notification alerts
Events
Lead assignment updates
Document classification status
CME tracking updates
Credential expiration alerts
Business
Business account management
Centralized project dashboard
AI lead routingAI lead routing
Compliance tracking
Analytics & reporting
Admin authentication
User management and reporting
Businesses management and reporting
Event management and reporting
Transactions
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WHAT OUR CLIENTS
SAY ABOUT US
Director - Business Launch Pro
"Just wanted to shoot you a message and say that you have put together a great team. This is the best group I have ever worked with over my 17 years of working from home full time."
Director - Trend Lab
“Your team is wonderful to work with! I got say even with some hurdles we've had, they are very communicative and having a problem solving mentally, and not to mention very polite and professional.”
Founder at Scale to Sale Consulting
"If you are looking for software, Carpe Diem is a game-changer. This is coming from someone who has never successfully implemented a tool and has been a solopreneur for 5+ years now."
Partner - Heart Of America Window Cleaning
"We just hit an amazing milestone for Code Needs Janitorial. That's incredible! Well done, team! Haha, he was so excited and wanted to thank everyone. He’s even wondering if we can slow things down a bit!"
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