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Gen AI powered healthcare workflow automation for HealthOrbit

Deveshi Dabbawala

June 9, 2026
Table of contents

HealthOrbit is a global ambient medical scribe platform operating across 12 countries. It enables healthcare providers to capture doctor-patient conversations and automatically generate clinical documentation. . As adoption expanded across specialties and geographies, HealthOrbit required a scalable approach to manage growing documentation customization demands.

Problem: Manual processes limited healthcare workflow automation

HealthOrbit receives 5 to 10 template customization requests daily from physicians seeking specialty-specific documentation formats. Each request required manual engineering effort to review samples, create prompts, validate outputs, and deploy templates.  

As adoption grew across specialties and regions, this process became difficult to scale, increasing operational overhead, delaying physicians, and limiting healthcare workflow automation. The platform also faced challenges in managing diverse documentation standards, template governance, and compatibility with its existing ambient scribe infrastructure.

Solution: Healthcare workflow automation powered by Gen AI

GoML built an AI-powered healthcare workflow automation platform that enables physicians to create, customize, validate, and publish clinical documentation templates without engineering support. Powered by GoML's AI Content Generation Accelerator, the solution combines LLMs, structured template generation, validation frameworks, and secure backend services to automate template management while ensuring compatibility with HealthOrbit's existing clinical documentation infrastructure.

Conversational template creation and automation

Physicians can describe documentation requirements using natural language instead of submitting manual requests.

Key capabilities include:

  • Natural language template creation
  • Automated template generation
  • Subsections and hierarchical layouts
  • Structured table identification
  • Template preview before publishing
  • Schema validation and compliance checks
  • Template sharing across individuals and organizations

This approach significantly improves healthcare workflow automation by reducing manual intervention throughout the template creation lifecycle.

Natural language understanding for clinical workflows

The solution uses Gen AI to understand physician intent and convert requirements into structured documentation templates.

Capabilities include:

  • Identification of sections and subsections
  • Recognition of specialty-specific medical terminology
  • Generation of structured JSON templates
  • Support for iterative template modifications
  • Automated handling of complex clinical documentation requirements

By automating template interpretation, HealthOrbit can streamline healthcare workflow automation across diverse medical specialties.

Document upload and template extraction

Many physicians already have existing documentation formats in PDF or image form.

The platform supports:

  • PDF uploads
  • JPEG and PNG image uploads
  • Secure storage using Amazon S3
  • Template structure extraction
  • Section header identification
  • Field and formatting pattern recognition
  • Automatic conversion of uploaded samples into reusable templates

This allows physicians to accelerate template creation while preserving existing documentation standards.

Template management and lifecycle automation

GoML developed backend APIs that automate the entire template management process.

Supported capabilities include:

  • Template creation
  • Template retrieval
  • Template updates
  • Template deletion

Dynamic section management

  • Metadata management
  • Version control support
  • Naming convention enforcement
  • Duplicate prevention
  • Multi-tenant access controls

These capabilities create a scalable healthcare workflow automation framework for managing documentation templates across organizations.

Preview, validation, and governance

Before publishing, every template is automatically validated against HealthOrbit's documentation requirements.

Validation includes:

  • JSON schema compliance
  • Required field validation
  • Prompt configuration validation
  • Template completeness checks
  • Confidence scoring
  • Safety guardrails
  • Automated retry workflows

When validation fails or confidence scores fall below thresholds, the platform automatically retries generation up to two times before requesting user input.

This ensures healthcare workflow automation does not compromise documentation quality or system compatibility.

Header and footer automation

The platform supports dynamic generation of headers and footers for exported documentation.

Capabilities include:

  • Automatic physician information population
  • License and practice ID insertion
  • Organization logo integration
  • Custom placeholders
  • Organization-specific branding

This eliminates repetitive configuration work and supports consistent document formatting.

Infrastructure and deployment

The solution is built on a scalable AWS architecture.

Technology stack:

  • Amazon Bedrock
  • Claude
  • AWS API Gateway
  • AWS Lambda
  • Amazon Textract
  • Python REST APIs
  • Amazon S3
  • DynamoDB
  • Cloud-native security and monitoring services

Quality assurance

Testing focuses on reliability, accuracy, and healthcare workflow automation performance across specialties.

Validation includes:

  • End-to-end template generation testing
  • Clinical documentation compatibility testing
  • Specialty-specific output validation
  • Complex template testing
  • PDF extraction accuracy testing
  • Integration testing with HealthOrbit systems
  • Medical SME reviews

Impacts

  • 85% minimum field-level exact match accuracy
  • Less than 10-15% hallucination rate
  • 85-90%% extraction accuracy for digital documents
  • Support for 80% of common template use cases without manual intervention
  • Zero breaking changes to clinical documentation workflows
  • Accurate population of physician and organization metadata

About

Location 

Global 

Tech stack 

Amazon Bedrock, Claude, AWS API Gateway, AWS Lambda, Amazon Textract, Python REST APIs, Amazon S3, DynamoDB, Cloud-native security and monitoring services 

 

 

Before Gen AI and after Gen AI

Area 

Before  

After  

Template Creation 

Manual engineering process 

AI-powered self-service template generation 

Requirements Gathering 

Manual reviews and discussions 

Natural language interactions 

Template Updates 

Engineering-dependent 

Physician-driven modifications 

Validation 

Manual checks 

Automated validation and governance 

Template Management 

Manual administration 

Centralized template lifecycle management 

Scalability 

Limited by engineering bandwidth 

Scalable across organizations and specialties 

Publishing 

Manual deployment 

Automated preview and publishing workflows 

Workflow Efficiency 

High operational effort 

Streamlined healthcare workflow automation 

"By introducing Gen AI-powered healthcare workflow automation, HealthOrbit transformed template customization from an engineering-dependent process into a scalable self-service experience for healthcare providers."

Prashanna Rao, Head of Engineering, GoML.

Key takeaways for healthcare organizations

Common challenges  

  • Manual documentation customization doesn't scale  
  • Engineering teams become workflow bottlenecks  
  • Specialty-specific templates increase complexity  
  • Template governance becomes harder at scale  

Practical guidance  

  • Automate documentation workflows with Gen AI  
  • Enable natural language template creation  
  • Implement automated validation controls  
  • Support multi-tenant template management  
  • Ensure compatibility with existing systems  
  • Focus on high-volume workflows first  

Ready to build healthcare workflow automation solutions

Partner with GoML to build secure, scalable healthcare workflow automation solutions using Generative AI with AI Matic.

Outcomes

85%
Minimum field-level exact match accuracy
85-90%
Extraction accuracy for digital documents
10-15%
Less hallucination rate