Emails and lab reports read automatically and filed into a patient record

Projects / Digital Health

Digital Health

Surgical Workflow Digitisation

Every post-operative note and lab report filed automatically in date order and shown to the surgeon in Microsoft Teams, without data leaving Microsoft 365

  • 2025–2026
  • Delivered by SciFlair
20patients an hour, up from 5
15 minof searching per patient removed
50cases a day processed automatically
0patient data leaving Microsoft 365

System Life Cycle Delivered

  1. Concept – delivered
  2. Development – delivered
  3. Production – delivered
  4. Utilisation – delivered
  5. Support – delivered
  6. Retirement

Mission and Need

The surgical workflow was largely manual and ran on email. After an operation, surgeons and staff needed the operation notes and the patient's lab history quickly, often during a ward visit straight after surgery. The information existed, but it was spread across emails from different departments and labs.

Finding it could take up to 15 minutes per patient, and reports from weeks or months earlier could be missed altogether. Any solution had to protect patient data fully and meet GDPR.

Our Role

SciFlair was responsible for the whole solution: capturing the requirements with the surgical team, designing and building the workflow, testing it with live cases, and supporting it in daily use.

What We Built

  • Automated intake of post-operative emails from departments and of lab reports as soon as they arrive
  • OCR that reads only the patient identification details and skips the medical content, then files each document against the right patient
  • A patient record in a SharePoint list and folder, with every note and report in chronological order
  • A Microsoft Teams view for surgeons, so the full history is in front of them at the bedside
  • Exception handling: any abnormal entry is isolated and flagged for admin review, while the original email stays available to the surgeon
  • Document access tracking and audit trails for GDPR compliance, with all data kept inside Microsoft 365, hosted in Europe

How It Was Delivered

  1. Concept

    Mapped the existing email-based workflow with surgeons and staff, and set the measures of effectiveness: time to find information, completeness of history, and data protection.

  2. Design

    Designed the solution entirely within Microsoft 365, using Power Automate, SharePoint, Outlook and Teams, so no patient data leaves the organisation's environment.

  3. Build and verification

    Built the intake, OCR and filing flows, the exception route and the audit trail, and verified them against live post-op and lab emails.

  4. Transition and use

    Rolled out to the surgical team, where it now handles about 50 cases a day.

  5. Support

    Supported in daily use, with the next phase automating referrals and appointments with no internal emails.

Gallery

Next Phase: Referrals and Appointments

The next phase automates referrals and appointment booking end to end, with no internal emails. We can apply the same approach to other clinical and administrative workflows.

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