The client is a women’s health platform dedicated to enhancing maternal health outcomes, particularly in underserved communities. They provide access to certified doulas and community health workers who offer culturally responsive, non-clinical care throughout pregnancy, birth, and the postpartum period.

This CRM healthcare software supports a distributed workforce of part-time and contract-based providers, many of whom serve patients in high-need or remote areas. Its digital tools serve to coordinate care delivery, manage provider networks, and ensure patients receive timely support during the care process.

As the company expanded into new regions and formed partnerships, the limitations of its manual workflows became critical. Without integration with EHR systems and a unified place for onboarding, patient assignment, and payments, the operational load became unsustainable, impacting the speed of care and the provider experience.

As the platform grew and brought on more providers, its internal operations couldn’t keep up. Onboarding relied on a patchwork of spreadsheets and Google Forms, which made it hard to track credentials and slowed down provider activation. Without reliable EHR data integration or a shared system, doulas had no way to check their onboarding status, and admins couldn’t easily step in when something stalled.

Matching patients with providers was also a challenge. Staff compared availability, language, and location manually, flipping between calendars, spreadsheets, and internal notes. This process was time-consuming and highly error-prone, often leading to mismatches, duplicated entries, and delays in care.

Billing presented a similar bottleneck. After each visit, someone had to pull data from the EHR, clean it up in a spreadsheet, and re-enter it into the payment system. This routine not only slowed things down but also resulted in frequent payout delays, limited financial visibility for providers, and high administrative overhead.

In short, the lack of comprehensive EHR implementation and absence of real-time data access created a fragile operational structure that could not scale and threatened the platform’s ability to deliver timely maternal care.

To address the client’s growing operational complexity, Jelvix provided digital health software development services and delivered a fully integrated care coordination system for women. The goal was not just to digitize existing workflows, but to rebuild them in a scalable, secure, and automation-ready environment.

Our healthcare software development experts created a custom module within the client’s CRM, serving as the central hub for provider onboarding, patient matching, and billing workflows. This module was designed to support interoperability with clinical and financial systems using secure and HIPAA-compliant RESTful APIs and FHIR-aligned data formatting.

Jelvix developers implemented a self-service dashboard for provider onboarding that allows doulas to upload credentials, track progress, and receive automated status updates, reducing administrative involvement. At the same time, we developed a matching engine that automatically connects patients with available doulas based on location, language, and availability, to optimize and expedite patient care assignments.

On the financial side, our billing specialists integrated the EHR with a financial operations platform to automatically generate and submit invoices upon service completion, eliminating the need for spreadsheet-based reconciliation and significantly accelerating provider payouts.

Together, these digital health app development components formed a secure, cloud-based platform that enhanced service delivery speed, reduced manual workloads, and laid the foundation for further expansion and integration into broader healthcare ecosystems.