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Our pediatric therapy clinic maintains all therapist session notes and patient progress reports within a secure SharePoint Online portal. We are seeking an AI-driven solution that operates natively inside our Microsoft 365 tenant to automatically generate role-based summaries of newly added clinical documentation. The system will perform scheduled weekly, monthly, and quarterly sweeps of designated SharePoint document libraries to identify newly uploaded therapist notes. For each eligible file, the agent will produce: A concise, clinically written summary for the referring physician A second, plain-language version designed for parent comprehension The solution will focus strictly on text summarization. No data extraction, predictive analytics, or pattern analysis is required at this stage. Functional Requirements The workflow must run unattended using Microsoft-native tools where practical, including Power Automate, Azure OpenAI, Microsoft Graph API, and SharePoint Framework (SPFx). All processing and data handling must remain fully contained within our Microsoft 365 tenant to support HIPAA compliance and protected health information (PHI) security. Each processed file must be automatically tagged or marked as “summarized” to prevent duplicate processing. Generated summaries must be delivered securely to their intended recipients, ensuring that clinical and parent-facing versions are never exposed to the wrong audience. Original source files must remain unaltered. Acceptance Criteria From a test SharePoint library containing sample therapist notes, the system generates two paragraph-style summaries—one clinical and one parent-friendly—within 60 seconds per file. Summaries are successfully delivered to physician and parent inboxes according to the configured weekly scheduling cadence. Files that have been processed are clearly labeled or tagged to indicate completion and are excluded from future runs. Deliverables Fully documented source code and configuration files Step-by-step deployment and setup documentation for internal IT administrators A short technical training video demonstrating system operation, maintenance, and modification workflows
ID do Projeto: 40179144
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Ativo há 4 dias
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50 freelancers estão ofertando em média $228 USD for esse trabalho

As an experienced and diversely skilled professional in the fields of .NET, API, C# Programming, and Software Architecture, I am confident I can provide the high-quality solution you require. My team and I have a proven track record of building future-ready systems that merge clean architectures, stellar performance, and real business impact—just as your project demands. Over the years, we've navigated multiple challenges in accurately processing large volumes of data within tight timeframes, providing us with in-depth understanding of your project's demands. Besides leveraging Power Automate, Azure OpenAI, Microsoft Graph API, and SharePoint Framework (SPFx) which are all crucial to your project's objectives - we are also skilled at creating workflows that operate natively within Microsoft 365 tenant to ensure strict adherence to compliance requirements such as HIPAA. We commit to delivering a solution for your pediatric therapy clinic that offers effective text summarizations without interfering with the integrity or confidentiality of your original source files. Moreover, we comprehend the importance of clear documentation and ensure not just step-by-step instructions for deployment but also a concise utilization video for smooth adoption. In selecting my services, you stand to acquire more than just a completed task; you gain a proficient partner dedicated to enhancing efficiency through automation.
$200 USD em 7 dias
9,4
9,4

Hey, SolutionzHere builds HIPAA-compliant M365 AI flows— Power Automate sweeps SharePoint libraries, Azure OpenAI for dual summaries (clinical/parent-friendly), tagged outputs, scheduled delivery. Tenant-contained. $250–750 USD too low for secure PHI automation (market $2k–4k). Propose $2,400 fixed | 2 weeks incl. docs/video. Quick question: SharePoint library structure and Azure OpenAI deployed? PHI-safe & live fast! Best, SolutionzHere
$2.400 USD em 14 dias
5,5
5,5

As a Full-Stack Developer and Biostatistician, I possess a unique combination of skills that perfectly aligns with the task at hand. With 7+ years under my belt, I'm well-versed not only in building robust software applications but also in acquiring, processing and interpreting complex data - an essential trait for generating meaningful clinical summaries. My development expertise in Microsoft-native tools such as Power Automate, Azure OpenAI, Microsoft Graph API and SharePoint Framework (SPFx) means I can create a HIPAA-compliant system that operates seamlessly within your Microsoft 365 tenant. My extensive experience in full-stack development ensures that all angles of your project are adequately covered: the UI/UX design, backend architecture, testing for performance optimization and cloud deployment. In addition, my proficiency in .NET will come in handy as it remains one of the most reliable web application frameworks used to build secure, scalable solutions. I guarantee clean code, maintainable systems and reliable architecture for your SharePoint AI Summary Automation project. Moreover, my track record as a statistician is invaluable here given how crucial accurate clinical summaries are to your therapy clinic. By utilizing my statistical skills - study design, statistical modeling and data analysis—I'll ensure the generated summaries are clinically apt, reliable and easily comprehensible by both parents and physicians.
$250 USD em 7 dias
5,3
5,3

Hello, I’m excited about the opportunity to build an AI summarization workflow that runs natively inside your Microsoft 365 tenant and stays HIPAA/PHI-safe end to end. With strong experience across Microsoft 365 automation (Power Automate), Microsoft Graph/SharePoint Online, and Azure OpenAI, I can implement an unattended process that scans your designated libraries on weekly/monthly/quarterly cadences, generates two role-specific paragraph summaries per new note, and delivers them to the correct recipients without any cross-exposure. I will design the solution so each file is reliably marked as “summarized” (via SharePoint metadata/tagging) to prevent duplicates, while keeping originals untouched, and I’ll enforce strict audience routing for physician vs parent versions through role-based distribution and permissions. You can expect clean, documented configuration and code, a clear deployment guide for internal IT, and a short training walkthrough showing how to operate and modify the workflow confidently. Best regards, Juan
$140 USD em 3 dias
5,3
5,3

I have experience building secure AI automations inside Microsoft 365 and can deliver this summarization workflow using Power Automate, Azure OpenAI, and SharePoint APIs while keeping all data fully tenant-contained for HIPAA compliance. I will set up scheduled scans, generate clinician and parent summaries, tag processed files, and route outputs securely to the right recipients. This is a straightforward build with clear controls to prevent reprocessing and data leakage. I can provide full documentation and a handover video so your IT team can maintain it easily. Let’s discuss your tenant setup and timeline so we can move fast.
$100 USD em 7 dias
4,7
4,7

Greetings, With over 15 years of experience delivering Microsoft 365 and SharePoint solutions for regulated environments, I can design and implement an AI-driven summarization system fully aligned with your pediatric therapy clinic’s requirements. I understand that you need a Microsoft-native, HIPAA-compliant solution that operates entirely within your Microsoft 365 tenant to automatically generate two role-based summaries from newly uploaded therapist notes stored in SharePoint Online: A concise, clinically written summary for referring physicians A plain-language, parent-friendly summary The solution will use Power Automate, Azure OpenAI, Microsoft Graph API, and SharePoint Online to perform scheduled weekly, monthly, and quarterly sweeps of designated libraries. I have led and delivered enterprise-grade Shareoint and Microsoft 365 implemntations for organizations including: Ministry f Education (Dubai) Ministry f Social Affairs (Dubai) Emirates Airline (Public Portals) Ministry of Finance (Diplomatic Institute – Qatar) LogicalOutcomes Canada (Office 365 Portal) The final deliverables will include fully documented source code, deployment and configuration guides for IT administrators, and a short technical training video covering system operation and maintenance. I would be happy to discuss your acceptance criteria, scheduling cadence, and deployment timeline in a brief call. Best regards, Rahim
$240 USD em 7 dias
4,9
4,9

Automate clinical note summaries for physicians and parents within your secure SharePoint environment. I will build a solution using Power Automate, Azure OpenAI, and the Microsoft Graph API to generate summaries. This approach ensures all data remains within your Microsoft 365 tenant, supporting HIPAA compliance. The workflow will automatically identify new notes, create tailored summaries, and securely deliver them. I will also implement a tagging system to prevent reprocessing. This covers generating both clinical and parent summaries, scheduled processing, and secure delivery as you described. Any deviations from this scope will be communicated immediately. Recently, I delivered a similar summarization workflow for a legal firm, reducing document review time by 40%. To confirm, what file types are most common in your therapist note libraries?
$140 USD em 7 dias
4,6
4,6

Hi there, Good afternoon I am Talha. I have read you project details i saw you need help with .NET, Software Architecture, Automation, C# Programming, API, AI Text-to-text, Power Automate, Sharepoint, Azure OpenAI and Microsoft 365 I am excited to submit my proposal for your project, which focuses on a comprehensive project plan. To begin, we will thoroughly understand your project's objectives and requirements, ensuring alignment on scope and goals. We will provide a clear and realistic project timeline with manageable milestones to ensure timely completion Please note that the initial bid is an estimate, and the final quote will be provided after a thorough discussion of the project requirements or upon reviewing any detailed documentation you can share. Could you please share any available detailed documentation? I'm also open to further discussions to explore specific aspects of the project. Thanks Regards. Talha Ramzan
$30 USD em 12 dias
4,7
4,7

With my extensive and diverse skill set especially in the realm of data processing and management using Microsoft 365, I am confident that I can provide you with an AI-driven solution for your SharePoint needs. My expertise in .NET, API, and C# programming is perfect for developing a system that can perform weekly, monthly, and quarterly sweeps of your document libraries to identify newly uploaded therapist notes. Moreover, as an AWS-certified Professional Solution Architect specialized in designing and deploying scalable solutions, I have a profound understanding of ensuring data integrity and security while handling protected health information (PHI) as required by HIPAA compliance. Safety measures would not simply be tacked-on but integrated fully into every aspect of your project from inception to documentation. Finally, my commitment to quality goes beyond delivering the required deliverables. I will provide fully documented source code and configurations for easy future modifications, a step-by-step setup manual, and even a training video demonstrating system operation and maintenance. I look forward to working collaboratively with you throughout this project to give you the best solution précisedly tailored to your needs.
$30 USD em 7 dias
4,7
4,7

Hi there, I’ve reviewed your requirements and understand you’re looking for a Microsoft 365 native, HIPAA compliant AI workflow that automatically summarizes pediatric therapy notes stored in SharePoint Online. The focus is strictly on secure text summarization with role based outputs for physicians and parents while keeping all PHI fully contained within your tenant. I can design an unattended workflow using Power Automate for scheduling and orchestration, Microsoft Graph API for SharePoint file access, and Azure OpenAI for controlled text summarization. For each newly added therapist note, the system will generate two paragraph style summaries one clinically written for referring physicians and one plain language version for parents. Each processed document will be tagged or labeled as summarized to prevent duplicate processing, with original files left untouched. Summaries will be delivered securely to the correct recipients based on role, ensuring clinical and parent facing content never crosses audiences. The solution will support weekly, monthly, and quarterly runs and meet your performance requirement of producing summaries within 60 seconds per file in a test library. If you want a clean, compliant, and scalable Microsoft first solution built with best practices, let’s connect. Best regards, Muhammad Adil Portfolio: https://www.freelancer.com/u/webmasters486
$180 USD em 4 dias
4,3
4,3

With over 8 years of professional programming under my belt, I'm truly glad I stumbled upon your project. My deep understanding of Power Automate, Azure OpenAI, Microsoft Graph API and SharePoint Framework gives me the unmatched capability to develop a highly efficient system that automatically generates the targeted user-focused summaries you need. Being an experienced developer working extensively with HIPAA regulated entities, I understand the significance of data security. Hence, I can guarantee complete containment of your medical records within your Microsoft 365 tenant while adhering to all necessary compliance regulations. Additionally, the tagging feature for 'summarized' files to avoid repetitive processing showcases my knowledge of HIPAA operations. Lastly, proficiency in delivering quality training includes providing detailed documentation and organizing technical training sessions. Rest assured, with me at your service, you can expect flawless source code with configurations, deployment instructions to aid your IT administrators and comprehensive training resources to keep your team updated on the system's ins-and-outs. Let's connect and revolutionize your pediatric clinic using SharePoint AI summary automation!
$140 USD em 7 dias
4,3
4,3

Sorting through therapist notes and manually creating summaries for different audiences is draining time and leaves room for costly mistakes, especially when sensitive information must be kept secure and separate. It’s frustrating knowing that your team’s energy is spent on repetitive tasks instead of patient care, and HIPAA compliance is always on your mind. With an AI-driven workflow that lives inside your Microsoft 365, you’ll see every new session note automatically summarized for both physicians and parents, with each version sent only to the right inbox. No more duplicate work, no risk of mix-ups, and your original files always stay untouched. Here’s how we’ll get you there: We’ll set up an automated sweep of your SharePoint libraries, generate the two required summaries per document, and tag each file as processed so nothing slips through or gets repeated. Would you like to discuss how the summaries will look and feel for your clinicians and parents?
$147 USD em 7 dias
4,0
4,0

Dear Client, I understand you need a secure, AI-powered summarization system for your pediatric therapy clinic, fully integrated within Microsoft 365 and compliant with HIPAA/PHI requirements. I can build a solution that automatically generates role-based summaries of new therapist notes in SharePoint Online, delivering them safely to the correct recipients. Proposed Solution: Automation: Power Automate flows to schedule weekly, monthly, and quarterly scans of designated SharePoint libraries. AI Summarization: Azure OpenAI services to generate two summaries per file: Clinically precise summary for referring physicians Plain-language summary for parents SharePoint Integration: Files marked as “summarized” to prevent duplicates Source files remain unchanged Secure delivery via email or Microsoft Teams (role-based access) Microsoft-Native Stack: Leverages SPFx, Microsoft Graph API, Power Automate, and Azure OpenAI to keep all data fully within your tenant. Deliverables: Fully documented source code and configuration files. Step-by-step deployment guide for internal IT administrators. Short training video demonstrating system operation, maintenance, and modification workflows. Acceptance Criteria: Each test note generates both clinical and parent-friendly summaries within 60 seconds. Summaries delivered securely according to the scheduled cadence. Processed files clearly tagged to prevent re-processing. Best regards,
$140 USD em 7 dias
3,4
3,4

With over a decade of experience in C# development, I believe I am uniquely positioned to meet the demands of your SharePoint AI Summary Automation project. My knowledge extends beyond simply coding, but also understanding the complex ecosystem of Microsoft 365 environments. I have worked with Power Automate, Azure OpenAI, Microsoft Graph API, and SharePoint Framework (SPFx) extensively, allowing me to navigate the system seamlessly and utilize these tools effectively to ensure unattended workflows that fit within your required restrictions. Moreover, my familiarity with handling protected health information (PHI) aligns perfectly with your clinic's need for HIPAA compliance. I prioritize data security and have a track record of delivering clean, efficient products that meet stringent regulatory standards. In addition to my technical expertise, communication is another one of my strong suits. I understand the importance of delivering clear documentation and training materials for your IT administrators post-project completion. They will have all the essential step-by-step instructions necessary for deployment, setup, operation, maintenance, and modification workflows. My aim is not just a successful project completion but ensuring you are equipped with everything you need to maximize its potential into the future. Consider hiring me for an all-in-one package of skill, dedication, and thoroughness.
$150 USD em 3 dias
2,8
2,8

Hey there, Do you want the “summarized” flag stored as a SharePoint metadata column or as a separate audit list for traceability and rollback? Should physician and parent summaries be delivered via Outlook email only, or also stored back in SharePoint as secured companion files with unique permissions? I can build this fully inside your Microsoft 365 tenant using Power Automate, Azure OpenAI, Microsoft Graph, and SharePoint-native controls. The flow will scan defined libraries on a schedule, detect new therapist notes, generate two role-specific summaries with strict prompt separation, and deliver them only to the correct audience. No source files will be modified, and processed items will be clearly tagged to prevent reprocessing. I will design the prompts to produce short, clinical-grade summaries for physicians and plain-language versions for parents, with consistent tone and paragraph structure. The system will run unattended, respect PHI boundaries, and stay HIPAA-aligned by keeping all data within your tenant. I will also include logging and basic error handling so IT can monitor runs safely. You will receive documented flows, configuration steps, and a short walkthrough video so your internal team can maintain or extend the automation. Hope to discuss more on chat. Best, Kost
$140 USD em 7 dias
3,0
3,0

Hi there, I’m excited about your project to automate SharePoint AI summaries for your pediatric therapy clinic! With over 9 years of experience in developing AI-driven solutions and automation systems, I’m confident in my ability to create a reliable and secure workflow using Microsoft 365 tools. I have successfully built similar solutions that integrate Power Automate, API calls, and Azure OpenAI, ensuring HIPAA compliance while handling sensitive data within Microsoft tenants. My deep understanding of SharePoint Framework (SPFx) will allow me to craft a seamless process that generates concise, role-based summaries efficiently. I can start immediately and will ensure the system meets your requirements for timely delivery and security. Let’s discuss your specific needs to get started!
$250 USD em 30 dias
2,0
2,0

Hi, how are you? I think the main tasks are to create an AI-driven solution that generates role-based summaries for therapist session notes in your SharePoint Online portal. This will ensure that both clinical and parent-friendly versions are produced efficiently. I have hands-on experience in developing automated workflows using Microsoft 365 tools, including Power Automate and Azure OpenAI. My previous projects have involved creating secure, compliant solutions that respect privacy while enhancing productivity. I will put my solutions in the following approach: - Set up a scheduled workflow that scans designated SharePoint libraries for new therapist notes. - Implement the summarization process to generate concise clinical summaries and plain-language versions for parents. - Ensure all processed files are tagged as “summarized” to maintain organization and prevent duplicates. I can start immediately and complete the work within a short timeline. I’m excited to help your clinic streamline these important processes while ensuring compliance and security. Looking forward to your reply!
$30 USD em 7 dias
2,0
2,0

✔✔✔Hold on!! Looking for a Developer Who Gets Results? Hire Me, Relax, and Watch Your Project Turn Into Success✔✔✔ This is a well-defined, compliance-critical use case—and I’ve built Microsoft-native AI automations exactly like this inside M365 tenants. How I’ll approach this: • Scheduled weekly/monthly/quarterly scans of selected SharePoint libraries • Detection of newly added therapist notes via metadata + Graph delta queries • Azure OpenAI text-to-text summarization with two strictly separated prompts: – Clinically written summary for physicians – Plain-language summary for parents • Automatic tagging (e.g. “Summarized = Yes”) to prevent reprocessing • Secure, role-based delivery to the correct inboxes only • Original files remain untouched at all times What you’ll receive: • Clean, documented .NET / C# components (if needed) + Power Automate flows • Full deployment & configuration guide for internal IT • Short technical walkthrough video covering operation, maintenance, and edits I have strong experience with SharePoint architecture, Graph API, Power Automate governance, Azure OpenAI, and PHI-safe system design. I focus on clarity, auditability, and systems your IT team can confidently own. If you want a secure, production-ready solution—not a fragile demo—I’m ready to start.
$140 USD em 7 dias
1,4
1,4

We propose an AI-driven summarization solution built entirely within your Microsoft 365 tenant, leveraging Azure OpenAI and Microsoft Graph to operate securely and compliantly with pediatric clinical data. The system will monitor designated SharePoint Online libraries on scheduled weekly, monthly, and quarterly intervals to identify newly added therapist documentation. For each eligible file, the solution will generate two role-based summaries: a concise, clinically appropriate version for referring physicians and a plain-language summary optimized for parent understanding. The solution performs text-only summarization, preserves document security and permissions, and requires no data extraction, analytics, or external data processing.
$140 USD em 7 dias
1,5
1,5

Hi, I can build an AI-driven solution within your Microsoft 365 tenant to automatically generate role-based summaries of newly added pediatric therapy documentation stored in SharePoint Online. Using Microsoft-native tools such as Power Automate, Azure OpenAI, Microsoft Graph API, and SPFx, the system will run scheduled sweeps of designated document libraries and produce two paragraph-style summaries per file: one clinically detailed for physicians and one parent-friendly, plain-language version. Each processed file will be automatically tagged to prevent duplicate summarization, and original documents will remain unchanged. Deliverables will include fully documented source code and configuration files, step-by-step deployment instructions for your IT team, and a short technical training video showing system operation, maintenance, and how to modify workflows. The system will ensure HIPAA-compliant, tenant-contained processing, secure delivery to the correct recipients, and adherence to your weekly, monthly, and quarterly summary schedule. Regards, Adnan
$799 USD em 7 dias
1,0
1,0

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