Microsoft 365 & Power Automate Expert (HIPAA-Compliant Workflow Automation)

Posted last week

Only freelancers located in the U.S. may apply.U.S. located freelancers only

Summary

Job Description: We are a dental office serving as a VA (Veteran’s Affairs) Community Care provider. We are seeking an experienced Microsoft 365 and Power Automate expert to design and deploy a secure, HIPAA-compliant referral tracking system. Our current workflow receives critical, password-protected incoming patient referral emails. We need to automate the extraction of this data and feed it into a centralized tracking dashboard. Key Scope of Work: 1. Automated Extraction: Create a Power Automate flow that monitors a shared inbox, handles/decrypts incoming password-protected referral notifications, and extracts key patient metadata. 2. Database & Dashboard Setup: Build a secure tracking system using Microsoft Lists (or Excel Online) configured with distinct operational phases: -Intake Data: Veteran Name, Date Received, Authorization #, Auth Expiration Date, and Approved Treatment lines. -Scheduling Logs: Contact Status dropdowns, Contact Dates, Scheduled Appointment Dates, and VA Notification Checkboxes. -Clinical Follow-up: Tracking for post-exam Pre-Authorizations (Submission Date, Status, Expiration). 3. Security Compliance: Ensure all flows and data storage operate strictly within our secure Microsoft 365 cloud environment to maintain strict HIPAA compliance. Required Qualifications: -Proven track record building enterprise-grade workflows using Microsoft Power Automate and Microsoft Lists/SharePoint. -Experience working within HIPAA-compliant infrastructure or handling sensitive/encrypted data. -Ability to provide a short training documentation or training video for our front-office staff and Doctor. Please share examples of similar automated tracking workflows you have built when applying.

  • Less than 30 hrs/week
    Hourly
  • 6+ months
    Duration
  • Expert
    Experience Level
  • $45.00

    -

    $95.00

    Hourly
  • Remote Job
  • Ongoing project
    Project Type
Skills and Expertise
Mandatory skills
Microsoft Power Automate
Activity on this job
  • Proposals:50+
  • Last viewed by client:3 days ago
  • Interviewing:
    8
  • Invites sent:
    0
  • Unanswered invites:
    0
About the client
Member since Jul 1, 2026
  • United States
    12:05 PM

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