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Engagement blueprint

Replacing a hospital network's scheduling core without stopping the clinics

A twenty-year-old scheduling system migrated site by site behind a compatibility layer, with HIPAA controls designed in and no clinic closed for a cut-over.

A blueprint is a fully designed representative engagement: how Altuon would run this mandate, phase by phase. It is not a description of past work. When a client approves publication, the entry is promoted to a case study and the outcome figures are filled from the record.
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Region
United States
Industry
Healthcare
Engagement model
Project Engagement
Duration
Phased over a defined programme
Client
A hospital network

Context

A hospital network in the United States schedules every appointment, procedure room and clinician through a core system built two decades ago and extended by every team that has touched it since. Dozens of consumers depend on it: the electronic health record, the patient index, the billing system, the patient portal, the call centre, the operating-theatre planners and a set of interfaces nobody has documented. It works, most days, and nobody wants to be the person who turned it off.

The constraints are clinical and legal. Downtime is not an outage; it is a clinic that cannot see patients. Protected health information moves through every interface, so the HIPAA privacy and security rules govern the design of anything that replaces it, and the network's compliance office must sign the controls. A big-bang cut-over over a weekend would put both the clinics and the compliance office at risk at once.

The mandate is to replace the core without a cut-over: a compatibility layer that speaks the old system's contracts to every consumer, a new core built behind it, consumers moved one at a time with dual running and reconciliation, rehearsed rollback at every step, and the network's own engineers operating the pipeline at the end.

Mandate

The engagement is bought as a Project Engagement: a fixed scope against acceptance criteria written before the first day, phased by site and by consumer, with the handover to the network's engineering team as part of the scope.

  1. 01Map every consumer, interface and batch job of the existing core, including the undocumented ones, and the people who own each.
  2. 02Build a compatibility layer that preserves the existing contracts so no consumer is asked to change before the new core is ready for it.
  3. 03Build the new scheduling core with its invariants written down and enforced, integrated with the electronic health record and the patient index.
  4. 04Move consumers one at a time with dual running and daily reconciliation, in the quietest window, with a named rollback owner present.
  5. 05Design HIPAA privacy and security controls — access, audit, encryption, minimum necessary — into the platform and have the compliance office sign them before the first site moves.
  6. 06Leave the network's engineers releasing, rolling back and resolving incidents without Altuon before the legacy core is retired.

Approach

  1. 01

    Discover

    Read the legacy core as it runs — code, schema, batch jobs, interfaces — and interview the operators and the clinics; establish the business-continuity constraints per site and the HIPAA obligations with the compliance office; produce the dependency map.

  2. 02

    Define

    Design the target core and the compatibility layer; decide the order in which consumers and sites move; write the data model and its invariants, the test and observability standards, and the rollback procedure for every step; agree the definition of done for documentation.

  3. 03

    Build

    Build the compatibility layer and the new core behind it, the integration layer and the delivery pipeline, with tests, observability and documentation written alongside the code; rehearse each cut-over step in an environment shaped like production.

  4. 04

    Prove

    Move the first consumer at the first site onto the compatibility layer; dual-run and reconcile against the legacy core until the difference is zero and stays there; move the next consumer; the network's operators run the runbook without Altuon before the second site.

  5. 05

    Operate

    Move the remaining sites and consumers; retire the legacy core when nothing depends on it; hand over with the network's engineers shipping changes through the pipeline and Altuon on call until they choose not to need it.

What was built

Dependency map
Every consumer, interface, batch job and data flow of the legacy core, with owners, kept current as consumers move.
Compatibility layer
The contract-preserving front to the legacy core through which consumers move one at a time, retired with the last one.
New scheduling core
The system of record for appointments, rooms and clinicians, with its invariants enforced and its source in the network's repositories.
Integration layer
Versioned interfaces and events to the electronic health record, the patient index, billing, the portal and the call centre, with contract tests on both sides.
Data migration and reconciliation
Record migration with lineage, dual running, and reconciliation comparing old and new on every record and every day.
HIPAA control set
Access control, audit logging, encryption, minimum-necessary design and the evidence package the compliance office signs.
Pipeline, tests and observability
Reproducible builds, a test suite that blocks failing releases, dashboards and alerts designed with the operators.
Runbooks and rehearsed rollback
Release, rollback, restore and incident procedures, each run by the network's team before handover.
Engagement blueprint

Outcome

A blueprint measures what the mandate promised. The figures below are the ones this engagement would report at each site's cut-over gate; they are filled from the record when a client approves publication, and are otherwise shown as the measures rather than as numbers.

Unplanned downtime during the migration
Measured against the baseline agreed in the mandate
Appointment throughput, against the baseline
Measured against the baseline agreed in the mandate
Legacy interfaces retired
Measured against the baseline agreed in the mandate

Timeline

Timeline: Replacing a hospital network's scheduling core without stopping the clinics1481216202428323640Discover: code, consumers, clinicsDependency map approvedDefine: architecture, sequence, rollbackMigration sequence signedBuild: compatibility layer and new coreHIPAA controls and compliance evidenceCompliance sign-offProve: first site, consumer by consumerFirst site reconciledRemaining sites and retirementHandover to the network's engineersWeeks from the start of the engagement

Stack

The stack of the scheduling core: what the network holds, what Altuon builds and what is operated togetherInterfacesElectronic health record, Patient portal, Call centre, Theatre plannersAPIs and eventsVersioned interfaces, Event streams, Contract testsCompatibility layerLegacy contracts preserved, Routing per consumer, Rehearsed rollbackCore servicesNew scheduling core, Domain invariants, ReconciliationDataPatient index, Legacy database, Archives and lineage, Keys
Altuon buildsOperated togetherThe client's

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