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Healthcare SaaS

How Regrow Unified Clinic Operations with a HIPAA-Aligned Healthcare Platform

Regrow serves multi-location medical and specialty practices with complex workflows spanning patient intake, procedure scheduling, clinical documents, payments, marketing automation, and e-signature consent.

CodeNdCoffee designed and developed a cloud-native healthcare management platform that brings these workflows into one connected, secure operational system.

4 Serverless microservices architecture
100+ API endpoints covering patients, calendar, payments & auth
29+ Application screens for staff and patient-facing workflows
One platform Scheduling, documents, payments & engagement
HIPAA-aligned Multi-location Patient portal
Overview

The Operational Software Behind Modern Clinic Management

More Than a Scheduling Tool

Every patient journey moves through intake, scheduling, procedure preparation, document signing, treatment, payment, follow-up, and reporting. Generic admin dashboards and disconnected EMR add-ons were not designed for this level of operational and compliance complexity.

The Challenge

Clinics were running on spreadsheets, separate payment portals, email-based document flows, and tools that did not share a common patient record. Teams needed one platform built around real clinic workflows — not another isolated module.

Custom Healthcare SaaS

A dedicated clinic operations platform built around real practice workflows with HIPAA-aligned security by design.

Rather than becoming another scheduling add-on, the platform became the operational engine powering patients, procedures, documents, payments, and engagement across every location.
Patients Procedures Documents Payments Engagement
Challenge

Scaling clinic operations across locations, providers, and compliance

Medical practices face operational challenges that generic business software is not always designed to handle.

01

Fragmented patient and procedure data

Patient profiles, procedure history, and clinical documents lived across multiple tools with no single source of truth for staff or administrators.

02

Scheduling built for time slots, not clinical capacity

Clinics needed procedure-aware calendars with location rules, availability constraints, blackout dates, and capacity limits — not a generic appointment grid.

03

Limited lifecycle visibility

Teams needed a clear view of every patient between intake, booking, document signing, treatment, payment, refund, and follow-up.

04

Disconnected payments and documents

Payment processing, consent forms, and treatment documents had to work as connected workflows rather than separate links, emails, and manual reconciliation steps.

05

Compliance and access control gaps

PHI had to move through the system with role-based access, audit trails, encryption, and HIPAA-aligned safeguards — not ad hoc permissions across disconnected apps.

Workflow

From patient intake to treatment, payment, and follow-up

Every patient follows a structured path through the practice, with clear handoffs between staff, systems, and external services.

This connected healthcare workflow helps clinic teams manage patient data, scheduling, documents, payments, and engagement from one reliable operational platform.

Patient intake — Staff create structured patient profiles with location assignment and clinical context.
Scheduling — Procedures are booked on a capacity-aware calendar with availability and blackout rules.
Document preparation — Consent and treatment documents are generated from templates with pre-filled PHI.
E-signature — PandaDoc workflows capture signatures and return completed documents to the patient record.
Treatment & records — Procedures, attachments, and history logs stay linked to the patient across locations.
Payment — Authorize.net processes cards and eCheck with refund support and transaction tracking.
Engagement & follow-up — GoHighLevel syncs contacts and triggers nurture, recall, and reactivation workflows.
Reporting — Staff and administrators review transactions, activity, and operational history in one place.
Solution

A Smart Clinic Platform Built Around Real Practice Operations

Instead of disconnected modules, Regrow was built as one connected operational ecosystem where patients, procedures, documents, payments, and engagement work together in a single workflow.

Regrow healthcare platform calendar showing procedure bookings, capacity tags, and multi-location scheduling
Regrow dashboard calendar showing patients, procedure bookings, capacity, and location-aware scheduling.
Operational capability map

Major connected modules across the Regrow platform

One shared operational system connects patient management, scheduling, documents, payments, engagement, and administration.

Authentication & Access

Secure login with email verification, password management, Google and Microsoft SSO, and session controls.

Role & Permission Management

Dynamic RBAC with granular permissions, custom roles, and route-level access control for staff and administrators.

Patient Management

Create, search, filter, and manage patient profiles with multi-location assignment and complete history tracking.

Patient Portal

Dedicated patient login for viewing appointments, procedures, documents, and transaction history.

Procedure Management

Track procedure types, groups, statuses, attachments, and audit history at the patient and location level.

Procedure-Aware Calendar

FullCalendar-based scheduling with drag-and-drop, per-location settings, availability rules, and blackout dates.

Document Management

Organize patient and procedure documents with categories, types, preview, download, and version history.

PandaDoc E-Signature

Generate consent and treatment documents from templates, pre-fill PHI, and track signature status through completion.

Payment Processing

Authorize.net integration for cards and eCheck with refunds, saved methods, and encrypted credential storage.

Transaction Dashboard

Filter, search, export, and review revenue activity with real-time payment status and reporting views.

Business & Location Management

Configure business profiles, multiple locations, and location-specific calendar and operational settings.

GoHighLevel Integration

Sync patients to GHL contacts, trigger pipelines and campaigns, and keep engagement connected to clinical activity.

User Management

Manage staff accounts, role assignment, profile settings, and operational ownership across the practice.

History & Audit Logs

Maintain history for critical entities so teams can trace changes across patients, procedures, and documents.

Security & Compliance Layer

PHI-scoped data model, encrypted sensitive fields, least-privilege access, and HIPAA-aligned operational controls.

Patient Management

Central patient records with multi-location assignment and complete history tracking.

Payment Processing

Authorize.net integration with encrypted credentials, refunds, and transaction reporting.

PandaDoc Integration

Consent and treatment document automation with e-signature and signed PDF storage.

GoHighLevel Engagement

Patient sync, pipeline triggers, and recall campaigns connected to clinical activity.

15+

Connected Platform Modules

Each module is designed around a specific clinical or operational area, but all share the same patient, procedure, and payment data — so nothing gets lost between systems.

Patients Procedures Documents Payments Engagement
HIPAA & Security

Applying security where it protects patients and practice operations

Security is embedded into selected workflows instead of being treated as a standalone checkbox. It reduces compliance risk while keeping staff workflows fast and usable.

Role-based by design

Staff access only what their role allows; administrators control permissions at a granular level.

Identity & access

JWT authentication, Google and Microsoft SSO, session timeout, and cross-tab session sync.

Authorization

Dynamic roles, permissions, middleware protection, and patient portal access separation.

Data protection

Encrypted payment credentials, PHI-scoped models, and secure document handling.

Operational traceability

History logging for patients, procedures, documents, and payment activity.

Payment security

PCI-aware Authorize.net integration with encrypted storage and controlled refund flows.

Infrastructure posture

Serverless AWS Lambda architecture with environment-based configuration and scalable isolation.

Important: In healthcare, weak access control or fragmented PHI handling can impact trust, compliance, and day-to-day operations. Regrow prepares structured clinical workflows while enforcing security and auditability at every handoff.

Integrations

Connecting the systems behind the practice

The platform acts as an operational hub where clinical workflows, payments, marketing automation, and document signing work together through one controlled system.

4+

Connected Systems

1

Central Platform

Real-time

Data Flow

Internal operations platform

Manages patients, procedures, scheduling, documents, payments, users, and reporting.

Authorize.net

Payment gateway — Processes cards and eCheck, supports refunds, and stores encrypted gateway credentials.

GoHighLevel (GHL)

Marketing automation — Syncs patients to contacts, triggers pipelines, and supports recall and reactivation workflows.

PandaDoc

Document automation — Generates consent and treatment documents, pre-fills PHI, and returns signed PDFs to patient records.

OAuth providers

Google & Microsoft SSO — Enables secure single sign-on for staff and simplified account access.

Reporting layer

Custom dashboards — Operational and payment data is transformed into filterable views, exports, and management insight.

Impact

A clearer, faster and more scalable clinic operation

Regrow gives practices one operational environment for managing the processes behind patient care, scheduling, documentation, and revenue.

Live operational core

One platform. Full clinic loop. Zero tool sprawl.

Patient intake, procedure scheduling, clinical documents, e-signature, payments, and engagement now move through a single HIPAA-aligned system.

4 Microservices
100+ API Endpoints
29+ Screens
20+ Data Models
15K+ Lines of Code
  1. Intake Patient capture
  2. Schedule Procedure calendar
  3. Document Clinical records
  4. Secure Core HIPAA-aligned
  5. Sign PandaDoc flow
  6. Pay Authorize.net
  7. Engage GoHighLevel
01 · Scheduling

Faster scheduling operations

Procedure-aware calendars, availability rules, and blackout management reduce scheduling friction across locations.

02 · Visibility

Better patient visibility

History, documents, and procedure records make incomplete or delayed cases easier to catch.

03 · Records

Consistent clinical records

Shared patient and procedure structure keeps documentation aligned across staff and sites.

04 · Revenue

Connected revenue workflows

Payments and refunds sit beside patient and procedure data — not in a separate system.

05 · Consent

Structured consent flow

PandaDoc links templates, e-signature, and signed storage to the patient journey.

06 · Insight

Decision-ready reporting

Review payment activity and operational history without stitching tools together by hand.

Built to keep evolving

New gateways, SMS reminders, analytics, EHR integrations, and mobile access can extend the serverless architecture without creating disconnected tools or extra operational noise.

Technology

Built for long-term healthcare operations

The platform was developed using technologies selected for maintainability, security, integrations, and ongoing product development.

Node.js

Backend

React 18 + Vite + MUI

Frontend

FullCalendar

Scheduling

MongoDB

Database

Authorize.net

Payments

GoHighLevel

Engagement

PandaDoc

Documents

JWT/OAuth

Authentication

RBAC/AES-256

Security

AWS Lambda

Infrastructure

APIs

Integrations

Reporting

Analytics
Partnership

An ongoing engineering foundation

Discuss your next evolution

Regrow's operations continue to evolve as practices introduce new locations, procedure types, payment requirements, engagement workflows, and compliance needs.

CodeNdCoffee works as a long-term engineering partner rather than treating the platform as a one-time delivery. New capabilities are designed within the existing serverless architecture so the system can evolve without creating disconnected tools or unnecessary operational complexity.

Healthcare SaaS Serverless Architecture HIPAA-Aligned Design Authorize.net GoHighLevel PandaDoc Procedure Calendar Patient Portal RBAC Multi-Location Clinics

Building a HIPAA-aligned healthcare platform for multi-location clinics?

CodeNdCoffee designs the patient workflows, scheduling, document automation, payments, integrations, and operational software that keep healthcare practices running.

Whether your team is struggling with fragmented patient records, procedure scheduling, consent documents, payment collection, or disconnected engagement tools, we can help you design a system around the way your practice actually operates.

Frequently asked questions

A connected healthcare platform, explained

Answers about the workflows, HIPAA-aligned security, integrations, and operational capabilities built for Regrow.

What did CodeNdCoffee build for Regrow?

CodeNdCoffee built a cloud-native healthcare management platform that unifies patient intake, procedure-aware scheduling, clinical documents, e-signature, payments, marketing automation, and reporting into one HIPAA-aligned operational system.

How does the platform handle HIPAA-aligned security?

The platform uses JWT and OAuth SSO, dynamic RBAC, PHI-scoped data models, AES-256-GCM encryption for sensitive fields, audit trails, and least-privilege access controls so clinical data moves through the system with traceability at every handoff.

Which integrations are connected?

Regrow connects Authorize.net for payment processing, GoHighLevel for marketing automation and patient engagement, PandaDoc for consent and e-signature workflows, and OAuth providers for Google and Microsoft single sign-on — all through one central platform.

What scheduling capabilities are included?

The platform includes a FullCalendar-based, procedure-aware scheduler with drag-and-drop booking, per-location settings, availability rules, blackout dates, and capacity limits — designed for clinical workflows rather than generic time-slot grids.

Can the platform scale to new locations?

Yes. Business and location management supports multiple practice sites with location-specific calendar settings, patient assignment, and operational configuration — all within the same serverless microservices architecture.