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Phased AI Order Entry

project cd165bf84b54d1a8

Normalized: phased ai order entry

moreland_contracts

53%

Moderate — a somewhat similar entity exists

100%

Strong source linkage

Source Mappings (2)

	Source	Source ID	Display Name	Confidence	Method	Status	Actions
	moreland_contracts	d591b67899b600c2860340c38ec0ed3b	Phased AI Order Entry	1.00	fuzzy+embedding	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash d591b67899b600c2860340c38ec0ed3b file_name ROE-Dental-Phased-Proposal-Feb23.pdf file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/Shared%20Documents/Internal%20-%20Business%20Development/ROE%20Dental/ROE-Dental-Phased-Proposal-Feb23.pdf company ROE Dental Lab project_name Phased AI Order Entry contact_person — contract_type fixed_fee hourly_rate — estimated_hours 27.0 total_fee_estimate 151000.0 brief_project_description Restructuring the analog paper RX project into measurable milestones with clear gates and cost visibility. start_date — extracted_at 2026-07-01T02:10:22.841607+00:00 raw_text_preview 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 ROE Dental Lab Phased AI Order Entry Analog RX Stream — Milestone -Based Engagement Prepared by: MorelandConnect , February 23 2026 1960 CASE PARKWAY S TWINSBURG , OHIO 44087 Overview This document restructures the analog paper RX project into measurable milestones with clear gates and cost visibility, responding to ROE’s request of 2/10/26. Doctor matching and product matching are broken into separate phases so each can be evaluated in dependently. Scope: Analog (paper RX via mail) order entry only. Digital RX workflows will be addressed after the new smart order entry portal is complete. Phase 0 — Proof of Concept Duration: 3 weeks \| Investment: $15,000 Goal Validate AI vision capabilities on ROE’s actual paper RXs and establish baseline accuracy for doctor matching, product matching, and record matching. This phase serves as the go/no -go gate for the full engagement. Deliverables • Collect 200 sample paper RXs from ROE (handwritten, printed, checkbox mix) • Build simplified ingestion pipeline (scan/photo upload) • Run AI extraction on all 200 samples: doctor name/address, patient name, dates, product checkbox data • Initial doctor matching against Labtrac reference data with accuracy scoring • Initial product matching against Labtrac product catalog with accuracy scoring • Initial record matching (patient history, related cases) with accuracy scoring • Human review of all results; deliver accuracy report with field -level scores, edge cases, and confidence distribution Gate Criteria • Field -level accuracy rates reported for doctor match, product match, and record match • Clear identification of RX categories (clean print vs. messy handwriting) and their respective accuracy • ROE reviews results and makes go/no -go decision on proceeding to Phase 1 Phase 1 — CoreRX Extraction & Doctor Matching Duration: 3 - 4 weeks \| Investme file_created_at 2026-06-10T19:21:04+00:00 file_modified_at 2026-06-10T19:21:04+00:00 created_by Christofer Karltorp modified_by Christofer Karltorp _dlt_meta —
	moreland_contracts	d148e3b978705e410acabd898e01cef5	Phased AI Order Entry	1.00	exact	Active
Source Record bronze_moreland_contracts_ma_project_contracts file_hash d148e3b978705e410acabd898e01cef5 file_name ROE-Dental-Phased-Proposal-DRAFT-v3.docx file_path https://morelandpartners.sharepoint.com/sites/MorelandConnect-BusinessDevelopment/_layouts/15/Doc.aspx?sourcedoc=%7B47595B19-41F0-4085-BCA4-1F4BE049367A%7D&file=ROE-Dental-Phased-Proposal-DRAFT-v3.docx&action=default&mobileredirect=true company ROE Dental Lab project_name Phased AI Order Entry contact_person — contract_type fixed_fee hourly_rate — estimated_hours — total_fee_estimate 150000.0 brief_project_description Restructuring the analog paper RX project into measurable milestones with clear gates and cost visibility. start_date 2026-02-10 extracted_at 2026-07-01T02:10:20.049463+00:00 raw_text_preview ROE Dental Lab Phased AI Order Entry Analog RX Stream — Milestone-Based Engagement Prepared by: MorelandConnect February 10, 2026 \| DRAFT v3 — Internal Review DRAFT — Not for distribution to ROE without Paul Franke approval. Overview This document restructures the analog paper RX project into measurable milestones with clear gates and cost visibility, responding to ROE’s request of 2/10/26. Doctor matching and product matching are broken into separate phases so each can be evaluated independently. Scope: Analog (paper RX via mail) order entry only. Digital RX workflows will be addressed after the new smart order entry portal is complete. Phase 0 — Proof of Concept Duration: 3 weeks \| Investment: $15,000 Goal Validate AI vision capabilities on ROE’s actual paper RXs and establish baseline accuracy for doctor matching, product matching, and record matching. This phase serves as the go/no-go gate for the full engagement. Deliverables Collect 200 sample paper RXs from ROE (handwritten, printed, checkbox mix) Build simplified ingestion pipeline (scan/photo upload) Run AI extraction on all 200 samples: doctor name/address, patient name, dates, product checkbox data Initial doctor matching against Labtrac reference data with accuracy scoring Initial product matching against Labtrac product catalog with accuracy scoring Initial record matching (patient history, related cases) with accuracy scoring Human review of all results; deliver accuracy report with field-level scores, edge cases, and confidence distribution Gate Criteria Field-level accuracy rates reported for doctor match, product match, and record match Clear identification of RX categories (clean print vs. messy handwriting) and their respective accuracy ROE reviews results and makes go/no-go decision on proceeding to Phase 1 Phase 1 — CoreRX Extraction & Doctor Matching Duration: 5 weeks \| Investment: $25,000 Goal Build the ingestion system, Labtrac data extract, and extraction pipeline focused on CoreRX file_created_at 2026-06-10T19:21:04+00:00 file_modified_at 2026-06-10T19:21:04+00:00 created_by Christofer Karltorp modified_by Christofer Karltorp _dlt_meta —