DocRefine
Provider & Location Data Curation
Atlantic Health
As Atlantic Health System approached the end of its contract with its previous provider data management vendor, it created an opportunity to re-evaluate how provider and location information was managed across the organization. Existing processes relied on multiple sources and manual maintenance, making it difficult to ensure data consistency across the public website and other external directories. In response, the Digital Solutions team developed DocRefine, an in-house provider data management platform designed to aggregate, curate, and govern provider and location data from multiple upstream systems. By establishing a centralized source of truth, DocRefine improves data accuracy, streamlines content management, and supports a more consistent digital experience for patients and consumers.
Product Design Lead
Web App
Launched in 2025
Problem
Atlantic Health lacked a system to efficiently manage provider and location data, leading to inconsistent and outdated information across various platforms, lacking a source of truth for provider and location data.
How can we bring all data into a central platform that allows users to curate data and create one source of truth ?
Solution
A centralized data management platform that ingests data from multiple upstream sources where provisioned users can edit and curate provider and location data.
- Ingest Provider data from multiple source databases (EHR, Credentialing, etc)
- Enable data as a service to power multiple use cases
- Atlantic Health website (Find a doctor listings, provider and location pages)
- Provider scheduling slots APIs
- Call center manual
Improving the workflow
Previous workflow pain points
- Manual work: Multiple edits needed across platforms
- Provider and location data are not linked
- Duplicate locations in the system
DocRefine Solution:
- Reduce manual work:
- One source of truth for data
- Automate edits where possible
- Edits pertaining to a location and provider are reflected on both pages
- Detect Duplicate Locations
Data as a Service
A centralized data management platform that ingests data from multiple upstream sources where provisioned users can edit and curate provider and location data.
Iteration
After the initial discovery to identify feature requirements, the design team has continued to add enhancements and features for editing and curating data.
Lo Fi
Mid Fi
Hi Fi
Automatically Get Links
Provider and Location pages will automatically generate or populate relevant links:
- Booking links
- Video Links
- Website URL
Edit
Change Log Audit
Easily update fields to make changes to incorrect or changing information, with full Change Log history.
Needs Review
Needs Review Workflow
During a data ingest, when a new location comes into DocRefine, it is marked as “Needs Review”. A user is required to review whether this location should be consumer facing on the website.
Show On Find a Doctor
Show On Location Finder
Provider and Location Visibility Controls
Quickly change if a location displays on the website, and is allowed to be a practice location for providers.
Assign Providers to a Practice Location
On a location page, search for a provider to assign them to this practice location. The location will also show up on the provider page to prevent duplicative work.
Location De-duplication Algorithm
Backend checks in place to detect duplicate locations.
Impact
By building this in-house digital solution, the digital engineering team saved
Operational Efficiency
- Eliminated reliance on a third-party provider data management vendor by developing an internally owned solution.
- Streamlined provider data maintenance by reducing the need for manual updates across multiple systems.
- Enabled faster identification and resolution of data quality issues through centralized management and oversight.
Data Quality & Governance
- Established a centralized source of truth for provider and location data.
- Reduced data discrepancies by consolidating information from multiple upstream systems into a single governed platform.
- Improved consistency of provider information across the public website and external applicaitons.
Patient Experience
- Improved the accuracy and completeness of provider information available to patients.
- Supported a more consistent provider search experience across digital channels.
- Reduced the likelihood of patients encountering outdated provider or location information.
DocRefine
Provider & Location Data Curation
Atlantic Health
As Atlantic Health System approached the end of its contract with its previous provider data management vendor, it created an opportunity to re-evaluate how provider and location information was managed across the organization. Existing processes relied on multiple sources and manual maintenance, making it difficult to ensure data consistency across the public website and other external directories. In response, the Digital Solutions team developed DocRefine, an in-house provider data management platform designed to aggregate, curate, and govern provider and location data from multiple upstream systems. By establishing a centralized source of truth, DocRefine improves data accuracy, streamlines content management, and supports a more consistent digital experience for patients and consumers.
Product Design Lead
Web App
Launched in 2025
Problem
Atlantic Health lacked a system to efficiently manage provider and location data, leading to inconsistent and outdated information across various platforms, lacking a source of truth for provider and location data.
How can we bring all data into a central platform that allows users to curate data and create one source of truth ?
Solution
A centralized data management platform that ingests data from multiple upstream sources where provisioned users can edit and curate provider and location data.
- Ingest Provider data from multiple source databases (EHR, Credentialing, etc)
- Enable data as a service to power multiple use cases
- Atlantic Health website (Find a doctor listings, provider and location pages)
- Provider scheduling slots APIs
- Call center manual
UX Discovery
Worked with various teams of potential users to understand what data they need to manage and where is that data used.
Marketing Team
Provider data
Location data
- AH Website
- Yext Integration
- Vendor Solutions
Contact Center Team
Scheduling Rules
for Providers, Locations, and practice groups
Contact Center Manual
Contact Center Chatbot
Improving the workflow
Previous workflow pain points
- Manual work: Multiple edits needed across platforms
- Provider and location data are not linked
- Duplicate locations in the system
DocRefine Solution:
- Reduce manual work:
- One source of truth for data
- Automate edits where possible
- Edits pertaining to a location and provider are reflected on both pages
- Detect Duplicate Locations
Data as a Service
A centralized data management platform that ingests data from multiple upstream sources where provisioned users can edit and curate provider and location data.
Iteration
After the initial discovery to identify feature requirements, the design team has continued to add enhancements and features for editing and curating data.
Lo Fi
Mid Fi
Hi Fi
Automatically Get Links
Provider and Location pages will automatically generate or populate relevant links:
- Booking links
- Video Links
- Website URL
Edit
Change Log Audit
Easily update fields to make changes to incorrect or changing information, with full Change Log history.
Needs Review
Needs Review Workflow
During a data ingest, when a new location comes into DocRefine, it is marked as “Needs Review”. A user is required to review whether this location should be consumer facing on the website.
Show On Find a Doctor
Show On Location Finder
Provider and Location Visibility Controls
Quickly change if a location displays on the website, and is allowed to be a practice location for providers.
Assign Providers to a Practice Location
On a location page, search for a provider to assign them to this practice location. The location will also show up on the provider page to prevent duplicative work.
Location De-duplication Algorithm
Backend checks in place to detect duplicate locations.
Impact
By building this in-house digital solution, the digital engineering team saved
Operational Efficiency
- Eliminated reliance on a third-party provider data management vendor by developing an internally owned solution.
- Streamlined provider data maintenance by reducing the need for manual updates across multiple systems.
- Enabled faster identification and resolution of data quality issues through centralized management and oversight.
Data Quality & Governance
- Established a centralized source of truth for provider and location data.
- Reduced data discrepancies by consolidating information from multiple upstream systems into a single governed platform.
- Improved consistency of provider information across the public website and external applicaitons.
Patient Experience
- Improved the accuracy and completeness of provider information available to patients.
- Supported a more consistent provider search experience across digital channels.
- Reduced the likelihood of patients encountering outdated provider or location information.
DocRefine
Provider & Location Data Curation
Atlantic Health
As Atlantic Health System approached the end of its contract with its previous provider data management vendor, it created an opportunity to re-evaluate how provider and location information was managed across the organization. Existing processes relied on multiple sources and manual maintenance, making it difficult to ensure data consistency across the public website and other external directories. In response, the Digital Solutions team developed DocRefine, an in-house provider data management platform designed to aggregate, curate, and govern provider and location data from multiple upstream systems. By establishing a centralized source of truth, DocRefine improves data accuracy, streamlines content management, and supports a more consistent digital experience for patients and consumers.
Product Design Lead
Web App
Launched in 2025
Problem
Atlantic Health lacked a system to efficiently manage provider and location data, leading to inconsistent and outdated information across various platforms, lacking a source of truth for provider and location data.
How can we bring all data into a central platform that allows users to curate data and create one source of truth ?
Solution
A centralized data management platform that ingests data from multiple upstream sources where provisioned users can edit and curate provider and location data.
- Ingest Provider data from multiple source databases (EHR, Credentialing, etc)
- Enable data as a service to power multiple use cases
- Atlantic Health website (Find a doctor listings, provider and location pages)
- Provider scheduling slots APIs
- Call center manual
UX Discovery
Worked with various teams of potential users to understand what data they need to manage and where is that data used.
Marketing Team
Provider data
Location data
- AH Website
- Yext Integration
- Vendor Solutions
Contact Center Team
Scheduling Rules
for Providers, Locations, and practice groups
Contact Center Manual
Contact Center Chatbot
Improving the workflow
Previous workflow pain points
- Manual work: Multiple edits needed across platforms
- Provider and location data are not linked
- Duplicate locations in the system
DocRefine Solution:
- Reduce manual work:
- One source of truth for data
- Automate edits where possible
- Edits pertaining to a location and provider are reflected on both pages
- Detect Duplicate Locations
Data as a Service
A centralized data management platform that ingests data from multiple upstream sources where provisioned users can edit and curate provider and location data.
Iteration
After the initial discovery to identify feature requirements, the design team has continued to add enhancements and features for editing and curating data.
Lo Fi
Mid Fi
Hi Fi
Automatically Get Links
Provider and Location pages will automatically generate or populate relevant links:
- Booking links
- Video Links
- Website URL
Edit
Change Log Audit
Easily update fields to make changes to incorrect or changing information, with full Change Log history.
Needs Review
Needs Review Workflow
During a data ingest, when a new location comes into DocRefine, it is marked as “Needs Review”. A user is required to review whether this location should be consumer facing on the website.
Show On Find a Doctor
Show On Location Finder
Provider and Location Visibility Controls
Quickly change if a location displays on the website, and is allowed to be a practice location for providers.
Assign Providers to a Practice Location
On a location page, search for a provider to assign them to this practice location. The location will also show up on the provider page to prevent duplicative work.
Location De-duplication Algorithm
Backend checks in place to detect duplicate locations.
Impact
By building this in-house digital solution, the digital engineering team saved
Operational Efficiency
- Eliminated reliance on a third-party provider data management vendor by developing an internally owned solution.
- Streamlined provider data maintenance by reducing the need for manual updates across multiple systems.
- Enabled faster identification and resolution of data quality issues through centralized management and oversight.
Data Quality & Governance
- Established a centralized source of truth for provider and location data.
- Reduced data discrepancies by consolidating information from multiple upstream systems into a single governed platform.
- Improved consistency of provider information across the public website and external applicaitons.
Patient Experience
- Improved the accuracy and completeness of provider information available to patients.
- Supported a more consistent provider search experience across digital channels.
- Reduced the likelihood of patients encountering outdated provider or location information.