AI Healthcare Compliance Agent

How Cassidy automates Healthcare Compliance Search using AI

Step 1: Trigger on compliance query

The Workflow activates when a workforce member submits a natural language question—whether through Slack, Teams, or a browser extension—asking about policies, procedures, or regulatory requirements.

Step 2: Authenticate and scope access

Cassidy verifies the user's identity via SSO and applies role-based access controls to scope results to their facility, department, and authorized policy sets, enforcing minimum necessary principles.

Step 3: Search the Knowledge Base with hybrid retrieval

Cassidy's Knowledge Base—synced with SharePoint, PolicyStat, EHR libraries, and regulatory sources—uses semantic and keyword search to retrieve relevant policy sections, mapping results to 45 CFR citations and NIST 800-66r2 guidance.

Step 4: Generate cited, defensible answers

The Agent assembles retrieved passages and generates a summary that quotes specific policy sections, includes effective dates and document owners, and provides deep links to authoritative sources—flagging conflicts or uncertainties when they exist.

Step 5: Log access and capture attestations

Cassidy records an immutable audit trail of the query, retrieved documents, user ID, and timestamp. If the policy requires acknowledgment, the system routes a read-and-acknowledge workflow and captures the electronic attestation.

Step 6: Export evidence packs on demand

Compliance officers can generate audit-ready reports showing policy versions in effect on any date, attestation completion rates by department, access logs, and control mappings—ready for OCR investigations or accreditation reviews.