Lumenly

How It Works

Three tiers. One underlying platform.

Each tier uses the same Epic-build-aware engine. The difference is what you connect, what you automate, and whether PHI is in scope.

Each track has four steps

The steps for Free, Pro, and Recovery are parallel by design — the same four-stage structure: connect, process, review, and deliver. The depth of automation increases with each tier.

Readiness Free

$0

Forms from your Epic build — free, manual, no PHI

Start Free
1
Export

Export your Epic flowsheet build

Run a Clarity report query to export your flowsheet configuration — row names, groups, value types, and units. We provide the exact query. Save as CSV. No Epic credentials shared with Lumenly.

2
Upload

Upload the CSV

Upload the CSV to Lumenly through the secure web portal. No integration project. No VPN. No Epic access required. The file contains only build metadata — no patient names, no clinical data.

3
Generate

Lumenly generates your forms

The form engine parses your flowsheet rows, groups, and value types and lays out paper forms that mirror your Epic configuration — same row sequence, same value type annotations, same assessment structure.

4
Download

Download and print your PDF kit

Download a print-ready PDF kit. Store printed copies in your downtime binders. Each form uses structured grid geometry so that scanned copies can be processed more accurately by Lumenly Recovery later.

Readiness Pro

From $8K/yr

Automated pipeline, order set optimization, change detection

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1
Connect

Configure a scheduled Clarity push

Your IT team configures a scheduled Clarity Reporting job to push your flowsheet build export to Lumenly's secure endpoint. No inbound access to your network. One-time setup.

2
Monitor

Lumenly takes scheduled snapshots and diffs

Lumenly snapshots your Epic flowsheet build on a configurable schedule — daily or weekly. Each snapshot is diffed against the previous one. When rows are added, groups change, or medications are retired, affected forms are flagged and queued for regeneration.

3
Optimize

Lumenly proposes simplified order sets

Lumenly reads your active Epic order set inventory via Clarity, identifies pre-selected default orders, and generates a 2-3 page simplified paper version per order set. Simplified versions are included in your next PDF kit.

4
Download

Download and print your PDF kit

Download a print-ready PDF kit with your current forms and simplified order sets. Store printed copies in your downtime binders. Each form uses structured grid geometry so scanned copies can be processed more accurately by Lumenly Recovery later.

Recovery Platform

From $25K/yr

AI paper-to-Epic extraction after an outage

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1
Capture

Staff scan or photograph paper charts

Staff use the Lumenly mobile app to photograph charts room by room. Bulk upload from a flatbed scanner is also supported. Documents are tagged to the active downtime event automatically.

2
Extract

AI classifies and extracts every document

Lumenly's coordinator AI identifies the document type — MAR, Vitals, H&P, Orders, and 11 other types — and routes each document to its specialist extractor. Every extracted field receives a confidence score. Nurse initials are resolved against your org's signature library.

3
Validate

Clinicians review side-by-side in the validation UI

Extracted fields appear alongside the original scanned document. Low-confidence values are shown in red. Click any field to jump to its source location in the original scan. Accept, edit, or reject each field. Every validation action is logged with timestamp and user for authorship chain.

4
Export

Validated data exported as HL7 or CSV for Epic import

Validated documents generate HL7 v2.x messages or CSV files designed to file via standard Epic import interfaces. Vitals and I&O generate HL7 structured for incoming flowsheet data. MAR data exports as standard CSV. Provider notes export as MDM^T02 scanned document messages.

Epic-build-aware forms make Recovery faster

When Readiness Free or Pro customers generate their downtime forms with Lumenly, those forms are laid out using structured grid geometry — consistent cell sizing, clear field zones, and high-contrast borders — specifically engineered for downstream OCR processing.

If a downtime event occurs and those forms are scanned into Lumenly Recovery, the AI extractors recognize the form structure. Field locations are predictable. Value types are known. The extraction accuracy is measurably higher than processing forms printed from unknown sources.

  • Lumenly-generated forms are recognized at classification time
  • Known field locations reduce alignment uncertainty
  • Value types from the Clarity export match extractor schema exactly
  • Recovery accuracy improves proportionally with Readiness adoption

Free and Pro are PHI-free. Recovery is isolated.

The Free and Pro tiers never touch patient data. Recovery is a separate, PHI-scoped environment with full HIPAA controls. No data flows between the tiers. This is an architectural boundary, not a policy statement.

Readiness Free and Pro

Works on Epic build metadata only. No patient data at any point in the workflow.

Flowsheet row IDs, labels, value types, units
Order set items and pre-selected defaults
Staff names and initials (from your HR export — no clinical data)
No PHI. No BAA required. No HIPAA controls needed.

Recovery Platform

Full PHI environment. Separate infrastructure. BAA required and included.

Clinical observations, medications, vital signs
All data encrypted at rest and in transit
Full HIPAA controls: access logging, audit trail, 7-year retention
BAA included as standard — no separate negotiation

The structured geometry of Lumenly-generated downtime forms flows from Free/Pro to Recovery as form layout metadata — not as patient data. No PHI crosses the boundary.

Which tier is right for your organization?

Readiness Free
$0
Readiness Pro
From $8K/yr
Recovery
From $25K/yr
Best forStable Epic build, infrequent refreshes neededOrgs wanting zero manual work and automated order set optimizationAny org that has experienced or anticipates extended outages
PHI in scopeNoNoYes — full HIPAA + BAA
Epic connection methodManual CSV uploadProvisioned Clarity pipelineScanned documents — no Epic connection during outage
Setup timeUnder 1 hour1–2 weeks (IT setup + review)2–4 weeks (implementation + onboarding)
Order set optimization—Lumenly-proposed simplified versionIncluded with Pro if bundled
Change detection—Automated diff alerts—
Forms generatedYes, up to 20 formsYes, automatedN/A (receives forms, not generates)
AI extraction——15+ document types
Clinician validation UI——Yes — side-by-side with source
HL7 / CSV export for Epic——Yes — full export suite
SupportCommunity docsEmail, 1 BD SLA24/7 during active events
Surgeon in operating room

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Upgrade when you need it.

The next outage isn't a matter of if. Generate your downtime kit now — no PHI, no credit card, no contract.