# Hermes Health — Full Product & Company Reference

> Hermes Health is the rails for identified health data. A neutral middleware platform that automates medical record retrieval. One Network. One Workflow. One API.

Website: https://www.hermeshealth.com
Contact: info@hermeshealth.com
Platform Login: https://www.hermeshealth.ai
Demo Booking: https://calendly.com/alejandro-hermeshealth/30min

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## Company Overview

Hermes Health is a neutral middleware platform designed to simplify and streamline access to identified patient health data. The company connects requestors (law firms, insurance companies, life sciences, CROs, government agencies) to health data custodians (ROI vendors, claims databases, EHR systems, healthcare facilities) through a single integration point.

### The Problem Hermes Solves

Getting access to medical records is a slow, manual process with a high failure rate:

- Fragmented: Varying channels to get medical records (fax, bespoke requestor portals, limited APIs)
- Laborious: $100+ fully-loaded cost per record request (request labor + site fees)
- High Failure Rate: Records get rejected about 15% of the time due to wrong facility, missing authorization information, incomplete records
- Complicated by Regulations: TEFCA/HIEs can only serve treatment data exchange; non-treatment use cases cannot use them
- Slow: p90 60 days from fax to follow-up to invoice to resend auth to record retrieved

### The Hermes Solution

Requestors integrate once with Hermes and instantly get compliant access to health data across many sources.

Inputs: Patient authorization + patient identifiers + request type
Hermes Middleware: Authorization validation + route optimization + routing to best source + audit trail
Outputs: Record delivered + status + provenance + billing + audit trail

### Key Differentiator: Neutrality

Hermes operates as a neutral intermediary — an honest broker between requestors and data sources:
- Does not compete with requestors
- Does not compete with custodians
- Routes requests to the fastest and most efficient data source
- All routing information is private and never shared
- Partners integrate without exposing sensitive business information (site lists, patient & record counts, contract terms)

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## HIPAA Permitted Use Cases

Hermes unlocks HIPAA use cases blocked by HIEs:

| Use Case | Hermes | HIEs | TEFCA |
|---|---|---|---|
| Treatment | No | Yes | No |
| Payment | Yes | No | No |
| Operations | Yes | No | No |
| Patient Authorized | Yes | No | ~10% Response Rate |

### Use Case Definitions

- Treatment: Shared between healthcare providers to diagnose, treat, or coordinate care for a patient
- Payment: Shared to bill, collect, and obtain reimbursement for healthcare services, including eligibility checks and claims processing
- Operations: Activities necessary to run a healthcare organization, such as quality improvement, utilization review, audits, compliance, and business management
- Patient Authorized: Disclosed when a patient provides a valid authorization for their medical record

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## Product Solutions

### Product Pipeline (How Solutions Work Together)

1. Pre-Processing
   - HIPAA Authorization Checker: Validates authorizations before submission
   - Site Sonar: Discovers patient care sites from claims data

2. Routing
   - Site Finder: Identifies and normalizes the correct facility
   - Smart Router: Determines optimal delivery path (EHR, ROI vendor, direct)

3. Post-Processing
   - Delivery: Records delivered to requestor
   - OCR & Text Extraction: Converts image documents to searchable text

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## Authorization Checker (Product Detail)

URL: https://www.hermeshealth.com/auth-checker

### Overview

Customer-submitted HIPAA Authorizations are frequently missing key elements required by providers. Denials lead to wasted time and money. Authorization Checker automatically reviews HIPAA Authorizations for compliance gaps and flags missing or invalid components.

### The Problem: Non-Compliant Authorizations

- Missing or unclear elements: Required disclosures (purpose, redisclosure, revocation) are often absent or illegible
- Patient Mismatch: Names and dates of birth don't align with the record, creating legal and operational risk
- Dates of Service Errors: DOS ranges are absent or incorrect, causing rejections and rework
- Sensitive Information: Required initials for mental health, SUD, HIV/AIDS, or genetic info are frequently omitted
- Manual Review: Staff read every form, call patients back, and re-request documents — slowing the entire workflow
- Result: Lower yield, longer cycle times, and higher compliance exposure

### How Authorization Checker Works

1. Ingest the authorization file as a PDF
2. Extract text and structured data from the document
3. Validate against patient data (when available) and run a checklist of authorization requirements
4. Deliver a pass/fail summary and detailed messages for each check, plus a link to view the original document

### 11 Compliance Checks

1. Patient Identifiers: Verifies patient name, DOB, and other identifiers match
2. Dates of Service: Confirms DOS range is present and valid
3. Expiration Date: Checks authorization has a valid, non-expired date
4. Authorized Recipient Information: Validates recipient is clearly specified
5. PHI Description: Ensures PHI requested is clearly described and scoped
6. Purpose of Disclosure: Confirms valid purpose is stated
7. Right to Revoke: Verifies form includes revocation language
8. Potential for Redisclosure: Checks for required redisclosure notice
9. Patient Rights Acknowledgement: Confirms patient acknowledged rights
10. Authorization Execution: Validates form is properly signed and dated
11. Sensitive Information Requests: Verifies initials for mental health, SUD, HIV/AIDS, genetic testing

### Authorization Checker Inputs

Required:
- Patient ID (customer-defined)
- Authorization PDF

Optional:
- First Name, Last Name, Date of Birth, Sex
- Mobile, Social Security Number, Email
- Start Date of Service, End Date of Service
- Expiration Date
- Sensitive Information Requests (mental health, SUD, HIV/AIDS, genetic testing; with initials if requested)

### Authorization Checker Output

- downloadUrl: Link to view the Authorization document
- expiresIn: URL validity window (seconds)
- ocrProcessed: Whether document text was processed
- analysis.text: Extracted text (full)
- analysis.AuthorizationCheck.data: Extracted structured fields (names, DOB, DOS, expiration)
- Per-check results (each with passed boolean and message string):
  - patientIdentifiers
  - datesOfService
  - expirationDate
  - authorizedRecipientInformation
  - phiDescription
  - purposeOfDisclosure
  - rightToRevoke
  - potentialForRedisclosure
  - patientRightsAcknowledgement
  - authorizationExecution
  - sensitiveInformationRequests

### Authorization Checker Value

- Speed: Automated validation reduces review time from hours to seconds
- Scale: Apply consistent checks across any volume of authorizations
- Accuracy and Consistency: Reduced human errors in form review
- Client Experience: Fewer callbacks and re-requests lead to smoother interactions

### Key Metrics

- 60 seconds average validation time
- 11 compliance checks per document
- 80% reduction in authorization rejections

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## Site Finder (Product Detail)

URL: https://www.hermeshealth.com/site-finder

### Overview

Record retrieval often stalls when the facility isn't clearly identified. Requestors receive vague or partial details ("Dr. Patel at a clinic on Main Street, Boston"), forcing teams into manual searches, callbacks, and trial-and-error requests. Site Finder removes this bottleneck by combining geospatial filtering with AI-based name/address matching to pinpoint the most likely facility.

### The Problem: Bad Facility Information

- Incomplete details: Patient-provided names/addresses are partial, inconsistent, or outdated
- Manual lookups: Staff sift through directories, maps, and health system pages consuming time
- Misdirected requests: A wrong facility selection leads to rework, delays, and lower yield
- Result: Longer cycle times, higher cost, and degraded client experience

### How Site Finder Works

1. Ingest: Receive site name and address (optionally city/state/zip)
2. Normalize & Geocode: Format the address and geocode to a precise location
3. AI Comparison & Scoring:
   a. For each of the top closest facilities, compare the user's site (name + normalized address) to the facility's system name/site name via an AI research agent
   b. Parse strict output format: yes/no match, confidence (0–100), and reasoning
   c. Select the best match if confidence >= 70; break ties by shorter distance
   d. If no facility is found, Site Finder will research the facility and gather relevant contact information
4. Deliver: Return foundSite with facility details, confidence score, reason text, and distance in feet; or null if no confident match

### Site Finder Inputs

| Field | Required | Format |
|---|---|---|
| Site Name | Yes | Alphanumeric text |
| Address | Yes | Text |
| City | Yes | Text |
| State | Optional | Text |
| Zip Code (5 Digit) | Optional | Number |

### Site Finder Output

| Field | Example |
|---|---|
| Site ID | 14511 |
| System Name | Ochsner Health System |
| Site Name | Ochsner Medical Center – New Orleans |
| NPI | 1659798536 |
| Tax ID | (available) |
| Address | 1514 Jefferson Highway |
| City | New Orleans |
| State | LA |
| Zip | 70121 |
| Main Phone | 504-842-2832 |
| Record Fax | 504-842-5037 |
| ROI Vendor | MRO |
| Latitude | 29.961751447076093 |
| Longitude | -90.14605005255967 |
| Formatted Address | 1514 Jefferson Hwy, New Orleans, LA, 70121 |
| Reason for Match | Both entries reference Ochsner at the exact same street address (1514 Jefferson Hwy, 70121). Naming, address, and ZIP align, indicating the same health system. |
| Confidence Score | 95% |
| Distance from Input | 912ft |

### Site Finder Value

- Speed: Reduces manual facility search from hours to seconds
- Precision: Combines proximity with AI reasoning for robust matching
- Reduced Overhead: Minimizes callbacks and rework
- Client Experience: Fewer mis-routes lead to better turnaround times and yield

### Key Metrics

- 95% high-confidence facility matching
- Under 5 seconds average lookup time
- 70%+ confidence threshold for auto-matching

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## Site Sonar (Product Detail)

URL: https://www.hermeshealth.com/site-sonar

### Overview

Patients often cannot recall or accurately name the site details where they received care. Medical canvassing is time-consuming and expensive. Site Sonar uses a patient's PII and the Hermes Custodian Network to automatically find care sites a patient has visited.

### Site Sonar Output

- Facility name
- Address
- Specialty
- Visit date range

### Key Metrics

- 95% facility identification accuracy
- 93% coverage rate for all patients submitted
- 90% reduction in manual effort

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## Hermes Data Network

URL: https://www.hermeshealth.com/health-data-network

The core infrastructure that connects requestors to identified health data across the healthcare ecosystem.

### Data Source Tiers

- Tier 1 — Site Sonar: Facility information (NPI, Address)
- Tier 2 — Patient History: Diagnosis, Procedures, RX, Payor Information
- Tier 3 — Skinny Record: CCDA, FHIR, HL7
- Tier 4 — Full Record: Structured + Unstructured Data in PDF format

### Network Participants

Requestors: Record Retrieval Companies, Law Firms, Car Insurance, CROs, Pharma, Health Plans, Life Insurance, Government, Diagnostic Companies
Data Sources: ROI Vendors, Claims Databases, EHR Systems, Healthcare Facilities

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## APIs

URL: https://www.hermeshealth.com/apis

Four automation APIs available via REST with JSON responses:

1. Site Sonar API: Discover patient care sites from claims data
2. HIPAA Auth Checker API: Validate authorization documents
3. Site Finder API: Normalize and match facility information
4. OCR & Text Extraction API: Convert image documents to searchable text

### Integration Details

- RESTful APIs with JSON responses
- OAuth 2.0 authentication
- API key management
- Rate limiting
- Comprehensive audit logs
- 99% API uptime

### API Metrics

- 85% faster average processing time vs manual workflows
- 95% accuracy in authorization rejections and data entry errors
- 60% reduction in operational costs through automation

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## White Label Portal

URL: https://www.hermeshealth.com/white-label-portal

Complete case management platform branded for your business:
- Comprehensive Dashboard: Real-time metrics, status distribution
- Record Requests: Batch uploads, HIPAA authorization management
- Record Details: Complete documentation, quick actions
- Invoicing: One-click invoices, payment tracking

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## Target Customers

### Record Retrieval Companies
URL: https://www.hermeshealth.com/record-retrieval-companies

### End Users by Industry
- Law Firms: Legal case record retrieval
- Car Insurance: Claims-related medical records
- CROs (Contract Research Organizations): Clinical trial data
- Pharma: Life sciences research data
- Health Plans: Insurance claims and medical records
- Life Insurance: Underwriting medical records
- Government: Regulatory and compliance records
- Diagnostic Companies: Lab and testing records

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## Partner Program

### ROI Partners
URL: https://www.hermeshealth.com/roi-partners
Release of Information vendors who integrate with Hermes to receive and fulfill record requests.

### Claims Partners
URL: https://www.hermeshealth.com/claims-partners
Claims data providers who supply Tier 1 and Tier 2 data to the Hermes network.

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## Contact Information

- Website: https://www.hermeshealth.com
- Email: info@hermeshealth.com
- Platform: https://www.hermeshealth.ai
- CEO/Founder: Alejandro Zamorano (Alejandro@hermeshealth.com, 508.397.8440)
- Demo: https://calendly.com/alejandro-hermeshealth/30min