EHR DATA ENGINEERING • SAMHSA REPORTING • HIPAA-COMPLIANT AI • PREDICTIVE ML • FEDERAL CONTRACTS • AGENTIC SYSTEMS • FINANCIAL AUTOMATION • EHR DATA ENGINEERING • SAMHSA REPORTING • HIPAA-COMPLIANT AI • PREDICTIVE ML • FEDERAL CONTRACTS • AGENTIC SYSTEMS • FINANCIAL AUTOMATION •

Trusted for state and federal contract work.

We make grant reporting seamless. With deep expertise extracting data from Epic, Athena, and other leading EHRs and financial platforms, we build the custom automated pipelines to pull the exact data your grant requires—making compliance the easiest part of your award.

Who we have worked with
Expertise in:
Epic
athenahealth
Python
Next.js
TensorFlow
Google Cloud
WordPress
Epic
athenahealth
Python
Next.js
TensorFlow
Google Cloud
WordPress

The Team

Meet the engineers and architects driving our compliance, data pipeline, and AI initiatives.

Morgan Dixon

Morgan Dixon

Principal Engineer & Founder

PhD Student in Computer Science MS in Machine Learning Engineering BS in Economics
Kylan Dixon

Kylan Dixon

Co-Founder & Systems Architect

BS in Quantitative Economics BS Computer Science
Compliance:
HIPAA Compliant
SOC-2 Standard
SEC & FINRA Audited
HL7 & FHIR R4
SAMHSA Evaluation
HIPAA Compliant
SOC-2 Standard
SEC & FINRA Audited
HL7 & FHIR R4
SAMHSA Evaluation

Request a Consultation

Tell us about your data engineering, compliance, or AI/ML needs — we'll prepare a custom proposal.

Specialized Industry Services

We engineer high-fidelity, scalable software systems tailored to financial platforms and HIPAA-compliant healthcare architectures.

Financial Technology

High-fidelity wealth advisory portals, algorithmic infrastructure, and executive AI branding sandboxes.

  • Wealth Advisor Platforms Secure, compliant dashboards integrating clearinghouse APIs, FINRA/SEC auditing logs, and client portfolio visualizations.
  • Algorithmic Trading & Cloud Infrastructure Real-time market data pipelines, reinforcement learning automated trading backtesting environments, and cloud performance optimization (AWS Lambda + S3).
  • Executive Branding Tooling Custom generative AI agent sandboxes simulating brand strategies, content drafts, and market positioning models for corporate leadership.
  • Premium Web & Mobile Presence High-performance, secure, responsive web portals and native iOS applications built for modern financial institutions.

Healthcare Technology

HIPAA-compliant EHR data pipelines, patient management portals, and automated reporting systems.

  • EHR Integrations & Pipelines Automated, high-volume database query extractions (NextGen), HL7 message parsing, and secure PostgreSQL grant mapping.
  • Patient & Order Management Centralized, state-machine-driven prescription workflows, clinic-specific portals, and secure cart-based fulfillment.
  • Compounding Pharmacy Engines Automated dual-format PDF generator creating Landscape Order Manifests and Portrait Patient Reports with regex-extracted clinical notes.
  • Automated Notification Networks Real-time shipping updates, order history status adjustments, and automated refills reminders via integrated Brevo SMS and email.

Client Insights & Case Logs

Detailed technical summaries, implementation updates, and architectural walkthroughs of our engineering work across public sector and commercial client projects.

PUBLISHED
SAMHSA & OHA 2024 – 2026

988 Suicide & Crisis Lifeline: Independent Evaluation & Predictive Modeling

A comprehensive review of our role as independent evaluators for Oregon's 988 lifeline implementation under the CWHO grant, including building ML call volume forecasts and custom data pipelines.

PUBLISHED
Family Health Services 2024 – 2026

NextGen EHR Data Extraction & HRSA CCBHC Automated Reporting

A detailed summary of our direct database query architecture and Python-based automated CCBHC compliance pipelines for Family Health Services.

PUBLISHED
Cornerstone Health 2024 – Present

Cornerstone Whole Healthcare: Multi-Grant Infrastructure & Engineering

An overview of our software systems development, compliance analytics, and ML modeling across C-WHO's federal and state healthcare grant portfolio.

PUBLISHED
Mohan Financial 2025 – Present

Mohan Financial: Agentic Brand Generation & Advisory Platform

A review of our work building public web presences, internal AI tools to assist the CEO with branding, and developing their upcoming wealth advisor platform.

PUBLISHED
M Consulting 2025 – Present

M Consulting: iOS Application & Corporate Web Development

A breakdown of our design and development of their native iOS mobile application, corporate website, and ongoing active maintenance.

PUBLISHED
Wellness Peptides 2025 – Present

Wellness Peptides: Clinical Order & Patient Management System

A review of our work building a full-stack patient and order management system, integrating custom PDF compounding manifest engines and automated SMS/email alerts.

PUBLISHED
Lightning Tool & Mfg 2025 – Present

Lightning Tool & Mfg: 3D Product Catalog & Web Engineering

A review of our engineering work overhauling their corporate site into a 3D manufacturing hub with interactive WebGL catalog components and multi-axis turning parameters.

PUBLISHED
Lincoln, Benton & Linn Counties 2024 – Present

Behavioral Health Rate Setting & CCO Optimization

Collaborative PMPM rate setting calculator and cost analysis pipelines developed to model CPT code overhead and Medicaid vs. FFS workflows for Oregon FQHCs.


  1. Compliance configurations are based on HIPAA, SAMHSA, and applicable financial regulations as of Q2 2026. Specific requirements depend on your grant structure and jurisdiction.
  2. Data processing architectures follow HIPAA and financial regulatory best practices. Implementation success depends on proper configuration and client-side access controls.
  3. Predictive ML model accuracy depends on data volume, quality, and training corpus. Model outputs are decision-support tools and do not replace clinical or financial judgment.