Directive Capture and Storage
Document capture handles directives completed anywhere, including forms originating outside your organization, which is where most existing directives came from.
A directive that cannot be found at 3am does not exist. Most advance care planning investment goes into completing documents, while the failure that actually harms patients is retrieval: a form completed two years ago at a clinic, sitting in a system the treating team cannot reach when a decision has to be made.
Advance care planning succeeds or fails on accessibility rather than completion rates. Taction Software builds advance care planning software where retrieval at the point of decision is the design target, alongside the capture and portability that make retrieval possible.

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Advance care planning software manages the documents and conversations recording patient wishes: advance directives, POLST and comparable portable orders, healthcare surrogate designation, goals of care conversation records, and the registry making all of it retrievable across settings. Where palliative practice workflow is the need, our palliative care AI work covers that specialty context. Our practice sits within broader healthcare software development.
Document capture handles directives completed anywhere, including forms originating outside your organization, which is where most existing directives came from.
Portable orders carry clinical weight as actionable orders rather than as expressions of preference, which changes how they must be surfaced.
Surrogate records identify who decides when the patient cannot, and finding that person quickly matters as much as knowing the wishes.
Registry access makes directives findable at the moment of decision, drawing on our health data exchange work for cross-organization retrieval.
Goals of care records capture what was discussed, since a directive without context is harder to apply to an actual clinical situation.
Patient access through our patient portal development work lets families review and update rather than rediscover documents in a crisis.
Our advance care planning software services cover capture, registry architecture, retrieval integration, portability, and access. The design target is the clinician who needs to know within seconds whether a directive exists, since that is the moment everything else was preparing for. Engagements typically open with a test: how long does it currently take to determine whether a given patient has a directive on file.
Registry design centralizes directives across settings so existence can be determined quickly rather than through search across multiple systems.
Point of care surfacing puts directive status into clinical workflow, using our HL7 integration services work for record integration.
Outside documents are ingested and indexed, since most patients arrive with directives completed elsewhere on forms your organization never issued.
Cross-setting access supports directives following the patient, which is the entire purpose of portable orders and rarely achieved in practice.
Version control ensures the current directive governs, since a superseded document surfacing instead of its replacement is worse than finding nothing.
Surfacing logic operates as clinical decision support, informing clinicians rather than making treatment determinations.
The benefits concentrate in retrieval speed, document currency, and cross-setting availability. Directives completed but unfindable produce exactly the outcomes advance care planning exists to prevent. We publish no figures on directive completion, treatment concordance, or utilization, because those depend entirely on population, practice, and existing program maturity.
Immediate status tells clinicians whether a directive exists, which is the question that matters when a decision cannot wait.
Version control ensures superseded directives do not surface in place of current ones, which is a failure mode worse than absence.
Portability supports directives following patients between settings, addressing the gap where documents stay in the system that captured them.
Surrogate contact information is retrievable alongside directives, since identifying the decision maker is frequently the immediate need.
Directive availability supports care for older adults, connecting with geriatrics AI workflows.
Conversation records provide context for applying directives to situations the document did not specifically anticipate.
We deliver advance care planning software projects in gated phases so clinical, legal, and IT stakeholders approve direction before engineering cost accumulates. Discovery measures current retrieval time, since that establishes whether the problem is capture, storage, or access. Version and revocation handling is designed early, because surfacing an outdated directive is a worse outcome than surfacing none.
Discovery measures actual retrieval time for existing directives, which usually reveals that capture is adequate and access is not.
Storage design accommodates documents from any source, since directives your organization never issued are the majority of what exists.
Currency rules determine which document governs, designed with legal input since revocation and supersession carry legal weight.
Clinical surfacing places directive status where decisions happen rather than requiring a separate system nobody opens under pressure.
Cross-setting access is built where exchange infrastructure permits, with honest scoping since portability depends on external participation.
Rollout expands by setting with retrieval monitoring and continuing support as state forms and exchange capability change.
Advance care planning software handles PHI and legal documents whose validity requirements vary by state. Taction holds ISO 27001 certification and follows HIPAA-aligned engineering practice. Portable medical orders carry different weight from advance directives and must be distinguished, since one is an actionable order and the other expresses preference. Version and revocation handling carries legal consequence beyond ordinary data currency.
Builds apply encryption, role-based access, and complete audit logging. Our HIPAA compliance software development practice defines these controls.
Directive forms and validity requirements vary by state, so systems must handle documents from any jurisdiction rather than a single format.
POLST and comparable orders are actionable clinical orders rather than preference statements, and must be surfaced and labeled distinctly.
Currency handling carries legal weight, since acting on a revoked directive is a materially different error from acting without one.
Surfacing informs clinicians. The software does not interpret directives, determine applicability, or make treatment decisions in any configuration.
Deployments run on-premise, in your cloud tenancy, or hybrid, with network segmentation, signed container images, and documented penetration testing before release.
Taction Software was founded in 2013 and has spent over 12 years building healthcare software, delivering more than 200 healthcare projects from four US offices in Chicago, Cheyenne, Austin, and Sacramento, with ISO 27001 certification. Our relevant focus is retrieval rather than completion. Programs measure directives completed; patients are harmed when directives cannot be found. Those are different problems and only one of them is a software problem. Our leadership brings more than 20 years of personal experience in the field.
We design for point of decision retrieval, since completion rates measure program activity while retrieval determines patient outcomes.
We ingest outside directives, since most existing documents were completed elsewhere on forms your organization did not issue.
We build version and revocation logic with legal input, since surfacing a superseded directive is worse than surfacing nothing at all.
Founded in 2013, we have concentrated on healthcare rather than treating it as one vertical among several, producing depth in clinical workflow.
Our health information exchange work covers the cross-organization retrieval portability actually requires.
ISO 27001 certification means security controls are documented and auditable, supporting your vendor risk assessment efficiently.
Advance care planning software pricing depends on setting count, retrieval integration depth, whether cross-organization portability is in scope, and document ingestion volume. Retrieval integration into clinical workflow is the largest component, since surfacing must reach the systems clinicians actually use. Discovery produces an itemized, fixed-scope estimate with phase-level breakdown. Exchange participation fees and infrastructure are separate from engineering cost.
An MVP covering registry and retrieval for one setting typically runs $40,000 to $80,000.
A full platform with multi-setting registry, external ingestion, and clinical surfacing typically falls between $80,000 and $200,000.
Enterprise engagements covering system-wide registries and cross-organization portability start at $200,000.
Discovery is a paid, time-boxed phase producing an itemized estimate, architecture plan, and current retrieval time assessment.
Retrieval integration, setting count, portability scope, and ingestion volume are the largest variables, identified during discovery.
Post-launch form updates, exchange changes, and support are quoted separately as a retainer sized to registry size.
If you are evaluating advance care planning software for directive registry, retrieval integration, or portability, the fastest next step is a discovery call with our team. We will measure current retrieval time and return an itemized, fixed-scope estimate. Contact us to schedule that conversation.
Clinical and legal leaders evaluating advance care planning software usually ask about retrieval speed, external documents, and whether portability is achievable. The answers below reflect how we scope these projects.
Because completion is already happening and retrieval is not. Directives get completed in clinics and facilities and then become unfindable when an emergency presentation occurs elsewhere. Improving completion rates without solving access produces more documents nobody can reach when it matters.
Yes, and you need to. Most patients arrive with directives completed elsewhere on forms your organization never issued. A registry that only holds documents you generated captures a minority of what exists and misses the ones most likely to be needed.
Partially, and it depends on what exchange infrastructure your region supports. We build to what is achievable rather than promising universal portability that depends on participation by organizations outside your control. Discovery establishes what is actually reachable.
An MVP covering registry and retrieval runs $40,000 to $80,000. A full platform typically falls between $80,000 and $200,000. Enterprise cross-organization deployments start at $200,000. Retrieval integration drives cost most.
Version logic ensures the current document governs and superseded ones do not surface in its place. This is designed with legal input, since acting on a revoked directive is a materially different error from acting without one and carries different consequences.
No. It surfaces documents, status, and surrogate contacts for clinicians. Interpreting what a directive means for a specific clinical situation requires judgment involving the patient, family, and care team, and is not something software should attempt.
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