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MedicaidOS

MedicaidOS is a premium financial operating system and SaaS platform designed specifically for healthcare nonprofits and grant-dependent organizations. It streamlines the grant lifecycle, automates budget tracking, and ensures strict compliance with real-time analytics and AI-powered insights.


🚀 Features

1. Grant Management

  • Centralized Database: Track active and historical grants in one place.
  • AI Matching: Discover new funding opportunities based on your organizational profile (90%+ accuracy).
  • Document Storage: Centralized repository for grant agreements and funder communications.

2. Budget Management

  • Multi-Dimensional Tracking: Track spend by grant, department, or custom categories.
  • Real-time Visualization: Interactive charts for expenditure vs. allocation using Recharts.
  • Automated Reconciliation: Easy CSV imports for transaction matching.

3. Compliance Management

  • Dynamic Checklists: Grant-specific tracking of requirements and deadlines.
  • AI Policy Scan: Automate extraction of reporting conditions from complex grant documents.
  • Deadline Alerts: Proactive notifications for upcoming compliance milestones.

4. Premium Dashboard

  • Executive Oversight: High-level financial health metrics at a glance.
  • Reporting: One-click exports to PDF (Audit-ready) and Excel.

🛠 Tech Stack


🏁 Getting Started

1. Prerequisites

  • Node.js (Latest LTS)
  • Supabase Project
  • OpenAI API Key

2. Environment Variables

Create a .env.local file in the root directory (refer to .env.example):

NEXT_PUBLIC_SUPABASE_URL=your_supabase_url
NEXT_PUBLIC_SUPABASE_ANON_KEY=your_supabase_anon_key
SUPABASE_SERVICE_ROLE_KEY=your_service_role_key
OPENAI_API_KEY=your_openai_api_key

3. Installation

npm install

4. Database Setup

Apply migrations and seed data:

# Run Supabase migrations
npx supabase migration up

# Seed initial test data
node scripts/seed.js

5. Running the Application

npm run dev

Open http://localhost:3000 to view the app.


🧪 Testing

We maintain a high-quality codebase with dual-layered testing:

# Run Unit & Integration tests (Vitest)
npm run test

# Run End-to-End tests (Playwright)
npm run test:e2e

🌐 Deployment

Deploy to Vercel

  1. Connect your GitHub repository to Vercel.
  2. Add your environment variables in the Vercel Project Settings.
  3. Click Deploy.

The (dashboard) route group structure ensures a persistent sidebar and premium layout across all authenticated views.


📄 License

This project is private and proprietary.

About

Financial operating system for healthcare nonprofits — grant lifecycle, budget tracking, compliance. Next.js + Supabase + OpenAI.

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