Medicare Eligibility Automation with MS Power

Microsoft Power Automate Desktop – Medicare Eligibility Web Automation

I am looking for someone experienced with Microsoft Power Automate Desktop (PAD) and browser/web automation to build a simple attended automation for my medical practice.

Objective

Automate a repetitive Medicare eligibility lookup performed through the NGSConnex/NGS Medicare provider website.

This should be an attended desktop automation running locally on a Windows PC. I am not looking for an unattended cloud bot or an AI agent.

Desired Workflow
User starts the Power Automate Desktop flow.
The flow opens the NGS Medicare/NGSConnex website in Microsoft Edge.
The user handles login and multifactor authentication manually.
After successful login, the automation continues.
The automation navigates to the Medicare eligibility lookup.
Patient information is entered into the appropriate eligibility fields.
The eligibility inquiry is submitted.
The automation retrieves specified information from the eligibility results.
The relevant eligibility information is displayed to the user in a simple, readable format.

The exact fields to be entered and information to be extracted will be provided.

Important Requirements

Power Automate Desktop: I specifically need someone experienced with PAD browser automation, web UI elements/selectors, data extraction, waits, error handling, and dynamic webpages. Experience limited primarily to Power Automate cloud flows is not sufficient.

MFA: The automation should NOT attempt to circumvent or automate multifactor authentication. It should stop/wait while the user completes authentication and then continue.

Local processing: The automation should run on a computer in my office. Patient information and eligibility results should not be transmitted to external AI services, cloud databases, developer servers, or other third-party services.

Credentials: My NGSConnex username and password should not be embedded in the automation or provided to the developer.

HIPAA/PHI: This workflow involves protected health information. Initial development will use screenshots with patient information removed/redacted. The developer should not need access to PHI during initial development.

If access to actual patient information becomes necessary for testing or troubleshooting, that must be discussed with me in advance and appropriate HIPAA safeguards, including a Business Associate Agreement if applicable, must be established before access is provided.

Development Process

I can provide:

Screenshots of the NGSConnex workflow with patient information redacted.
A screen recording of the process if helpful, with PHI removed.
A description of each step in the eligibility lookup.
A live remote session in which I log into the website and complete MFA myself if access to the actual webpage is necessary for capturing web elements.

I do not want to provide the developer with my NGSConnex credentials.

Reliability

The finished automation should:

Use proper browser/UI element identification wherever possible rather than relying primarily on fixed mouse coordinates.
Wait appropriately for webpages and elements to load.
Recognize common errors or unexpected pages and stop safely rather than entering information in the wrong place.
Provide a clear error message when the automation cannot continue.
Be reasonably maintainable if NGS makes minor changes to its website.
Deliverables

At completion I would like:

A working Power Automate Desktop flow installed/configured on my computer.
All source/editable Power Automate flow components.
A brief explanation of how the flow works.
Instructions for starting and using it.
Documentation showing how to update/capture webpage elements if NGS changes its website.
Testing of the workflow with me present.
Confirmation that no patient information, credentials, screenshots containing PHI, or eligibility data have been retained by the developer.