How it works
02 Start with one claims workflow that can prove value.
The first build is not a broad automation program. It is one high-volume workflow with clear rules, visible backlog, defined oversight, and a measurement plan leadership can trust.
01Define the measurable work
We identify the revenue cycle tasks that are repeatable, rules-based, and specific enough to hold an AI agent accountable.
02Map systems and handoffs
We document where claims data, payer portals, EHR, practice management systems, tasks, notes, and manager approvals fit into the workflow.
03Configure the agent workflow
Agents are designed around exact actions such as verifying status, prioritizing queues, preparing appeals, requesting documents, and escalating exceptions.
04Build human oversight
High-risk actions route to the right team member, with audit trails, approvals, exception rules, and evidence for every decision.
05Measure completed work
Performance is tracked by outcomes such as claims touched, appeals prepared, follow-up completed, cycle time reduced, and dollars moved forward.
06Expand only where it works
Once the workflow proves value, the operating model can expand to more queues, payers, locations, or related revenue cycle processes.