Clinical and revenue-cycle operations that need an audit trail, not a chatbot in front of the EHR.
What a first engagement covers
Access reviews for systems that already store patient or member records.
Ticket triage for clinic, imaging, and revenue-cycle support, with a named owner.
A cloud-cost review that does not touch clinical uptime or the system of record.
A written decision on whether an agent belongs in the workflow at all.
How the first week is scoped
List the systems that already store records, who may see a summary, and which notes never leave the system of record. A model summary is not a clinical decision, a diagnosis, or a coverage determination. The first week names one queue, one reviewer, and the fields that stay inside the record system.
What to bring to Discovery
The queue you want mapped, and the person who closes it today.
Which system is the record, and which tools are only copies.
The access review you already run, even if it is a spreadsheet.
Discovery is $99 and ends in a readout. Waiting, or doing the work without an agent, is an acceptable answer. This page does not add a price that is not already on plans.