Services
Six areas where the work piles up in a practice. In each one, clear rules handle anything a payer or auditor will review, AI does the drafting, summarizing and sorting, and a person approves before anything reaches a patient or a payer.
RPA bot means robotic process automation: software that clicks through screens the way a person does. It is not AI; it is the right tool for clicking, reading and matching.
Quality and care gaps
Tracking HEDIS and Star measures, prioritizing outreach and preparing chart reviews.
The problem
Before every clinic day, someone has to know which patients still need a screening, an exam or a visit, and what is already on file. Looking it up by hand, one chart at a time, is slow work that pulls medical assistants away from patients.
What gets built
- A chart review board that fills itself from the schedule and shows which measures each patient still needs, with eligibility rules by age and insurance.
- An RPA bot that reads each upcoming patient's history and latest labs from the EHR and puts what is already on file next to each measure.
- Outreach lists ranked by what closes first, with the evidence behind each line.
From the work
1,405 of 1,409
Chart prep without the clicking
patients matched to their EHR chart
Source: Build notes and the bot's run logs, Oct 2026
29 of 29
Requesting outside records by fax, one safe step at a time
test cases passed, including shifted, tilted, faded and already-filled scans
Source: Form-filling bench run, 14 Oct 2026
Risk adjustment
Surfacing documentation gaps with the evidence behind every suggestion.
The problem
Conditions that were documented last year, or by a specialist, or in the problem list, quietly go unbilled this year. A list of guesses gets ignored; a list where every line shows its evidence gets worked.
What gets built
- A coding-gap engine that maps diagnoses from plan claims, your own billing and the EHR problem list to CMS-HCC categories, marks each one captured or open, and cites the evidence for every suggestion.
- An RPA bot that reads the claims you actually sent, so the picture does not wait for the plans' files.
- Provider pages and printable reports that show, in plain words, which of their patients have a code worth a second look.
From the work
357 → 2,154
Coding gaps, with the evidence attached
conditions confirmed as captured for one health plan, once the bot read the practice's own claims
Source: The bot's run logs and build notes, Oct 2026
30 / 20 / 50
One risk score anyone can read the reason for
weights for surveillance flags, spending trend and value-based balance
Source: Build notes, Jul 2026
Value-based care finance
Dashboards for membership, utilization, spending trends and contract performance.
The problem
Each health plan sends its own files in its own layout, months behind, and the surplus-and-deficit picture lives in a workbook. Nobody can see one member's whole story in one place.
What gets built
- Importers that turn every plan's monthly files into one structure, and a comparison that shows exactly what each upload added or changed.
- One page per member: claims, hospital and ER use, risk, value-based balance, upcoming visits.
- A utilization engine that counts real admissions and visits instead of claim lines.
Front office and referrals
Insurance verification, pre-registration, referral routing and patient queues.
The problem
The front desk re-types what the EHR already knows, patients appear on the queue only when they walk in, and a referral flag can fail to reach the person who owns it.
What gets built
- An RPA bot that pre-registers the next two weeks of appointments onto the front desk queue, routed to the right desk, with insurance and copay filled in before the patient arrives.
- Referral routing to the right coordinator, with lunch coverage rules, so no flag is stranded.
- A call board for missed and cancelled appointments that closes cards by itself when the patient rebooks.
Revenue cycle
Claim tracking, rejections, unbilled visits and re-bill worklists.
The problem
Billers type their own numbers into a dashboard, rejections are followed by hand, and nobody has a list of visits that were seen but never billed.
What gets built
- An RPA bot that reads the claims each biller sent and the clearinghouse reports every 30 minutes, links each rejection to its claim, and sends each biller their own daily and weekly lists.
- A worklist of checked-out visits with no claim yet, per biller and insurance.
- Re-bill worklists for visits whose diagnoses landed on an overflow claim that likely does not count.
From the work
2,727
Billers stopped typing their own numbers
claims captured in the first history load, across 72 biller-days
Source: Build notes, Oct 2026
15 s → under 1 s
The list of visits that were seen but never billed
year-to-date view after one query fix (a few seconds today, with features added since)
Source: Build notes, Oct 2026
Operations
Live dashboards and daily performance reporting for every department.
The problem
Department numbers are typed in at the end of the day, go stale, and are easy to dispute. Leadership finds out about a problem the next morning.
What gets built
- One app where the front desk, lab, pharmacy, referrals, medical assistants, billing, providers and leadership each see their own live numbers and work queues.
- Daily emails and texts with each person's own numbers, and real-time alerts when a queue or an answer rate drifts out of range.
- Live connections to the phone system, the pharmacy system and the EHR, so the numbers come from the work itself.
From the work
Start with 20 minutes.
Bring one process that eats your team’s day. We’ll talk through what to measure first, and whether automation or AI fits it at all.