/ case studies / patient access Work with us

Case Study · AI Enablement · Healthcare Patient Access

The 15-minute referral.

A healthcare patient-access company whose platform turns physician referrals into confirmed appointments — except every referral first had to be manually transcribed between systems: a measured ~15 minutes of read, interpret, verify, and re-key across four screens. The fix wasn’t OCR. It was structure, verification, and an audit trail — built under the governance healthcare actually demands. The system we designed is being built by their own team, to expectations we set together: person-to-person calling down ~97%, and daily call capacity up from 400 human-dialed calls to 5,000 AI-automated interactions.

Sector: Healthcare — patient access Focus: Referral intake → end-to-end workflow Engagement: 2026 Expected impact: −97% person-to-person calls · 400 → 5,000 calls/day Nov 2026: first results banked ↓
~15 min
Per referral, measured on the floor ourselves — the baseline everything gets judged against
400 → 5,000
Calls per day — expected capacity as AI automation takes the routine outreach
−97%
Expected drop in person-to-person calling — humans reserved for conversations that need one
0 PHI
In any non-compliant AI surface — protected data moves only through covered, auditable channels

The company

A real platform with a manual front door.

Built by operators, serving major health systems, with a genuine platform behind it — this is not a laggard. But the front door of the whole operation was human: referrals arrive from hospital EHRs, and an operator reads each one, interprets it, verifies it across systems, and re-keys it into the platform. We didn’t take anyone’s word for the pain — we got operator access and walked a live referral ourselves: ~15 minutes. And the time isn’t typing. It’s reading, interpreting, and verifying across four different systems.

Multiply that by every referral, every clinic, every day — while half the industry’s specialty referrals never get scheduled at all — and the front door is the business case.

The reframe

Structure, not OCR.

The obvious pitch was “point AI vision at the documents.” We killed that framing early. The leverage isn’t reading pixels — it’s the mapping layer: one canonical field schema every referral lands in, no matter how it arrives. So intake became a ladder:

TIER 1
Direct integration — referrals ingested straight from modern EHR APIs. The majority path, and the best one: no interpretation, no re-keying.
TIER 2
Structured intake portal — a self-service form for clinics without API access. Adoption-led: it only wins if it’s faster than the fax machine it replaces.
TIER 3
AI-assisted extraction — the fallback for everything else, with a human reviewing every exception. AI proposes; people approve; nothing auto-commits.

Under all three tiers, the same pipeline — exception-based by design:

Referral arrives
→
Extract & map to one canonical schema
→
Deterministic patient match
→
Human reviews exceptions only
→
Write to platform
→
Audit trail + learning loop

The engagement so far

Measured, mapped, governed, taught.

1

Measured the floor ourselves

Hands-on operator access, a live referral walked end to end, a stopwatch on every step. Baseline before AI touches anything — when the numbers land, nobody has to take them on faith.

✓ ~15 min/referral, measured
2

Mapped the whole factory

Intake → authorization → scheduling → confirmation, as one interactive systems map with live queue depths per station. Two competing internal process maps — operations’ and product’s — reconciled into a single canonical view of how work actually moves.

3

Shipped a working proof, not a deck

A live extraction service against a public federal provider registry — real lookups, mapped into the canonical schema, zero protected data — handed to their engineering team as running code plus an engineering-handoff page: field maps, pipeline, open questions, guardrails.

✓ Live · handed to engineering
4

Installed the governance the domain demands

Protected data moves only through covered, compliant endpoints — never consumer AI tools. No auto-commit: humans approve before anything writes. Full audit trail: source, confidence, reviewer, final record. We advise; the client owns deployment and compliance sign-off.

5

Taught leaders first, then the floor

A live build demo for the executive team, then an open AI education forum for everyone. Education-first is the strategy: the tools change monthly; a team that understands the principles doesn’t.

6

Grew a champion — the real deliverable

Months in, their own senior engineer presented AI dev practices to the whole team — plan-first-then-code, grounding agents in the repo, forcing verification — our guidance, contextualized to their systems, in his voice. Adoption that doesn’t depend on us being in the room.

✓ Champion teaching, unprompted

The results

What we set in motion.

The structural work was delivered and handed over: the baseline measured, the architecture agreed, a working proof placed in their engineers’ hands, the governance installed, and their own champion teaching the practices onward. The capacity numbers below are the expectations we set with the client — and the measured 15-minute baseline is what they’ll be judged against. Six months on, the client’s own year-end review put the first banked numbers beside them — read those next.

~15 min
The number to beat. Measured by us, on the floor, before anything changed. The whole engagement will be judged against it — publicly, on this page.
400 → 5,000
Calls per day, expected. AI automation takes the routine outreach and confirmations; person-to-person calling drops ~97%, reserved for the conversations that actually need a human.
Handed over
Architecture agreed, working proof shipped to their engineers, champion teaching — built by their team, with our oversight.
Governed
Protected data through covered endpoints only, humans approving writes, a full audit trail — installed, not promised.

Six months on · November 2026

What they banked, in their own words.

In November the client’s technology team presented its year-end review at the company’s technology all-hands, CEO in the room. None of the numbers below are ours — they are the client’s, from that review. The headline for us wasn’t a metric. It was the slide titled “Our guiding idea”: this engagement’s thesis, AI² — Actual Intelligence × Artificial Intelligence, “it’s times, not plus” — presented as the company’s guiding idea for 2027, three rules intact: help people, don’t replace them; teach before tools; be quick, don’t hurry.

6 wks
Idea to production. Their first AI-built internal tool — a validation service for a move to a new EHR — shipped in six weeks, “powered by AI prompt engineering.”
−50%
Validation time. Five days of checking down to two and a half, with exceptions visible instead of buried.
27,169
Appointment records validated by that tool for the migration. Counted, not estimated.
Sept ’26
Ask-the-data went live. A natural-language interface over the data warehouse, refreshed daily. Its 2027 goal: a test set of real questions, every answer showing its source — the eval-set discipline from this engagement.

Closer to the front door: the provider-registry lookup we handed over as running code is now a built-in feature of their platform (“fewer tab switches”). Referral intake with notes, attachments and fax automation is partly rolled out, and the team now counts structured data intake as a capability it has proven three times. Phase 1 of the AI education program is complete — employees “moved past basic chat to repeatable AI workflows and agents” — with shared agent practices in place and a second phase planned. A voice-agent proof of concept passed 22 patient-call scenarios on six purpose-built, tenant-scoped tools with 175 passing tests. SOC 2 Type II was issued, a restricted and audited workspace for protected files stands, and platform ownership moved in-house to a newly hired U.S. engineering team.

The 2027 plan reads like the ladder on this page: direct EHR integration first, starting with a major EHR in January; the voice agent to production for one client and one workflow, supervised, with a warm handoff to a person and an off switch; and “agents working with agents” under a registry of every agent, shared memory, and firm rules about which may touch patient data. The expectations above are still expectations. The baseline is still 15 minutes. What changed is that the people judged against it now own the plan.

✓ AI² adopted as the 2027 guiding idea ✓ Phase 1 AI training complete ✓ Registry lookup shipped in-platform ✓ SOC 2 Type II issued

Why it’s built this way

Healthcare doesn’t need faster guesses. It needs structure, verification, and an audit trail.

Measure it yourself

We don’t baseline from interviews. Operator access, a live walkthrough, a stopwatch — then the improvement claim can survive an audit.

Schema is the product

The canonical field mapping outlives any OCR model, any vendor, any tier. Structure first; extraction is a detail.

Humans on exceptions

Automation earns trust by handling the routine and escalating the ambiguous. Nothing writes without a person or a proof.

Champions over consultants

The engagement succeeds when their people teach it without us. That’s the deliverable the invoice never quite captures.

What you get

What a patient-access engagement ships — structure, not just OCR.

  • Discovery with a measured baseline — the ~15-minute referral was timed, not guessed
  • The ideal-state intake flow — every station mapped, agentic triage marked (artifact at right)
  • A 3-tier intake ladder — API ingestion → structured portal → OCR with human review
  • Exception-based review design — humans handle the fallout lane, not the routine
  • Healthcare-grade governance — PHI boundaries, human-in-the-loop, full audit trail
  • An expected-impact model with honesty labels — expected, clearly marked, never promised
Ideal-state intake flow — representative artifact
Ideal-state intake flow
process map · real artifact
Governance register — representative artifact
Governance register
dashboard · example
Capacity & SLA planning — representative artifact
Capacity & SLA planning
dashboard · example
The Triple-Check — representative artifact
The Triple-Check
verification pipeline · ours, in production

Representative artifacts — a real process review, our own production pipeline, dashboards from our 44-dashboard marketplace. Client identifiers removed. Your versions get built on your systems.

See where you stand

Before you automate intake, is your data ready? Score your data layer first.

Data Maturity

Regulated industry, manual front door?

Healthcare, finance, anywhere the data is protected and the stakes are real — we build AI systems with the governance your auditors expect and the baselines your board can trust.

Start a conversation More case studies
Next case study
41 apps built, 10+ teams enabled