Service
Workflow Automation
Intake, classification, drafting and routing built around a language model, with a human review queue where an error is expensive: prior authorization packets, referral intake, document collection and review for lending, running on the tools your team already uses.
Referrals arrive by fax, prior authorization packets are assembled by hand, and documents are keyed from one system into another. The work is repetitive, and it is also the work where one mistake costs a claim, a patient visit or a customer.
Full automation fails here, because the hard cases are exactly the ones a model gets wrong with confidence. Keeping everything manual fails too, because the easy cases are most of the volume.
What works is automation that does the easy part and routes the rest: the model drafts and classifies, a person reviews what matters, and every step is logged.
What the system does
Intake and classification
Documents and messages read, classified and turned into structured records.
Drafting
Letters, packets and summaries drafted from the record, with sources attached.
Review queue
Items above a risk threshold wait for a person; the threshold is yours to set.
Runs on your tools
Email, shared drives, your EHR or CRM exports, and the queue your team already watches.
Measured accuracy
Classification and extraction accuracy measured on your historical cases before go-live.
Audit trail
Every automated step and every human decision logged with time and actor.
Demo in preparation
An intake-and-triage demo (a referral document to a structured record, with a review queue) is planned. Until then, the Discovery Sprint builds the prototype on your own process.
The method
Map the workflow
Steps, hand-offs, volumes, error costs and where the time goes, from the people who do it.
Measure first
Accuracy on a sample of past cases decides which steps are automated and which go to review.
Review where it matters
Thresholds set by error cost, adjusted as measured accuracy changes.
Operate
Monitoring of volumes, accuracy and review rates, reported monthly.
How this is priced
Operate for one workflow; Scale for up to three. Enterprise when PHI is involved in production.
Useful add-ons: Additional workflow; Compliance package for PHI work.
Questions about Workflow Automation
Which workflows are a good fit?
High-volume steps with a clear right answer most of the time: intake, classification, extraction, drafting from a record, routing.
Will it replace staff?
It removes repetitive steps and leaves judgment with people. The review queue is part of the design, not a temporary measure.
How do you decide what to automate?
By measured accuracy on your past cases and the cost of an error at each step. Both numbers are in the Discovery Sprint's plan.
Is there a demo?
Not yet for this line. The Discovery Sprint produces a working prototype on a sample of your own workflow, which shows more than a generic demo would.
Tell us the workflow. We show you the system.
Describe the process and the data. A reply comes within one business day, from the person who would do the work.