Use case · Healthcare Operations
HIPAA-aware automation for healthcare ops teams.
Healthcare operations is the most paperwork-heavy industry in the world. Patient intake, prior authorization, claims status, credentialing, referrals — all manual, all slow, all prone to error. We build HIPAA-aware automation that respects PHI boundaries and accelerates the parts that don't need a human.
Tell-tale signs
Healthcare ops teams burn out on the same handful of workflows.
These show up across provider groups, payers, RCM shops, and digital health startups:
Patient intake is the slowest part of care
Forms get faxed (yes, still). Insurance gets verified manually. Scheduling happens by phone tag. Patients wait 3–7 days for their first appointment when it should be 3–7 hours.
Prior auth is a full-time job for someone
Your ops team chases prior authorizations through portals, faxes, and phone calls. Each one takes 20–40 minutes. Multiply by your volume.
Claims status checks are death by a thousand portals
Billing team logs into 17 payer portals every week to check claim status. Each check is a few minutes. The aggregate is a half-FTE.
Credentialing has no system of record
Provider credentials live in shared drives, payer portals, and someone's email folder. Re-credentialing seasons are a fire drill of chasing CVs, attestations, and primary source verifications.
Highest-ROI automations
What we ship most often for healthcare ops teams.
Built with PHI handling in mind — encrypted in transit and at rest, BAAs in place where required, audit logs for every PHI touch.
Patient intake orchestration
Digital intake form → insurance verification API → eligibility check → routing to scheduling → reminder sequence. Replaces fax + phone tag with a real workflow. Lifts conversion to scheduled visit dramatically.
See related automationsPrior authorization automation
Auth request submitted → payer portal monitored → status updates pulled and pushed back to EMR + practice management system. RPA fallback where APIs don't exist. Reduces follow-up to exception-only.
See related automationsClaims status monitoring
Polls payer portals and clearinghouses for status updates, flags claims aging past thresholds, routes denials to the right rework queue with the right reason codes. Cuts AR days substantially.
See related automationsCredentialing & re-credentialing workflows
Central credentialing system fed by automated CV updates, attestation reminders, primary source verifications, and payer enrollment status. Re-credentialing season becomes a click instead of a quarter.
See related automationsPatient comms with consent management
Appointment reminders, post-visit follow-up, intake reminders — sent via SMS/email per patient preference, with opt-in tracking, HIPAA-compliant templates, and audit logging. Reduces no-shows substantially.
See related automationsReferral management
Inbound referrals from EHR or fax (with OCR + classification) → routed to the right specialty → scheduled with consent → status communicated back to the referring provider. Closes the loop other systems leave open.
See related automationsTypical stack
The tools we usually see in this industry.
We integrate around what you run today — no platform swaps required. Don't see your tool? Ask.
- Epic
- Cerner
- Athenahealth
- eClinicalWorks
- DrChrono
- Salesforce Health Cloud
- Availity
- Change Healthcare
- Twilio
- AWS HealthLake
- Okta
- Box (HIPAA)
- Google Workspace (HIPAA)
- n8n (self-hosted)
- Vanta
Composite example
Multi-state provider group — prior auth turnaround from 4 days to 6 hours.
The setup
20-clinic provider group across 4 states. Prior auth team of 8 FTEs manually working through payer portals + faxes. Median turnaround on auth requests: 4 business days. Patients getting care delayed or rescheduling — measurable hit to satisfaction and revenue.
What we did
- 1Audited prior auth volume by payer + procedure code. Top 5 payers covered 78% of volume
- 2Built automation against payer APIs where available (3 of 5)
- 3Built RPA fallbacks for the 2 payers without modern APIs
- 4Status polling layer pulled updates every 15 minutes, pushed to EMR + practice management system
- 5Exception queue routed only auth denials and edge cases to the human team
Composite of patterns we've seen in healthcare engagements; not a single named client.
Outcome
- Median turnaround
- 4 days → 6 hrs
- Auths auto-processed
- 73%
- FTEs redeployed to higher-value work
- 5
- Patient delay incidents
- −81%
Pricing snapshot
$20,000 – $80,000+
Payback: 90–180 days typical
Healthcare engagements include a BAA + HIPAA review phase before build. Most prior-auth and patient-intake builds land $30k–$50k. EMR integrations vary widely depending on the system; Epic + Cerner are at the higher end.
- Free 30-min scoping call
- Industry-specific scope
- Source code + workflows you own
- 30 days post-launch tuning
- Compliance-aware where relevant
Questions
Common questions for healthcare operations.
- Are you HIPAA-compliant? Do you sign BAAs?
- Yes — we sign BAAs and design every healthcare build with HIPAA controls baked in (encryption in transit + at rest, RBAC, audit logging, minimum-necessary access). All PHI stays inside your covered-entity infrastructure or a BAA-covered vendor.
- Can you integrate with Epic / Cerner / Athena?
- Yes, with caveats. Epic via FHIR + App Orchard partner integrations (long process). Cerner / Oracle Health via FHIR APIs. Athena via their developer toolkit. Some integrations require partner approval — we navigate that with you.
- What about state-level regs (e.g., NY SHIELD, CA CMIA)?
- We design for the strictest applicable framework. If you operate in California or New York, we build to those standards by default. Your compliance officer drives the policy; we make sure the implementation matches.
- Do you work with payers as well as providers?
- Yes. Payer-side work is a different beast (more around adjudication, member experience, and prior auth from the payer view), but the same automation patterns apply. We've scoped projects on both sides.
Other industries we serve
Different industry? Same patterns.
Ready to scope a build for healthcare operations?
Book a free 30-minute discovery call. We'll talk through your stack, your goals, and walk away with a written plan and a quote.