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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.

$20,000 – $80,000+Payback: 90–180 days typical

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 automations

Prior 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 automations

Claims 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 automations

Credentialing & 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 automations

Patient 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 automations

Referral 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 automations

Typical 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

  1. 1Audited prior auth volume by payer + procedure code. Top 5 payers covered 78% of volume
  2. 2Built automation against payer APIs where available (3 of 5)
  3. 3Built RPA fallbacks for the 2 payers without modern APIs
  4. 4Status polling layer pulled updates every 15 minutes, pushed to EMR + practice management system
  5. 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.

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.