Reimagine intake, claims, prior auth, and care coordination.
Three roles in healthcare ops, where people and AI work together
Patient intake
Responsibilities to review
- Read insurance card, ID, and intake form
- Verify coverage in real time
- Draft the eligibility note
- Pre-fill the EMR demographics
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
AI reads the insurance card, ID, and intake form. Verifies coverage in real time, drafts the eligibility note, pre-fills the EMR demographics. Coordinator reviews exceptions and walks the patient through anything that doesn't auto-clear.
Claims processing
Responsibilities to review
- Read the claim and cross-reference policy
- Check coding accuracy (ICD-10, CPT)
- Run eligibility and benefits
- Draft the denial or approval
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
AI reads the claim, cross-references the policy, checks coding accuracy (ICD-10, CPT), runs eligibility and benefits, drafts the denial or approval. Processor reviews the flagged cases with full context surfaced.
Care coordination
Responsibilities to review
- Read discharge summary, prior auths, and care plans
- Draft home health orders
- Draft specialist referrals
- Draft medication reconciliation
Illustrative workflow responsibilities. Confirm the tools, data, human decisions and review criteria for your work.
AI reads the discharge summary, prior auths, care plans across systems. Drafts the next-step handoff: home health orders, specialist referrals, medication reconciliation. Coordinator reviews and calls the patient with the plan, not with paperwork.
Reference workflows to adapt to your organization
Explore these reference workflows and adapt one to your organization. See a proposed division of work between people and agents, with decisions, responsibilities and handoffs. Task Intelligence provides the detail behind the redesign.
Service Request Management
Patient intake is a service request workflow with HIPAA on top. See how 10 intake tasks compress into 7 with two new agent-led guardrails (eligibility verification + audit logging).
Order-to-Cash
Healthcare revenue cycle is order-to-cash with extra regulatory steps. Watch the AI redesign collapse claim creation, eligibility, adjudication, and posting into a tighter agent-native flow.
Talent Acquisition
Nurse and physician hiring is high-volume, credential-heavy, compliance-driven. See how the redesign engine collapses sourcing, screening, credential verification into agent-led parallel steps.
Inventory Management
Drug and supply inventory has its own collapse pattern: par-level monitoring, expiration tracking, recall handling. The redesign shows what agents replace and what the pharmacy team still owns.
Prepare your workforce for the redesigned work.
Your workforce brings people and AI agents together. Workflows define how they share the work. Define what agents do, who reviews their output, and when they hand work back. Use Task Intelligence to understand the tasks within each step, then prepare your people to build and run the new version through simulations, hands-on projects and skill validation. Revisit affected responsibilities and readiness when the work changes.
Task evidence within healthcare workflows
These research inputs include vendor and source-reported software capabilities, product features and descriptions of work. The stored classifications in this selection contain 943 source examples for AI support and 631 for automation. They are not validated workflow outcomes or proof of agent performance. Task Intelligence helps examine the work in context; review each example against your responsibilities, controls and exceptions before using it in a redesign. The first 5 AI-support examples are below.
631 source examples classified for automation›
How we work with healthcare orgs
Co-sponsored model. Functional head (CMO, CNO, Revenue Cycle VP, COO) plus your transformation office in the room. The 6 to 8 week AI Bootcamp prepares people for agreed workflow responsibilities through simulations and assessments. Transformation Engagement scales it across the operating model, same EMR, same HIPAA envelope.
Want a healthcare-specific walkthrough?
20 minutes. We pull your top three task patterns from the dataset and show you the redesign live, with your role mix and your regulatory frame.
Book a time