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One workflow at a time, measured from the start.

Implementation, automation and training around the workflows that cost your staff the most time. Start with a fixed-scope review, and bring in bigger engagements only when the scope calls for them.

Start here

Three fixed-scope entry points. Each one takes one workflow from where it is today to a measured result.

Workflow Automation Review

Which of our tasks is worth automating first, and what would it take?

The paid entry point. We sit with the people doing the work, map one to three workflows end to end, and tell you which one to automate first, what it needs, and what it should cost.

Who it is for
Clinic owners, practice managers and operations leads at clinics and health systems
The workflow
The one to three administrative or clinical-support tasks that take the most staff time each week
Format
Fixed scope, about two weeks of calendar time
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
None needed. The review stands alone, and the first build is optional.

What we need from you

  • Two to three hours with the people who do the task today
  • Sample documents or screens, with patient information removed
  • A view of the systems the task touches

What is delivered

  • Workflow maps for each task reviewed, with time per task and weekly volume
  • A ranked recommendation of what to automate first and why
  • A written scope, success measures and price for the first build

Success baseline we measure

  • Time per task
  • Weekly volume
  • Rework
  • Exceptions
Discuss workflow review

Referral and Intake Automation

How do we stop retyping referrals and chasing missing information?

Incoming referrals arrive by fax, PDF, portal message and phone. We extract the fields, flag what is unclear to a staff member, and land the reviewed referral in a queue your team can act on.

Who it is for
Specialty clinics, community health centers and health system access teams
The workflow
Receiving a referral, extracting the fields, checking completeness and queuing it for scheduling
Format
Automation sprint, two to four weeks for one workflow
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional monthly support to watch exception rates and adjust rules.

What we need from you

  • A sample of past referrals with patient information removed
  • The rules your staff apply today for complete, urgent and out-of-network referrals
  • A staff member to review flagged items during testing

What is delivered

  • An intake pipeline that extracts fields and flags uncertain ones for staff review
  • A reviewed queue, in your existing system where the integration allows
  • A written exception log and the review rules in plain language

Success baseline we measure

  • Time per referral
  • Weekly referral volume
  • Rework
  • Exceptions flagged
  • Quality threshold for extracted fields
Discuss referral and intake

Reporting Automation

Why does every monthly report still take someone two days of copying and pasting?

Quality, payer, board and operations reports pulled from the same systems every month by hand. We automate the pull, the checks and the draft, and keep a person on the final sign-off.

Who it is for
Practice managers, quality leads and finance and operations teams
The workflow
Collecting data from the EHR, billing and scheduling systems, checking it and producing a recurring report
Format
Automation sprint, two to four weeks for one report
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional monthly support when source systems or report formats change.

What we need from you

  • The last three versions of the report and where each number comes from
  • Read access to the source systems or exports from them
  • The person who signs the report off today

What is delivered

  • An automated data pull with the checks your team runs by hand today
  • A draft report in your format, ready for review
  • A record of every number’s source for audit

Success baseline we measure

  • Hours per report
  • Reports per month
  • Rework
  • Corrections after sign-off
Discuss reporting

Automation sprints

Two to four weeks, one workflow, optional monthly support. The packaging for every implementation offer.

Internal Knowledge Assistant

Can staff get answers from our own policies and protocols without hunting through folders?

An assistant that answers staff questions from your own documents, cites the source, and says when it does not know. Built on approved documents only, with a review loop for wrong answers.

Who it is for
Clinics and health systems with policies, protocols and payer rules spread across drives and inboxes
The workflow
Answering repeated internal questions about policy, process and coverage
Format
Automation sprint, two to four weeks
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional monthly support to update documents and review answers.

What we need from you

  • The approved documents and who owns each one
  • A list of the questions staff ask most
  • A reviewer for the first weeks of answers

What is delivered

  • An assistant limited to your approved documents, with citations on every answer
  • An answer review log and the process for correcting a bad answer
  • A short guide for staff on what it can and cannot answer

Success baseline we measure

  • Time to answer
  • Questions per week
  • Answers corrected
  • Quality threshold for cited answers
Discuss knowledge assistant

Document Processing

Can we stop reading every incoming document by hand?

Prior authorizations, records requests, lab results and letters arrive as paper, fax and PDF. We classify them, extract what matters, route them, and send anything uncertain to a person.

Who it is for
Front office, medical records and billing teams at clinics and health systems
The workflow
Receiving, classifying, extracting and routing one incoming document type
Format
Automation sprint, two to four weeks per document type
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional monthly support for new document variants.

What we need from you

  • Samples of the document type with patient information removed
  • The routing rules your team applies today
  • A reviewer for flagged documents during testing

What is delivered

  • A processing step that classifies and extracts one document type, with uncertain items flagged
  • Routing into your existing queue or system where the integration allows
  • An exception log and plain-language rules

Success baseline we measure

  • Time per document
  • Documents per week
  • Rework
  • Exceptions
  • Quality threshold for extracted fields
Discuss document processing

Clinical AI implementation

Choosing, rolling out and integrating clinical tools, with the clinicians who will use them in the room.

AI Scribe Rollout

We have chosen an ambient documentation tool. How do we roll it out without a revolt?

Rolling out an ambient documentation tool is a workflow change, not an install. We set up the pilot, measure note time and quality before and after, train by role, and decide with you whether to expand.

Who it is for
Clinics and health systems that have selected, or are piloting, an AI scribe
The workflow
Visit documentation, from the encounter to the signed note
Format
Scoped to the pilot group and the tool
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional monthly support through the expansion.

What we need from you

  • The selected tool and its vendor contact
  • A pilot group of clinicians and a baseline of their note time
  • Compliance sign-off on consent and recording rules

What is delivered

  • A pilot plan with a before-and-after baseline and a written go or no-go rule
  • Role-specific training and a consent script that matches your state rules
  • A pilot report with measured results and a recommendation

Success baseline we measure

  • Minutes per note
  • Notes per clinician per week
  • Note edits after signing
  • Patient consent exceptions
Discuss AI scribe rollout

Vendor Evaluation and Selection

Which of these tools actually works on our patients and our data?

Independent benchmarking and pilot design. We take no referral fees or commissions, we compare our own software fairly when it is in the running, and you decide.

Who it is for
Teams facing a renewal, an RFP or a vendor pitching hard
The workflow
Defining requirements, shortlisting, benchmarking on your own data and designing the pilot
Format
Scoped to your shortlist
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional support through contracting and the pilot.

What we need from you

  • Clinical and operational owners for the requirements sessions
  • A sample of your own data for blind benchmarking, under the agreed data terms
  • Your shortlist, or the field you want narrowed

What is delivered

  • A structured requirements set and a defensible shortlist
  • Benchmark results on a sample of your own data
  • A pilot plan with success measures, and a recommendation report your board can read

Success baseline we measure

  • Accuracy on your sample
  • Time per task with each tool
  • Exceptions
  • Total cost over three years
Discuss vendor evaluation

AI Implementation and Integration

How do we get this live without breaking clinical workflow?

End-to-end deployment of a selected clinical tool, from integration to the training that decides whether anyone uses it. We stay accountable for the measured outcome, not just the install.

Who it is for
Clinics and health systems with a selected tool that needs to reach the point of care
The workflow
Integrating a tool with the EHR and surrounding systems, redesigning the workflow around it and going live
Format
Timeline set in the proposal
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional monthly support after go-live.

What we need from you

  • IT access and a named integration contact
  • Clinicians for workflow redesign sessions
  • A baseline of the measures you care about

What is delivered

  • The tool integrated with the EHR and surrounding systems
  • Redesigned workflows and role-specific training
  • Go-live support, issue triage and a measured result against the baseline

Success baseline we measure

  • Time per task
  • Weekly volume
  • Rework
  • Exceptions
  • Clinician use after go-live
Discuss implementation

Advisory and training

For a bigger scope than one workflow: the whole organization, its data, or the people who will run AI day to day.

AI Readiness Assessment

Where should we start across the whole organization, and what will get in the way?

For a bigger scope than one workflow. A full read of your workflows, data infrastructure and vendor landscape, ending in a ranked roadmap your leadership can fund.

Who it is for
Health systems and multi-site groups that have bought pilots but not yet seen outcomes
The workflow
Interviews, workflow walk-throughs and a data review across the departments under most pressure
Format
About three weeks for a single site, longer for a system
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional quarterly review of the roadmap.

What we need from you

  • Leaders and frontline staff for interviews
  • A view of your data infrastructure and current contracts
  • A sponsor who will own the roadmap

What is delivered

  • Workflow maps for the departments reviewed
  • A data and EHR interoperability review, and a review of the AI tools you already pay for
  • A prioritized 90-day roadmap with owners and costs

Success baseline we measure

  • Time per task in each workflow mapped
  • Weekly volume
  • Rework
  • Tools paid for but unused
Discuss readiness

Data Strategy and Governance

Is our data ready, and will our governance stand up to review?

We structure, de-identify and prepare clinical data, and write governance with named owners, review points and documentation your compliance team can check.

Who it is for
Organizations writing their first AI policy or fixing their data first
The workflow
Auditing data quality and lineage, de-identification, and designing the AI governance process
Format
Scoped after a short discovery
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional support for the first governance reviews.

What we need from you

  • Access to the data owners and the systems in scope
  • Your current policies, if any
  • A compliance contact

What is delivered

  • Data quality and lineage findings
  • An AI governance policy and committee design
  • An interoperability plan built on FHIR

Success baseline we measure

  • Data issues found per source
  • Time to answer a governance question
  • Decisions with a named owner
Discuss data and governance

Practical AI Setup and Training

Our staff already use AI tools informally. How do we make that safe and useful?

We set up approved tools with the right data settings, write the rules for what may and may not go into them, and train staff on the tasks they actually do.

Who it is for
Clinics and small health systems where staff are already using general AI tools
The workflow
Approved tool setup, acceptable-use rules and hands-on training by role
Format
Scoped to the number of groups
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
Optional refresher sessions as tools change.

What we need from you

  • A list of the tools in use today and who uses them
  • Your privacy and compliance contact
  • Time for a half-day session per group

What is delivered

  • Approved tools configured with the right data and retention settings
  • An acceptable-use rule set in plain language
  • Role-based training with examples from your own work

Success baseline we measure

  • Staff using approved tools
  • Unapproved tool use reported
  • Time saved on the trained tasks
Discuss AI setup and training

Ongoing

A named AI lead on a monthly retainer, for organizations that want continuity without a full-time hire.

Fractional AI Lead

Who owns AI here between projects?

A named lead on a monthly retainer. They watch the automations and tools already live, review drift against the agreed baseline, track rule changes that affect you, and own the next decision.

Who it is for
Clinics and health systems with tools in production and no one whose job it is to own them
The workflow
Monthly performance review, drift checks, vendor and regulatory tracking, and the queue of next projects
Format
Monthly retainer
Scope and price
Scoped on a short callScope and price are agreed in writing after a short call, from the workflow as it runs today.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Optional support
This is the support. Month to month, no long commitment.

What we need from you

  • Access to the performance data of the tools in scope
  • A monthly slot with the owners
  • A decision maker for the next-project queue

What is delivered

  • A monthly performance report against the agreed baseline
  • Drift findings with options for the owners to decide
  • Quarterly review with clinical owners and a maintained project queue

Success baseline we measure

  • Performance against baseline
  • Exceptions per month
  • Open issues and time to close
Discuss a fractional AI lead

How scope and price are agreed

Written down before any work starts.

Scope and price
Scope and price are agreed in writing after a short call, from the workflow as it runs today. Fixed-scope offers show a starting price once it is published; everything else is scoped on the call.
Timing
Timing depends on data access, approvals and integration work, and is set in the proposal.
Success baseline
Time per task, weekly volume, rework, exceptions and the quality threshold are measured before the build and compared after it. Figures in our examples are synthetic and are never presented as client results.

Questions

What you probably want to know.

What does a first engagement usually look like?

Almost always a Workflow Automation Review. It is a small, fixed-scope commitment: we map one to three workflows, measure them, and tell you what to automate first and what it would cost. Organizations with a bigger scope start with an AI Readiness Assessment.

How is the price set?

Scope and price are agreed in writing after a short call, from the workflow as it runs today. Fixed-scope offers show a starting price once it is published; everything else is scoped on the call.

How long from first call to go-live?

It depends on data access, approvals and the integration work involved. A single workflow usually fits an automation sprint of two to four weeks once the review is done. The proposal gives a timeline once we have seen the workflow and the systems it touches, and we say before scoping if an integration will take longer.

See every question on the About page

Next step

Not sure which offer fits?

Tell us the task that costs your team the most time. We will say honestly whether a Workflow Automation Review is the right first step.

Book a 30-minute discovery callinfo@verilianhealth.com
Services | Verilian Health