01 · DISCOVERY
Map the care stack.
Stakeholder interviews across clinical informatics, RCM, IT security, and frontline staff. Architecture review of EHR, claims, PACS, pharmacy, patient platforms. Current-state diagram of every clipboard, fax, and portal handoff.
3–4 weeks · Architecture doc + HIPAA scope
02 · AUDIT
Find the X.
The gap analysis. Where prior auths bleed hours. Where claims rework piles up. Where clinical data dies between systems. Where patient outreach disappears. The unknown variable, named and priced.
3 weeks · Gap report + risk register
03 · BUILD
Close the gap.
Integration layer built (FHIR, HL7, X12, NCPDP), workflows written for prior auth / referrals / outreach, AI copilots trained on de-identified data. Staged rollout with clinical leads embedded. Full HIPAA + audit trail from day one.
8–12 weeks · Pilot service line live
04 · DEPLOY
Ship it. Monitor.
System-wide cutover, clinician and staff training, 30-day hand-on-the-wheel period, then a signed runbook and a support retainer, or full handoff. Your call.
4–6 weeks · Go-live + runbook