Clinical and finance records that reconcile themselves.
A hospital operator ran its clinical record system, its ERP and its CRM side by side, and staff kept them in step by hand. We built agents that reconcile the three, check claims before billing and draft purchase orders for a person to approve.
Clients are not named, and identifying details are withheld or changed to protect their confidentiality. Each case illustrates the work rather than giving an exact account of it.
What the old way cost them.
Staff spent about 160 hours a week reconciling records between the clinical record system, the ERP and the CRM. The matches lived in a spreadsheet, and transcription errors crept in. None of the three systems shared data with the others.
- 160 h a week reconciling by hand
- A spreadsheet with transcription errors
- Three systems that share no data
- Records reconcile across all three
- Denial risk flagged before billing
- Orders commit after a person signs off
What the system does, outcome by outcome.
- Clinical, finance and CRM records reconcile without a spreadsheet in between.
- Each mismatch shows the record on both sides.
- Claims are coded and checked before billing, and the ones at risk of denial are flagged.
- Purchase orders arrive as drafts, and none reaches the ERP until a person approves it.
- Insurer receivables show missing documents, deductions, and what was billed against what was paid.
Where AI works, where people decide.
Rules
Matching records across the three systems and coding claims follow fixed rules.
Predictions
Denial risk and demand forecasts are predictions.
Generation
Agents draft purchase orders and answer staff questions from live alerts, orders and claims.
People decide
A person signs off every purchase order before it reaches the ERP.
How it’s governed. Every step on record.
Governance here rests on approval gates and an audit trail. Agents draft and flag, and people decide what commits.
- Purchase orders commit only after a named person approves them.
- No agent approves an order.
- Each agent logs what it changed, before and after, in a log that cannot be edited.
What the system does every day.
- Records reconcile as they change.
- Claims are checked before they are billed.
- Purchase orders wait for a signature.
- Every agent step is on record.
Bring one process you want to fix.
We’ll show you agents running it on your rules, with people deciding where it matters.