Worked example
An agent that drafts referral letters to your practice templates for staff to review and send — so admin hours return to patient time.
Illustrative — a representative problem and how we'd approach it, not a past client engagement.
Scenario. A multi-site allied-health practice loses hours each week to referral letters and Medicare claim prep — repetitive, format-bound work pulling admin staff and clinicians off patient time.
The solution. A Build on one admin workflow — say referral letters — working to your practice's templates, inside your privacy boundary. A staff member reviews and sends; the clinical call never leaves the clinician.
- Practice's real templates
- AI drafting agent — referral letters
- Written acceptance test on real templates
- Staff reviews & sends — clinical call stays with the clinician
- Reviewed letter
The outcome we’d target. Admin hours returned to patient-facing work, with every drafted letter reviewable, logged, and inside the practice's privacy boundary. We'd establish quality parity on real documents before anything goes live.
This worked example applies the AI Fluency framework — how we frame which door fits