Workflow Map
A clear view of the current workflow, owners, systems, handoffs, bottlenecks, and failure points.
48-Hour Fixed-Scope Audit
Healthcare AI Ops Automation Audit
A practical fixed-scope review of one healthcare, pharma, provider, agency, or health-tech workflow. Cadence maps the process, identifies safe AI and automation opportunities, and defines the first implementation path without turning the engagement into a long consulting project.
What You Receive
One workflow, mapped and prioritized for action.
Automation Matrix
AI, rules-based automation, human review, and do-not-automate recommendations ranked by effort, value, and risk.
Risk Boundaries
Practical notes on PHI, payer, credentialing, campaign, and commercially sensitive data boundaries. No legal advice and no requirement to send PHI.
30-Day Roadmap
A first implementation plan, tool requirements, test checklist, and admin handoff path.
Best Fit
For teams that know AI could help but need a defensible first move.
Use the audit for intake or inbox triage, CRM follow-up, reporting handoffs, campaign operations, credentialing or onboarding task flows, recurring admin bottlenecks, or AI workflow governance.
The strongest output is a practical operating roadmap: what to automate now, what to keep human-reviewed, what data not to expose, and what the first build should look like.
Delivery Boundary
Built for speed without pretending sensitive data is simple.
Delivery begins after purchase and intake are complete. Use de-identified workflow examples unless a separate secure handling process is agreed. This audit does not provide legal, compliance, security, or privacy-regulatory advice.
Intake
After purchase, provide one workflow for review.
Use this form for de-identified workflow details only. Do not include PHI, patient-identifying information, account credentials, or sensitive regulated data. The 48-hour delivery window begins after payment and usable intake details are complete.