Bring identity, coverage, workflow position, and source provenance.
02Policy
Define the clinical, coverage, financial, and organizational boundary.
03Action
Permit specific tools, transactions, and communications.
04Human authority
Name the reviewer, override, escalation, and recovery route.
05Evaluation
Reconcile collected cash, burden, access, quality, and operating cost.
Conceptual operating sequence synthesized from the mandate on this page. It does not represent measured throughput or guaranteed outcomes.
THE EXECUTIVE MANDATE
Every automated action needs an economic and clinical boundary.
Eligibility, prior authorization, coding, claims, denials, payment integrity, and patient access are connected decisions. The AI design has to preserve evidence, decision rights, review capacity, and a measurable operating consequence across that sequence.
Context: what does the system know?
Carry identity, consent, coverage, clinical and financial context, workflow position, source provenance, and freshness into the decision. An output without the right context can accelerate the wrong task or route an exception to the wrong owner.
Policy and action: what is permitted?
Translate benefit rules, contracts, organizational policy, and approved workflow requirements into explicit boundaries. Separate administrative routing and evidence preparation from consequential clinical, coverage, or payment decisions. Define the tools, transactions, and communications the system may initiate.
Authority: who can intervene?
Name the accountable reviewer, the evidence they must inspect, their capacity to review, the override path, and the escalation threshold. Human oversight needs time and decision rights. Keep actions reversible where possible and preserve a manual recovery route.
Evaluation: what value survives the full workflow?
Distinguish identified opportunity, prevented error, collected cash, released capacity, avoided cost, and modeled benefit. Account for implementation, monitoring, exceptions, review time, transferred work, provider impact, and patient access. Let finance and operating owners validate the value before scaling.