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Work07 / Executive mandate

CEOs, CFOs, COOs, RCM leaders, payer/provider operators, and healthcare AI founders

AI Solutions Design and RCM Orchestration

Three impossible interwoven strips surround an open center
Intelligence in the in-betweenIntelligence & orchestration

AI solution design for healthcare revenue cycle, prior authorization and claims intelligence, with defined responsibilities across payer and provider workflows.

Read the operating brief
Proposed mandate workflow

From workflow signal to reviewed action

  1. Intake the job

    Select a bounded RCM or access task and name its owner.

  2. Assemble context

    Gather payer rules, records, evidence packets, exceptions, and approvals.

  3. Bound agent work

    Specify where AI may draft, score, route, or monitor.

  4. Review and act

    Keep consequential decisions with accountable humans before system action.

  5. Measure operating value

    Track cycle time, clean claims, appeals, access speed, and staff capacity.

Proposed service workflow: each automation boundary and proof metric is defined with the operating owner.

The buyer problem

Design the workflow before adding automation.

I design revenue-cycle automation around the point at which a task becomes an accepted decision. Source evidence, payer rules, authorized action and exception ownership determine whether the system resolves work or merely moves it. I would compare a bounded automation with process repair and additional review capacity before selecting the technology.

The organization is surrounded by AI point solutions, but the work still lives across payer rules, portals, EHR data, CRM, RCM queues, documentation, humans, and exceptions. Without a design layer, automation can create more fragmentation.

What gets built

The deliverables and the handoff.

The mandate produces a workflow and control design, an implementation sequence and a financial evaluation. The cost model includes integration, routine review, difficult exceptions and corrections; time released, accelerated collections and incremental revenue remain separate value categories.

  1. 01

    Solution architecture across signal intake, context assembly, agentic work blocks, human review, system action, and proof loops.

  2. 02

    RCM and denial-prevention design patterns for eligibility, documentation, coding review, authorization packets, appeals, and underpayment triage.

  3. 03

    Prior authorization orchestration model for APIs, portals, payer rules, evidence packets, status monitoring, and escalation.

  4. 04

    Governance model that defines where AI can recommend, draft, route, monitor, or score, and where human approval is required.

  5. 05

    Measurement plan covering cycle time, clean-claim rate, denial prevention, appeal yield, A/R days, access speed, and staff capacity.

Proof patterns

What leadership should be able to observe.

  1. 01

    Claims and referral leakage surfaced through claims forensics.

  2. 02

    AI-assisted RevOps patterns across lifecycle architecture, scoring, attribution, and revenue-quality reporting.

  3. 03

    Payer/VBC and provider-network operating fluency across reimbursement, workflow, access, and value proof.

Decision questions

What the executive room must answer.

  1. 01

    Which revenue-cycle or access workflow is costly enough and bounded enough to design first?

  2. 02

    What evidence sources, rules, exceptions, and approvals must be assembled before action?

  3. 03

    Where can AI safely draft, score, route, or monitor without replacing human judgment?

  4. 04

    Which proof metric would make the CFO, COO, or founder believe the system is working?

Trust boundary

Conditions for responsible delivery.

  • Do not start with a model demo before mapping work ownership and evidence sources.
  • Do not let agents make autonomous clinical, referral, payer, or patient-impact decisions without human review.
  • Do not measure AI value in prompts, documents generated, or dashboard views alone.

Related proof

Each linked case identifies its source and scope. Employer outcomes and proposed architectures support different conclusions; the limits are stated with the work.

Connected context

Discuss the mandate

Define the next decision and the work it requires.

Discuss an operating mandate

CONTINUE THE EXECUTIVE PERSPECTIVE

Connect the strategy to the work.