Workflow engagements
Voice is oneinterface.Documents andworkflows are next.
Most of the operational work in healthcare is not a phone call. It is a fax that arrives and waits to be keyed in. A denial that needs categorizing. A schedule that needs preparing. iBridge designs and ships AI colleagues for these workflows on focused 8 to 14 week engagements — the same architectural discipline as our voice agents, applied to documents and end-to-end workflows.
Honest framing
These are engagements iBridge designs and ships, not productized SaaS modules. We architect, integrate, deploy, and operate. Every engagement begins with a discovery call to scope your specific operation. Pilot deployments shadow your existing workflow before going autonomous.
Engagement types
Three workflow engagements
we are currently scoping with customers.
01 / referral_intake
8-12 weeks
Referral intake automation
The pain
Inbound referral faxes pile up. A coordinator spends 25-40 minutes per referral keying data into the EHR.
What we build
A colleague ingests inbound faxes and emails, classifies the document, extracts referring provider, patient, specialty, ICD-10, insurance, and urgency. Verifies eligibility in real time. Writes a structured referral event to your EHR or referral system. Low-confidence documents auto-route to human review.
Expected outcome
Referral processing time cut from 30 minutes to under 5. Referral leakage drops. New patient acquisition accelerates.
Typical integrations
eFax, Concord, Updox · Document AI · Availity / Change Healthcare · EHR write-back via FHIR or HL7
02 / denial_routing
6-10 weeks
Denial workflow automation
The pain
Denied claims arrive as 835 ERAs. Each one demands a workflow path. Today, humans stare at dashboards and route by intuition.
What we build
A colleague reads incoming 835s, parses denial codes, checks the original claim against payer policy, and categorizes each denial: fix-and-resubmit, appeal-with-documentation, or patient-responsibility. Routes to the correct work queue with the reasoning chain attached.
Expected outcome
5-15 percent of denied claims recovered through automated fix-and-resubmit alone. Appeals throughput up by an order of magnitude. Denial-to-resolution time compressed from weeks to days.
Typical integrations
835 / EDI parsers · Payer policy databases · RCM platforms (Waystar, Availity, Change / Optum) · Custom work queue write-back
03 / chart_prep
10-14 weeks
Pre-visit chart preparation
The pain
Before each visit, someone reviews the chart, pulls relevant prior notes, checks for overdue care gaps, prepares a one-pager for the provider. At 50 providers and 20 patients per day, that is a part-time team.
What we build
An overnight colleague scans the next-day schedule, reads each chart, summarizes relevant prior notes, flags care gaps and overdue screenings, and assembles a one-page prep document for each provider. Delivered to the provider inbox before morning rounds.
Expected outcome
Provider chart-prep time cut by 30-40 percent. Care gaps closed at higher rates because the prep document surfaces them. Patient experience improves because the provider walks in prepared.
Typical integrations
EHR read access via FHIR · Care gap rule engines · Provider inbox or EHR-internal task queue
How an engagement runs
Discovery, pilot, production.
Shadow mode before autonomous mode.
W1
Discovery
30-min call. Map your workflow, volumes, pain. We deliver a one-pager: scope, integrations, acceptance criteria, timeline, fixed price.
W2-4
Architecture
We design the colleague: knowledge sources, decision logic, autonomy policy, audit schema, integration touchpoints. Customer signs off.
W4-10
Build and pilot
Build, integrate, test against synthetic fixtures, then against real customer data. 30-day shadow period: colleague processes everything, humans verify all writes.
W10+
Production
Cutover to autonomous mode for high-confidence work. Low-confidence stays in human review queue. Audit log queryable from day one.
What we don't do
Equally important.
- ×Bolt productized workflow agents into your EHR through a marketplace plugin. Every engagement is a custom integration matched to your stack and your operations.
- ×Promise zero-touch deployment. Real workflow automation in healthcare requires sequencing, sign-off, shadow-mode testing, and graduated cutover. We do all of that.
- ×Quote a unit price per workflow before understanding your operation. Engagement scope determines pricing. Discovery is free; pricing follows scope.
- ×Replace your team. The colleagues we ship augment specific roles and free your team to focus on the work that needs human judgment.
Next step
Bring us the workflow that hurts most.
We'll scope it in 30 minutes.