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03 / Run

One operator. An AI system. A back office with direction.

For the organization that needs more follow-through before it is ready for more departments. I take an agreed part of the non-clinical work and keep it moving.

The operating map

Eight desks. One connected plan.

The full service is built in part. Existing tools cover selected tasks; the remaining workflows are scoped and built for your organization.

AI Operations Framework · section 3 · October 2026
01

Intake & admissions

Status: Built in part

The system

Draft replies, collect agreed screening facts and organize booking.

My work

I set up the flow and follow up on inquiries.

Your people keep

Your staff assess fit. Clinicians decide level of care.

02

Authorizations & approvals

Status: Built in part

The system

Track selected deadlines and assemble reviewer-ready packets.

My work

I work the queue and record the filing evidence.

Your people keep

The authorized person reviews, signs and submits.

03

Documentation & compliance

Status: Built in part

The system

Check supported requirements and flag missing evidence.

My work

I organize corrections and maintain the working checklist.

Your people keep

Clinicians correct notes. Owners own corrective action.

04

Billing & money

Status: Built in part

The system

Compare supported records and flag pre-bill issues.

My work

I work the exception list with your biller.

Your people keep

Your billing lead releases claims and decides corrections.

05

Credentialing & staff

Status: Buildable

The system

Organize application drafts, credentials and renewal reminders.

My work

I assemble packets and follow up on missing items.

Your people keep

Owners sign contracts and make hiring decisions.

06

Marketing & referrals

Status: Built in part

The system

Draft approved content and organize referral follow-ups.

My work

I build the website, make the calls and maintain the list.

Your people keep

You approve public words and relationships.

07

Programming & curriculum

Status: Buildable

The system

Draft session materials, workbooks and training records.

My work

I assemble and version the materials.

Your people keep

Your clinical or program director approves and delivers.

08

The owner’s office

Status: Buildable

The system

Organize inboxes, meeting notes and report drafts.

My work

I keep the work moving and explain the weekly report.

Your people keep

You set priorities, adopt policy and sign filings.

How it starts

A clear scope. A regular conversation.

The audit.

I learn what you do yourself, what gets missed, and where the first system belongs.

The first month.

I agree the work, responsibilities and review points with you. Scope and pay come out of the audit.

The owner’s report.

I bring the work back to you: what moved, what needs a decision, and what comes next.

Human judgment. Always.

The system supports. People decide.

People stay in charge. Clinicians sign notes. Owners sign filings. People press Send. The AI drafts, checks, reminds and reports.

No client record touches an AI tool without the agreements that protect it, including a BAA and applicable Part 2 agreement.

Good questions

A working partnership.

Is this a full department already running?

No. The operating framework is built in part. I scope the work and build the missing workflows for your organization.

How does the engagement start?

With the audit, a written plan, an agreed first month and a regular owner report.

Who makes the decisions?

You keep ownership and approvals. I handle the agreed non-clinical operations.

Your next move

Let’s find the first thing worth building.

A free AI Audit. 45 to 60 minutes. A written plan within 24 hours. Yours whether or not you hire me.

AI Audit consultation framework · September 2026Book the free AI Audit

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