Workflow engagements
Voice is oneinterface.Documents andworkflows are next.
Most operational work in healthcare isn't a phone call. It's a fax that waits to be keyed in. A denial that needs categorizing. A schedule that needs preparing. Same architectural discipline as our voice agents, applied to documents and end-to-end workflows. Focused 8 to 14 week engagements.
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.
The bigger surface
Not a phone call.
Documents · workflows · end-to-end processes
A referral fax arrives at 2am. A denial 835 hits your queue on Tuesday. A provider schedule needs prep by 6am tomorrow. Nora and Maya call payers. Their colleagues handle everything else the same way — scoped, audited, refused-when-unsure.
Referral intake·Denial routing·Chart prep·Prior auth orchestration
Watch a workflow resolve
How the referral intake workflow runs.
Fax in. Structured record out. Human review on ambiguity.
INFax landed · 3 pages · Aetna letterhead detected
AGENTDocument received · pipeline initialized
AGENTDocument type · referral request
scopedocument_classification
conf0.97 ✓
knowdocument_taxonomy
AGENTPatient demographics captured · 8 fields
scopefield_extraction
conf0.95 ✓
knowocr + layout_model
AGENTDiagnosis codes captured · M79.3, M25.512
scopeclinical_extraction
conf0.93 ✓
knowicd10_taxonomy
INAetna API response · member active
AGENTEligibility check · in-network confirmed
scopeeligibility_verify
conf0.96 ✓
knowaetna_policy_q4
AGENTPrior auth required for this specialty · flagging PA workflow
scopepolicy_check + route
conf0.94 ✓
knowpa_requirements_matrix
INNPI 1234567890 · not found in provider directory
AGENTReferring provider lookup failed · queuing for human review
scopeprovider_lookup_failed
conf0.42 ⚠ flag
knowescalation_policy
AGENTStructured record → Epic · marked pending nurse review
scopeehr_writeback
conf0.99 ✓
AGENTReferral queued · full audit chain persisted
━━ STRUCTURED OUTPUT EMITTED TO EHR ━━
A fax lands, the pipeline classifies and extracts, eligibility is verified, and a structured record is written to your EHR. When a signal is ambiguous — a referring provider NPI missing from the directory — the workflow escalates to human review with the reasoning chain attached, rather than writing bad data. Same architectural discipline as Nora on a payer call.
The engagement catalog
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.
Common questions about workflow engagements
For operations leaders
What workflows beyond voice does iBridge automate?
Referral intake (fax classification, patient demographic extraction, eligibility verification, EHR write-back), denial routing (835 parsing, denial code classification, queue assignment), and chart prep (overnight schedule review, prior notes summarization, care gap flagging, provider prep document assembly).
Are these productized SaaS modules?
No. iBridge workflow engagements are custom-designed and shipped on 8-14 week timelines with fixed-price builds. Each engagement integrates against the customer’s specific EHR stack, referral sources, payer mix, and operational conventions. Pilot deployments shadow existing workflows before running autonomously.
What happens when the workflow encounters an ambiguous or missing signal?
The workflow escalates to human review with the reasoning chain attached, rather than writing bad data to your EHR. For example, if a referral fax arrives with a referring provider NPI that is not in the directory, the record is queued for human review rather than written with a placeholder or guessed value.
What does a workflow engagement cost?
Published range: $60K-$300K first year, with typical engagements landing at $100K-$180K. This covers discovery, design, integration build, 30-day shadow deployment, and first-year operate. Discovery calls are free and produce a one-page scope with a firm price range.
What EHR write-back methods does iBridge use?
FHIR API for modern EHRs (Epic FHIR, athenahealth FHIR, Cerner FHIR). HL7 v2 for legacy interfaces. Direct database writes where certified. Custom middleware where the EHR requires it. Integration approach is scoped during the design phase (weeks 2-4).