Clinical Workflow Assessment
$24,997
Fixed fee. 3 to 5 weeks.
The assessment finds the running one. We shadow the people doing the work, trace where protected health information moves, audit what your systems can and cannot support, and hand you a prioritized roadmap with cost, effort, and expected return attached to each item.
The fee and the scope are both fixed. You get a document you can take to a board, use to brief another vendor, or act on yourself. There is no obligation to build with us afterward, and some assessments conclude that certain items should not be built at all.
What you receive
PHI flow map
Every point where protected health information enters, moves through, rests in, or leaves the workflows in scope, including the paths that exist only because a staff member built them.
Technical infrastructure audit
What your EHR, practice management system, clearinghouse, and interface engine can support, verified in your environment.
Time and cost baseline
Measured staff time per workflow step, converted into annual cost, so the return on any proposed automation has a denominator.
Prioritized automation roadmap
Each candidate initiative sized for effort, cost, risk, and expected return, sequenced so early work makes later work cheaper.
Compliance gap register
Where current practice diverges from your own policies and from HIPAA requirements, with severity and remediation effort noted.
Board-ready summary
A short document written for people who will not read the technical appendix, with the financial case stated plainly.
How the engagement runs
In order, with what happens at each point stated plainly.
Execute the BAA and scope
A business associate agreement is signed before we look at anything. Scope, access, and named contacts are agreed in writing in the first week.
Observe the work
We sit with the people performing the workflows in scope. We watch the work as it happens.
Trace the data
We follow PHI through every system, interface, export, and manual step, including the spreadsheets and shared drives nobody mentions in interviews.
Audit the systems
We verify what integration capability exists in your environment and version. Vendor documentation is a starting point.
Model the return
Measured time and cost data feeds a return model per candidate initiative, with the assumptions written down so you can argue with them.
Present and hand over
A working session with your leadership, then the full document delivered. Yours to use with or without us.
This is a good fit when
- Organizations that have tried automation before and it did not stick
- Groups planning a multi-year automation program that needs a defensible sequence
- Leadership that needs a costed case before releasing budget
- Teams choosing between building internally, buying a platform, or hiring a partner
This is the wrong engagement when
- Single narrow workflows where the problem is already well understood
- Practices below roughly ten providers, where the assessment usually costs more than it can return
- Organizations that want a vendor selection report
If any of these describe you, say so on the call. We would rather scope a smaller engagement correctly than a larger one badly. (307) 454-0600
Common Questions
Do we have to build with you afterward?
No, and the assessment is priced on the assumption that you might not. The deliverable is written to be usable by your internal team or another vendor. We would rather produce work that stands on its own than a document that only makes sense as a sales pitch.
How much of our staff’s time does this consume?
Typically four to eight hours per workflow owner across the engagement, most of it observation while they do their normal work. We plan around clinic schedules.
What if the assessment concludes we should not automate?
Then that is what it says. Several assessments have concluded that the highest-return action was fixing a configuration or a staffing model, with no software involved. You still get the map, the baseline, and the compliance register.
Request this engagement.
Tell us about the organization and the workflow. We will come back with a scope, a timeline, and an honest read on whether this is the right starting point.
Or browse the workflows we automate first.
Start with a conversation, not a proposal.
A 45-minute call with a senior engineer. We will tell you honestly whether automation is the right answer for the workflow you have in mind.