Week 1
Map
Your workflow from first call to paid claim. Who touches it, where it stalls, and which tools you already own.
For behavioral health CEOs and COOs
"Wait. We already pay for that?" ...you, about two weeks into the Diagnostic.
Clinicians pick the wrong program. Intake gets routed by hand. The AI you pay for sits switched off. The Diagnostic finds where the work breaks, what AI can safely take on, and what to fix first.
Tell me where it breaks →"There are fifteen programs and they pick whichever one is in front of them."
"Billing fixes the same error every week."
"We pay for the AI. Nobody uses it."
Your EHR was set up to document care. Nobody set it up to run the operation around it. So your people built workarounds, and every one of them costs time, revenue and goodwill.
Slow reports are a symptom. So is the billing error that comes back every week. The cause is usually a setup choice made years ago that nobody owns.
So you end up in the middle. Clinical says one thing. Billing says another. IT says it's complicated. And you're the one who has to explain it to the board.
It doesn't have to work like this. If your team can keep care running on workarounds, they can run a clean operation with AI doing the heavy lifting.
Bringing in AI
Every Diagnostic looks at AI. I run it in four steps. Skip one and it comes back to bite you.
The Diagnostic
Scoped on a short call, so you know the price before anything starts.
Week 1
Map
Your workflow from first call to paid claim. Who touches it, where it stalls, and which tools you already own.
Week 2
Trace
Where time and revenue leak. Which steps AI can take on safely, and which have to stay human.
Weeks 3–4
Plan
What to fix first, who owns it, and a 90-day roadmap covering operations, data and AI. Written in plain English for you and your leadership team.
Who you'd be working with
I watched good clinicians leave over systems that didn't work. So I moved into the data, then into operations.
Today I oversee the AI implementation behind 12,000+ sessions a month at a multi-site behavioral health organization. I fix workflows, set up AI with a person still owning every clinical call, and translate between your clinical, finance and IT people, so you stop being the one in the middle.
No clinical services are provided. Every engagement includes a BAA.
After the Diagnostic
Every engagement starts with the Diagnostic. What comes next depends on what we find.
2–4 weeks
The Diagnostic
$7.5K–15K fixed
The Systems, Data and Workforce Diagnostic. The way in. We find where your team works around the system and what to fix first. You keep the plan either way.
After the Diagnostic
Fractional CIO
$10K–14K / month
I run the fix. Systems, workflow and the AI rollout, plus the workforce module: adoption, training and supervision. Builds go to a vetted subcontractor.
Ongoing
Executive Advisory
$3K–5K / month
A senior second opinion for you and your leadership team. Monthly sessions and a direct line when a decision can't wait.
Questions I get a lot
Usually not. Most teams are a few settings and a bit of training away from what a vendor is trying to sell them. The Diagnostic tells you which.
No. AI takes the volume: drafting, sorting, routing. A person owns every clinical call. Every rollout I run names who checks the AI, how often, and what happens when it gets it wrong.
Every engagement includes a BAA. No clinical services are provided.
Welcome to the club. It usually flops because nobody sorted what it should do or who supervises it. That's step two and step four of the 4 S's.
Yes. The Diagnostic is scoped on a short call, so the work and the fee match your size.
Tell me where your team is working around the system, or the AI tool nobody uses. I'll tell you why it's stuck, and whether the Diagnostic is the right next step. You'll hear back within two business days.
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