Cut Manual Referral Processing + Document Chaos — Delivered in 30 Days

No platform switching. No data migration. We build branded client portals that work with your existing consulting tools and processes.

Schedule your Intake Assessment
AI Agent in Action
Q:
"Generate Delivery Command Portal overview"
AI:
Extracted from referral document:
Patient: Sarah Johnson
Verified
Study: MRI Brain w/contrast
Scheduled
Insurance: BCBS
Pre-authorized
Q:
"Batch process these 15 PDF referrals from the portal"
AI:
Processing batch of 15 documents:
Documents processed
15/15
Patients scheduled
12 auto, 3 pending
Processing time
2m 34s
vs. 4-6 hours manual processing
Q:
"Handle this incomplete referral with missing insurance info"
AI:
Auto-generate onboarding structure for new client intake:
Patient: Robert Chen
✓ Verified
Insurance Info
Missing
Action taken
Staff Notified
✓ Created follow-up task for Jennifer
✓ Patient added to callback queue

Your Operations Center is Drowning in Inefficiency

These daily struggles are crushing your team's potential

Massive Productivity Loss Every Day

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Slow Project Status Updates

What's really happening:

Watch delivery teams juggle between ClickUp, Slack, GDrive, and email to manually compile project status updates, lose track of client communications, and spend hours creating the same reports week after week.

Chaotic Client Onboarding

What's really happening:

Watch teams manually set up folders, miss compliance requirements, forget to send calendar invites, and restart onboarding processes because critical information was missed in the initial intake.

Revenue Margin Blindness

What's really happening:

Watch project managers discover scope creep weeks too late, realize teams are 50% over budget mid-project, and scramble to identify which clients are actually profitable vs. which ones are bleeding margin.

Nymbl AI Agents: Built for Your Operations

Purpose-built automation that integrates with your existing systems and processes, delivered as a complete solution.

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Direct System Integration

How it works:

Real-time data sync across 15+ platforms including Salesforce Health Cloud, Athena, Epic, Cerner, and custom systems

Automated Workflows

What gets automated:

  • Document OCR and data extraction
  • Patient verification and insurance checks
  • Appointment scheduling and confirmation
  • Follow-up task generation

Conversation Memory

Smart features:

  • Remembers patient history across calls
  • Multi-language processing
  • Context-aware responses
  • Learning from team interactions

No-Code Orchestration

Orchestration capabilities:

  • Visual workflow builder
  • Multi-agent coordination
  • Exception handling
  • Custom business rules

Real-Time Dashboards

Monitoring includes:

  • Processing volumes and speed
  • Accuracy rates and quality metrics
  • Team productivity insights
  • HIPAA compliance tracking

Vendor Flexibility

Model options:

  • Choose your preferred AI provider
  • Hybrid cloud/on-premise options
  • Cost optimization strategies
  • Performance benchmarking

How It Works

From assessment to full deployment, we handle every step of your AI agent transformation.

AI Automation Readiness Assessment

Whats Included:

  • System integration audit
  • Workflow mapping & bottleneck analysis
  • ROI calculation with specific metrics
  • Custom automation roadmap

Expected Outcome:

  • Current AHT: 6m 45s → Target: 4m 15s
  • Projected savings: $2.8M annually
Audit

Agent in Action Session

What's Included:

  • Live AI agent demonstration
  • Interactive workflow simulation
  • Q&A with technical team
  • Custom use case examples

Expected Outcome:

  • See your exact workflows automated in real-time with live patient data scenarios.
Demo

30-Day AI Agent Accelerator

What's Included:

  • Working automation deployment
  • System integration & testing
  • Team training & documentation
  • Performance monitoring setup

Expected Outcome:

  • Fully functional AI automation processing real documents and integrating with your EMR.
Spint

AgentOps as a Service

What's Included:

  • 24/7 system monitoring
  • Performance optimization
  • Feature updates & enhancements
  • Scaling support

Expected Outcome:

  • Continuously optimized automation that scales with your volume and improves over time.
Ongoing

Empowering Your Healthcare Operations with Tailored Solutions

We're a Transformation partner specializing in healthcare automation, AI agents, and strategic advisory services.

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Revolutionize the way your business operates with custom-built digital solutions designed to address your unique challenges.

Tailored to You

From operational inefficiencies to system integrations, we craft solutions that adapt to your specific healthcare needs.

Scalable and Secure

Built to grow with your organization while adhering to the highest HIPAA security standards.

Seamless Integration

Easily integrate with your existing EMR, PACS, and scheduling systems, ensuring smooth operations without disruptions.

Healthcare Ready

Leverage the power of artificial intelligence to drive innovation and optimize healthcare operations performance.

AI-Powered Efficiency

Automate complex workflows, enhance decision-making, and reduce operational overhead.

Industry-Specific Expertise

Whether in financial services, healthcare, or manufacturing, our AI solutions are tailored to your industry.

Cutting-Edge Tools

From predictive analytics to natural language processing, we deliver AI solutions that keep you ahead of the curve.

Healthcare Ready

Gain clarity and direction with strategic guidance from healthcare operations and technology experts.

End-to-End Strategy

From concept to execution, we guide your healthcare organization through every stage of your digital transformation.

Tech-Agnostic Approach

Recommendations based on what works best for your unique needs, not a one-size-fits-all model.

Future-Proof Solutions

Stay ahead of the competition with advice grounded in scalability, security, and innovation.

Healthcare Ready

Why Teams Work With Us

We enhance your existing systems instead of replacing them.

No Rip-and-Replace

We don't rip out your stack — we enhance it. while working seamlessly with your existing systems.

Universal Integration

Works with Salesforce Health Cloud, Athena, Excel, PACS, Google Drive, and more.

Co-Owned Solutions

Everything we build is co-owned
by your team, fully documented,
and supportable.

Trusted by Teams Modernizing Healthcare Ops

Mobile Diagnostics

Radiology + Imaging

Ambulatory Networks

Outpatient Referral Management

Mobile Diagnostics

Radiology + Imaging

Ambulatory Networks

Outpatient Referral Management

Mobile Diagnostics

Radiology + Imaging

Ambulatory Networks

Outpatient Referral Management

Mobile Diagnostics

Radiology + Imaging

Ambulatory Networks

Outpatient Referral Management

From Chaos to Clarity

See the transformation that happens when you modernize your document intake process.

Before: The Problem

Decks emailed weekly

Reality Check:

  • Static PowerPoint reports sent via email
  • Manual report generation
  • No real-time visibility

Before: The Problem

Scope creep discovered too late

Reality Check:

  • Average 25% margin loss
  • 3-day report turnaround
  • Inconsistent formats

After: The Solution

Real-time client dashboards

New Reality:

  • 24/7 client self-service
  • Automated status updates
  • Live project visibility

After: The Solution

Proactive margin protection

New Reality:

  • Real-time margin tracking
  • Instant scope alerts
  • 95% margin protection

Proof & Case Outcomes

Real results from real healthcare organizations.

90

Reduction in intake
admin time

500

Saved per year in ops cost
and SLA penalties

98

Document routing accuracy with human fallback

100

HIPAA-compliant, zero
EMR/PACS disruption

"It's the first AI pilot our team trusted. It actually made us faster and safer."

Dr. Sarah Chen, VP of Operations, Regional Imaging Network

Ready to Transform Your Document Intake?

What You'll Get

Free

1

Free Healthcare Ops Audit

  • Map your current referral workflow
  • Spot friction and bottleneck points
  • Identify automation opportunities
  • Calculate ROI and savings potential
  • Custom roadmap for your organization
Free

2

Free Live Demo

  • Working prototype of your solution
  • See exactly how it will work
  • Test with your real documents
  • Experience the workflow transformation
  • Q&A with our technical team

3

30-Day Implementation

Working quote automation integrated with your systems

4

Ongoing Optimization

Continuous improvement and scaling of your automation

Plus: $250 gift card if we don't show clear value in your audit

We stand behind our approach with confidence. If our audit doesn’t uncover clear opportunities to save your team time and money, we’ll back it up by sending you a $250 gift card.*

HIPAA-compliant by design
Built for your existing stack
No spam. No selling. Just proof.

* When you book and complete a demo call. To qualify, you must attend the demo and share feedback on why it didn’t deliver value for your organization. One gift card per company.

"My team was drowning in PDFs. This turned our chaos into a controlled flow — and we didn't have to hire or switch platforms."

Michael Rodriguez, Director of Scheduling Operations