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.
Your Operations Center is Drowning in Inefficiency
These daily struggles are crushing your team's potential
Massive Productivity Loss Every Day
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.
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








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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
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.
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.
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.
Empowering Your Healthcare Operations with Tailored Solutions
We're a Transformation partner specializing in healthcare automation, AI agents, and strategic advisory services.
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.

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.

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.

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."
Ready to Transform Your Document Intake?
What You'll Get
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
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
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.*
* 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."