Operating question
Where does the workflow lose value?
Bring one workflow where inquiries, requests, approvals, or reporting lose time, context, or accountability.
What You Get First
A concrete deliverable, not a vague recommendation.
Candidate workflows
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Patient intake routing and missing-information checks
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Referral packet review and follow-up tasks
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Eligibility and prior-auth queue support
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Scheduling handoffs and patient communication drafts
Production path
We configure, connect, or build the right controlled solution, prove it against acceptance measures, and prepare the team to own the change.
Explore the Production SprintCommon Workflow Problems
Start where the manual work is already costing time, speed, or visibility.
Workflow signal
Forms, referrals, fax queues, and missing details keep staff manually sorting work before patients can move forward.
Discuss this workflowWorkflow signal
Practice managers need a repeatable view of backlog, volume, exceptions, follow-up status, and where work is stuck.
Discuss this workflowWorkflow signal
The practice knows admin automation is needed but is not sure which workflow is valuable, safe, and realistic to build first.
Discuss this workflowWorkflows Lasso Automates
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Patient intake routing and missing-information checks
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Referral packet review and follow-up tasks
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Eligibility and prior-auth queue support
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Scheduling handoffs and patient communication drafts
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Practice operating reports and backlog visibility
Why Teams Trust It
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HIPAA-ready workflow design when protected health information is in scope
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No protected data routed into unapproved tools or consumer AI accounts
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Human review before clinical, billing, eligibility, or regulated action
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Minimum-necessary access, audit trails, vendor review, and approval checkpoints
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Clear separation between administrative automation and medical judgment
ENGAGEMENT PATH
Put one workflow into production. Then expand what works.
When the workflow, owner, access, and measurable result are clear, Lasso starts with a focused Production Sprint. Other structures fit different operating and economic conditions.
$40K-$75K
01 · Production Sprint
Put one tightly scoped workflow into production in 4-6 weeks, with integrations, controls, acceptance, rollout, and training.
Review the Sprint$25K-$50K minimum + performance economics
02 · Outcome Partnership
Align part of the commercial structure to attributable recovered revenue, savings, margin, or transaction economics.
Discuss this structure$25K-$75K implementation + $10K-$25K+ / month
03 · Managed Workflow
Build and operate a defined workflow with accountable monitoring, exceptions, reporting, and improvement.
Discuss this structure$30K-$75K+ / month
04 · AI Operating Partner
Continuously transform high-value workflows over a 3-12 month operating horizon.
Discuss this structureSYSTEMS
Designed for real operating environments.
EHRpractice management systemsformsfax inboxesemailscheduling toolsbilling queuesspreadsheets
Decision questions
Why start with one workflow?
A defined workflow creates a measurable baseline, clear ownership, practical access requirements, and a production result the business can evaluate.
What if production cannot be scoped responsibly?
A $20K-$35K Workflow Scan can establish the baseline, economics, controls, feasibility, and production plan before implementation.
What happens after a successful Sprint?
Lasso can expand the build, operate the workflow as a Managed Workflow, structure an Outcome Partnership, or serve as an ongoing AI Operating Partner.