For medical and dental practices: front office time back, HIPAA readiness built in.
Phones, scheduling, eligibility checks, and prior authorizations take more staff time every year. We automate the administrative side, make sure the AI tools in your practice are safe to use, and keep your HIPAA documentation current.
AI is in the exam room. The rules are not.
Medical groups adopted AI quickly. Most have not written down how it should be used.
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The front office is the bottleneck
Scheduling, phones, registration and eligibility checks, and prior authorizations take the most staff time and cause the most patient frustration.
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AI tools arrive through vendors
Scribes, scheduling tools, and practice software now include AI. Each one that touches patient information needs a business associate agreement (BAA) and a look at how it stores data.
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The risk analysis is not optional
The HIPAA Security Rule requires an accurate and thorough risk analysis. It has to be documented and kept current as systems change.
Medical groups using AI in patient visits, up in one year.
Source: MGMA Stat poll (August 2026).
Medical groups with no AI governance or policy in place. Only 20% have one.
Source: MGMA Stat poll (January 2026).
Automations that take work off the desk.
Three examples of what we build for medical and dental practices. Your Blueprint picks the ones that fit your firm. We find what fits the job: we start with your requirements and work with you to choose the right tool, whether that is ChatGPT, Claude, Gemini, Copilot, n8n, Power Automate, or a custom build. We resell none of them.
Prior authorization prep
Gather the notes, codes, and forms a prior authorization needs into one packet for staff to review and submit.
Recall and reminder lists
Build recall and reminder lists from the schedule and send messages that use only the information each one needs.
Fax and referral inbox sorting
Sort incoming faxes, referrals, and records requests and route each one to the right person with a short summary.
HIPAA readiness, kept current.
We do not build clinical tools. We help you choose the vendor tools that fit, secure them, and keep your documentation ready.
- A documented risk analysisRequired by the HIPAA Security Rule. The Blueprint is a readiness assessment, not a full HIPAA Security Rule risk analysis. The full risk analysis is delivered in the Operator Program during the first quarter. We update it when your systems change.
- BAAs with every vendor that touches patient dataIncluding AI and automation tools. No BAA, no patient data.
- MFA on the EHR, practice software, and emailMulti-factor authentication (MFA) on every system that holds patient information.
- Older workstations accounted forImaging and lab computers that cannot be updated are listed, isolated, and covered in the risk analysis.
- Backups and a tested restoreSo you know you can recover patient systems from a clean copy after ransomware.
The 21-Day Do More With Less Blueprint for Healthcare Practices
Fixed scope, fixed price, 21 days. We find where AI and automation can save your team time, where your security has gaps, and what to do first. About 2 hours of your time, total.
- Front office tasks worth automating first: scheduling, eligibility, prior authorization prep
- Which AI tools are in use, and whether each one has a business associate agreement
- Gaps against the HIPAA Security Rule, starting with the risk analysis
- Evidence for your cyber insurance questionnaire
21 days, fixed scope.
21 days, fixed scope.
21 days, fixed scope.
The full Blueprint fee is credited toward the first quarter of an Operator Program retainer if you sign within 30 days of the readout. We take on 4 Blueprints a month. Blueprints start on the 1st and the 15th of each month.
Common questions from medical and dental practices.
Is a HIPAA risk analysis really required?
Yes. The HIPAA Security Rule requires covered entities to conduct an accurate and thorough risk analysis (45 CFR 164.308(a)(1)(ii)(A)). The Blueprint is a readiness assessment, not a full HIPAA Security Rule risk analysis. The full risk analysis is delivered in the Operator Program during the first quarter.
Will you sign our business associate agreement (BAA)?
Yes. We sign a BAA before touching any system with patient data. We provide ours or review yours. No patient data reaches us before a signed BAA, and during the Blueprint our access is read-only wherever possible and removed at the end.
Do you replace our EHR vendor or IT company?
No. Your EHR vendor and IT provider keep doing what they do. We handle the AI and automation work and the security leadership, and we write recommendations your IT provider can act on.
Do you build clinical AI tools?
No. Clinical tools like AI scribes come from vendors. We help you choose and secure them, and we build automations for the administrative work around patient care.
For medical and dental practices
Find the hours your team is losing.
A 30-minute call about your firm, your tools, and your next insurance renewal. You leave knowing whether the Blueprint fits, and what to do first either way.