Checklist · Healthcare

The healthcare automation checklist.

Paperwork is burning out your best people. Tick every task you still do by hand, adjust the hours to match your week, and see what it’s costing you each year.

What an hour is worth$

Ticked0of 12

Hours / week0

Cost / year$0

Automate first

Highest payback — usually where money leaks out.

Reminder calls made by handFix Text and email reminders with one-tap confirm or reschedule. hrs/wkQuick win
Intake paperwork retypedFix Patients complete forms before the visit; data lands in your system. hrs/wkQuick win
Phones tied up with routine questionsFix A front-desk assistant answers hours, directions and prep questions; everything else goes to staff. hrs/wk
Insurance details gathered by phoneFix Eligibility details collected and staged for staff to verify. hrs/wk
No-shows leave empty slotsFix Openings offered to your waitlist automatically. hrs/wk

Automate next

Steady weekly gains once the first build is running.

Referrals and faxes pile upFix Incoming referrals sorted, summarized and routed to the right person. hrs/wk
Prior authorization paperwork assembled by handFix A draft packet prepared from the chart for staff review. hrs/wk
Recall reminders slipFix Patients due for a visit get friendly reminders on schedule. hrs/wk
Records requests handled by email tagFix Requests tracked with status updates and reminders. hrs/wk
New-patient information sent by handFix A welcome message with what to bring goes out at booking. hrs/wk
Patient feedback never collectedFix A short survey after each visit, with low scores flagged to the manager. hrs/wk
Staff schedule changes sent by text chainFix Schedule updates sent to the right people automatically. hrs/wk

Hours are typical estimates for a small business — change them to match yours. Cost per year = hours per week × what an hour is worth × 48 working weeks.

Quick wins — build these first

Small builds with fast payback for most healthcare practices.

~3 hrs/wk typical

Reminder calls made by hand

Build: Text and email reminders with one-tap confirm or reschedule.

Fewer no-shows and a quieter front desk from week one.

What we build for healthcare practices →

~3 hrs/wk typical

Intake paperwork retyped

Build: Patients complete forms before the visit; data lands in your system.

Saves typing on every new patient and cuts errors.

What we build for healthcare practices →

Send us your checklist

Want to know what we’d build first?

Send your ticked checklist and totals. We’ll reply with what we’d look at first and whether a Discovery makes sense. Tick the box if you’d rather talk it through on a free call.

Where to start

Let’s find your first hour back.

Thirty minutes, no pitch deck. We’ll look at how your business runs, find the busywork worth automating first, and explain how Discovery works and what it costs. If AI isn’t the answer, we’ll say so.

From $3,000
Live in 30 days
Yours from day one
No lock-in

Book a free call →See how it works →

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