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Playbooks

The method that turns potential into measurable impact.

Playbooks bring together templates, workflows, tools, and best practices drawn from real healthcare transformations. Each one is built for a specific domain, so you're not bending a generic framework to fit your work — you're starting where your work actually lives.

Direction, delivery, and capability built in.

Every Playbook is scoped to a specific domain, workflow, or patient journey — and comes with four components that work together.

  • Roadmap

    Sets the direction

    Defines where to focus, why it matters, and the step-by-step plan to get there.

  • Agent Catalog

    Supplies the building blocks

    Domain-specific agent templates drawn from the Agent Gallery and tailored to your scope.

  • Accelerators

    Builds the outcome

    Focused 2–6 week sprints with clear scope, defined outcomes, and measurable goals. No open-ended timelines.

  • Embedded Learning

    Makes it stick

    Builds your team's skills so they can run, govern, and improve the new way of working long after the sprint ends. Includes role-based learning paths, workshops, knowledge transfer, and operating-cadence coaching.

Direction, repeatable delivery, and lasting capability — in one packaged system.

Live Playbooks

Start where the work gets stuck.

Every Playbook targets a workflow where value is created or lost. It's built around a specific pain point and the metric it's designed to move, and shipped with the agent catalog, spaces, and training to get there. Here are a few our clients are using today.

  • Live

    Patient Access

    Agents coordinate payer rules, benefits, prior auth, assistance programs, and hub follow-up so eligible patients start high-cost therapy faster.

    Designed to move · Time-to-therapy, abandonment rate

  • Live

    Prior Authorization

    Agents assemble the packet, check requirements, draft submissions, and monitor status. Your team reviews and approves before anything reaches the payer.

    Designed to move · Cycle time, approval rate, rework

  • Live

    Financial Clearance

    Agents coordinate eligibility, benefits, prior-auth needs, and out-of-pocket estimates — giving your team a clear picture of what's ready and what needs human judgment.

    Designed to move · Clearance time, first-pass rate

Playbooks Provide the How

Software leaves behind tools. A Playbook leaves behind capability.

A platform gives you the technology. What you do with it is the how. Forward-deployed engineers can build impressive agents. Strategy decks can make a compelling case. Generic copilots can improve individual productivity. None of them reliably turn AI into durable operating improvement.

A Playbook is designed from the start for the team that has to run the workflow after the pilot ends. Embedded Learning builds the capability to govern agents and improve the process. The Roadmap governs what gets built. The Catalog keeps every deployment grounded in what works.

Done means the team can run it. The work isn't done when an agent works in a demo — it's done when the team can operate the workflow, govern the agents, and improve the process on their own.

One part of the operating system.

Playbooks are the method — the other two parts are Agent Studio, the platform everything runs on, and the AI-Powered Center of Excellence, the engine that leads your AI program forward.

Start where it matters most.

Let's identify the right workflow and put a working Playbook in motion for your team.

From AI opportunity to operating value — every time, with a repeatable, domain-built method.