Composite example — illustrative of typical engagements, not based on a single client.
A mid-market multi-specialty medical group, roughly 80 providers across several states, engages Phase 0. The CFO and COO are co-sponsors. The presenting pain is operational margin compression — credentialing backlog is delaying revenue from newly hired providers by an average of 90–120 days, and denial volume has been climbing for four consecutive quarters.
Phase 0 surfaces three primary clusters. First, re-credentialing — roughly 20% of the credentialing team hours go to chasing documents and drafting payer-specific applications, with high repeatability. Second, denial management — about 40% of the denials in the past 12 months fall into a small set of payer-and-reason patterns that the team handles individually each time. Third, prior authorization — per-payer rules research consumes a disproportionate share of the prior auth specialists week, and the rules library lives in scattered files.
Phase 1 deploys the AI tool stack across revenue cycle, credentialing, and intake. Where Company Brain is engaged alongside Phase 1, the standalone knowledge layer ingests the group internal credentialing reference library, denial appeal templates, and payer-specific playbooks. Training cohorts run for credentialing coordinators, denial analysts, prior auth specialists, and intake leads. Light automations clean up the document-gathering workflow and the re-credentialing reminder cadence.
Phase 2 deploys a re-credentialing agent and a denial-pattern agent. Illustrative outcome: roughly 20% of the credentialing team operational hours recovered for higher-value work, denial appeal turnaround time reduced materially, and new-provider revenue ramp shortened by weeks. The agents continue to learn from the team resolution patterns as they run. The medical group owns the agents, the Company Brain, and the underlying configuration.