Healthcare Operations AI Agent — DIY Blueprint
Small medical, dental, and mental health practices spend 14+ hours per week per provider on prior authorizations alone — before seeing a single patient.This DIY blueprint gives you three complete Make.com + Claude API automation modules you can deploy in under 3 hours:⚕️ MODULE A — Prior Authorization AIAutomatically drafts PA request letters, tracks insurer responses in Google Sheets, sends follow-up reminders at 3 and 7 days, and auto-drafts appeal letters on denials.📋 MODULE B — Clinical Documentation AISubmit a quick visit summary — Claude generates a complete SOAP note, ICD-10 code suggestions, and CPT billing code recommendations. Provider reviews and pastes into EHR.👤 MODULE C — Patient Intake AutomationNew patient form submitted → AI structures the data, logs it to your dashboard, sends a welcome email to the patient, and routes a summary alert to your front desk.✅ WHAT'S INCLUDED:- All 3 complete Make.com workflow blueprints (copy and deploy)- Exact Claude API system prompts for each module- Google Sheets PA tracker with dashboard setup guide- HIPAA-safe architecture guidance- Testing guide + go-live checklist- Phase 2 expansion ideas (SMS reminders, appeal automation, eligibility checks)- Done-For-You upgrade available at $597💰 TOTAL RUNNING COST: ~$19–$75 USD/monthOne prevented PA denial pays for months of this system.Works for: family medicine, dental, mental health, optometry, pharmacies, and multi-provider small groups.NOTE: This blueprint is for educational and implementation purposes. Not medical, legal, or HIPAA compliance advice. Always consult your compliance officer before deployment.
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