Three signature engagements

Ideal client

Health systems, hospitals, and medical groups selecting or piloting a clinical AI solution, and AI developers preparing a product for clinical customers.

Common challenges

• A strong demonstration, but uncertainty about performance in daily practice
• Physicians who are skeptical, or enthusiastic without a governance plan
• A pilot without defined measures of success
• Difficulty comparing vendors on clinical rather than technical grounds

Scope of work

• Review of the solution in the context of the intended clinical use
• Evaluation of workflow fit and physician usability
• Review of AI-generated documentation quality, where applicable
• Safety, governance, and readiness considerations

Consulting approach

Discovery of objectives and constraints; structured evaluation through demonstrations, workflow review, and conversations with clinical and technical stakeholders; then synthesis into prioritized findings.

Expected deliverables

• Clinical AI readiness assessment
• Workflow compatibility evaluation
• Clinician adoption considerations
• Clinical risk and governance observations
• Executive summary with an Adopt / Refine / Defer recommendation

Next steps

Schedule an AI consultation to describe the solution and the decision ahead. A written proposal with scope, timeline, and fee follows.

Ideal client

Hospitals, health systems, and medical groups preparing for an EHR transition or seeking improvement after go-live, in Epic, Oracle Health/Cerner, or other environments.

Common challenges

• Clinicians spending excessive time on documentation and inbox work
• Workarounds that have become routine
• Uneven adoption across departments or sites
• Optimization requests without a clear way to prioritize them

Scope of work

• Selection of priority workflows with clinical leadership
• Current-state workflow review and mapping
• Input from physicians and care team members
• Review of governance and request-management processes

Consulting approach

Agree on the workflows that matter most; examine how the work is done today and where the system helps or hinders; then translate observations into changes ranked by clinical impact and feasibility.

Expected deliverables

• Current-state assessment of priority workflows
• Workflow maps identifying friction points
• Physician adoption observations
• Prioritized recommendations for clinical leaders and implementation teams
• Executive summary

Next steps

Schedule a discovery call to describe your EHR environment and goals. A written proposal with scope, timeline, and fee follows.

Ideal client

Organizations without a full-time CMIO or CHIO, those between leaders, and technology companies that need senior clinical informatics input.

Common challenges

• Clinical technology decisions made without physician informatics leadership
• IT and clinical teams lacking a shared translator
• Major initiatives competing for limited clinical attention
• Governance that is informal, slow, or unclear

Scope of work

• Clinical informatics strategy and roadmap development
• Technology governance design and participation
• Physician stakeholder engagement
• Implementation oversight and vendor evaluation support

Consulting approach

Begin with an orientation to the organization, its leaders, and its current initiatives; agree on priorities and cadence; then provide ongoing advisory with regular reporting to executive leadership.

Expected deliverables

• Defined advisory scope, hours, and cadence
• Strategy and roadmap documents as agreed
• Governance structures and decision frameworks
• Regular executive briefings

Next steps

Request a proposal or schedule a discovery call to discuss your leadership structure and upcoming initiatives.