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Medical billing · Mail intake · PI case operations

Automate the routine.
Keep control of every exception.

Recurring back-office work, turned into workflows you can measure and audit.

Billing preparation

1 month → 24–48h

Clinic worksheet intake through submission of eligible claims.

Manual mail sorting

8h → < 1 min

Mail, fax and LOP classification through routing to the correct queue.

Operators required

8 → 1

People needed to run the billing cycle with the workflow active.

Human review for exceptions · Audit trails · BAA available · Managed or customer-hosted

Beat 01 · Intake — unstructured work arrives

The problem

Manual work does not only cost time. It delays revenue.

One client ran billing, inbound mail and case review as three disconnected manual workflows — twelve people's worth of effort spent moving information instead of deciding.

Annual cost of what you selected

$180,000

Illustrative annual exposure across delayed collection on work already delivered. The audit replaces this with your measured baseline.

Select the consequences you recognise

What do you run?

Pick one and the evidence below reorders around it.

How the system works

Automate the routine. Escalate the uncertain. Measure everything.

Select a stage · drag the model to orbit

Following Clinic worksheet #4471 through the four stages

Sources connected

6 systems

Migration required

None

Intake latency

On receipt

Flagship case · medical billing

A month-long billing queue, prepared in 24–48 hours.

Production
BeforeAfter

Cycle time

24–48h

Operators

1 person

Exceptions

Reviewed before submission

Zero-balance claims

Detected and included

After: one operator supervises. Exceptions, missing information and cases outside the defined rules route to human review before submission.

Other workflows

The same capability, next process.

High volume · repetitive · measurable · rule-governed

INPUT

Clinic worksheets

EHR exports and spreadsheets

RULES

Validation rules

Coding and payer checks

ACTION

Claim prepared and submitted

Parallel sessions

EXCEPTION

Missing data → human review

Before submission

Qualifies because the same worksheet-to-claim path repeats thousands of times a month under payer rules that can be written down.

Results

Results, with the state stated.

Method

Start narrow. Prove value. Expand carefully.

Step 01 of 06

01

Observe

The current workflow, with nothing automated yet.

Autonomy grantedNone — observation only

Nothing runs unattended. We watch the work as it happens today.

What runs unattended at this step

CONNECTHuman-led
UNDERSTANDHuman-led
EXECUTEHuman-led
ESCALATEAlways human

The audit delivers

Current-state map of every hand-off between systems and people

Cost and cycle-time baseline, measured rather than estimated

Exception taxonomy with observed frequency

Prioritized backlog, recommended first workflow, implementation estimate

Security and control

Controls visible at every step.

Move the threshold · watch the queue re-sort

Confidence threshold0.70
Automated action3 of 6
Letter of protection — signed0.94
EOB remittance — clean scan0.88
Referral fax — partial header0.76
Human review queue3 of 6
Clinic worksheet #4471 — missing code0.61
Handwritten intake form0.54
Duplicate claim — unclear payer0.68

Thresholds are configured per workflow, document type and risk. Raising the threshold sends more work to people; lowering it does the opposite. Every routing decision is recorded either way.

Who can access the data?

Role-limited access, authentication and minimum-necessary data practices, reviewed on a fixed cadence.

Can we trace what it did?

Action, result and exception logs retained per workflow and exportable for compliance review.

Where does it run?

Managed environment, customer infrastructure or on-premise, agreed per workflow before implementation.

What contractual safeguards exist?

BAA, data-processing terms and an incident response procedure, provided before regulated data is touched.

Access controls, audit trails, minimum-necessary data practices and deployment options designed to support HIPAA-regulated workflows. Jhoxai does not currently claim third-party HIPAA or SOC 2 certification.

Process audit

Start with the measurement, not with a proposal.

45 minutes. Bring one workflow and your current numbers.

Estimated operational cost exposed to automation

People on the workflow8
Annual cost per person$45,000
Hours per week on the workflow24h

$216,000

A range based on the labour cost, manual hours and volume you entered — not a guaranteed saving. The audit replaces these assumptions with measured numbers.

Availability

Process audit · 30 minutes

Video call · your timezone

Bring one workflow and its current numbers

Prefer email? jhon@jhoxai.com

Jhon Alejandro Ramírez Romero

Jhon Alejandro Ramírez Romero
Founder

Telematics engineering and applied AI, pointed at high-volume operational workflows.

Founder-led, with direct technical accountability and no opaque subcontracting — backed by documented processes, monitoring and incident procedures, so implementations don't depend on any single person's availability.

jhon@jhoxai.com