How do we truly understand where AI can add real value in healthcare?

This question came up during an internal call. We already work closely with clinics and understand many of their priorities, but we felt there was still more to learn. Every organization has its own workflow, and the best way to build meaningful agents is to learn directly from those realities.

Why we built this workshop

The goal is simple: walk through the patient journey together and identify where an AI agent could genuinely help. Instead of expecting a generic agent to fit every clinic, we adapt the agent to how they operate in real life.

The workshop is designed to walk through the patient journey together and find where an AI agent can help in a practical way.

Not “tell us the agent you want,” but “let’s see where the workflow breaks and build from there.”

This approach is useful because:

• We learn about operational problems that are not obvious from the outside.
• Teams learn what the technology can actually do today.
• Both sides get clarity on where AI can have real impact.

We’ve now run this workshop with three different healthcare organizations — a mental health provider, a primary care practice, and a PTSD-focused behavioral health team. All of them reached out wanting a way to explore AI thoughtfully and see how it could support their workflows.

As one care leader told us afterwards:

“I enjoyed that your team helped me isolate a viable use case for agentic AI and then define the scope and ideal end-state. As a care delivery organization in the early innings of figuring out how AI can enable our business, your process and demo showed us the art of the possible!”

The process

Each session starts with listening and mapping the patient journey together. We ask questions, look at bottlenecks, and understand where time is lost or patient engagement drops. Once we identify the pain points, we brainstorm potential agent roles and validate which ones would be most meaningful.

Real Example

In one workshop, we focused on what happens right after a patient submits an interest form. The clinic’s team was responsible for calling the patient, confirming interest, gathering any missing intake information, and moving them to the next step. When the patient didn’t answer, staff had to remember to retry later. This often led to delays and, in many cases, the patient dropping out even though they still wanted care.

What we designed:

• The agent automatically calls the patient as soon as the form is submitted.
• It confirms interest and collects any missing details needed for intake.
• If the patient doesn’t answer, it retries over time without adding work to staff.
• When the patient is available, the agent transfers the call to a care coordinator.
• If no one is available, it schedules a callback at a suitable time.

This doesn’t replace the care coordinator. It prevents patients from getting lost in gaps between attempts. A clinician in the session said, “This is the step where we always lose people.”

Why this matters

AI conversations can easily stay high-level and theoretical. The vision sounds exciting, but teams need to see real scenarios — not hype. This workshop was designed to make AI tangible: here is where it fits, here is how it behaves, and here’s how it could help your patients and your staff.

Even the teams that didn’t move forward came away feeling clearer, more grounded, and energized. They appreciated the thoughtfulness and the time invested in understanding their world before talking about solutions.

Who this is for

If you're exploring AI and not sure where to begin, this workshop gives you structured time with our team to:

• Map your patient journey
• Surface real pain points
• Explore AI use cases together
• See a rapid prototype that fits your workflow

Whether or not it leads to a pilot, the goal is clarity — not pressure. It’s simply a dedicated space to understand what AI could look like inside your organization, based on your real processes, not assumptions.