The Edgerton deliverable
Fictional sample assessment
Prepared for Cedar Grove Family Medicine From you
Cedar Grove's 23 measured people spend about 59 hours a week on 12 repeated procedures that mostly move patient and insurance details between programs. 11 read-only agents could take an estimated 23 to 35 of those hours.
Not measured: The seven providers work on the computers in the exam rooms. Those computers were not measured, so this report covers the front office, the medical assistants, billing and admin only.
The current picture
Nobody here is doing a bad job. The programs do not talk to each other, so people carry the information between them.
Patient and insurance details are copied by hand from one program to another 2,105 times a week.
Copy-and-paste events between programs, counted across 23 computers: how many, and from which program to which.Explore the record ↗A typical uninterrupted stretch at the front office is 5 minutes. Across the clinic, people change windows about 134 times a day.
Window changes and active time per computer.Explore the record ↗The repeated procedures in the catalogue take about 59 hours a week across the front office, the medical assistants, billing and admin.
Runs per week multiplied by the typical minutes per run, for each procedure.Explore the record ↗About 220 faxes a week are matched to a patient and filed into the EHR by hand; 101 of them by one records coordinator.
The same procedure seen on 5 computers, 440 hand copies a week.Explore the record ↗Checking eligibility before visits and chasing claim status take about 14.7 hours a week, moving between payer portals, the clearinghouse and the EHR.
Two procedures, 190 runs a week between them.Explore the record ↗28 packets a week, about 16 minutes each, then approved before they go to the payer, most of them by the practice manager.
Procedure seen on 5 computers; approvals seen on 2.Explore the record ↗The front office follows up about 30 no-shows a week, and on 3 of the 10 days the list was not reached.
No-show exports compared with follow-up calls and texts on the same day.Explore the record ↗6 programs in use are not on the clinic's official list, including a free AI chat app on one computer and a free PDF editor on three. One computer still runs Windows 10.
Programs seen in use, compared with the list the clinic gave us; operating system per computer.Explore the record ↗Share of active time across all 23 computers.
2,105 copies a week. The biggest flows end in the EHR: faxes matched and filed (440 a week) and intake forms typed in (330 a week). Spreadsheets sit next to the EHR for referrals, charges and the weekly report.
2,015 inside named procedures; 90 outside them.
Who does the work
Shown by team and by person. Person records describe the work, not the person: the aim is to fix procedures, not to score people.
The strips show relative activity by hour, not contracted hours. 0 to 1, where 1 is that team's busiest hour. Observed
Check-in, scheduling, confirmations, portal messages and new-patient paperwork. Busy from the first check-in; portal messages and paperwork are fitted between patients.
Rooming support, referrals and prior authorization paperwork. Desk time comes in short gaps between patients, with more of it late in the afternoon.
Eligibility, prior authorizations, charges and claims. Payer portals all morning; charge review and tomorrow's eligibility in the afternoon.
Faxes and records, the office and the practice's numbers. The fax inbox is worked first thing and again after lunch.
Your procedures
These are the recurring jobs counted in the assessment. Shared procedures are counted once; each person's share appears inside the record.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · e-Fax
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Stays with people: Checking the match and filing the fax to the chart.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Payer portals
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Stays with people: Checking the flags and recording coverage on the patient's account.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · PDF reader · Payer portals
Prior Auth Packet Prep · Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
Stays with people: Attaching the clinical documents, the approval and submitting the packet.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Excel · Phone app
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
Stays with people: Calling or faxing the specialist's office.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Patient texting app
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Stays with people: Calling or texting each patient and booking the visit.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Patient texting app
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Stays with people: Calling or texting each patient and booking the visit.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Stays with people: Routing each message.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Outlook · PDF reader
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Stays with people: Checking the details and entering them in the patient record.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Clearinghouse · EHR
Claims Status Check · Looks up every claim unpaid after 30 days on the clearinghouse or the payer's portal.
Stays with people: Following up with the payer and noting the status on the claim.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Excel
Charge Check · Checks each of yesterday's visits has charges, the required fields filled in and the insurance on file. It checks the fields, not what the chart says.
Stays with people: Releasing or holding each charge.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
Outlook · Payer portals
Prior Auth Approvals Queue · Keeps one list of prior authorization packets waiting for approval, with how long each has waited.
Stays with people: Every approval.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Observed Observed runs and median minutes; month = 4 working weeks.
EHR · Excel · Outlook
Weekly Schedule Report · Builds the weekly visits, no-shows and open slots report per provider.
Stays with people: Checking it and sending it.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
The proposed agents
An agent is suggested for a procedure when it repeats every week, part of it is finding and gathering information, and that information lives in a system we can connect. The agent does the finding and preparing. A person still makes the decision and makes any change. Procedures done by the same people from the same systems share one agent.
Admin · proposed read-only agent
Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
The fax inbox as a list, each fax with its likely patient and document type, and the ones it could not match flagged first.
Checking the match and filing the fax to the chart.
Billing · proposed read-only agent
Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
An eligibility sheet for tomorrow's schedule, with inactive coverage and changed plans flagged first.
Checking the flags and recording coverage on the patient's account.
Billing · proposed read-only agent
Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
A packet with the form's administrative fields filled in and a checklist of the documents still to attach.
Attaching the clinical documents, the approval and submitting the packet.
Clinical / MAs · proposed read-only agent
Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
One list of open referrals, oldest first, with the specialist's office and phone number next to each.
Calling or faxing the specialist's office.
Front office · proposed read-only agent
Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Tomorrow's unconfirmed patients and the no-shows still to reach, carried over until they are reached, with a drafted text for each.
Calling or texting each patient and booking the visit.
Front office · proposed read-only agent
Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
The portal inbox grouped by request type, with a suggested staff pool for each message.
Routing each message.
Front office · proposed read-only agent
Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
The details in the order the patient record asks for them, with missing fields flagged.
Checking the details and entering them in the patient record.
Billing · proposed read-only agent
Looks up every claim unpaid after 30 days on the clearinghouse or the payer's portal.
A claim status list, denials and requests for information first.
Following up with the payer and noting the status on the claim.
Billing · proposed read-only agent
Checks each of yesterday's visits has charges, the required fields filled in and the insurance on file. It checks the fields, not what the chart says.
An exceptions list per provider: visits with no charges, empty fields or an insurance mismatch.
Releasing or holding each charge.
Admin · proposed read-only agent
Keeps one list of prior authorization packets waiting for approval, with how long each has waited.
An approvals list with the payer, the date needed and the document checklist next to each packet.
Every approval.
Admin · proposed read-only agent
Builds the weekly visits, no-shows and open slots report per provider.
The providers' weekly report, ready to check, and answers to follow-up questions from the same figures.
Checking it and sending it.
Systems and context
One connection does most of the work: 9 of the 11 agents need the EHR.
| System | What it holds | Connection status | Needed by |
|---|---|---|---|
| Microsoft 365 | Email, the front-office mailbox, Excel, Teams, files | Standard connectionA connection we already support. | 3 agents |
| EHR | Schedule, patient accounts, the portal inbox, referrals, charges and claims | Built with youNot a standard connection today. Scoped with you using the EHR vendor's supported access. | 9 agents |
| e-Fax | Incoming and outgoing faxes | Built with youNot a standard connection today. Depends on the fax service's supported access. | 1 agents |
| Payer portals | Eligibility, benefits, prior authorization forms and claim status | Built with youNot a standard connection today. Scoped portal by portal, subject to each payer's terms. | 4 agents |
| Clearinghouse | Claim status and remittances | Built with youNot a standard connection today. Depends on the clearinghouse's supported access. | 1 agents |
What each agent would need to read. Access, licensing and permissions are confirmed in the proposal.
An agent is only useful if it knows how Cedar Grove works. The assessment is where that starts.
We connect the systems the agents need to read, with the access you agree.
We write down how each procedure is done and the business facts an agent needs, then check them with the people who do the work.
We show each team its agents in Switchboard and how to make new ones by asking. We adjust the skills as people use them.
Estimates / the business case
Estimated time is capacity your team gets back, not guaranteed cash savings.
| Agent | Today h/wk | Could take h/wk | Year hours |
|---|---|---|---|
| Fax Sorter | 7.3 | 2.2–3.7 | 110–180 |
| Eligibility Prep | 8.7 | 2.6–4.3 | 120–210 |
| Prior Auth Packet Prep | 7.5 | 4.5–6 | 220–290 |
| Referral Tracker | 3.8 | 2.2–3 | 110–140 |
| Patient Contact Lists | 7.8 | 4.7–6.3 | 230–300 |
| Portal Inbox Sorter | 5.7 | 1.7–2.8 | 80–140 |
| Intake Form Reader | 5.5 | 1.6–2.8 | 80–130 |
| Claims Status Check | 6 | 1.8–3 | 90–140 |
| Charge Check | 4.7 | 1.4–2.3 | 70–110 |
| Prior Auth Approvals Queue | 1.4 | Not sized | Not sized |
| Weekly Schedule Report | 1 | 0.6–0.8 | 30–40 |
| Total | 59.3 | 23–35 | 1,140–1,680 |
Estimate Value of time, not cash savings or ROI
Current procedure time: $128,000 / year
Proposed agent time back: $51,000–$76,000 / year
All figures above use $45 an hour, a placeholder loaded hourly cost. Change it to your own rate. The proposal sets this against build and operating cost.
Team ranges below sum the rounded ranges on each person’s card; small differences from the company range are rounding.
What happens next
We check the procedures and the numbers with the people who do the work.
Connections, agents, price and date, with the estimated time set against the cost.
Go ahead, start smaller, or stop here. The report is yours to keep either way.
10 business days across 23 computers. Workflow: programs, window titles, active time and screen context. No audio. Staff told in writing before anything ran.
Not measured: The seven providers work on the computers in the exam rooms. Those computers were not measured, so this report covers the front office, the medical assistants, billing and admin only.
The measurement data is Cedar Grove's. It is deleted five business days after this report is delivered.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Individual work patterns
Choose a person to see their work, related machines and procedures, and the basis for any time estimate.
23 of 23 people
Person record From you
Front Office Lead · Front office · Main clinic
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine context
Choose a machine to see its assigned person, activity, applications and health context.
23 of 23 machines
Machine record Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Outlook
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Complete record appendix
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result. All supplied records appear here, independent of the selected view or search.
Person record / Appendix From you
Front Office Lead · Front office · Main clinic
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Patient Service Representative · Front office · Main clinic
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Patient Service Representative · Front office · Main clinic
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Patient Service Representative · Front office · Main clinic
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Patient Service Representative · Front office · Main clinic
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Scheduler · Front office · Main clinic
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Works most of the no-show follow-up list.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Patient Service Representative · Front office · Main clinic
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Patient Contact Lists · Builds each morning's lists of unconfirmed appointments and recent no-shows, with open slots for each no-show's provider.
Portal Inbox Sorter · Lays out the portal inbox by the request type the patient chose, with the patient's next appointment and balance beside each. It does not read clinical notes, and messages for the care team go to the care team as they arrived.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Clinical Lead · Clinical / MAs · Main clinic
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
Prior Auth Approvals Queue · Keeps one list of prior authorization packets waiting for approval, with how long each has waited.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Medical Assistant · Clinical / MAs · Main clinic
Prior Auth Packet Prep · Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Medical Assistant · Clinical / MAs · Main clinic
Prior Auth Packet Prep · Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Medical Assistant · Clinical / MAs · Main clinic
Prior Auth Packet Prep · Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Medical Assistant · Clinical / MAs · Main clinic
Prior Auth Packet Prep · Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Referral Coordinator · Clinical / MAs · Main clinic
Referral Tracker · Lists referrals with no appointment or report back, from each referral's status and dates in the EHR. It does not read clinical notes.
The only person seen keeping the referral tracker up to date.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Billing Manager · Billing · Main clinic
Claims Status Check · Looks up every claim unpaid after 30 days on the clearinghouse or the payer's portal.
Charge Check · Checks each of yesterday's visits has charges, the required fields filled in and the insurance on file. It checks the fields, not what the chart says.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Insurance Verification Specialist · Billing · Main clinic
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Prior Authorization Specialist · Billing · Main clinic
Prior Auth Packet Prep · Fills in the administrative parts of the payer's form: patient, insurance, order and ordering provider, and lists what the payer's document list still needs. It does not read clinical notes.
Builds most of the clinic's prior authorization packets; the medical assistants cover the rest.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Billing Specialist · Billing · Main clinic
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Claims Status Check · Looks up every claim unpaid after 30 days on the clearinghouse or the payer's portal.
Charge Check · Checks each of yesterday's visits has charges, the required fields filled in and the insurance on file. It checks the fields, not what the chart says.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Billing Specialist · Billing · Main clinic
Eligibility Prep · Checks tomorrow's patients against their payer's portal and lays out coverage and copay for each.
Claims Status Check · Looks up every claim unpaid after 30 days on the clearinghouse or the payer's portal.
Charge Check · Checks each of yesterday's visits has charges, the required fields filled in and the insurance on file. It checks the fields, not what the chart says.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Practice Manager · Admin · Main clinic
Prior Auth Approvals Queue · Keeps one list of prior authorization packets waiting for approval, with how long each has waited.
Weekly Schedule Report · Builds the weekly visits, no-shows and open slots report per provider.
The only person seen building the weekly schedule and no-show report.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Medical Records Coordinator · Admin · Main clinic
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Files most of the clinic's incoming faxes; the records assistant covers the rest.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Records Assistant · Admin · Main clinic
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Office Coordinator · Admin · Main clinic
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Intake Form Reader · Lays out the contact and insurance details from each new-patient form. It leaves the health history for the clinical team.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Person record / Appendix From you
Operations Assistant · Admin · Main clinic
Fax Sorter · Matches each incoming fax to a patient and a document type from the cover sheet, the sending office and the patient's name and date of birth. It does not read clinical notes.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Outlook
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Patient texting app
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Patient texting app
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 10 Pro · Main clinic
EHR · Phone app · PDF reader
None recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Outlook
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Outlook
None recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Patient texting app
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Excel · Outlook
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · e-Fax · Excel
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Outlook
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Excel · Phone app
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Outlook · Phone app
None recorded.
The health check was not switched on for this computer.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Phone app · Outlook
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Chrome (payer portals) · Clearinghouse
None recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · Chrome (payer portals) · Clearinghouse
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
Chrome (payer portals) · EHR · Clearinghouse
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
Chrome (payer portals) · EHR · Clearinghouse
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
Chrome (payer portals) · EHR · Clearinghouse
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
Outlook · Excel · EHR
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · e-Fax · Outlook
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · e-Fax · Outlook
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · e-Fax · Outlook
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Machine record / Appendix Observed
Desktop · Windows 11 Pro · Main clinic
EHR · e-Fax · Outlook
None recorded.
No specific risk recorded.
Sample report. Cedar Grove Family Medicine is a fictional company and every figure here is example data, not a client result.
Your business. Your evidence.
Edgerton measures the work you agree to assess. You keep the findings and decide what to build. A proposal compares the estimated benefit with the actual build and operating costs.
Free · 30 min · no pitch