Custom AI Agents & Workflow Automation

FZ Digital Solutions develops custom AI agents and workflow automations for businesses that want to reduce repetitive manual work in their operations. Each project is scoped to your requirements, with human review and approval configured around the risk of each workflow. Custom AI is a separate, optional service, distinct from our human-managed medical billing and RCM service, and billing clients are never required to use it.

What we build

Custom AI agents

A custom AI agent is software built to carry out a defined set of tasks within your workflow, such as reading and organizing information, preparing drafts or routing work, within the boundaries and approval points you set.

Workflow automation

Workflow automation connects the steps of a repeatable business process so that routine handoffs, data movement and status updates happen consistently, with people involved where your process requires them.

We currently develop both. We have developed multiple agents, including one in use in a U.S. healthcare-provider environment. Details of client projects remain confidential.

Examples of workflows businesses automate

The examples below are illustrative only. They show the kinds of administrative workflows organizations commonly look to automate; they are not descriptions of completed FZ projects or guaranteed capabilities. Whether any given workflow is a good fit depends on your requirements, data, systems and the agreed project scope.

  • Organizing and routing incoming documents or requests to the right team
  • Extracting information from forms or documents into a structured format for review
  • Preparing first drafts of routine summaries or reports for a person to review and approve
  • Tracking the status of recurring tasks and flagging items that need attention

How a project normally runs

This is our normal process, subject to project scope and mutually agreed terms.

  1. Client requirements: we learn what you want to achieve, the workflow involved, and your constraints.
  2. Solution design: we design the agent or automation, including where human review and approval fit.
  3. Development: we build the solution to the agreed design.
  4. Testing: the solution is tested before it is put into use.
  5. Client approval: you review and approve the solution before deployment.
  6. Deployment & support: the solution is deployed, and support is provided as defined in your project scope and agreed terms.

Human oversight, configured to your workflow

Human review and approval are configured according to your requirements and the risk of each workflow. Some steps may need a person to review or approve the output before anything moves forward; others may need less involvement. The level of human oversight is assessed according to your requirements, the workflow's risk and the agreed project scope.

Our AI solutions are built to support your team's work. They don't replace professional judgment, and they don't make clinical decisions.

Feasibility, data and privacy are assessed per project

Every organization's systems and data are different, so we don't make blanket promises about what a solution will connect to or handle. Technical feasibility, integrations with your existing systems, data access, privacy and human oversight are assessed according to your requirements, the workflow's risk and the agreed project scope.

A Custom AI project does not by itself authorize any AI solution to process patient information. If a project would involve PHI, the privacy, data-handling and vendor requirements must be defined and agreed first, and a Business Associate Agreement must be signed before any PHI-related work begins.

Separate from our medical billing service

Custom AI and our managed billing service are separate engagements:

  • Managed medical billing & RCM is human-managed and can be delivered entirely without AI. Learn more about our medical billing and RCM services.
  • Custom AI is an optional, separately scoped project for organizations that want a custom agent or automation.

Choosing one never requires the other. See how we work with practices on the billing side.

Pricing

Custom AI projects are priced through custom quotations based on your requirements and the mutually agreed project scope.

Frequently asked questions

What is a custom AI agent?

It's software built for your organization to carry out a defined set of tasks within a workflow, such as organizing information or preparing drafts, within the limits and approval points you set.

Is Custom AI part of your medical billing service?

No. Custom AI is a separate, optional service. Our managed billing and RCM service is human-managed and can be delivered entirely without AI.

Will a person review what the AI does?

Human review and approval are configured according to your requirements and the risk of each workflow. Where a step needs a person to review or approve it, that's built into the design.

Can your solution connect to our existing systems?

That depends on your systems and data. Integrations and data access are assessed according to your requirements, the workflow's risk and the agreed project scope, so we don't promise compatibility before reviewing your environment.

Can the AI work with patient information?

Not by default. A Custom AI project does not by itself authorize any AI solution to process patient information. If a project would involve PHI, the privacy, data-handling and vendor requirements must be defined and agreed first, and a Business Associate Agreement must be signed before any PHI-related work begins. We don't make blanket compliance claims about AI.

How is a Custom AI project priced?

Through a custom quotation based on your requirements and the mutually agreed project scope.

What happens after deployment?

Deployment and support are provided according to your project scope and agreed terms.

Discuss a custom automation project

Email us a few details about the workflow you'd like to improve, the systems involved and what you want to achieve.

Please do not send patient information, PHI or confidential personal information by email.