OrchardHealthcare operationsStart free

For healthcare operations

The procedure is written down. The real work isn’t.

Eligibility, prior authorization, claim status, denials, and appeals move across EHR, payer, clearinghouse, queue, inbox, and spreadsheet screens. Orchard records the repeated administrative route and proposes supervised Playbooks for the steps your team approves. Clinical, coverage, and payment decisions remain with people.

The shape of the problem

Where the hours actually go

The procedure stops at the handoff

Policy may describe the required result, but the screen-by-screen route across queues, portals, documents, and notes is often carried by the specialists doing the work.

Training follows whoever has time

New specialists learn the route from whoever is available, including the workarounds and personal reminders that never made it into the documented procedure.

The work crosses every system

EHR, payer portals, clearinghouses, spreadsheets, and inboxes each hold one part of the same case. The administrative route between them is performed by hand.

What the record holds

Everything above is already happening. None of it is written down.

  • Which payer portal, which work queue, and how many times the same authorization screen is re-opened
  • Where one specialist’s route through a denial diverges from the person sitting beside them
  • The exact fields carried out of the EHR into the payer portal and back into the account note
  • How long an eligibility response stays on screen, and how often the account is returned to afterwards
  • Which accounts are touched a second and third time, and the step the earlier pass stopped at

What the record can hold while healthcare operations move administrative work across their existing systems.

The work

Eligibility, authorization, and denials

The repeatable stretch of your own operation, learned from the desks that already run it best.

  • Verifying eligibility and benefits ahead of the schedule
  • Assembling authorization requests the way each payer expects them
  • Working denial and rejection queues through to resolution
  • Keeping referrals and appeals moving instead of aging

How it learns the work

Watched, learned, proposed, then armed by you

01 · Watch

It starts by watching

Install quietly and keep working. Every five seconds Orchard records which application has focus and what was done inside it: the screen, the control, the value in the field, what was copied and where it landed. Never a screenshot, a printable keystroke, or a password.

02 · Learn

Repeated work becomes evidence

One desk generates thousands of observations a day. Across weeks they resolve into the shape of the job: the steps, what varies each time, what never does, which exceptions are real rather than noise, and what the whole thing costs in hours. You do not have to know what to automate first.

03 · Propose

It asks before it acts

When the evidence is strong enough, Orchard proposes the piece of the work it is ready to take on, with the receipts underneath it. Nothing runs until someone on your team arms it.

04 · Work

Supervised first. Autonomy earned.

Armed work runs supervised: outward writes wait for approval, every run keeps a step-by-step record, and your team decides when a proven Playbook has earned more room.

Where this work happens today

It records in the systems you already use

  • Epic
  • Oracle Health
  • athenahealth
  • Availity
  • Waystar
  • Excel
  • Outlook

Orchard records at the interface, on the same screens your team already uses. No API, no integration project, and no system that has to expose its data before Orchard can see the work happening in it.

Control before autonomy

Your hand stays on the controls

  • Not employee surveillance: Orchard keeps task structure, decisions, and outcomes — never screenshots, printable keystrokes, or passwords.
  • Nothing acts unreviewed. Work begins supervised, and approvals sit in front of anything that leaves your systems.
  • Autonomy is chosen, not assumed — and your team can pause everything at any time.
  • Your business owns the result: the Playbook, its procedures, and the record of every run.
Read the Trust Center →