For agency leaders · exec-ready brief

Build the case in 15 minutes.
Go live in 6 weeks.

Everything you need to bring Lance through your DON, CFO, Compliance Officer, and IT — one page, one BAA click, one phased rollout.

Stakeholders

Four people have to say yes. Here’s the conversation with each.

Role Today’s pain What Lance gives them Proof point
CFO / Revenue Cycle lead F2F denials, PDGM under-coding, audit exposure eating into margin Itemized claims-level uplift. Audit-defensible trail. No per-seat lock-in. 2.4× payback in 90 days · avg uplift $120/episode
DON / Clinical Director Documentation burden, clinician burnout, QA bottleneck before iQIES Ambient SOAP draft generation. Inline flags. Queries drafted — never auto-sent. 38 min/visit saved · clinician NPS +24 pts after 90 days
Compliance / Privacy Officer CoP §484.110 documentation gaps, §424.22 F2F defects, breach risk Citations on every flag. BAA pre-signed. SOC 2 Type II + HITRUST r2. Zero customer breaches to date · audit trail exportable by NPI
CIO / IT Director EMR lock-in, integration sprawl, LLM vendor risk, data residency Layers on top of your EMR · read-only connectors · US-only · ZDR with model vendors. HL7 v2 + FHIR R4 native · 2-week connector setup · no downtime to EMR
6-Week rollout plan

Six weeks. Five milestones. One clinician-owned workflow.

Week 1

Kickoff & access

  • BAA countersigned · identical to click-through
  • SSO/SAML configured · 5 reviewer seats provisioned
  • Read-only EMR connector tested in staging
  • Historical 30-day import begins (synthetic → shadow tenant)
Week 2

Shadow mode · calibration

  • Lance reviews last 30 days of episodes in read-only mode
  • Flag thresholds tuned against your QA calibration set
  • Your DON + QA lead review sample findings
  • No changes to live workflow
Week 3–4

Pilot · 1 branch or 1 team

  • One branch goes live on OASIS + F2F modules
  • Daily 15-min standup with your Clinical Success lead
  • Queries drafted by Lance, sent by clinician
  • First uplift and denials-prevented numbers
Week 5

Go live · full agency

  • All sites active on pilot modules
  • CDI + PDGM analytics enabled
  • First monthly business review scheduled
  • Ambient SOAP rolls to field devices
Week 6+

Optimize & expand

  • First monthly business review · ROI attested
  • Custom threshold tuning based on your patterns
  • Expand to remaining modules
  • Quarterly clinical eval review
What we commit to

Six commitments. Written into the MSA.

Commitment 01

Fixed onboarding fee

No hourly implementation billing. Ever.

Commitment 02

90-day ROI guarantee

If net recovery < subscription cost at day 90, we refund the difference.

Commitment 03

No training on your data

Contractually prohibited in the BAA. Auditable.

Commitment 04

Month-to-month Starter

Kill the contract the day your census changes.

Commitment 05

Zero downtime to your EMR

Read-only connectors. No writes without clinician sign-off.

Commitment 06

Dedicated Clinical Success

A real RN-CODE-C, not a chatbot.

The Lance Executive Brief

12 pages. No marketing fluff. Clinical + revenue case studies from real agencies, an ROI model you can plug your numbers into, and full security + AI-governance disclosures.

No email wall · no tracking pixels · no sales followup without opt-in