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How it runs

What it actually takes to get started.

The practical detail behind a SCALE engagement - how ShieldAI connects to your systems, how deployment is sequenced, how your data is protected, and how performance is governed once you are live.

01 · Integration

Inside your systems, not alongside them

ShieldAI reads from and writes back to the EHR and practice management system your team already uses. There is no migration, no replacement, and no second application for anyone to learn.

Connects to your existing EHR, PM system, and clearinghouse
Your SCALE specialists work in your system, against your workflows
Outputs appear as worklists and dashboards, not a separate queue
No PHI leaves US-based infrastructure at any point

Commonly integrated: Epic, athenahealth, eClinicalWorks, NextGen, Modernizing Medicine, Greenway, Allscripts, Dentrix. Others assessed during scoping.

How ShieldAI connects YOUR ENVIRONMENT EHR / PM system clearinghouse read write back SHIELDAI scoring & rules engine payer behavior models OUTPUT worklists dashboards YOUR SCALE SPECIALISTS work inside the same system - no second application Exceptions, appeals, and payer escalations are handled in your EHR, against your workflows. What does not happen No data migration · no replacement of your EHR · no parallel worklist for your team to learn No PHI leaves US-based infrastructure
02 · Deployment

Live in weeks, not quarters

We connect first and prove the opportunity against your own claims before anything changes operationally. Multi-site groups usually phase market by market rather than switching everything at once.

Baseline scored on your historical claims and denials
Opportunity quantified before you commit to a service model
Named specialists onboard alongside go-live, not after it
Acquisitions absorbed into the same model as they close
2 weeksTo first connection
4 weeksTo quantified opportunity
8 weeksTo steady state
Typical deployment 1 Weeks 1 - 2 · Connect Secure connection established, historical claims and denials loaded for baseline scoring. 2 Weeks 2 - 4 · Calibrate Payer models tuned to your book. Quantified opportunity delivered against your own data, not a benchmark. 3 Weeks 4 - 8 · Go live Scoring runs on live claims. Named specialists onboard and begin working exceptions alongside it. 4 Week 8 onward · Steady state Weekly performance reviews against agreed KPIs. Models keep updating as payer behavior shifts. Multi-site groups typically phase by market, not all at once.
03 · Security & compliance

Your data stays protected, and it stays onshore

Revenue cycle work touches PHI at every step. Our controls are built for that, and they are independently audited rather than self-attested.

Control
How it works
Certifications
ISO 27001, ISO 9001, and SOC 2 Type II, maintained through annual independent audit.
Regulatory
HIPAA compliant, with BAAs executed before any data is exchanged.
Data residency
All PHI stored and processed on US-based Azure infrastructure (Tier III). No offshore data transfer.
Access control
Role-based access, least privilege by default, with access reviewed on a defined cycle.
Auditability
Every automated action and every human touch is logged and traceable to the claim.
Offshore delivery
Where global teams are used, they work inside your systems through controlled access - data does not move to them.
ISO 27001ISO 9001SOC 2 Type II HIPAA compliantUS-based Azure (Tier III)No offshore data transfer
04 · Governance & reporting

You see the same numbers we do

Performance is reviewed on a fixed cadence against KPIs agreed at the outset - not summarized for you after the fact. Every figure traces back to claim-level detail you can audit.

KPIs and SLAs defined before go-live, not negotiated afterward
A named delivery lead accountable for the account
Defined escalation path with response times attached
Claim-level detail available behind every reported number
Reporting & governance cadence Daily Live worklists and dashboards Denial risk, exceptions, and A/R queues, refreshed continuously Weekly Performance review with your team KPI attainment, SLA adherence, open escalations Monthly Business review Net collections, cost to collect, payer trends, site-level ranking Quarterly Strategic review with leadership Roadmap, capacity planning, upcoming acquisitions and integrations

Common questions

Do we have to change our EHR?

No. ShieldAI is built to work inside the system you already run. Changing your EHR is one of the most disruptive things a group can do, and nothing about engaging SCALE should require it.

What do we need to provide to get started?

A secure connection to your EHR or practice management system, and access to historical claims and denials for baseline scoring. An executed BAA precedes any data exchange. Scoping typically takes one working session with your RCM leadership.

Can we start with one location or one function?

Yes, and most groups do. A single function or a single market is a common starting point, with the model extended once performance is demonstrated.

Does ShieldAI make changes to claims on its own?

It corrects defined, routine issues automatically, and every one of those actions is logged and traceable. Anything requiring judgment is routed to a specialist rather than actioned by the system.

Where are your teams located, and where does our data go?

SCALE operates onshore, nearshore, and global delivery teams. Regardless of where a team member sits, they work inside your systems through controlled access - PHI is stored and processed on US-based infrastructure and does not transfer offshore.

What happens when we acquire another practice?

New sites are absorbed into the same model. Integration timing is planned in the quarterly strategic review so capacity is in place before close rather than after it.

See it against your own data

Bring us a month of claims and denials. We'll show you where the money is going and what we'd do about it - before you sign anything.

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