Automation & AI
Automation & AI
We guide health systems from market awareness through responsible scaling, with governance and adoption frameworks, forward-deployed teams, and hands-on support to move from pilot to impact.

How Evergreen guides healthcare organizations
From idea to measurable outcome
A structured path that turns a backlog of AI and automation opportunities into governed, adopted, and measurable capability, with efficiency gains and outcomes tracked from the start.
Use case inventory & prioritization
Structured intake across departments, scored on efficiency impact, volume, feasibility, and strategic fit.
Governance & adoption framework
Ownership, change management, and KPI methodology defined and signed off before any build begins.
Forward-deployed teams
Multidisciplinary teams embedded in your operations to define problems firsthand and build alongside your staff.
Sprint-based delivery
Structured sprint cycles that move prioritized opportunities from intake to production, with outcomes tracked at every step.
What we do
Seven ways we guide health systems from ideas to outcomes
Every engagement is shaped around how your organization actually works, with defined governance before build begins and efficiency gains and outcomes tracked from the beginning.
Forward-deployed teams
Multidisciplinary teams embedded in your operations to define problems firsthand and translate them into scalable capabilities, not point solutions searching for a problem.
- Deep expertise across healthcare operations, platforms (Epic, Microsoft), and data
- Define workflows and operational priorities firsthand, grounded in real use cases
- Translate complex, evolving problems into scalable AI and automation capabilities
- Outcome-focused across impact, adoption, and expansion
AI & automation strategy & governance
A structured foundation to prioritize and produce accountable, measurable improvements to efficiency and outcomes.
- Structured use-case inventory across Revenue Cycle, Clinicals, Finance, IT, HR, Supply Chain, and Operations
- Priority scoring on efficiency impact, volume, feasibility, and strategic fit
- Governance and adoption framework with ownership and decommissioning criteria
- KPI and outcomes methodology signed off by leadership before work begins
Sprint-based delivery
Structured sprint cycles, sized by use-case complexity, that move opportunities from intake through production and refinement.
- Faster sprints for routing, notifications, reporting, and high-volume administrative work
- Longer sprints for multi-system integrations and Copilot-assisted workflows
- 1 to 2 production automations per sprint, each with a tracked outcomes record
- Outcomes dashboard live from day one
Capability transfer & adoption
Every sprint is both a delivery cycle and a capability-building event, building durable internal ownership over time.
- Shadow owner identified, onboarded, and embedded from the start of the sprint
- Observe, Assist, Lead progression across sprint cycles
- Operational participation in intake, design reviews, testing, and deployment
- Internal ownership model that reduces long-term reliance on external resources
Measurement & value governance
Structured accountability that keeps leadership informed and every initiative tied to measurable efficiency gains and outcomes.
- Outcomes record per automation: baseline, 30/90-day measurement, and impact
- Weekly standups, bi-weekly steering reviews, and quarterly health checks
- Lifecycle management with named ownership and decommissioning criteria
- Annual leadership review with full outcomes documentation and roadmap
AI implementation & operationalization
End-to-end project leadership from pilot design through enterprise-scale deployment, embedded in your workflows.
- Project management, solution design, and vendor accountability for AI initiatives
- Pilot-and-expand methodology to validate workflows and adoption before scaling
- Change management and workflow integration for clinical and operational teams
- Adoption measurement and continuous optimization post go-live
Value realization & ongoing optimization
Structured accountability for value after deployment, so efficiency gains and outcomes persist and stay visible to leadership.
- Ongoing efficiency and outcome measurement tied to organizational goals and KPIs
- Model performance monitoring for calibration, drift, and equitable outcomes
- Structured vendor accountability and review cadences
- Value realization governance with defined benefit owners and sustained reporting
Why Evergreen
Built by operators, not theorists
We combine operational health-system leadership with deep technical expertise to guide organizations from idea to impact, with governance, forward-deployed teams, and outcomes accountability built in from day one.
Operator-led
Led by former healthcare operators who understand what it takes to sustain efficiency gains after go-live, not just deliver them.
Governance-first
Governance and adoption frameworks established before any AI or automation is built. Delivery runs on structure, not instinct.
Outcomes accountable
Every initiative has an outcomes record, and every sprint contributes to a dashboard leadership can see from day one.
Teaches to scale
The goal is durable internal capability, not permanent dependency. Forward-deployed teams transfer knowledge throughout.
Case studies
Outcomes from the field
Revenue Cycle Automation
Health System Revenue Cycle
National
Manual estimate gaps across targeted accounts
Automated HAR creation, populated additional fields, and flagged accounts with manual estimate gaps. Scripting automatically regenerated estimates, eliminating process gaps and reducing manual burden across the revenue cycle.
Enterprise Automation Enablement
Large Academic Medical Center
Eastern U.S.
Use cases identified and scored across departments
Conducted structured process inventories with department leadership, scored and ranked candidates, and built a prioritized backlog scored on efficiency impact, volume, feasibility, and strategic fit.
AI Architecture & Semantic Enrichment
Large Multi-State Health System
Midwest
Databricks views enriched; 240 Power BI reports enriched
Deployed a semantic enrichment architecture for a catalog of 21,500 assets users couldn't navigate by keyword. Enriched 592 assets via a DDL-to-description pipeline, transforming search from keyword matching to natural-language retrieval, with zero parse failures.
Enterprise AI Governance & Enablement
Large Integrated Health System
Western U.S.
AI initiatives tracked across the enterprise
Led AI curriculum development, monthly CEO briefings, market watch, and governance design. Supported Copilot rollout, proof-of-concept sequencing, and value realization tracking across the organization.
Ambient Scribe Implementation
Multi-Site Health System
National
Encounters completed using ambient scribe
Partnered on the pilot and expansion of an ambient scribe across Ambulatory, ED, and Inpatient, providing project management, clinical guidance, and change management, scaling from 90 to 170 trained providers.
Let's Talk About Automation & AI
Bring us the opportunity. We'll bring a plan and the people to deliver it.