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From the workflow that hurts to a tool the clinic actually uses

Clinic software fails at the front desk far more often than it fails in the architecture. So the work starts by finding where the hours actually go, proves the fix on your own forms in days, then builds and releases it with the privacy file complete. AI is the method throughout, never the pitch.

These eight are how a product studio pays for itself, and they are also how it learns. Every engagement is a week inside a real practice, which is a better brief than any amount of market research. What that is turning into.

What you buy

Four stages, and you can enter at any of them

A clinic tool moves through these in order. Most practices start at stage one or two, because that is where the risk is cheapest to remove. Open any stage to see the before and after.

Or start here

Four that attach at any stage

A build that stalled, an accuracy number a regulator could ask for, a standing seat at your technology decisions, or a front desk that quietly stopped opening the tool. None of these need the path to have started.

Underneath all of it

Workforce copilots, autonomous workflow agents, document and knowledge intelligence, generative interfaces, UX engineering and legacy modernization are the techniques an engagement reaches for when a workflow needs them. They are the method, not the pitch. Open any one to see the before and after.

Practice Audit

What to fix gets settled before anything is bought or built. Your intake, your booking, your notes and your claims get watched as they actually run on a normal day, then ranked by hours returned and revenue recovered. You leave with a decision you can defend to your partners, not a longer wish list.

  • Your real intake, booking, notes and billing path, watched end to end
  • Each fix ranked by hours returned and revenue recovered
  • Where AI belongs, and where it would only add risk to a chart
  • A one-page argument your partners can approve

You walk away with

A one-page list of what to fix first

Shape of it

A half day watching the real thing, then a written read

Usually reaches for: AI Product & UX Engineering

After the audit
Ranked by hours returned

Same nine. Now they have an order.

Intake before arrival pays back 6 wks
Recall automation pays back 5 mo
Switch EMR pays back never

Move intake before arrival. It is the only one that pays for the next.

One page. Defensible to your partners.

The list today
What the practice wants

Every one of them called urgent

Online booking?AI scribe?New phone system?Patient portal?Recall automation?Digital intake?Outsource billing?Switch EMR?Text reminders?

“So which one first?” Nobody at the partner meeting can answer without guessing.

Working Pilot

The idea stops being a demo. We build the thing itself with Claude and the same tooling we build production software with, running against your own intake forms and your own note templates, so the front desk can try it on a Tuesday instead of picturing it.

  • A working tool, not a mockup or a recorded demo
  • Runs on your own forms, templates and workflow
  • Synthetic or de-identified data until the privacy review clears
  • Yours to keep, and to build the real thing on

You walk away with

A working tool your staff can actually use

Shape of it

Days, not quarters

Usually reaches for: Generative & Conversational Interfaces, AI Product & UX Engineering

Day 6, running
intake.yourclinic.ca live
New patient, low back pain, WSIB, Thursday

7 min

History, prefilled4 minConsent and insurer2 minChart created1 min

From your own intake form. Editable before it saves.

Built with Claude, on de-identified data. Yours to keep.

The vendor deck

Slide 14 of 32

Imagine a portal that just knows what the patient needs

Powered by AI Seamless patient journey Fully PHIPA ready
[ architecture diagram ]

Everyone nods. Everyone pictures a different Tuesday morning.

Built and Live

The pilot becomes real: designed, engineered, privacy reviewed, tested and released. You watch it grow in an environment you can open any day, then it goes live, monitored, with a rollback that has been rehearsed on a working day rather than promised in a document.

  • Design, build, privacy review, test, release, all end to end
  • An environment you can open and watch progress in
  • Canadian data residency and an audit trail from day one
  • Handover docs your office manager can actually use

You walk away with

A live tool and the keys to it

Shape of it

End to end, one accountable builder

Usually reaches for: AI Product & UX Engineering, Autonomous Workflow Agents, Document & Knowledge Intelligence

Released
Every change, same road

Commit to customers in 6 minutes

  1. Build 42 s
  2. Tests 318 passed
  3. Privacy review signed off
  4. Production v1.4.0
Uptime 99.9% Users 1,204 Rollback tested

A dev environment you can open any day, and a release you can undo.

Prototype
The pilot laptop

Runs at exactly one desk

Testsnone Branchesmain only Deploysnever Error handling// TODO

“It works on my machine.” Which is the problem, not the reassurance.

Scale Across Sites

Rolling a working tool across locations takes more than one pair of hands, so it gets more: integration, data, mobile, whichever specialist the next site needs, brought in and led by the founder. You never get handed to an account manager.

  • Specialists brought in for the stage the rollout is in
  • One named point of accountability, which does not change
  • Per-site configuration without per-site chaos
  • The review standard every new location inherits on day one

You walk away with

Every location on one standard

Shape of it

Specialists added for the stage you are in

Usually reaches for: AI Product & UX Engineering, Legacy Modernization

Scaled
Kishan, still accountable Leads the work, reviews everything that ships
Specialists, for this stage
Integration EMR and billing connections Data Migration and group reporting Training The front desk at each site
Backlog 48 → 6 open

No account manager. The person you hired is the person you keep.

One pair of hands
The first clinic loves it

Good news, and now four sites are waiting

One builder 40 hours a week, hard ceiling
Backlog48 open
iOS appMulti-regionData warehouseSOC 2Billing v2 + 43 more, all waiting on the same person

PHIPA and Guardrails

Before anything touches a chart it gets the file Ontario expects: a privacy impact assessment, a written agreement naming the vendor as an agent, Canadian residency confirmed, audit logs on every access. Then the part most vendors skip, which is a test set that measures how often the thing is actually right.

  • A privacy impact assessment completed before deployment
  • Canadian data residency and a PHIPA agent agreement, in writing
  • Audit logs on every access, and a retention schedule that holds
  • A scored test set from your own cases, plus a kill switch

You walk away with

A completed PIA and a scored test set

Shape of it

Fits any tool, including one we did not build

Usually reaches for: Document & Knowledge Intelligence, Autonomous Workflow Agents

What is on file after
Answered, and re-checked on every change

Privacy impact assessment

s.17 agent agreementsignedData residencyCanadaRetention90 days

Correct on your own cases

Scored against 320 of your real encounters, re-run on every change.

Residency proven Audit trail Kill switch
What is on file today
If the IPC asked tomorrow

Privacy impact assessment

None on file

In use for 14 months. Nobody assessed it before it saw a chart.

How often is it right?

??%

No test set. Someone tried about twenty notes by hand in March.

Residency unknownNo agent agreementNo audit trailNo kill switch

Second Opinion

The rollout is late, or the AI part quietly does not work, and the vendor keeps saying next quarter. The system, the contract and the integration path get read end to end, then you get it plainly: what is salvageable, what is not, and the real cost of finishing.

  • System, contract and integration path read end to end
  • What is salvageable, and what should be replaced
  • The real cost and timeline to finish, in writing
  • No obligation to hire us for the fix

You walk away with

A written diagnosis with costs

Shape of it

A fixed read, no obligation to hire us

Usually reaches for: Legacy Modernization, AI Product & UX Engineering

Diagnosed
What is actually wrong

Code, prompts and plan, read end to end

Critical

The note drops medication changes in 1 encounter out of 9. Never measured.

Serious

No privacy impact assessment, so it cannot lawfully stay live.

Fine

The booking flow is solid. Keep all of it.

Salvageable 70% To finish 6 wks Cost known

In writing. With no obligation to hire me for the fix.

Status: on track
Weekly status

Week 31 of a 12-week rollout

EMR integration AI notes Booking Billing sync Testing Go live
Launch date moved, 4th time

Everything is green and nothing ships. Nobody will say which square is lying.

Fractional Digital Lead

You get judgment on retainer: the standing hour on decisions in flight, the vendor contract read before you sign it, and a roadmap kept honest. For practices that need judgment more often than they need a project.

  • A standing session on the decisions actually in flight
  • Vendor contracts and renewals read before you sign them
  • Roadmap, scope and tradeoffs kept honest
  • Monthly, cancel whenever it stops earning its keep

You walk away with

A standing seat at your technology decisions

Shape of it

Monthly, cancel when it stops earning

Usually reaches for: AI Product & UX Engineering

On retainer
Thursdays, 09:00 One hour, on whatever is actually in flight
Decisions closed this month
Renew the EMR, do not migrate Saved 5 months One scribe, not three trials Live Tuesday Outsource billing, keep intake Signed

Written down, so the same call is never made twice.

Deciding alone
Your week

Every technology call, taken between patients

Mon Decide: which scribe vendor? Tue Decide: renew the EMR or move? Wed Decide: hire or outsource billing? Thu Decide: which scribe vendor (again)

Nobody in the practice can tell you that you are about to sign the wrong contract.

Staff Adoption

Clinic tools fail at the front desk, not in the architecture. Your staff learn it on their own patients and their own Monday, with the shortcuts that make it faster than the old way and a clear path for when it gets something wrong. The habit stays behind after we leave.

  • Sessions at your own desk, on your own patients, not a sandbox
  • The path from "one more step" to "faster than before"
  • What to do when it is wrong, and who to tell
  • A written playbook the practice keeps and extends

You walk away with

A playbook the practice keeps

Shape of it

Hands-on, at your own front desk

Usually reaches for: AI Product & UX Engineering, Legacy Modernization

Six weeks after adoption
Who still opens it

All five, unprompted

Office manager Runs the weekly check Front desk Intake done before arrival Reception 2 Handles the recall list Clinicians Notes closed same day

FRONT-DESK-PLAYBOOK.md

stays after I leave

Nobody was told to. It just got faster than the old way.

Six weeks after training
Who still opens it

One of five

Office manager Uses it daily Front desk Went back to paper Reception 2 Never logged in Clinicians Opted out in week two
Licence cost, still billed monthly100%

Workforce Copilots

A referral letter, a chart summary or a prior authorization gets drafted where the work already happens, inside the record, and a person confirms before it counts.

  • Drafting inside the EMR, not a second window
  • Chart summaries and referral letters from the record
  • Grounded in the practice’s own notes, with sources
  • Nothing charts or bills without a human confirming
Copilot
"Book Mrs. Achebe for her diabetic review, she is overdue a foot check."

Copilot drafted · review and confirm

Patient
Achebe, Grace
Visit
Chronic review · 30 min
Flagged
Foot check, 14 mo overdue
Slot
Held, not booked
Confirm 10 fields the chart already knew
The booking screen
New appointment Step 2 of 5
PatientDetailsRecallsBillingNotes
Patient Achebe, Grace▾
Health card ••••-•••-741▾
Date of birth 1958-04-22▾
Provider Dr. Aziz▾
Visit type Chronic disease review▾
Duration 30 min▾
Reason Diabetic review▾
Recall due Foot check, 14 mo▾
Insurer OHIP▾
Location Main site▾
Outstanding recallDueLast doneStatus Diabetic foot check14 mo ago2025-06-11Overdue
Save draft Book

Autonomous Workflow Agents

A referral arrives, gets read, gets matched to a real opening and gets acknowledged, without a person carrying it between four systems. Staff step in where judgment is actually required.

  • Intake to booking, without a person carrying it
  • A human releases every clinical decision
  • Reads the EMR through the permissions staff already have
  • Audit trail on every access to health information
Agent
Referral, day 4 Done · 4 min
  1. Read the fax, structured the fields Agent
  2. Surfaced prior studies from the chart Agent
  3. Confirmed protocol and held a slot You · 1 tap
  4. Told the referrer and the patient Agent
  5. Booked and logged Agent

1 human decision · full audit trail kept

The fax tray
Referral, day 4 Stalled · 4 days
  • Referral faxed in Mon 09:14
  • Waiting on triage review 2 days
  • Called the referring office no reply
  • Pending clinician sign-off queued
  • Blocked: no clinical indication action needed

A fax tray · 9 phone calls · a patient waiting, told nothing

Document & Knowledge Intelligence

Requisitions, prior results, insurer policies and the practice’s own protocols become answerable in seconds, with the page the answer came from attached to it.

  • Retrieval over charts, faxes and clinic protocols
  • Every answer shows the page it came from
  • Extraction from requisitions, referrals and remittances
  • Permission-aware, and resident in Canada
Ask anything
"What is our pathway for an urgent cardiology referral?"

Urgent cardiology goes by fax to the regional intake line the same day, with the ECG attached, per the current pathway.

Referral_Protocol_v3 · §2.1 Cardiology_pathway_2024

Answered while they are still at the desk · sources you can open

File hunt
urgent cardiology referral 142 results
  • Referral_Protocol_v3_FINAL.pdf which one?
  • Referral_Protocol_v3_FINAL_2.pdf v1
  • Cardiology_pathway_2024.docx v2
  • Insurer_coverage_matrix.xlsx v3
  • Front_desk_notes.md v4
  • Triage_addendum_signed.pdf v5
Open 7 files · Ctrl+F "urgent" · or just ask whoever has been here longest

A patient is at the desk. You still are not sure which version is current.

Generative & Conversational Interfaces

A patient describes the problem in a sentence and the classification happens behind the glass, instead of asking them to choose a visit type nobody outside the practice could know.

  • Plain-language intake, not a forty-field form
  • Visit type and duration proposed, never demanded
  • Discharge instructions written in the reader’s register
  • Voice and photo input where it removes a step
Just ask
"Who is overdue a diabetic foot check, by provider?"

Foot checks · % of eligible screened

Dr. Azizon track
Dr. Bellbehind
NP Chenahead
Dr. Diazbehind

Built from one sentence. Every name is checkable in the chart.

The report screen
Build patient list
Date range Last 18 mo▾
Condition Diabetes▾
Group by Provider▾
Compare to Protocol▾
Measure Screened▾
Status Active▾
✓Rostered only
✓Exclude seen < 3 mo
All sites
Include inactive
Reset Run list

AI Product & UX Engineering

The craft that decides whether a clinic keeps this: screens a receptionist can work at speed, a review step a clinician trusts, and a number that proves it was worth doing.

  • Journey mapping, the patient’s and the practice’s
  • UX built for review, override and reversal
  • Design systems and rapid prototyping
  • Evals scored against the practice’s own cases
Engineered

Draft the referral letter

One clear action, at the end of a consult. The complexity is engineered away.

Draft it

Same model power. Zero cognitive load.

Raw AI tool
Model playground
Modelgpt-x-128k ▾
Max tokens4096
Top-p0.90
Frequency0.30
Temperature 0.7
System prompt
You are a helpful assistant. Do not... Always... Never... Output only valid...
StreamingJSON modeFunction callingSafe modeVerbose logsBeta tools

Powerful, and nobody at a front desk will ever touch it.

Legacy Modernization

An ageing practice system becomes safe to change: characterization tests lock in today’s scheduling and billing behaviour first, then it moves in slices, never in one night.

  • Characterization tests before anything is changed
  • Incremental migration, never a big-bang cutover
  • The EMR stays the source of truth throughout
  • A rehearsed rollback on every release
Modernized
AI-accelerated migration, behavior locked by tests
$order = $orders->find(
  OrderId::from($request->id),
);
return new OrderTotal($order->total);
412 tests generated 100% behavior parity PHP 8.3 · typed

Same behavior, provably. Safe to build on, and to add AI.

Legacy
patients.php PHP 5.6 · end of life
// TODO: fix later (2014)
$q = mysql_query("SELECT * FROM orders
  WHERE id=" . $_GET['id']);
$row = mysql_fetch_array($q);
echo $row['total'];
No testsNobody left who wrote itLast shipped 2016

Every change is a gamble. Nobody dares refactor.

How far it goes

A ladder, not a leap

The stages above are how you buy. This is how far the software itself travels: a quick win in week one can climb to a visit redesigned around intent, one rung at a time, on your terms. No EMR replacement, and every rung is reversible. The founder is on every engagement. Specialists join for the stage that needs them, never an account manager.

  1. 0

    The software you have

    Click, click, click. Staff serve the system, after hours.

  2. 1

    Assist

    Start here

    Autofill, summarize, ask the chart. Quick wins, low risk.

  3. 2

    Augment

    Drafted notes and letters, a queue that arrives already read.

  4. 3

    Automate with a human in the loop

    The multi-step work runs itself, a clinician confirms.

  5. 4

    Human + AI product

    The visit is redesigned around intent. The repeating disappears.

What you own when it is done

A studio you can stop working with

The privacy questions are answered above. This is the other half a practice administrator has to ask: what do we hold at the end, and what happens to us if you are not here. Both belong in the contract rather than in a conversation.

  • You own the code Custom work is yours outright when the invoice is paid, not licensed back to you.
  • It lives in your repository Source is pushed to an account you control from the first commit, not handed over at the end.
  • Your data leaves with you Exportable in a documented format at any time, without asking and without a fee.
  • Handover is a deliverable Written for the person who will actually run it, and reviewed with them before sign-off.
  • No lock-in period Engagements end at the end of a slice. Nothing renews on its own.
  • A named continuity contact If the founder is unavailable, you already hold the source, the keys and the documentation.

These are the standing terms, and they are in the agreement before work starts rather than negotiated at the end of it. A practice that needs something different here should say so at scoping, because it is easier to write than to unwind.

Why UX is the hard part

Why minimalist AI products take real UX engineering

Adding a model is easy. Making it genuinely useful is a design problem. Here is the logic every build follows.

AI multiplies capability

A model can now do almost anything: draft, analyze, decide, generate. The surface of "what is possible" explodes overnight.

Capability creates ambiguity

Infinite options means users no longer know what to ask, what is safe, or whether to trust the output. Power becomes confusion.

UX collapses it into intent

Careful UX/UI engineering hides the machinery and turns raw capability into one clear, confident next step the user actually wants.

AI capability × great UX = productivity.

AI capability without UX is just an impressive demo. The same capability, engineered into a calm interface, is a tool people use every day.

Constrain

Offer the few actions that matter, not every action that is possible.

Contextualize

Ground the AI in the user’s data and the task in front of them.

Show the why

Make reasoning and sources visible so output is trusted, not guessed at.

Keep control

Always allow review, edit, and undo. The human stays in charge.

The big picture

Keep your software. The experience changes.

Intelligence gets fitted into the tools you already run, so the busywork disappears and your people stay in control.

Where

  • Forms and data entry
  • Search and reports
  • Dashboards
  • Approvals
  • Documents
  • Support and inbox

What AI does

  • Understand
  • Summarize
  • Extract
  • Generate
  • Classify
  • Decide with a human
  • Act (agentic)

What we build

  • Copilots
  • Workflow agents
  • Doc to data
  • Ask your app
  • Report in a sentence
  • Triage and validator

How it fits

  • An API call
  • Browser extension
  • Embed or widget
  • A sidebar
  • Start without a rewrite

Why Yantrax

  • UX-first, not bot-bolted
  • Retrofit, not rebuild
  • Human + AI
  • Your data stays yours
  • Measured in hours saved
  • A ladder, not a leap

Where AI helps

A clinic day is really a few repeated surfaces

Find the one that sounds like your Monday, then open it to see the change. These are the places a practice loses hours inside software it already pays for, and where removing a step beats adding a feature.

Patient information stays in your environment, and in Canada. Nothing trains anyone’s model.

Intake and forms

Drag to compare: today versus with AI

With Yantrax
"My right knee has been sore for about three weeks."

Filled from the chart, ready to confirm

Health card
On file
Allergies
Penicillin
Reason
Knee pain · 3 wks
6 fields, 1 sentence
Today
New patient intake · Step 2 of 6
Full name Priya Raman
Health card 1234-567-890
Family doctor Dr. A. Osei
Allergies Penicillin
Medications Metformin 500
Reason Knee pain, 3 wks
Back Next

Your data stays yours. It never leaves your environment without your permission.

Re-keying between systems

Drag to compare: today versus with AI

With Yantrax
Forward the fax

P. Raman · ref. Dr. Osei

Captured once, staff confirm

ChartWaitlistRecall
Today

Referral fax

Dr. A. Osei, Family Medicine
Re: Priya Raman, DOB 1984-03-11
Right knee pain, 3 weeks

copy & paste, field by field

EMR · new referral

Patient
Referrer
Reason
Urgency

Your data stays yours. It never leaves your environment without your permission.

Finding it in the chart

Drag to compare: today versus with AI

With Yantrax
"What was her last HbA1c?"

6.8%, on 14 March 2026.

Down from 7.4% in September. Ordered by Dr. Osei, resulted by the outside lab.

Today
ChartFaxesLabsImagingPortalEmail
last HbA1c result
labs-scan-2026-batch7.pdf
Outside lab fax (unfiled)
Re: bloodwork question?
Chart summary, 2023

7 tabs open, still scrolling a scan

Your data stays yours. It never leaves your environment without your permission.

Insurer and program reports

Drag to compare: today versus with AI

With Yantrax
"Progress report, visits 1 to 12, WSIB"
V1V4V8V12

Pain down 6 points. The therapist writes what it means.

Today
Progress report
Visit range1 to 12▾
InsurerWSIB▾
MeasureNPRS▾
CompareBaseline▾
Exclude no-showsHome exerciseGroup by week+4 fields
Export PDF

Your data stays yours. It never leaves your environment without your permission.

Practice numbers

Drag to compare: today versus with AI

With Yantrax
"Why did no-shows jump?"
  • Thursday afternoons carry most of it
  • Reminders never reached 41 recall patients
Today
Practice dashboard

No-shows

11.4%

+2.1

Empty slots

38/wk

+6

Recalls due

214

+41

3rd next avail.

19d

+4

It shows what, not why.

Your data stays yours. It never leaves your environment without your permission.

Referrals and authorizations

Drag to compare: today versus with AI

With Yantrax
The queue runs the chain
  1. Read and routed to the right clinician
  2. Authorization drafted, then chased
  3. Slot held, a person released it
Today
Referral · knee MRI
✓ Referral faxed in done
· Clinician triage waiting 2d
· Insurer authorization blocked
· Booking not started

Two days on the fax shelf.

Your data stays yours. It never leaves your environment without your permission.

Faxes and requisitions

Drag to compare: today versus with AI

With Yantrax
Drop the fax
PatientP. Raman matched
Health card1234-567-890 matched
TestHbA1c, lipids matched
Ordered byDr. A. Osei matched
Fastingunclear review

14 fields read, 1 flagged for a person.

Today
requisition.pdf
Key it in by hand
Patient
Health card
Test
Ordered by
Fasting

Your data stays yours. It never leaves your environment without your permission.

Patient questions

Drag to compare: today versus with AI

With Yantrax
Do I need to fast before Thursday's bloodwork?
Yes. For the glucose and lipids booked Thursday at 9:00, nothing to eat for 10 hours beforehand. Water is fine, and take your usual morning medications.
Grounded in the clinic protocol Staff review, then send
Today

Portal message

"Do I need to fast before Thursday's bloodwork?"

Searching past replies and handouts...

Re: fasting instructions (2024)
Canned: lab prep
Handout v2, undated

Copy, paste, edit, repeat.

Your data stays yours. It never leaves your environment without your permission.

The phone queue

Drag to compare: today versus with AI

With Yantrax
Chest tightness since this morninguncategorised
Question about resultsuncategorised

Matched to a real opening, staff release

RefillWork formRebooking
Today
Phone queue11 waiting
Chest tightness since this morning
Prescription refill
Form for work
Rebooking Thursday
Question about results
Sore throat, 3 days

Everything sounds equally urgent.

Your data stays yours. It never leaves your environment without your permission.

Learning the system

Drag to compare: today versus with AI

With Yantrax
"How do I start a WSIB claim?"
Patient chartNew claim

Open New claim, then choose WSIB. It is highlighted for you.

Answered in the software, not in a binder.

Today
Vendor help centre
start a WSIB claim?
Docs: 42 results
12-min walkthrough video
Vendor forum thread (2022)
Or phone the vendor and wait

The answer is in there somewhere.

Your data stays yours. It never leaves your environment without your permission.

Claims and coding checks

Drag to compare: today versus with AI

With Yantrax
Checked before it is submitted
Referring provider required for this code. Schedule of Benefits.
Feb 31 is not a valid service date. Did you mean Feb 28?
Today
OHIP claim
Rejected 3 weeks after submission. Resubmit.
CodeA007A
DiagnosisM17.1
Referring MDmissing
Service date2026-02-31

Three weeks of cash flow, gone.

Your data stays yours. It never leaves your environment without your permission.

Letters and instructions

Drag to compare: today versus with AI

With Yantrax
"Discharge sheet, day surgery, plain language"

Keep the dressing dry until Friday. Some swelling in the first two days is normal. Phone the clinic if the pain gets worse instead of better, if the dressing soaks through, or if you have a fever over 38C.

Grade 6 reading level A clinician confirms it before it prints
Today
BIH1LinkList

A blank page, at 7pm, after the last patient.

Your data stays yours. It never leaves your environment without your permission.

Booking and recalls

Drag to compare: today versus with AI

With Yantrax
Cancellation: Thursday 10:30
M ·
T ·
W ·
T 10:30
F ·
Today
Filling the 10:30 cancellation...
We have Tuesday at 2?
I work Tuesdays. Wednesday?
Wednesday is full...
Thursday morning maybe?

4 calls, 2 voicemails, the slot goes empty.

Your data stays yours. It never leaves your environment without your permission.

What to fix first

Drag to compare: today versus with AI

With Yantrax
"What should we fix first?"
The phone queueRecommended
  • Biggest measured cost: 214 hours a year
  • Four weeks to a slice staff can use
  • Recovered capacity you can actually bill

Reasons shown. You decide.

Today
audit-notes.xlsx
WorkflowCostsBuildEvidence
Phone queue214 hr/yr4 wkhigh
Recall letters96 hr/yr2 wkmed
Claim rejects$31k/yr6 wkhigh

Now guess which one to do first.

Your data stays yours. It never leaves your environment without your permission.

Where to start

Highest impact, lowest cost, first

No black box. A practice starts in the top-left: wins that prove themselves in weeks rather than quarters, on a workflow whose cost you can already feel. The bottom-right is where most clinic AI budgets go to die, and it is deliberately last.

Impact: high

Low cost, high impact

Strategic

High cost, high impact

  • One triaged access queue
  • Insurer reporting from the record
  • The visit redesigned end to end

Nice to have

Low cost, low impact

  • A chatbot on the homepage
  • A symptom quiz nobody finishes

Avoid for now

High cost, low impact

  • Training a model on your charts
  • Replacing the EMR
Cost: low Cost: high

FAQ

How engagements work

Can we stop after the pilot, or do we have to commit to the whole build?

Stopping after the Working Pilot is a normal outcome, and a legitimate one. The pilot is yours to keep either way: your own team can take it further, another firm can build on it, or it can tell you the workflow is not worth automating at all, which is the cheapest answer on this page.

Who actually writes the code?

We do. The design, the front end, the architecture and the AI layer are ours rather than subcontracted, and the founder is on every engagement, which is why there is one named owner to hold accountable rather than an account manager. Specialists join for the stage that needs them, led by the founder, and everything they ship goes through the same review.

How fast is a working pilot, really?

Days rather than quarters, running on your own forms and templates rather than on a vendor dataset. The tooling removes most of the typing, not the thinking, so the real limit is usually how quickly decisions get made on your side. That is what the Practice Audit exists to settle, which is why it sits before the pilot rather than after it.

Our clinic system is half built and going badly. Can you help?

That is what Second Opinion is for. The code, the prompts, the privacy file and the plan get read end to end, then you get a written diagnosis: what is salvageable, what should be thrown away, and what finishing it actually costs. There is no obligation to hire us for the fix.

Do you rebuild from scratch or modernize what we have?

Both, but the least disruptive path wins, and your EMR or practice management system is never the thing being replaced. It stays the source of truth. What gets modernized is the software around it that your staff actually fight with, assessed and changed in place wherever that is possible, with characterization tests locking in current scheduling and billing behaviour first.

Which AI models and tools do you use?

It depends on whether the work touches personal health information, and that line is the whole answer. Anything that reads or writes a patient record runs on a model deployed in a Canadian region, so it is processed in Canada, with the provider's prompt logging switched off before a real record is sent and nothing training anyone's model. As of September 2026 that means OpenAI models on Microsoft Azure's Canadian regions or Gemini on Google Cloud's Montreal region. Claude and other frontier models are used where there is no personal health information: building the software itself, and synthetic or de-identified data during a pilot. Until the Canadian deployment is confirmed for your clinic, the work stays on synthetic or de-identified data.

How do you keep humans in control?

Every workflow is designed on a spectrum from suggest, to act with approval, to autonomous, and clinical decisions never reach the far end. A slot is held rather than booked, a note is drafted rather than filed, a claim is checked rather than submitted. Urgency triage stays with a person by design: the system may rank a queue, but it never decides that a symptom is routine.

Where does patient data go? Is it safe?

It stays yours and it stays in Canada. Personal health information never leaves your environment without your permission, processing runs with zero data retention, and nothing trains anyone's model. A privacy impact assessment is completed before anything touches a chart, the agreement names the processor as your agent under section 17 of PHIPA, and every access to a record is logged.

Why a studio and not an agency

The engagements fund the thing we are building

Yantrax Labs is a product studio working in one industry. Client engagements are real work, priced honestly and delivered on their own terms, and they are also the reason a product from this studio would come from people who have watched the workflow rather than surveyed it. The same four failures turn up in a dental group and a home care agency, and they are worth building for.

Nothing is announced, there is no date, and there are no screenshots of software that does not exist yet. There is a list you can join.

See what we are building

Ready to find where the hours go?

A free, no-obligation consult. One clinic workflow gets mapped and ranked by what it pays back, and patient information never leaves Canada.

The founder is on every engagement. Specialists join for the stage that needs them, never an account manager.

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