You built an integrative practice because whole-person care matters. But your providers barely know what each other is doing. A 12-person clinic figured out how to make 9 providers feel like one unified care team — to each other and to every patient.
Dr. Maya Chen runs Thrive Integrative Health — 4 therapists, 3 nutritionists, 2 health coaches, a nurse practitioner, and 2 admin staff. When a patient dealing with anxiety sees a therapist weekly, a nutritionist monthly, and a health coach bi-weekly, that's genuinely great care. It's also an operational nightmare.
"The therapist doesn't know the nutritionist recommended eliminating caffeine. The health coach doesn't know the therapist is working on sleep hygiene. Each provider spends 15–20 minutes per shared patient just trying to stay in sync."
Across 9 providers and 420 patients, that's 114 hours a month burned on coordination — not care. Between appointments, patients are on their own, juggling three separate sets of instructions from three providers who aren't talking to each other.
With Synergi AI, the clinic built a coordinated care model. AI synthesizes all three providers' notes into one unified weekly message for each patient: "Here's what your whole team wants you to focus on this week." Providers walk into every session knowing what the other two recommended. And Dr. Chen stopped spending 30% of her time on admin — freeing her to open a $782K employer wellness channel she'd been putting off for two years.
Every provider sees what the others recommended. Patients get one unified care plan instead of three competing ones.
BAAs in place, PHI boundaries defined, patient consent built into onboarding. Compliance isn't an afterthought — it's the foundation.
Dr. Chen reclaimed 30% of her time from coordination and reporting — and used it to launch the employer wellness program she'd been postponing.
The moment it clicked was when a patient told me, "For the first time, I feel like all my providers are actually talking to each other." They always were — just not efficiently. Now the coordination is invisible and the care feels seamless.
We'll help you figure out if this maps to your situation — before you commit to anything.
What follows is the complete implementation walkthrough — every agent, every department stream, every decision point. This is the same material your Synergi AI team works from.
Full agent-by-agent walkthrough of the Align 120 → Strategy 120 → Execute 120 pipeline for this use case. Use the contents below to jump to any section.
Dr. Maya Chen runs Thrive Integrative Health — a 12-person clinic with 4 therapists (2 LCSW, 1 psychologist, 1 marriage & family therapist), 3 nutritionists, 2 health coaches, 1 nurse practitioner, and 2 front desk/admin staff. They treat the whole person: a patient dealing with anxiety might see a therapist weekly, a nutritionist monthly, and a health coach bi-weekly.
It's great care. It's also an operational nightmare.
When a patient sees 3 providers, each one operates in their own silo. The therapist doesn't know the nutritionist recommended eliminating caffeine. The health coach doesn't know the therapist is working on sleep hygiene. Each provider spends 15–20 minutes per shared patient just trying to stay in sync.
Between appointments, patients are on their own. The therapist assigns homework, the nutritionist gives a meal plan, the health coach sets movement goals — and patients forget, mix things up, or feel overwhelmed by three sets of instructions from three providers.
Dr. Chen spends 30% of her time on non-clinical work. Treatment summaries for insurance, employer wellness program reports, care plan documentation, and the endless task of making sure nothing falls through the cracks across 420 patients and 9 providers.
The question: How do you make 9 providers feel like one unified care team — to each other and to the patient — without tripling the admin staff?
This use case walks through the complete Align 120 → Strategy 120 → Execute 120 pipeline for an integrative health practice launching AI-coordinated care.
It demonstrates how the platform helps a multi-provider clinic deliver unified, continuous patient experiences while cutting coordination overhead by 80% and opening a new revenue stream through employer wellness partnerships.
Alfred produces:
| Model | Approach | Upside | Downside |
|---|---|---|---|
| A | AI coordinates provider-to-provider only (internal sync) | Solves silos | Doesn't help patient engagement |
| B | AI coordinates providers AND delivers between-visit patient touchpoints | Solves both problems | Moderate complexity |
| C | AI adds predictive care (flags at-risk patients, suggests adjustments) | Maximum impact | Maximum regulatory complexity |
Kill criteria: if provider adoption falls below 60%, or if any patient data breach occurs during pilot.
The biggest win isn't fancy AI — it's unified care summaries. Right now, a patient who sees three providers gets three separate sets of instructions. AI can synthesize those into one coherent care plan: "Here's what your whole team wants you to focus on this week." That single capability transforms the patient experience from fragmented to integrated. Model B is the right fit.
Higgins delegates:
/biz-pricing) — design pricing for "Thrive Connected." Included in visit fees or add-on membership?/biz-finance) — model the economics. What does coordination overhead cost today? What's the ROI?/biz-legal) — HIPAA deep dive. What can AI process? Where does PHI live? What BAAs are needed?/mkt-orchestrator) — position "Thrive Connected" to patients and employer wellness programs/sales-orchestrator) — employer wellness partnerships as the B2B growth engine/biz-strategy) — cascade into OKRs. This is a new business model./biz-customer-success) — design patient health scoringLegal needs maximum data minimization. The care coordination vision needs data sharing. Higgins proposes the resolution: AI processes care plan summaries and stated goals only — never raw session transcripts or clinical notes. Providers review and approve all patient-facing content.
Jarvis produces:
| Value | How It's Applied |
|---|---|
| Human-Centered | Providers own all clinical decisions. AI coordinates, never recommends treatment. |
| Radical Transparency | Patients get a clear one-pager explaining what AI does and doesn't do. |
| Quality-First | Every patient-facing message is provider-reviewed before delivery. |
| Do No Harm | AI never processes raw clinical notes. Operates on care plan summaries only. |
Rollout Plan:
| Phase | Timeline | Scope |
|---|---|---|
| 1 | Weeks 1–6 | Build, configure, HIPAA compliance verification. 0 patients. |
| 2 | Weeks 7–10 | Pilot with 30 multi-provider patients. Measure coordination time, satisfaction, adoption. |
| 3 | Weeks 11–18 | Expand to all 420 patients. Begin employer wellness outreach. |
| 4 | Month 6+ | Scale employer partnerships. Target 3 corporate accounts. |
Action items routed to Marley (/biz-follow-up) with trigger dates.
Each team member sees their personalized command center:
Strategy 120 produces initiatives. Execute 120 breaks them into department-level daily work.
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 1-2 | Calculate current coordination cost: 9 providers × 15 min/shared patient × avg 2.3 shared patients/provider/day | Cameron /biz-finance | Quick Action |
| 2 | Price "Thrive Connected": membership add-on vs. bundled vs. employer-paid models | Kendall /biz-pricing | Context Asset |
| 3 | Model employer wellness revenue: what do companies pay per employee for coordinated care? | Cameron + Kendall | Workflow |
| 3 | Set up financial tracking: coordination time reclaimed, patient retention, new revenue | Harley /fin-revenue-ops | My Agent |
| Ongoing | Monthly P&L with AI platform costs, membership revenue, employer contracts | Noel /fin-budget-forecast | Workflow |
Kendall's pricing output:
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 1-2 | HIPAA compliance framework: what constitutes PHI in AI processing? | Morgan-L /biz-legal | Quick Action |
| 2 | Draft Business Associate Agreement (BAA) for AI platform provider | Morgan-L | Context Asset |
| 2-3 | State-specific review: additional AI-in-healthcare rules? | Morgan-L | Workflow |
| 3 | Patient consent form: opt-in with granular data sharing preferences | Morgan-L | Context Asset |
| 3-4 | HIPAA risk assessment: identify and score all PHI touchpoints | Riley /pm-compliance-auditor | Workflow |
| 4 | Data retention and destruction policy | Morgan-L + Riley | Quick Action |
What AI processes: Care plan summaries, stated patient goals, appointment history, check-in responses, provider coordination notes.
What AI NEVER sees: Raw session transcripts, clinical assessments, psychiatric evaluations, diagnostic codes, medication lists, insurance information.
Patient control: Patients can view exactly what data AI has access to, revoke consent at any time, request data deletion within 30 days.
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 2 | Calibrate voice for healthcare: caring, clear, never clinical | Harper /mkt-brand-voice | Context Asset |
| 3 | Campaign strategy: patient launch + employer wellness outreach | Sage /mkt-campaign | Workflow |
| 3-4 | Patient-facing content: "Meet Thrive Connected" email + in-office handout | River /mkt-content | Quick Action |
| 4 | Adapt messaging: patients vs. HR Directors vs. benefits consultants | Avery-M /mkt-icp-adapt | My Agent |
| 4-5 | Dr. Chen's thought leadership: "Why your care team should feel like one person" | Rowan /mkt-thought-leadership | Workflow |
| 5 | Competitive positioning vs. SimplePractice, Welkin, going it alone | Blake /mkt-competitive | Context Asset |
| 5 | Employer wellness one-pager: ROI-focused, speaks to CFO and HR Director | River + Avery-M | Quick Action |
| 6 | Final QA — extra scrutiny for healthcare claims compliance | Emery /mkt-brand-review | Workflow |
Dakota's two-track approach:
"We built Thrive because we believe the whole person matters — not just their anxiety, or their diet, or their fitness. But here's our dirty secret: our providers barely talked to each other. We were treating the whole person in theory and three strangers in practice. AI didn't replace our clinicians. It gave them something they never had: a shared brain."
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 4 | Build "Thrive Connected for Employers" proposal template | Drew /sales-proposal | Workflow |
| 4-5 | Objection handling: "Is patient data safe?" / "How is this different from an EAP?" | Reese-S /sales-enablement | Context Asset |
| 5 | Research 10 target employers: 50–500 employees, existing wellness programs | Kieran /sales-account-research | My Agent |
| 5-6 | Personalized outreach to HR Directors and benefits consultants | Remy /sales-outreach | Workflow |
| 6 | Prep Dr. Chen for first employer pitch meetings | Jules /sales-call-prep | Quick Action |
| Ongoing | Track employer pipeline: outreach → meeting → pilot → contract | Hayden /sales-pipeline | My Agent |
Key differentiation from EAPs (Employee Assistance Programs):
| Dimension | Traditional EAP | Thrive Connected |
|---|---|---|
| Scope | Mental health referral (reactive) | Integrated care coordination (proactive) |
| Provider | Random assignment, no continuity | Dedicated multi-provider team |
| Between visits | Nothing | Weekly unified touchpoints |
| Employer visibility | Utilization % only | Anonymized wellness trends, engagement metrics |
| Experience | "Call this number if you need help" | "Your care team is always in sync" |
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 1-3 | Design the AI-coordinated care workflow: what happens when a patient sees multiple providers? | Kai /ops-process-analyst | Workflow |
| 2 | Capacity model: with reduced coordination overhead, how many more patients per provider? | Nico /ops-resource-planner | My Agent |
| 3-4 | Configure I-360 agents for healthcare workflows (extra security, HIPAA logging) | Sage-O /ops-vendor-manager | Quick Action |
| 4 | Define SLAs: unified care summary within 2 hours of any visit, check-in by Wednesday | Devon /ops-sla-monitor | Context Asset |
| Ongoing | Track coordination time (target: 15 min → 3 min per shared patient) | Rowan-O /ops-cost-analyst | My Agent |
After Each Visit: Provider enters care summary → AI compares against other providers' care plans → AI flags conflicts or synergies → Flagged items appear in other providers' dashboards within 1 hour.
Unified Patient Touchpoint: AI synthesizes all active care plans into one weekly message → Primary provider reviews (3 min) → Patient receives unified message.
Mid-Week Check-In: AI sends simple check-in → Patient responds → AI categorizes and routes (positive = logged, struggling = flagged, concerning = immediate alert).
Weekly Care Team Sync: AI generates digest per multi-provider patient — providers review in 5 min (replaces 15-min chart review).
| Week | Task | Agent | Execute 120 Surface |
|---|---|---|---|
| 4-5 | Patient onboarding guide: "What is Thrive Connected and how does it work?" | Kris /sup-knowledge-manager | Workflow |
| 5 | Escalation playbook: patient uncomfortable with AI — empathetic, zero-pressure opt-out | Toni /sup-escalation-handler | Context Asset |
| 5-6 | Safety policy: when does AI alert a provider immediately vs. log for next session? | Dallas /sup-policy-tuner | Quick Action |
| Ongoing | Monitor patient feedback on between-visit touchpoints | Frankie /sup-quality-reviewer | My Agent |
| Ongoing | Analyze: which touchpoints drive engagement? Which care team configurations get best outcomes? | Corey /sup-ticket-analyst | My Agent |
Dallas's safety policy (healthcare-specific, non-negotiable):
| Tier | Trigger | Action | Response Time |
|---|---|---|---|
| RED | Self-harm, suicidal ideation, abuse, or acute crisis | Alert primary provider AND therapist immediately. No AI response. | < 5 minutes |
| ORANGE | Medication side effects, severe symptom changes | Alert relevant provider. AI acknowledges: "I'm letting your care team know." | < 1 hour |
| YELLOW | Missed 2+ check-ins, no progress for 3+ weeks | Flag for provider review. Suggest proactive outreach. | < 24 hours |
| GREEN | Positive responses, goal completion, scheduling questions | AI handles autonomously. Logged for session prep. | Standard |
| NEVER | Clinical advice, diagnosis, medication suggestions, symptom interpretation | Redirect: "That's a great question for your [provider] at your next visit." | N/A |
| Department | Status | Notes |
|---|---|---|
| Finance | Green | Membership model validated, employer pricing confirmed |
| Legal | Green | BAA signed, HIPAA risk assessment complete, 0 findings |
| Marketing | Green | Patient launch email ready, employer one-pager drafted |
| Sales | Green | 10 employer targets identified, 3 meetings scheduled |
| Operations | Green | Care coordination SOP finalized, SLAs exceeded |
| Support | Green | Onboarding guide complete, safety policy live |
| Metric | Target | Actual |
|---|---|---|
| Patient NPS | ≥70 | 88 |
| Coordination time | ≤5 min/patient | 3 min (was 15 min) |
| Between-visit engagement | ≥40% | 72% (22/30 respond) |
| Provider adoption | ≥60% | 100% (all 9 daily) |
| Conflict flags resolved | 100% within SLA | 100% (14 flags, all <1 hr) |
| Safety escalations | Handled per policy | 2 yellow — both correct |
Higgins coordinates when streams conflict. Jarvis tracks all action items and produces the weekly briefing. Marley ensures nothing falls through the cracks with 22 persistent follow-ups.
| Metric | Before (Siloed Practice) | After (AI-Coordinated with I-360) |
|---|---|---|
| Active patients | 420 | 420+ (growing with employer partnerships) |
| Annual revenue | $3.4M | $4.2M projected (+$782K) |
| Coordination time | 15 min per shared patient | 3 min per shared patient |
| Provider visibility | Work in silos | Unified care team view per patient |
| Monthly touchpoints | 4 visits only | 12+ per patient |
| Patient instructions | 3 separate sets from 3 providers | 1 unified weekly plan |
| Between-visit engagement | None | 72% engagement rate |
| Employer wellness | No offering | 3 corporate accounts (Year 1 target) |
| Insurance reporting | Manual | Automated treatment summaries |
| Dr. Chen's role | Clinician + admin firefighter | Clinician + growth strategist |
A 12-person clinic gets enterprise health system coordination. Multi-provider care coordination typically requires a dedicated care coordinator ($60K+/year) or an enterprise platform ($50K+/year). Thrive gets both capabilities through the platform at a fraction of the cost, with 30 specialized agents.
The "shared brain" transforms patient experience. Patients stop managing three separate healthcare relationships. One unified weekly message. One set of priorities. One care team that knows what the others are doing. The 72% between-visit engagement rate proves patients want this connection.
Coordination overhead drops 80%. Provider time spent on coordination goes from 15 minutes to 3 minutes per shared patient. At 114 hours/month reclaimed, that's ~90 additional patient visits — revenue that was being burned on internal logistics.
The employer wellness channel is a new growth engine. The practice goes from B2C only ($3.4M) to B2C + B2B ($4.2M) by offering coordinated care as an employer benefit. HR Directors get a dashboard, employees get better care, the practice gets recurring contract revenue.
HIPAA compliance is designed in, not bolted on. Morgan-L's data architecture ensures AI processes only care plan summaries and stated goals — never raw clinical notes, diagnoses, or medication lists. Patient consent is granular and revocable.
The safety policy is non-negotiable. Dallas's tiered escalation ensures AI never crosses clinical boundaries. RED tier triggers immediate provider alerts. AI never offers clinical advice, interprets symptoms, or suggests treatment. The phrase "That's a great question for your [provider] at your next visit" is a hard-coded guardrail.
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