The Designated Doctor Agentic System
A Texas designated doctor practice
A designated doctor with 23 years in Texas workers' comp wanted his exam and report workflow off consumer AI tools and onto a system he owns. We built that system around his practice, and built his revenue engine in parallel with it.
23 years
of exams the system was designed around
Built
Designated doctors examine injured workers and write the reports that decide maximum medical improvement and impairment ratings for the Texas Division of Workers' Compensation. The work is detailed, deadline-driven and full of patient information.
Like a lot of practices, this one had started using consumer AI tools to speed up reports. That saves time, but it puts patient information into tools the practice doesn't control. The doctor's goal was simple: get his time back to grow his own referral channel, without that exposure.
- Discovery across the whole exam, report and admin workflow, with the doctor and his long-time assistant
- A blueprint, v1.0 Final, that acted as the build authority: every agent, input, output and hand-off written down
- The agent system, fully built, covering the exam, report and admin workflow. The practice owns the system, the data and the workflow, not a SaaS subscription.
- A Phase 0 dry run that passed before anything touched a live case
- A revenue engine built in parallel with the agent system, so the time it gives back goes into winning more referrals
The rules the system was built to.
The doctor owns the system, the data and the workflow.
Built around the practice's process, not the other way round.
A dry run has to pass before anything goes live.
Where it stands
Built. The agent system runs the exam, report and admin workflow, and the revenue engine was built alongside it so the practice has somewhere for the freed-up time to go.
The same system is now offered to other Texas designated doctors as The Designated Doctor Agentic System, with versions for California QMEs and New York IMEs in development.
8 agents
across four back-office jobs
Fund operations
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A private investment firm
Eight agents cover the firm's back office: capital calls, premium management, investor communications and tax deliverables. They work from a custom live operating ledger, and QuickBooks Desktop stays the book of record.
Read the build400 to 550
anglers a season
Hospitality
An operations system for a fishing lodge
A bass-fishing lodge in Mexico and its booking company
A lodge that hosts 400 to 550 anglers a season, run by a small team across the US and Mexico. The operations system is built around the people guests already know, with rules the team wrote themselves. The revenue engine is being built out now.
Read the buildHave a process eating hours every week?
Book a 30-minute review. We'll tell you straight whether agents, a GTM engine or neither is the right fix.