LocalI case

How a 5-Person Engineering Team Scaled Operations Across 47 Healthcare Centers with AI

Healthcare and Life Sciences

The Challenge

Client is a high growth specialty infusion provider operating a network of clinical centers. Infusion therapy carries real complexity: every prescription requires validation of drug interactions, dosing calculations, insurer-specific requirements, and patient history. The company’s intake coordinators were spending most of their time on manual data entry, Rx interpretation, insurance verification, and documentation instead of patient care.

Before the client's partnership with Forte Group, growth was constrained by three systemic issues common across high-growth care delivery platforms:

  • Throughput bottleneck: Prescription validation averaged ~20 minutes per patient and included manual intervention with the referring provider, limiting how many patients each staff member could support per day.
  • Operational risk: Manual processes increased the likelihood of delays to patient care.
  • Scaling constraint: As referral volumes increased, staff capacity for processing referrals needed to grow for existing centers to keep up. The pressure came from absorbing more volume per center without adding proportional headcount.

Our Approach

We built  an AI platform that automates prescription processing, provides real-time clinical decision support, and captures expert knowledge in a system for intake coordinators. Five engineers built and maintained the platform that now serves as the technology backbone for Client’s clinical operation.

↗️ Operational Efficiency

We partnered with the client to modernize critical business processes and reduce administrative burden across the organization. By streamlining workflows and eliminating manual tasks, teams are able to focus more of their time on high-value activities while improving speed, consistency, and overall productivity.

↗️ Employee Enablement

The solution gives employees faster access to the information and support they need to perform their roles effectively. This reduces time spent searching for answers, accelerates onboarding, improves decision-making, and helps teams operate with greater confidence and consistency.

↗️ Scalable Process Execution

As the organization continues to grow, the platform enables operations to scale without requiring proportional increases in administrative overhead. Standardized workflows, improved visibility, and intelligent task coordination help teams manage increasing volume while maintaining quality and service levels.

↗️ Data-Driven Insights

By creating a stronger foundation for reporting and analytics, the client is able to gain deeper visibility into operational performance, identify opportunities for improvement, and make more informed strategic decisions. The resulting insights support continuous optimization and long-term growth.

↗️ Business Impact

The engagement delivered measurable improvements in efficiency, turnaround times, employee productivity, and operational scalability. Beyond immediate process improvements, the client established a foundation for ongoing innovation and future digital transformation initiatives.

Results

Operational Impact
  • Rx validation: 20 min → 5 min (75%)
  • Referral volume absorbed with flat staffing
  • Guide onboarding: standardized
Business Impact
  • Scaled on a 5-person engineering team
  • Data foundation enabling new revenue streams
  • Pharmacy market expansion underway
  • AI-optimized treatment approvals

The platform allowed existing centers to absorb increasing volume without adding headcount proportionally. Each staff member handles more referrals at higher quality because the system carries the administrative load that used to consume their day.

For growth-stage operators and investors evaluating AI investments, this engagement shows three things. AI creates measurable operating leverage: the ratio of referral growth to engineering cost makes that concrete. A data foundation built alongside the product opens monetization paths that did not exist before. And the pharmacy market expansion shows how AI capabilities built for one use case transfer to adjacent verticals with minimal additional investment.

Technology Stack

Azure OpenAI GPT-4, Anthropic Claude API, OpenSearch (semantic search and RAG), LangChain (agentic workflow orchestration), MCP (Model Context Protocol for multi-agent coordination), Azure Document Intelligence (OCR and document extraction), Snowflake (data warehouse), dbt (data transformations), MongoDB (operational data), Azure Container Apps (infrastructure), Terraform (IaC), EMR and scheduling platform integrations, RPA for administrative automation.

Turn Operational Complexity into Measurable ROI

We help healthcare and high-growth operators deploy AI systems that drive efficiency, accelerate workflows, and create lasting competitive advantage.

You may also like