Incomplete packets
Agents proceed without required clinical notes, codes, or attachments.
Claims and prior auth AI
Evaluate how agents gather documentation, apply payer rules, call tools, and escalate—then turn reviewer corrections into governed examples for the next similar case.
A complete-looking summary can still miss required attachments, misread policy, or push an unsafe auto-decision.
Agents proceed without required clinical notes, codes, or attachments.
Payer rules and versioned criteria are paraphrased incorrectly.
Eligibility or status tools return empty/partial results and the agent invents state.
Specialist corrections never become approved trajectories for similar cases.
We reconstruct claims and prior-auth traces, score documentation and policy steps, capture approved case trajectories, and measure impact on one failure cluster.
Request context, documents, tools, intermediate decisions, and final recommendation.
Reviewers rewrite the path that should have happened, with critique and scope.
Approved examples retrieve only into matching claim/prior-auth workflows.
This is agent evaluation for revenue-cycle and utilization workflows—not generic chat QA.
Required notes, codes, attachments, and chronology before a recommendation is allowed.
Versioned criteria, exclusions, and when the agent must escalate instead of decide.
Define who approves reusable gold and which case types stay human-only.
Fit this wedge inside healthcare AI agent evaluationStore approved case paths as golden datasets for AI agents
Case-level artifacts for documentation, policy, and escalation quality.
Required notes, codes, attachments, and chronology gates.
Versioned criteria, exclusions, and escalate-vs-decide rules.
Tools, state, recovery, and recommendation safety.
Specialist-corrected trajectories for one claim or prior-auth family.
Reviewer, approval time, policy version, and retrieval restrictions.
Reusable resource
Score outcome, tools, state, recovery, escalation, safety, cost, and latency for multi-step agent cases.
Illustrative template—not client data. Adapt it to your policies, privacy controls, and approval process.
Sample cases, cluster documentation and policy failures, define the rubric.
Approved trajectories for one case family plus a retrieval prototype.
Before/after comparison and rollout controls for live review queues.
A specialist edit is not automatically safe to retrieve. Scope, version, and retirement rules come before broader automation.
This page describes less than three’s production-trace review method: reconstruct failures, capture human-approved corrections, store them outside model weights, and measure whether scoped retrieval improves a defined workflow.
Primary references used for terminology and risk framing:
We reconstruct claims and prior-auth traces, score documentation and policy steps, capture approved case trajectories, and measure impact on one failure cluster.
No. Approved corrections stay outside model weights and can be retrieved at runtime. Fine-tuning can still complement the system for stable, common behavior.
A sample of production traces or conversation exports for one workflow, plus a working definition of success for that workflow.
We compare a fixed baseline against a changed agent on the same workflow using task success, edits, escalations, latency, and cost where available.
Send a sample of agent-assisted cases. We will map repeating failures and one sprint path.