One platform. Entire portfolio. Every EMR.
Caesar Health deploys autonomous AI agents across your portfolio in a 90-day phased rollout — no rip-and-replace, no engineering team required, portfolio-level reporting on NRR and EBITDA lift from day one.
Your portfolio runs on every EMR. Your reporting doesn't.
Mid-market healthcare PE portfolios typically inherit five or more EMR systems across their acquisitions. The work that follows — admin standardization, unified reporting, operational uplift — is where value creation lives or stalls.
Epic, athenahealth, eClinicalWorks, NextGen, ModMed — plus the clinic still on a 1990s system that vendors call “impossible to integrate.”
Roll-ups of patient volume, RCM performance, and provider productivity arrive monthly at best, hand-built in spreadsheets at worst.
Front-office headcount is the easiest cost line to attack, but only if intake, scheduling, and verification actually get automated across every site.
Providers charting after hours is the most cited reason clinical leaders leave PE-backed groups — and the hardest one to fix across mixed EMRs.
Each acquisition restarts the integration clock. Six months of IT work before the new site contributes portfolio-level data.
Buyers discount operational fragmentation. A unified technology story is worth turns of EBITDA at exit.
Mercury connects every EMR. The AI agents do the rest.
Mercury is Caesar Health's EMR integration layer. It connects Epic, athenahealth, eClinicalWorks, NextGen, ModMed, and the legacy systems most platforms refuse to touch — without requiring vendor cooperation or API access.
Reads and writes to modern EMRs via FHIR, HL7 v2, and direct API where supported.
Bridges legacy systems that lack modern interfaces, so portfolio sites on older EMRs aren't left out.
Normalizes data into a single portfolio schema, so analytics and operations don't have to translate between five vendors' terminology.
Keeps the EMR as the system of record. Mercury is the system of work, not a replacement.
Echo — Phone Agent. Inbound and outbound calls, scheduling, insurance verification.
Apollo — AI Scribe. Real-time clinical documentation that writes structured notes back into each EMR's native template.
Atlas — Revenue Cycle. Prior auth, claims, denials, and posting consolidated into one agent rather than five vendor contracts.
Vesta, Hermes, Iris. Document inbox, email, and SMS — all writing back to the EMR of record.
Portfolio-level value, not site-by-site theater
We track results the way operating partners do — at the portfolio level, against the metrics that move the next valuation.
Front-office automation: Eliminate 2-4 FTEs per practice with Echo answering every call. Range: $100K-$200K per site annually.
Documentation reclaim: Providers save 2-3 hours daily with Apollo. See 2-4 more patients per provider per day.
RCM consolidation: Atlas replaces multiple vendor contracts. Bring cost-to-collect from 7-9% down toward 3-5% of net revenue.
Unified dashboard across every EMR in the portfolio. Real-time roll-ups, no hand-built spreadsheets.
NRR tracking by site, region, and specialty — so capital allocation decisions are grounded in current data.
Benchmark performance across sites and surface the levers that move EBITDA in the bottom-quartile clinics.
Faster integration: New acquisitions onboard to Mercury in weeks, not the usual quarters of integration work.
Standard playbook: The 90-day rollout used in pilot becomes the integration template every add-on follows.
Exit story: “Operations standardized across the portfolio on one AI-native platform” — a story buyers pay turns for.
We don't commit to specific EBITDA lifts before we've assessed the portfolio. We commit to operational improvements you can measure in week 6 and own in month 4.
A 90-day phased implementation
Phased so that pilot sites deliver measurable results before the broader rollout. White-glove so that operating partners aren't running integration projects out of their own teams.
Days 1-14
Inventory the EMR estate. Identify 2-3 pilot clinics by operational opportunity, not by who shouted loudest. Map the integration strategy for Mercury across the portfolio.
Days 15-45
Mercury connects the pilot clinics' EMRs. Echo answers the phones. Atlas takes over RCM at one site. Daily measurement begins.
Days 46-90
Hard numbers from pilot sites: calls handled, hours reclaimed, claims first-pass rates, cost-to-collect. A go/no-go decision with data — and a phased rollout plan for the rest of the portfolio.
Month 4 and beyond
Scale what worked in pilot to the rest of the portfolio. Each site onboards in weeks, not quarters. Reporting consolidates at the portfolio level.
What we commit to
- Pilot cancelable monthly after the first 90 days
- Per-provider pricing that scales with the value delivered
- Weekly documented operational metrics, not quarterly PowerPoints
- HIPAA-compliant, BAA available, SOC 2 Type II
- Mid-market healthcare PE with multi-site portfolios
- Mixed EMR estate, including at least one legacy system
- Operating partner authority to pilot at 2-3 sites
- Realistic about technology adoption timelines and provider change management
Schedule a portfolio review
A 30-minute call with an operating partner-level conversation. We walk through your EMR estate, the metrics you'd want moved first, and whether the next enterprise slot is the right fit.
Or reach the operating partner team directly at aclevan@caesarhealth.com.