90-Day Clinic Pilot
Your medical degree wasn't for this.
Caesar Health AI agents handle the calls, charting, and claims so you can handle the medicine. The 90-day pilot lets solo practitioners and clinic groups run our agents alongside their existing workflow — no contracts, no data migration, cancel anytime.
Zero risk
No contracts. Cancel anytime in the 90 days, no questions, no penalty.
90 days
A full evaluation cycle — enough time to measure accuracy, hours saved, and patient-experience impact.
Full access
All 7 codenamed AI agents included: Echo, Apollo, Atlas, Vesta, Hermes, Iris, and Mercury — no feature gating.
Hands-on support
Dedicated implementation specialist. Weekly check-ins. Direct line to the team that built the platform.
Your 90-day journey
Phased rollout. Your team watches first, takes over the verification loop next, then runs in full automation. You stay in control at every step.
Week 1: Setup (48 hours)
Up and running in two days, with minimal disruption to your existing schedule.
- Initial consult to map your current intake, call, and documentation workflows
- Port your existing phone and fax numbers — no number changes
- Connect Mercury to your EMR (Epic, athenahealth, eClinicalWorks, NextGen, ModMed and others)
- Configure scheduling rules, provider preferences, and escalation paths
- 30-minute staff orientation
Weeks 2-4: Parallel operations
The agents run alongside your existing workflow. Your team observes, compares, and verifies before anything ships autonomously.
- Echo, Apollo, and Vesta handle inbound traffic while your team validates outputs
- Daily performance reports: call-handling accuracy, documentation turnaround, missed-call recovery
- Real-time adjustments based on your feedback
- Weekly check-in calls with your implementation specialist
- Baseline measurement: accuracy rates, hours saved per provider, after-hours charting time
Weeks 5-8: Gradual handover
As verification confidence builds, you delegate more categories of work to the agents and start measuring the hours coming back to your team.
- Increase agent autonomy on low-risk task categories first
- Front-desk staff start reallocating time to higher-value patient work
- Document the measurable time savings and ROI in your practice
- Fine-tune workflows, scripts, and escalation rules to your preferences
- Expand agent coverage to additional task categories (prior auth, denials, referrals)
Weeks 9-12: Full automation
The agents run autonomous administrative workflows end-to-end. You review exceptions, not routine work.
- Agents handle end-to-end workflows independently across calls, documentation, claims, and patient communications
- Staff reallocated to clinical and growth work, not phones and faxes
- Comprehensive ROI analysis: hours saved per provider per day, missed-call recovery, after-hours charting time
- Plan for long-term optimization and any additional agent coverage you want to add
- Decision point: continue on a standard contract or cancel with no penalty
What the pilot guarantees
Six commitments we make to every pilot practice — in writing, before the first call is answered.
Keep your EMR
We integrate with what you have. No rip-and-replace.
No data migration
Your data stays exactly where it lives today. Mercury connects to it where it is.
Cancel anytime
No contract, no termination penalty, no questions asked during the 90 days.
Direct support from the team that built it
Pilot accounts get a direct line to engineering and implementation, not a generic support queue.
Manual override always available
You can take any task back from any agent at any time. The agents work for you, not the other way around.
HIPAA-compliant, BAA available
End-to-end encryption, TLS 1.3 in transit, AES-256 at rest. BAA executed at contract signing.
Who the pilot is for
The 90-day pilot is designed for solo physicians and clinic groups. For larger health systems or PE-backed portfolios, we run a different engagement.
A good fit
- Solo practitioners spending nights and weekends finishing charts
- Growing practices trying to add capacity without adding front-desk headcount
- Specialists with heavy referral volume and inbound fax flow
- Practices with high call volume and missed-call recovery problems
- Clinics seeing 20+ patients per week on a stable EMR
- Group practices (2-25 providers) ready to coordinate a structured rollout
Not a fit (today)
- —Large hospital systems — talk to us about an enterprise engagement instead
- —PE-backed portfolios — see our private equity solution for portfolio-level rollouts
- —Practices with under 20 patients per week — the math doesn't work yet
- —Practices planning to close or sell within 12 months
- —Clinics without an established EMR — Mercury needs a system of record to integrate with
What the math looks like
Based on practice-level benchmarks for a 1-3 provider clinic with moderate call and fax volume. Your numbers will vary — the pilot measures yours specifically.
If the pilot works
2-3 hours back per provider per day
Less after-hours charting, fewer phone interruptions, faster claim turnaround. Most pilot clinics see $80K-$180K in annualized labor and revenue impact for a small practice.
If the pilot doesn't work
You've lost nothing.
No contract to break. No data to migrate back. Your EMR, your numbers, and your team are exactly where they were on day one.
Ready to see if Caesar Health fits your practice?
The pilot is a structured 90-day evaluation. We onboard a limited number of practices each month so every implementation gets hands-on attention. Schedule a 30-minute intro call to walk through your workflow and check availability.
Questions? aclevan@caesarhealth.com. For larger groups, see our private equity solution.