For health plans, surgical groups, and surgeons
Every patient you refer, ready before the day of the procedure.
HelpAI provides the clinical infrastructure for Surgical Population Management (SPM), turning fragmented clinical information into physician-directed evaluations that cover procedural readiness, optimization, site of service, and care coordination before the day of the procedure.
01The problem
Everyone owns a piece. No one owns the process.
Procedural care is roughly 30% of U.S. healthcare spending1 and one of the most fragmented areas in medicine. Records arrive incomplete, driving redundant testing, unnecessary referrals, delays, and day-of-procedure cancellations. HelpAI replaces this with one consistent clinical process, from the decision to operate through readiness, site of service, and care coordination.
1 Muñoz E, Muñoz W III, Wise L. National and surgical health care expenditures, 2005–2025. Ann Surg. 2010;251(2):195–200.
02What you get · Surgical population management
One signed note. Five answers. Every referred patient.
Every case raises the same five questions. Today the answers depend on who happens to review the chart and how much of the record they could find. HelpAI answers all five the same way, for every patient you refer.
01Can this patient proceed?
Risk stratified against one consistent standard — not a judgment that varies by reviewer.
02What should be optimized first?
Specific, actionable steps for the patient and the provider, with the clinical rationale documented.
- 03
Where should this case be performed?
A site-of-service recommendation built from the patient's condition, the procedure's requirements, and what the facility can safely support.
04What's still open, and who owns it?
Every outstanding item assigned to the patient or your team, with a status — so nothing surfaces on the morning of surgery.
05Across every case, is the standard holding?
Cancellation rate, testing spend, and site-of-service mix, measured across your whole population.
03A sample evaluation
This is the note your team receives.
An abbreviated evaluation for a synthetic test patient: a 69-year-old scheduled for laparoscopic colectomy. The full note runs six pages, with every lab result and source document linked.
HelpAIPre-Procedural Medical Evaluation- Generated
- Sep 3, 2026
- Complexity
- High
Executive clinical summary
69-year-old male · Laparoscopic colectomy
History of obesity, type 2 diabetes, hypertension, and ASCVD with reported unstable angina; prior pneumonia and lower-extremity DVT; now with malignant neoplasm of the sigmoid colon.
Reason for procedure, in the patient's words: “I'm having stomach pain.”
Site of service
CRecommendations
B- 1Cardiology evaluation, to assess anginal symptoms and offer periprocedural pacemaker recommendations
- 2Address elevated HbA1c prior to surgery
- 3Repeat BMP and CBC prior to surgery
Record assembled from outside sources
APrior procedures · 4 confirmed
- Cardiac pacemaker2020
- Coronary artery bypass graft2018
- Laparoscopic appendectomy2011
- Partial colectomy2008
Labs · 19 results, 3 outside range
- Hemoglobin A1c12.2 %ref 4.3–5.6
- Calcium10.4 mg/dLref 8.9–10.3
- LDL132 mg/dLref 0–130
Recent emergency visits
- Deep vein thrombosis, lower extremityJan 2026
- Laceration, right lower legApr 2026
Anesthesia history
No documented difficult airway, difficult mask ventilation, malignant hyperthermia, significant PONV, or anesthesia-related complications.
Source documents linked in the full note: transthoracic echocardiogram (Feb 2025), clinical notes, and summary of care.
Medications & perioperative management
B6 of 6 verified against patient report, external records, and pharmacy data. No discrepancies.
- Apixaban 5 mg twice dailyHOLD48 h pre-op (72 h if CrCl < 25)
- Lisinopril 10 mg dailyHOLDMorning dose on day of surgery
- Furosemide 40 mgHOLDMorning dose on day of surgery
- Metformin 500 mg twice dailyHOLDDay of surgery
- Metoprolol succinate 50 mg ER dailyCONTINUETake morning of surgery
- Albuterol inhalerCONTINUEUse as needed
Clinician attestation
D“I have personally reviewed the patient's medical records, clinical data, and all information presented in this pre-procedural medical evaluation.”
Synchronous audio-video telehealth encounter
A physician reviews and signs every evaluation.
The technology assembles the record and structures the analysis. It does not make the decision. A licensed HelpAI Medical Group clinician validates every evaluation with the patient, a physician signs it, and the treating surgeon, anesthesiologist, and facility keep final clinical authority on every case.
HelpAI, Inc. builds the platform and runs the workflow. HelpAI Medical Group, PLLC provides the licensed clinical evaluation and the physician accountability.
Who's behind it
Dr. Perrin W. Jones, MD
Founder & CEO · Board-certified anesthesiologist
UNC-Chapel Hill
Wake Forest School of Medicine
Anesthesiology residency, Dartmouth-Hitchcock
Two decades across the operating room and value-based care. Partner and Executive Committee member at one of North Carolina's largest independent anesthesia practices; helped launch and lead an Accountable Care Organization in McAllen, Texas; past President of the North Carolina Society of Anesthesiologists; former member of the North Carolina House of Representatives; Trustee of the University of North Carolina at Chapel Hill. He developed the method behind HelpAI in practice, then founded the company to scale it.
04How it works
You do one thing. We do the rest.
Refer the patient. HelpAI aggregates the clinical records and applies a standardized assessment, a HelpAI Medical Group clinician validates it with the patient, a physician signs, and the finished note comes back to your team.
- Your team01
Refer the patient
You enroll the patient. Identity and digital consent are captured securely.
- HelpAI platform02
Aggregate clinical records
History pulled automatically across the network. No manual chart chasing.
- HelpAI platform03
Apply a standardized assessment
Risk, testing, optimization, and site-of-service analyzed the same way every time.
- Licensed clinician04
Validate and sign
A licensed clinician meets the patient by telehealth, completes the evaluation, and a physician signs.
- HelpAI platform05
Deliver to the team
One audit-ready note reaches your surgical team, consistent on every case.
Typical go-live: about two weeks from signed agreement to live patients.
05For your compliance and IT teams
Ready for the review, before the review.
The four things your compliance officer and IT lead will ask, answered up front.
HIPAA-compliant production environment
The platform runs in a HIPAA-compliant production environment. HelpAI Medical Group operates as a covered entity with its own privacy and security program.
A BAA before any PHI moves
A Business Associate Agreement is executed before any protected health information is exchanged. Standard agreements are ready for both HelpAI, Inc. and HelpAI Medical Group, PLLC.
Records through national interoperability networks
Patient history is retrieved through nationwide electronic health information exchanges, so the record arrives without your staff chasing charts or building a new integration first.
Licensed clinicians, by telehealth
A licensed HelpAI Medical Group clinician meets the patient by telehealth and validates the evaluation; a physician signs every note.
HelpAI Medical Group's Notice of Privacy Practices (PDF) is available to patients and partners.
06Cost and return
Evaluations from $200. Two ways to pay.
The evaluation is the same either way. Pricing is set by contract, based on your volume and scope, and is billed either directly to your organization or to the patient’s insurance.
Billed to your organization
A flat fee per evaluation, all-inclusive.
Monthly invoice, net 30. No implementation fee, no per-seat license, and no balance billing to the patient.
Billed to the patient's insurance
Submitted to the patient's health plan as a covered clinical visit.
Reimbursement is subject to payer participation and patient benefit coverage. Nothing changes about the evaluation itself.
Return on investment
The method is proven. HelpAI is how it scales.
The evaluation standard behind HelpAI was built and run at a North Carolina health system, across more than 150,000 preoperative evaluations, before HelpAI existed. We make it available to any surgical group, facility, or health plan — and validate it prospectively with every partner.
Where your return comes from
It depends on where you sit. Each driver shows what it rests on: published research, public CMS data, the method's prior health-system results, or your own contracts and setup. These are illustrations, not guaranteed savings.
Prior health-system implementation<1%day-of-surgery cancellations at a North Carolina health system before HelpAI, against 5–8% after a conventional preoperative clinic visitYou own a surgery center or an office-based pathway, and carry no episode or shared-savings risk.
- Eligible cases kept in your own ASC or officeWhen a medically appropriate case is done in a facility you own, the facility payment stays with you instead of going to a hospital.Your setupDepends on your ASC or office ownership
- Fewer day-of cancellationsPatients arrive prepared, so professional fees and block time are not lost on the morning of surgery.Prior implementationNC health system, 150,000+ evaluations; Ferschl 2005
- More cases completed per blockFewer late cancellations and delays leave fewer gaps in the schedule.Your pilotMeasured against your current block use
- Less record chasing and clearance coordinationThe record arrives through health information exchange, and every open item has an owner.Your pilotMeasured against your current staff time per case
Before a pilot, we model your return on your own claims or case data. During the pilot, we measure it against your baseline, using a savings method agreed up front.
Ask us to model your returnSources and method · opening measures and this section
Modeled estimates and their assumptionsSupports opening card 2, the health plan break-even, and “Where your return comes from” Savings figures on this site are modeled estimates, not observed HelpAI results and not guaranteed savings. They assume: 1,000 reviewed cases (opening card 2); 5–20% of reviewed cases moving from a hospital outpatient department to an ambulatory surgery center, with about 7.5% needed to break even; a facility payment difference of $2,683, the 2024 Medicare fee-for-service average across 151 procedures, with the ASC rate set at 54% of the hospital outpatient rate; and a $200 evaluation fee. Actual results depend on procedure mix, payer contracts, facility ownership, risk arrangements, and where clinicians decide each case is done.
Cancellations and testingSupports opening cards 1 and 3, “The method is proven,” and the cancellation and testing drivers The <1% cancellation rate, the ~60% reduction in new preoperative tests, and the 150,000+ evaluations are historical results from the method's prior implementation at a North Carolina health system, before HelpAI existed (HelpAI internal data). They are not current HelpAI customer outcomes. The $300–$600 per-case testing cost is HelpAI's internal estimate from the same health system, lower for government and higher for commercial payers. The 5–8% comparison is from Ferschl MB, Tung A, Sweitzer B, Huo D, Glick DB. Preoperative clinic visits reduce operating room cancellations and delays. Anesthesiology. 2005;103(4):855–9 (n=6,524; 5.3% general OR and 8.4% same-day surgery with a clinic visit, 13.0% and 16.2% without). Prospective HelpAI validation is underway.
Site of serviceSupports opening card 2 and the health plan break-even Differentials are computed from Medicare fee-for-service claims for calendar year 2024. Hospital outpatient payment amounts come from the CMS Medicare Outpatient Hospitals — by Geography and Service public use file; the hospital-versus-ASC mix comes from the CMS Physician/Supplier Procedure Summary. The ambulatory surgery center rate is set at 54% of the hospital rate, per MedPAC, Report to the Congress: Medicare Payment Policy, March 2026, Ch. 11, p. 332, which finds ASC rates run 46% below hospital outpatient rates for most services. The 151 procedures are those Medicare patients demonstrably receive in both settings. The $134K–$537K range applies the $2,683 average differential to 5–20% of 1,000 reviewed cases; the 1-in-13 break-even divides the $200 evaluation fee by the same differential (about 7.5% of cases). Savings are modeled and exclude Medicare Advantage. The surgeon, anesthesiologist, and facility retain the site-of-service decision.
Episode cost and the other return driversSupports “Where your return comes from,” including the 29% figure Drivers are described rather than priced, because their size depends on your procedure mix, payer contracts, facility ownership, and risk arrangements. Episode variance: Ryan SP et al. Predicting costs exceeding bundled payment targets for total joint arthroplasty. J Arthroplasty. 2019;34(3):412–7 (612 of 2,084 episodes, 29%, exceeded the CJR target price). Episode rules: 42 CFR §512.525 (CMS TEAM episodes, effective January 1, 2026). Quality and Stars effects, malpractice exposure, and patient experience are not included.
See it on your own cases.
A thirty-minute demonstration, then a focused pilot on an agreed cohort with success metrics you set. Live patients in about two weeks.