One Elf spots what another missed. The plan gets better. You decide what happens next.
ILLUSTRATIVE TEAM · ONE SHARED PROJECT.
A launch campaign gets a reality check.
Your opening is approaching. You want the website, payer information, and spending plan to agree.
Administrator coordinates the team. Major decisions come to you.
Example limits
Try a lower allowance to see the team pause. Changing a limit restarts this example.
Two exchanges have already been used by other projects in this fictional day. Each Elf-to-Elf handoff after the opening draft counts once. These are demo settings, not plan limits.
AAdministratorTeam lead · coordinates the workCCFOChecks cost and spendingMMarketingShapes the messageYYouOwn the decisions
The team at work
01 / 06
Marketing → Administrator
A campaign worth checking.
I’ve drafted an October launch campaign with online booking and “all major insurance” in the headline. Can you check the opening assumptions?
You review this handoff before the next Elf responds.
Project: 0 of 4 exchanges · Today: 2 of 6
Opening campaign
Draft 1
FIRST PROPOSAL
Book your October visit. We accept all major insurance.
CURRENT PLAN · NEEDS REVIEW
Publish the booking campaign and promote the October opening.
First proposal, before the team checks it.
A shared project, with clear owners.
No campaign is published, money spent, or contract signed by this demo.
How the work got here.
WITHIN YOUR BOUNDARIES
The team coordinates. You stay in control.
Publishing, spending, and commitments still need your decision.
Open a practice
First proposal: Book your October visit. We accept all major insurance.
After the team’s checks: Introduce the practice with an awareness page. No insurance promise or booking date. Stage promotion after your review.
Your decision: Approve a smaller awareness campaign while payer participation and the opening date are confirmed?
Fill a clinician’s schedule
First proposal: Same-week morning appointments with our new clinician.
After the team’s checks: Introduce the clinician with accurate afternoon availability, referral outreach, and a checkpoint before wider promotion.
Your decision: Approve an afternoon-only campaign, with a capacity check before any wider promotion?
Review an EHR renewal
First proposal: Switch to the lower subscription price at renewal.
After the team’s checks: Request a migration quote and current renewal options. Keep the existing workflow in place while you review them.
Your decision: Ask for the missing migration quote and renewal options before committing to either system?
Enable JavaScript to play the scenarios and try the involvement dial.
Illustrative workflow. These scripted scenarios show the coordinated team and controls we’re building toward. They do not run agents or take actions. Elf provisioning is available by arrangement; current product capabilities are described below.
THE FOUNDATION TODAY
Useful work. Context you can return to.
These examples use sample records. Direct coordination, shared allowances, and progress checks illustrate where we’re headed. The capabilities below are in the product today.
01
Keep the moving pieces together.
Tasks, payer records, obligations, contracts, and vendors each have a place. The Weekly Brief draws on your board to surface what needs attention.
02
Start with a draft you can review.
Elf can help organize records and prepare text drafts where enabled. Save the work and its versions, then check the details before acting.
03
Pick up the conversation.
Return to saved conversations and work with Administrator, CFO, and Marketing modes. Your practice’s configuration determines the available capabilities.
What would you hand to your Elf?
Give your Elf a name, choose a role, and outline the work. We’ll agree on scope and connections before provisioning.