AI revenue optimization & operating partner for multi-location care

Your clinics have the data. Your team doesn't know what to do with it.

A daily action queue for every manager — tracked to the dollar. Recover the revenue already hiding in your systems of record.

Your systems of record Roman AI Daily action queue
  • Lapsed patient recovery$6,300
  • Open schedule gaps — today$3,400
  • Follow-ups overdue$2,900
  • Unconverted leads$2,100
  • Treatment-plan dropoffs$1,500
  • Membership renewals due$1,200
  • No-show risk — flagged$980
  • Provider underbooked$870
  • Recall outreach due$640
↻ Ranked by revenue impact — refreshed every morning, tracked to completion.
The problem

The revenue is already in your data. Nobody is acting on it.

EMR, scheduling, billing, marketing, payroll — five systems of record that don't talk. The manager walks in at 8am and guesses. Follow-ups get missed, gaps go unfilled, and the owner finds out at month-end.

The solution

Not a dashboard. A daily action queue.

Every morning, each manager gets a ranked queue — who to call, what to fill, what to follow up — with names, context, and scripts. Then we close the loop: every action tracked from assignment to revenue.

1Assignedranked by revenue impact
2Completedworked by the manager
3Rebookedpatient back on the calendar
4Revenue recoveredmeasured, then fed back in
Living operations

Not reports. A living system.

Roman AI keeps your operations alive — every system of record read in real time, every action closed into a loop that learns, and the whole thing ready to answer anything you ask.

How it works

Four steps. One closed loop.

Connect

We plug into the systems of record you already run. No rip-and-replace. Live in days, not months.

Identify

The AI surfaces the revenue you're leaving on the table, ranked by impact.

Execute

One short list, every morning. Specific actions, not dashboards.

Measure

Completed, rebooked, recovered — tracked in a loop that learns every cycle.

EMRSchedulingBillingRoman AIMarketingPayrollCRM
Lapsed patients$6,300
Open schedule gaps$3,400
Unconverted leads$2,100
Treatment-plan dropoffs$1,500
6
ranked actions, before 9am — who to call, what to fill, what to follow up
↻ Learns every cycle
Managed AI

From copilot, to autopilot, to operating partner.

How Roman AI earns its way — from surfacing the work, to running it — with your team always in command.

01

Copilot

AI surfaces what matters. Every morning a ranked action queue lands with your team — the calls to make, the gaps to fill, the follow-ups overdue. Your people decide and execute.

02

Autopilot

AI operates the routine. Outreach, rebooking, and reporting run themselves — and wait for a human yes. Trust compounds with every action you approve.

03

Operating partner

Humans operate the AI. The work your team did by hand now runs end to end — your people steer the system instead of the busywork. Faster results, without the slog.

AI does the horsepower. Humans do the handshake.

The human layer

A partner, not a portal.

Every operator has been sold another login nobody opens. Roman AI is the opposite — the AI works in the background, and what your team feels is a person. Your team, amplified. Not replaced.

For owners

A weekly call. Not a chatbot.

An accountability partner on the other end who knows your business — and tells you the three things to focus on this week, and why.

For managers

A daily list. Not another login.

Open it, work it, go home knowing you did the right things today. People, not dashboards — that's what makes us stick.

Ask your business anything

Your entire operation, queryable.

Plain language in, answers in seconds — pulled from every system of record you run.

Who it's for

Built for operators running 3 to 500+ locations.

Med spas, dental & DSOs, wellness clinics, mental health, dermatology, longevity, veterinary, outpatient surgery, fitness.

If your team is guessing what to focus on every morning, we built this for you.

Built for trust

We hold the hardest data in healthcare — and we're built for it.

Roman AI handles real patient data. HIPAA-compliant and BAA-ready, with end-to-end encryption, role-based access, and a full audit trail.

HIPAA-CompliantBAA-ReadyEnd-to-End EncryptionRole-Based AccessFull Audit Trail
The guarantee

Measure us.

A flat monthly rate per location. If we can't show 10x in recovered revenue and savings within 90 days — cancel anytime.

The team

Built by healthcare operators.

People who ran the clinics and lived the problem — trained at Harvard, Stanford, and Google.

Harvard·Stanford·Wharton·Google

The revenue is already in
your data. Let's go get it.

A 30-minute walkthrough. No slides. We scope a focused pilot around your biggest revenue leak.

Currently taking on a limited number of pilot partners.