New
Approval rules for health teams
Let your agent draft the first pass. Your team approves it.
Lumen handles the repetitive work for health, HR and security teams. Every step is logged, and nothing goes out until a person says yes.
4.8 from 212 reviews
120+
teams
1.2M
tasks approved
Lumen
Draft this week’s referral summary and flag anything urgent
Lumen worked for 4 minutes
42 referrals read, 6 flagged as urgent. The summary is in your approvals queue. Nothing has been sent yet.
Suggested next
Review and approve the summary
Answer this week’s policy questions from the team
Lumen worked for 3 minutes
12 questions answered from the handbook. 2 replies wait for HR because they touch leave and tax rules.
Suggested next
Review the two flagged replies
Prep the quarterly access review for finance and engineering
Lumen worked for 6 minutes
214 accounts checked against HR records. 3 admin accounts have not been used in 90 days. Nothing was changed.
Suggested next
Send findings to an analyst
Message Lumen…
Health · referral summary
People · policy replies
Security · access review
Your team is buried in work an agent can start.
Intake notes. Onboarding checklists. Alert queues. Every one of them needs a first pass, and that first pass eats the morning.
Fully automatic tools promise to take it off your plate. Then someone asks who approved the message that went to a patient, and nobody can answer.
So the work waits, and your best people spend their day on the repetitive part instead of the judgment calls.
We built Lumen to split the job in two. The agent drafts, sorts and summarizes. A person on your team reads it and decides. Every step is written down.
Maya Chen and Theo Park
Founders, Lumen
Use cases
PN
Referral summary, 42 letters
Priya Nair · Patient Access
Needs a clinician · 6 flagged
Health teams
Intake summaries and referral routing, reviewed by a clinician before anything is sent.
Send reply for review to…
DW
Dana Whitfield
VP People
SO
Sam Ortiz
HR partner
LP
Lena Park
Benefits lead
HR teams
Onboarding checklists and policy answers, with HR approving anything sensitive.
Security teams
Alert triage and access review prep, with an analyst confirming each action.
“Our goal was simple: give coordinators their mornings back. Lumen drafts every referral summary overnight, and nothing reaches a patient until one of us signs off.”
Getting started
From first call to first approved task in three steps
Most teams start with a single team and one workflow, live in four to six weeks.
Tell us the task
Pick one repetitive workflow to start with, like referral summaries or access reviews. We map who drafts, who approves and where the finished work goes.
Connect your tools
Lumen starts with read-only access, scoped to the systems you choose. Nothing is written or sent anywhere until your team switches it on.
Approve the first drafts
Your team reviews the first week of drafts next to the work they already do, and we tune the rules together until every draft reads like yours.
See it work
See one task from start to finish
A real request, every step the agent takes, and the one point where a person approves. Each step is saved to an audit log you can export.
Request
Steps
Task received
Summarize new referrals
Read records
42 letters, read-only
Draft written
1 page, 6 flagged
Your approval
Clinician reviews
Sent and logged
Saved to audit trail
Approver
Approve and send
Request changes
Drafts
First passes written in your team’s format and tone, ready for a quick read.
Approvals
Choose which actions wait for a person and who signs off on each one.
Audit log
Every read, draft and send, with who approved it and when. Export any time.
Summaries
Long threads and records turned into one page, with links to every source.
Hand-offs
When the agent is unsure, it stops and asks a person instead of guessing.
Permissions
Read, draft and send rights set per agent and per team, with scopes you control.
Permissions
You stay in control
Set what each agent can read, draft and send. Anything risky waits for a person to approve it.
Referral agent · Health team
5 rules
Allowed
Allowed
Needs approval
Needs approval
Never
Audit log
Every step, on the record
See what the agent read, what it wrote and who signed off. Export the full record for any review.
Today · Health team
Export CSV
9:42
Referral agent read 42 letters
9:44
Draft summary created
9:51
Summary approved and sent
10:03
Alert #4471 marked benign
10:15
Policy reply edited, then sent
Results
What changes when the first pass is done for you
12 hrs
saved per team each week
84%
of drafts approved without edits
100%
of agent actions logged
Average across pilot teams in their first 90 days.
Lumen works where your team already works. It gathers context from the systems you connect, does the first pass, and brings the draft back for a person to approve.
Ready to see it on your own work?
Book 30 minutes. We’ll run one of your tasks while your team stays in charge of every step.
Live in four to six weeks
Every action approved by a person
Built for Health, HR and Security
Your data never trains models
No credit card. No long contract.
Running a security review?
Data handling overview
Access scopes per agent
Sample audit log
FAQ