How To Get Your Clinical Health Data AI Ready
Educators
- David Korsunsky, Founder & CEO, Heads Up
- Tom Cronin – Product, Airia
- Doctor Kenneth S. Sharlin, M.D. M.P.H. Sharlin Health & Neurology
Clinical AI Readiness: How Clinics Turn Disconnected Health Data into Actionable Intelligence
AI is here. The practices that adopt it early are gaining an exponential edge.
In this non-technical, introductory session, you will discover how integrative, concierge, and longevity clinics are beginning to harness the power of AI and LLMs by combining clinical-grade data with secure, compliant AI tools.
You’ll get an introductory look at the new Heads Up + Airia integration built specifically for innovative clinics like yours.
You will also hear directly from Dr. Sharlin on how he is using AI + data as a strategic differentiator.
“I’m still the one driving, AI shortens the path and checks my thinking.”
Introduction: Why AI in Clinics—Now
In this masterclass, we shifted from narrowly focused medical topics to a practical, clinic-first look at bringing AI into daily care. The promise is simple: unify your EHR fields, lab PDFs, wearables, imaging, and assessments under one roof—then layer HIPAA-safe AI on top to surface insights, automate prep, and scale repeatable workflows.
Who it’s for: integrative & functional medicine, concierge practices, prevention/longevity clinics, multi-provider groups, and any team buried in data but hungry for outcomes and efficiency.
What You Will Learn
- How to Get Your Clinical Data AI-ready
Most clinical data is still trapped inside EHR systems, PDF files, medical filing cabinets, wearables, paper records and other clunky formats. The process to get this data AI ready takes time. We will show you how you can get started today. - How to Ask Clinical Questions in Natural Language Using AI
Quickly query your patient data using natural language prompts and get instant, data-driven answers. - Build Smarter, Personalized Treatment Plans with AI
Learn how AI can help synthesize thousands of data points to support more precise, effective, and individualized protocols for every patient. - Leverage Global Expertise with AI-Supported Protocol Design
Cross-reference your patient cases with cutting-edge research, published protocols, and expert recommendations instantly. - Operate in a Secure, HIPAA-Compliant AI Environment
Learn how Airia + Heads Up enables safe, encrypted AI workflows using patient data designed from the ground up for clinical use. - Real-World Case Study: How Dr. Sharlin is Implementing an AI Strategy
Shares his clinic’s approach to weaving AI into daily operations and how it’s creating a powerful competitive advantage in the brain health & longevity space.
Five High-Impact Use Cases
1) Chart Prep in Minutes (40:48)
Deliver a daily pre-visit brief at 8:00 AM with:
- Med changes since last visit
- Abnormal labs with reference ranges
- Oura/CGM deltas vs. baseline
- “Don’t-miss” flags (e.g., radiology notes)
- Configured to each provider’s preferences and routed to staff when needed.
2) Lab PDF Intake → Structured Data (54:44)
Parse Quest/Labcorp/DUTCH/Genova PDFs into discrete fields; normalize units & ranges; map to your SOPs for downstream analysis and protocol drafting.Med changes since last visit.
3) Protocol Drafts from Your Playbook (56:19)
Apply your reference ranges, preferred meds/supplement lines, dosing rules, and clinical SOPs to auto-draft plans for clinician review (human-in-the-loop).
4) Patient-Friendly Med/Supp Schedules
Convert EHR-style lists into clean visuals (timing, with/without food, sequences), drastically improving adherence.
5) Wearable Watchers & Cohort Signals (1:14:20)
Agents monitor HRV, sleep stages, recovery, CGM variability against rolling baselines, notify on meaningful changes (not noise), and suggest next-best actions.
From Prompts to Agents (54:44)
- Prompts help you explore (“Show me patients with rising ApoB velocity and poor sleep scores”).
- Agents help you scale (“Run that analysis weekly, alert the care team, and attach a plan template”).
- Guardrails keep it repeatable, auditable, and safe.
Getting Started: A Low-Friction Playbook (27:18; 02:09)
- Secure the lane: HIPAA setup, BAA, model/vendor policies, RBAC
- Pick ONE workflow: Most clinics start with Chart Prep or Lab PDF Intake
- Define “done”: Inputs, outputs, formatting, delivery schedule, owners
- Pilot for 30 days: 3–5 providers; measure time saved and error reduction
- Scale with agents: Add wearable watchers, protocol drafts, and patient-friendly outputs
Why This Matters for Outcomes and Operations
- Better decisions: longitudinal context + wearable trends beat isolated snapshots
- Less cognitive load: teams walk into visits with the signal pre-sorted
- Higher adherence: visual med/supp schedules and short explainers > dense PDFs
- Revenue & retention: data-driven programs, value-based narratives, and measurable progress reports patients can see
Webinar Resources
Watch the Replay & Next Steps
Ready to see your data layer and AI layer working together?
- Watch the full webinar replay (and share with your team)
- Start with one workflow: Chart Prep or Lab PDF Intake
- Book a 30-minute mapping session to design your pilot and metrics for success
