← All case studies
Jose Suarez Founder, Moveo Performance
Case study · Rio Grande Valley

A clinic automates its notes and training

Jose Suarez of Moveo Performance built an AI workflow that drafts his clinical notes and turned his front-desk handbook into a training program.

Jose Suarez runs Moveo Performance, a physical therapy and performance clinic in the Rio Grande Valley. He came into the intensive with no prior AI experience, and within a few days he was automating real parts of how the clinic runs.

The one he is proudest of is his charting. He trained an AI assistant to open the apps he already uses, take the recording of a session, and draft the note into the exact template he wants. So now, while he is away from his desk working with a patient, the documentation writes itself. By the time he sits back down, it is done.

He turned his front-desk training into a system. He used a deep-research report on how to train people to rebuild his front-desk handbook, then generated training videos straight from it, so a new hire can read the updated manual and watch the videos rather than learn by guesswork.

He kept building. He connected the app he had built on his own so he can improve it through a conversation instead of wrestling with prompts, and he is now scoping a single dashboard that pulls his clinic numbers and his accounting into one place, so the next hire, the next location, and the next decision are backed by the full picture.

The thread through all of it is a shift Jose made on his own: stop thinking about agents, start with the outcome you want, and build toward it. That is the capability he left with, and he is still building.

I find so much value in this. When I am finished taking patient notes, I can have my agent log them into our system and run them while I am physically working on a patient. By the time I get back, the logs have already been done successfully.

Jose Suarez, Moveo Performance
See how the operator intensives work

Pick the path that fits and tell me about your business.

We value every application and respond to all of them. We take on the work where it is a good fit.

Start an application