Successful policy ingestion separates two distinct skillsets: upload and formatting work that doesn't require clinical expertise, and logic review that does.
The upload team—whether your internal staff in a self-serve model, Cohere's implementation team in a fully managed approach, or a blended combination—handles the mechanical work of feeding source documents into the AI system, monitoring ingestion progress, verifying metadata, and ensuring content lands in the correct template sections. These team members recognize structural issues and formatting problems but don't validate clinical accuracy.
The logic review team consists of clinical subject matter experts who transform the ingested bulleted text and narrative criteria into formal, structured policy logic that will drive authorization decisions. Reviewers verify that coverage criteria are complete and correctly interpreted, confirm that clinical decision trees accurately reflect the source policy's intent, validate coding tables and exclusions, and ensure the structured logic will produce the right authorization outcomes.
Regardless of your implementation model, keep these roles separate—let operational staff or Cohere handle the upload mechanics while preserving your clinical experts' bandwidth for the high-value work of validating and formalizing policy logic.