Your Pilot Scoping Meeting: Planning the Next Step

  • Review Discovery Findings

    Recap the admin challenges we identified, like the 15 hours you spend weekly on claims denials or prior authorizations. We’ll confirm these are your top priorities and ensure we’ve captured your needs accurately.

  • Define the Pilot Scope

    Together, we’ll select 10 specific tasks to automate in a 30-day pilot—like processing 10 claims appeals or prior authorizations. We’ll outline success metrics, such as saving 10–15 hours, and discuss any data or access needed (e.g., EHR credentials for integration with Epic or Cerner).

  • Present the Execution Plan

    We’ll walk you through how the pilot will work: we’ll use our AI+Human Concierge solution, powered by advanced AI (e.g., GPT-5), to automate the selected tasks with human oversight for accuracy. You’ll see a timeline, including a kickoff date, daily check-ins, and a final review, all while staying HIPAA-compliant. We’ll also address any questions to ensure you’re comfortable moving forward.

What’s Next?

FAQs: Pilot Program

At the end, we’ll confirm the pilot plan and schedule the kickoff date. If adjustments are needed, we’ll refine the scope together.