Phase 01
Intake
5 use cases
High ROI
Insurance Verification
Verify coverage at arrival; collect payment if uninsured. Layer in prior authorization pre-checks for likely orders (MRI, referrals). Add self-pay fee schedule and sliding scale logic for underserved populations.
Safety Critical
Reason for Visit & Triage
Capture chief complaint with structured symptom severity scoring (ESI, PHQ-2) — not keyword matching. Emergency flags must account for age and context. The tagged chief complaint also drives downstream ambient scribe template selection.
UX
Wait Time & Lobby Management
Predict wait time with live updates. Conservative estimates with uncertainty outperform stale precise ones. Car waiting requires SMS opt-in captured at registration. Honest, dynamic communication reduces patient frustration.
Safety Critical
Medication Reconciliation
Three-way reconciliation: chart vs. pharmacy dispensing (Surescripts) vs. patient report. Structured capture of why medications were stopped (side effects, cost, felt better). Discrepancies flagged for physician review — not free text only.
High ROI
Preventative Care Gaps
USPSTF-driven alerts for due screenings and vaccines. Pre-populate orders but require physician sign-off. "Standing order" model (physician pre-authorizes vaccine for all adults) enables nurse execution without real-time order.
Phase 02
Point of Care
8 use cases
High ROI
Ambient Scribe
Speaker diarization in noisy exam rooms. Patient consent workflow required. Sensitive disclosures (mental health, substance use) may need exclusion from verbatim transcription. Physician amendment UX is the key differentiator — easy correction drives adoption.
High ROI
Billing Coder
ICD-10, CPT, and E&M level assignment (99213 vs. 99214). Confidence score + rationale for each code. Conservative-by-default posture to avoid overcoding liability. Full audit trail required. Pipeline shared with ambient scribe for note quality dependency.
Operational
Test Coder / Order Generation
Disambiguate order types (PA/lateral vs. portable x-ray). Duplicate order checking. Contraindication flags (e.g., no gadolinium if eGFR < 30). Automate requisition generation and fax dispatch to imaging centers — high value in independent clinic settings.
High ROI
Medication Summarizer & Renewals
Accurate current medication list with <30-day renewal flags. Interaction checking via DrFirst/Surescripts API. Deprescribing flags for polypharmacy (Beers Criteria for elderly patients). Proactive refill anticipation reduces inbox volume.
Efficiency
Note Summarizer
Problem-specific narrative summaries over time ("trajectory of diabetes management over 6 months") rather than raw last-N-notes. Physician-parameterized by problem, date range, or provider. Context-aware framing outperforms simple summarization.
Efficiency
Care Deficiency Summarizer
Point-of-care complement to backend population health tools. Shares the same rules engine to ensure consistency. Flags active deficiencies at time of visit when the patient is in front of the physician and action is most likely.
Efficiency
Problem List Updater
Suggests additions, removals, and updates with confidence scores and evidence citations ("Suggest adding T2DM — supported by HbA1c 7.4 on [date]"). One-click acceptance workflow. Addresses the real-world problem of chronically stale problem lists.
High ROI
Chart QA
RAG interface over the patient chart. Answers must cite source note and date. Never hallucinate lab values. Flag unanswerable questions explicitly. Structured response format ("Based on note dated X, Dr. Y stopped lisinopril due to cough") preferred over open-ended generation.
Efficiency
Form Filler
Extracts key chart data to answer form fields (disability, insurance letters, school/work notes). Chains to Chart QA module. Flags unanswerable fields rather than leaving blanks or guessing. Physician review before printing — legal implications for many form types.
Phase 03
Outtake
3 use cases
Operational
Appointment Scheduler
Agent-initiated scheduling based on physician return interval. Aware of scheduling rules: physician availability, visit type durations, insurance limits. Pre-selects appointment type from reason context (e.g., diabetes recheck).
Operational
Nurse Task Scheduler
Pending tasks (vaccines, in-office tests) displayed by room at the nurse's station. Priority logic: pre-departure tasks vs. deferrable tasks. Integrates with room assignment and rooming workflow for real-time operational clarity.
Operational
Physician Task Scheduler
Captures physician promises to patients (article review, deferred form completion). Default 48-hour due date with escalation logic. Tasks appear in physician's inbox — closes the loop on commitments that otherwise fall through the cracks.
Phase 04
Backend
3 use cases
High ROI
Inbox Triage & Chart Filing
Priority logic: urgent flags, abnormal labs, imaging findings, expiring medications. Deduplication across fax/HL7/portal. Sender classification. Administrative vs. clinical inbox split. OCR + patient matching (name, DOB, PHN) with human-review queue for low-confidence matches on misfiled documents.
Safety Critical
Appointment Management Voice Agent
Phone booking, cancellation, and identity verification. Multi-language support (patient safety issue, not optional). Concern triage per validated protocols (chest pain → 911). No-show prediction drives reminder channel selection (call vs. text vs. nothing).
High Impact
Population Health & Care Outreach
Configurable database queries by non-technical staff (e.g., "CKD stage 3+ missing ACR in 12 months"). Tiered outreach: portal message → SMS → automated call → staff call. Track response rates per channel. Requires the cleanest data foundation — build last, benefits from all prior modules.
Identified Gaps
Use cases not in the original framework worth adding to the roadmap.
Post-Visit Follow-Up Agent
24–48 hours after visit: check in on patient, confirm prescription fill, catch early deterioration before it escalates.
Referral Management
Track that referrals were accepted, appointments were booked, and results returned. One of the most common places care falls through the cracks.
Consent & Documentation Automation
For in-office procedures, auto-generate pre-populated consent forms with procedure details and patient data.
Interpreter Services Integration
Flags when a professional interpreter is needed (beyond translation), and books one in the workflow.
Chronic Disease Monitoring
Ingests patient-generated data (CGM, home BP cuff) and flags concerning trends to the physician's inbox between visits.
Build Sequencing
Ordered by impact-to-complexity ratio. Each phase builds the data foundation for the next.
1
Ambient Scribe + Billing Coder
Immediate revenue uplift and time savings. Well-understood problem space with mature tooling to integrate against. Establishes note quality pipeline everything else depends on.
2
Inbox Triage + Chart Filing
Reduces daily cognitive load and filing errors. High error-reduction value with no patient-facing risk. OCR + patient matching infrastructure is reused across the system.
3
Medication Reconciliation + Renewal Logic
Safety-critical use case with demonstrable measurable value. Builds the structured medication data layer needed by downstream modules.
4
Chart QA + Note Summarizer
Low risk, high physician satisfaction. Relies on chart filing and note quality already established. Strong driver of system adoption and trust.
5
Voice Agent (Appointment Management)
High patient-facing value but most complex to build and test safely. Multi-language and concern triage require rigorous QA before deployment.
6
Population Health + Care Deficiency Outreach
Highest clinical impact at scale. Requires a clean, validated data foundation that only exists once earlier modules are running and correcting data quality.