This is a sample — generated for Mesa Family Medicine (a fictional medical practice business). Your real assessment will be 100% specific to your actual operations.
AI Assessment Report
Your AI
Roadmap
Executive Summary
Hours You Could Reclaim
18
hrs / week
Assessment Finding
You could reclaim 18 hours per week across the practice — most of it provider charting time and front-desk PA work — by deploying BAA-covered AI scribes, PA automation, and a real recall + reminders system.
Your Top Time Wasters
Providers are averaging 90 minutes of after-hours charting every clinic day — "pajama time" is eating into family life and driving burnout signals.
Prior authorizations consume ~1.5 FTE of front-desk time across the three providers, with Aetna and UnitedHealthcare PAs the worst offenders.
No-show rate is sitting at 22% — well above the 18% benchmark — and you have no automated reminder cadence beyond a single 24-hour call.
Annual physical recall is manual and inconsistent. Patients due for AWVs are slipping past their birthday months, leaving Medicare revenue on the table.
Eligibility verification happens on the morning-of in eClinicalWorks, leading to denial spikes and write-offs your biller is catching too late.
Impact-Effort Matrix
Quick Wins — High Impact, Low Effort
Fill-ins — Low Impact, Low Effort
Big Bets — High Impact, High Effort
Ignore — Low Impact, High Effort
Hover any badge to see the description
Recommended Solutions
Abridge
Solves: Providers charting until 10 PM every weeknight
BAA-covered ambient AI scribe purpose-built for primary care. Listens during the visit, generates a structured note, drops it into eClinicalWorks for the provider to review and sign. Most family-med providers see ~6 hrs/week back within 2 weeks.
Cohere Health
Solves: Front desk burning 1.5 FTE on prior authorizations
PA automation platform with payer integrations including UnitedHealthcare and Aetna. Handles ~80% of routine PAs end-to-end with no human touch. Your front desk handles the 20% edge cases instead of the entire pipeline.
NexHealth
Solves: 22% no-show rate with no real reminder cadence
Online booking + SMS/email reminders + recall campaigns + eCW integration. BAA-covered. Pre-built family-medicine recall templates for AWV, well-child, A1c follow-up. Drops no-shows ~30% in the first 60 days.
Klara
Solves: Phone tag eating 90 min/day of front-desk capacity
BAA-covered HIPAA messaging app patients actually use. Refill requests, scheduling, clinical questions all flow through the inbox instead of voicemail. Cuts inbound call volume ~40% in the first month.
eClinicalWorks Eligibility (built-in)
Solves: Eligibility verification too late, denials spiking
Already in your subscription — just unconfigured. Set the batch eligibility check to run 48 hours pre-visit, not morning-of. Catches plan terminations and benefit changes before the patient is in the room.
4-Day Quick Wins Plan
Day
1
Schedule Abridge BAA execution + pilot deployment with one provider this week. Vendor handles eCW integration setup.
Configure eClinicalWorks batch eligibility check to run 48 hrs pre-visit instead of morning-of. Have biller verify denial pattern over the next 30 days.
Day
2
Sign up for Klara, execute BAA, integrate with eCW patient list. Send launch announcement to active patient panel.
Sign up for NexHealth, configure SMS reminder cadence (48hr / 24hr / 2hr) and AWV recall template for Medicare panel.
Day
3
Run Abridge with provider 1 for full clinic day. Review notes against historical baseline at end of day. Tune as needed.
Audit Klara message volume after 24 hours. Train front desk on triage rules. Document escalation paths for clinical questions.
Day
4
Roll Abridge out to providers 2 and 3. All three providers running ambient scribe by end of week 1.
Begin Cohere Health discovery call to scope PA automation against your top 3 payers. This kicks off the bigger PA initiative.
What Comes After Quick Wins
Opportunity
Cohere Health PA automation rollout
Full deployment of PA automation across UHC, Aetna, and your top commercial payers. Frees 1.5 FTE from PA work. ROI typically pays back in 4-6 months on labor savings alone.
$500-1,500/mo + ~$30k/yr labor savings
Opportunity
Custom No-Show Predictor (Neural Rebel build)
Trained on your eClinicalWorks historical no-show data — pulls in patient demographics, appointment type, day of week, prior no-show history, weather. Flags high-risk appointments 48 hours out so the front desk can do proactive outreach.
$4,000-$7,000 one-time build
Opportunity
RCM Denial Pattern Dashboard
Pulls denial data from eCW into a weekly dashboard showing denial reasons by payer, by provider, by CPT. Your biller stops chasing the same fixable denials month after month.
$2,500-$4,000 build
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Financial Impact
Estimated Monthly Net ROI
$6,590
per month
Time Reclaimed
18 hrs/wk
× $100/hr
Monthly Time Value
$7,740
hours × rate × 4.3 wks
Less Tool Costs
−$1,150
estimated monthly subscriptions
Based on estimated hourly value of $100/hr. Actual results vary.
Your Turn
Ready to get yours?
One $1,000 fee. A 20-minute intake call. A custom roadmap delivered within 24 hours — built around the way you actually operate.
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