From Discovery to Full Deployment
A phased approach that minimizes disruption and maximizes results. Most groups are fully operational across all locations within 90 days.
Discovery
Map locations, systems, and workflows
- EHR/PM system inventory
- Workflow documentation
- Protocol capture
- Team introductions
Pilot Setup
Configure and launch 1-2 pilot locations
- System access setup
- Protocol training
- Call routing configuration
- Go-live with pilot sites
Pilot Optimization
Refine processes based on pilot learnings
- Performance review
- Protocol adjustments
- Team calibration
- Reporting setup
Phased Rollout
Expand to remaining locations
- Add 2-3 locations per week
- Ongoing QA and training
- Dashboard expansion
- Continuous improvement
Success Milestones
Clear benchmarks at every stage of your implementation.
Pilot Complete
- Pilot locations fully operational
- Call answer rate >95%
- First-call resolution >90%
- Team handling protocols independently
Scaling Up
- 50% of locations onboarded
- Reporting dashboard live
- QA process established
- Patient satisfaction baseline set
Full Operations
- All locations live
- Performance targets met
- Recall campaigns launched
- ROI metrics documented
Timelines based on typical multi-location implementations. Actual timelines vary based on number of locations, EHR systems, and organizational complexity.
What We Need From You
A successful implementation is a partnership. Here's what your team provides:
EHR/PM System Access
Login credentials and training on your specific system configuration for each location.
Protocol Documentation
Provider preferences, scheduling rules, and any location-specific procedures.
Point of Contact
A dedicated liaison from your operations team for the implementation period.
BAA Execution
Signed Business Associate Agreement before any PHI access is granted.
Ready to Get Started?
Book a discovery call to map your locations, systems, and rollout plan.
Schedule Discovery Call