Solution Assessment & Enhancement Roadmap

Building on a Solid Foundation

Your current solution handles core patient interactions effectively. Here's what's working, what real-world scenarios are missing, and the enhancements that unlock the next level.

21
Working Features
Verified
8
Scenario Gaps
Identified
+21
Enhancements
Available
4
Evolution Phases
Roadmap
$780K
Potential Value
Annual
Current (21)
Phase 1: Foundation
Phase 2: Personal
Phase 3: Intelligence
Phase 4: Outbound

Real-World Scenarios Not Handled

These are actual situations patients encounter that the current agent cannot handle effectively. Each gap represents a missed opportunity for automation and better patient experience.

Complaint Handling
criticalPhase 3
Monthly Value
$5,000-10,000
Current State

No complaint, upset, or frustration detection

Real-World Example

Patient calls angry about a billing error or wait time. Agent has no empathy scripts, no de-escalation, no escalation path.

Impact

Upset patients hang up more frustrated, leave bad reviews, or churn

Variables Needed
arg_complaint_escalation_patharg_sentiment_detectionarg_complaint_priorityarg_previous_complaints
Late Arrival Policy
highPhase 1
Monthly Value
$3,000-5,000
Current State

Basic 'running late' detection exists, but no policy enforcement

Real-World Example

Patient calls saying they'll be 20 minutes late. Agent doesn't know: Can they still come? Must they reschedule? Is there a fee?

Impact

Staff manually handles every late call, inconsistent policy application

Variables Needed
arg_late_grace_periodarg_late_threshold_reschedulearg_late_policy_actionarg_late_fee
Phone Type Detection
highPhase 1
Monthly Value
$2,000-4,000
Current State

No awareness of cellphone vs landline

Real-World Example

Agent offers to 'send a text confirmation' to a landline. Or fails to offer SMS to mobile users who would prefer it.

Impact

Missed SMS opportunities, awkward interactions, lower confirmation rates

Variables Needed
arg_phone_typearg_sms_capablearg_preferred_contact_method
Appointment Proximity Awareness
highPhase 2
Monthly Value
$1,500-3,000
Current State

Knows appointments exist, but no proximity-based intent prediction

Real-World Example

Patient calls 45 minutes before appointment. Most likely: running late OR need directions. Agent asks 'How can I help?' instead of predicting.

Impact

Longer calls, missed opportunity for proactive service

Variables Needed
arg_appointment_proximity_minutesarg_predicted_call_intentarg_office_addressarg_parking_instructions
Pediatric vs Adult Awareness
mediumPhase 2
Monthly Value
$1,000-2,000
Current State

No patient age or practice type differentiation

Real-World Example

Parent calls about child's appointment. Agent says 'Your appointment' instead of 'Your child's appointment'. Misses guardian context.

Impact

Confusing communication, less professional experience for families

Variables Needed
arg_patient_agearg_patient_typearg_guardian_namearg_guardian_relationship
Address & Directions
mediumPhase 1
Monthly Value
$500-1,000
Current State

No explicit address handling found

Real-World Example

Patient en route asks 'Where are you located?' or 'Where do I park?' Agent can't answer without transfer.

Impact

Simple questions require staff intervention

Variables Needed
arg_office_addressarg_office_directionsarg_nearby_landmarksarg_parking_info
Balance & Billing Inquiries
highPhase 2
Monthly Value
$3,000-6,000
Current State

No knowledge of patient balances or payment status

Real-World Example

Patient asks 'Do I owe anything?' or 'What's my copay?' Agent must transfer to billing staff.

Impact

25-30% of calls are billing-related, all require human handling

Variables Needed
arg_outstanding_balancearg_last_payment_datearg_copay_amountarg_payment_plan_active
Multi-Location Awareness
mediumPhase 2
Monthly Value
$1,000-2,000
Current State

Single location assumption

Real-World Example

Practice has 3 locations. Patient's appointment is at Main St but they usually go to Oak Ave. Agent can't clarify or redirect.

Impact

Patients show up at wrong location, confusion for multi-site practices

Variables Needed
arg_practice_locationsarg_patient_preferred_locationarg_appointment_location
8 Scenario Gaps Identified
Total monthly value: $17,000-33,000 in savings potential
2
Critical
4
High
2
Medium