Truth boundary
This is a buyer-education intake policy, not a customer case study. It contains no real US medical group, clinic, physician, patient, PHI, ePHI, payer file, claims file, EHR/PMS export, call recording, platform access, testimonial, logo, certification, BAA, HIPAA proof, SOC 2 proof, HITRUST proof, legal advice, privacy advice, security advice, clinical advice, billing advice, coding advice, payer advice, procurement advice, savings result, ROI result, no-show reduction result, appointment-growth result, ranking result, demand result, lead result, customer result or revenue result. No outreach was sent.
What is allowed for a first review
Redacted patient-access rows
Channel, source category, age, status, owner role, next action and blocker category with all patient identifiers removed.
Synthetic examples
Demo rows that mirror queue shape for no-shows, late cancels, callbacks, referrals, prior-auth blockers and waitlist fill without production data.
Buyer-approved screenshots
Blurred screenshots or exported counts that show workflow state, not names, phone numbers, medical details, payer IDs or chart contents.
Question owner map
Rows showing which security, privacy, clinical, billing, payer or procurement owner must answer adviser questions before automation or access.
What is blocked until separate approval
| Do not send in first review | Why blocked | Safe substitute |
|---|---|---|
| PHI/ePHI, patient names, phone numbers, DOB, MRN or chart details | Patient privacy and regulated-data risk. | Use row IDs, categories, ageing buckets and synthetic notes. |
| EHR/PMS, RCM, call-center, portal, analytics or AI receptionist logins | Credential, access-control and production-system risk. | Use redacted exports, screenshots and owner-approved summaries. |
| Payer files, claims, eligibility, authorization or denial records containing individuals | Billing, payer and contractual sensitivity. | Use blocker labels and counts only. |
| Call recordings, transcripts or voicemails | Consent, PHI/ePHI and recording-law risk. | Use scripted exception categories and synthetic transcript snippets. |
| Unsupported success claims | AICS must not imply proof it does not have. | Frame outputs as owner-evidence, queue hygiene and decision support only. |
First-review evidence lanes
no-show queue ageinglate cancel callbackwaitlist fill ownerreferral blockerprior-auth adviser questionAI receptionist human reviewHIPAA-aware claim boundary
Patient access leakage
AICS can map source-to-owner gaps, queue ageing and stale follow-up without seeing patient identities.
Automation safety
Medical, billing, coverage, privacy and urgent-care questions must route to human owners; this policy blocks unsafe autonomous responses.
Revenue readiness
The diagnostic can become a fixed-scope paid review because the buyer knows exactly what not to share before contract/security approval.
Safe next step
Ask for a fixed-scope patient-access evidence review using only redacted or synthetic inputs. AICS will return owner queues and adviser questions, not patient outcomes or compliance promises.
No-show recovery comparison · Vendor shortlist checklist · More resources · Evidence policy