Use this as a planning sequence, not a promised implementation timetable. Stop at any unmet gate; regulated, integrated or low-volume workflows may need longer.
| Planning window | Action | Output |
|---|---|---|
| Days 1–5 | Name owners, extract the baseline and select one workflow | Workflow brief and readiness decision |
| Days 6–10 | Compare alternatives and open risk review | Economic scenarios and control blockers |
| Days 11–20 | Issue a common trial brief; test synthetic cases, integrations and handoffs | Supplier evidence and defect register |
| Days 21–30 | If approvals and tests pass, begin limited live exposure; otherwise complete prerequisites | Pilot evidence or a documented prepare-first decision |
For your internal kick-off, bring five items: aggregate call outcomes, current handling costs, approved workflow rules, system/integration details and fallback staffing hours. Do not begin by uploading identifiable patient calls or payment-bearing recordings into an unapproved assessment tool; healthcare cloud processing requires the appropriate agreement and safeguards. (hhs.gov)
The desk’s proposed First Workflow Readiness Scorecard, True Cost per Completed Call, Your-Calls Vendor Trial Builder and Human Handoff Failure Audit describe useful working documents. Their availability has not been verified; use the checklists here without assuming downloadable tools or a managed service are already live.
The next purchase should be evidence for the next decision—not a larger deployment than the evidence supports.