Start Here: Who Are We Talking With?

• Who will be the primary sponsor and day-to-day champion for this care coordination initiative? Options: VP of Care Management, Population Health Director, CMO/Medical Director, Chief Nursing Officer, Director of Transitions of Care, IT/Integration Lead, Other (please specify)
• How many full-time care managers (RNs, social workers, CHWs) are actively managing high‑risk panels today? Options: 1–5, 6–15, 16–30, 31–75, 76+
• Describe your current care management team structure and handoffs (who owns admission, discharge, follow-up, community referrals)?
• Which of the following best describes your accountability model for ED visits and readmissions? Options: At-risk via shared savings/total cost of care, Partial risk for specific populations, Fee-for-service with quality incentives, Not currently at risk, Unsure
• From your perspective, what's the single biggest priority for your team right now (pick one)? Options: Reduce ED visits, Reduce 30-day readmissions, Improve care transitions, Lower total cost of care, Improve patient experience, Meet payer contract metrics, Other

What Would a Real Win Feel Like?

• Imagine ED visits and readmissions fell by 20% across your highest-risk cohort — what changes would that actually unlock for your team and organization?
• Which stakeholders would celebrate that result most loudly (and which would be skeptical)? Options: Finance/CFO, CMO/Medical Staff, Care Management, Payers/ACO Partners, Community Partners, Board/Executives, Other
• How would your success be measured quantitatively? Select all metrics you’d expect us to track. Options: ED visit rate per 1,000, 30-day readmission rate, Total cost of care, Unplanned admissions, Care manager task completion, Patient-reported outcomes, Time-to-first-follow-up post-discharge, Other
• How soon would you expect to see a meaningful signal from a pilot before you’d consider expanding it? Options: 30 days, 60–90 days, 3–6 months, 6–12 months, Only after 12 months
• If a pilot delivered the expected outcomes, what organizational changes or investments would you envision next?

Are We Just Accepting Preventable Deterioration?

• Which parts of your current workflows most often allow high‑risk patients to fall through the cracks? Options: Discharge follow-up gaps, Incomplete medication reconciliation, Missed social needs referrals, Delayed admission/ED alerts, Inconsistent risk stratification, Other
• Can you walk me through a recent patient case where a preventable admission or ED visit occurred—what happened and who was involved?
• How long has that kind of lapse been recurring, and what attempts have you tried to stop it? Options: Less than 6 months, 6–12 months, 1–3 years, 3+ years
• Which process causes the most frustration for care managers in that scenario (timeliness, information gaps, competing priorities, tech usability, other)? Options: Timeliness of data/alerts, Fragmented patient history, High caseloads, Platform usability, Lack of social determinants info, Other
• If you had to name one operational change that would stop those slips tomorrow, what would it be?

The Data You Swear By (and the Data You’re Missing)

• If asked to produce a single, trusted risk score for a patient today, which data sources would you rely on? Options: EHR (problem list/notes), Claims / adjudicated claims, Admission/ED feeds (ADT), HIE / regional exchanges, Behavioral health systems, Community resource platforms, No single trusted source
• Which of these data feeds do you currently receive in near-real-time (within 24 hours)? Options: ADT (admit/discharge/transfer), Primary care EHR notifications, Hospital HIE alerts, Claims (monthly/quarterly), Social determinants screenings, Pharmacy fills, None of the above
• How reliable is patient matching across your systems today (consistent MRN/HICN, partial matches, lots of duplicates)? Options: High — consistent identifiers, Moderate — some manual reconciliation, Low — frequent duplicates/mismatches, Unknown
• Who in your organization owns data quality and integration (titles/teams)?
• Would you be able to provide a sample feed (de-identified or real) for a technical proof-of-concept within 30–60 days? Options: Yes — de-identified available, Yes — real feed available, Not without approvals, No

Who Moves the Needle Around Here?

• When a change requires new workflows or investment, who has final sign-off — and who needs to be convinced first? Options: CFO/Finance, CMO/Medical Leadership, Chief Nursing Officer, VP Care Management, IT/VP Digital, Board/Executive Committee, Other
• What committee or governance body oversees value-based care initiatives and data-sharing decisions? Options: Clinical Operations Committee, Value-Based Care Committee, Data Governance Board, None / ad hoc meetings, Other
• Have you previously approved pilots that required cross-departmental change (yes/no)? If yes, what made those successful? Options: Yes — clear sponsor + ROI, Yes — regulatory/contractual driver, No — haven't had cross-dept pilots, Other
• Who should be included in a 30‑minute executive briefing to secure pilot approval?
• What timelines are realistic for procurement and legal review in your organization (from SOW to signature)? Options: 2–4 weeks, 1–2 months, 2–3 months, 3–6 months, Longer

What Keeps Your Care Managers Awake at Night?

• Which task consumes most non-clinical time for care managers (documentation, data reconciliation, referrals, outreach, scheduling)? Options: Documentation/charting, Reconciling disparate data, Managing referrals, Outbound outreach/phone work, Tracking social needs, Other
• How do care managers currently prioritize their daily caseload — algorithm, manual triage, provider referral, or other? Options: Risk score / algorithm, Provider referral, Manual list by acuity, First come/first served, Other
• What would reduce burnout fastest: fewer patients, better tools, more training, clearer workflows, or something else? Options: Smaller caseloads, Better technology/usability, Role-based training, Clear escalation paths, More community resources, Other
• Tell us about a time a care manager felt powerless to prevent a poor outcome—what was missing?
• What kinds of role-based training or decision support have you tried — and which felt effective? Options: EHR training, Workflow playbooks, Simulation/case reviews, On-the-job coaching, None tried, Other

What Would Convince Finance to Invest?

• What evidence would change finance’s view of care management from a cost to an investable strategic capability?
• What baseline metrics (current ED/readmit rates, costs) can you share to help us size potential ROI?
• Which threshold would make a pilot 'successful' for your leadership (pick a primary outcome)? Options: 10% reduction in ED visits, 20% reduction in readmissions, X dollars saved per 1,000 patients, Improved patient satisfaction score, Workflow adoption by >75% of care managers, Other
• How comfortable would your finance team be sharing contract-level performance to support joint governance? Options: Very comfortable, Somewhat comfortable, Only aggregated metrics, Not comfortable
• What cadence and format of reporting do decision-makers prefer during a pilot (weekly dashboard, biweekly review, monthly executive summary)? Options: Weekly dashboards, Biweekly operational reviews, Monthly executive summary, Quarterly analytic deep-dive, Ad-hoc

What Would Stop a Pilot Before It Starts?

• What single technical, legal, or operational requirement would immediately block you from running a pilot? Options: Unable to share ADT or claims, Insufficient IT resources, Security/HIPAA concerns, Clinician resistance, Contractual/payer barriers, Other
• Do you have any existing non-negotiable privacy or data residency rules we should know about? Options: Standard HIPAA — OK with BAAs, State-specific restrictions, No external data sharing allowed, Other / need to check
• What internal approvals and approximate lead times are needed for data sharing and integrations?
• If we identified a security or compliance gap, who would be responsible for remediation and what is a realistic SLA? Options: IT Security, Compliance/Privacy Office, Vendor/third-party, Shared responsibility, Other
• Are there any upcoming organizational events (merger, EHR migration, contract renewal) that could impact project timing? Options: EHR migration, Mergers/acquisitions, Major contract renewals, Budget cycle, None, Other

If We Deliver One Quick Win, What Should It Be?

• If we guaranteed one measurable improvement in 90 days, which of the following would earn your team’s trust fastest? Options: Reduced time-to-first-follow-up post-discharge, Higher accuracy in risk alerts, Reduced duplicate records via matching, Faster referral closure to community resources, Improved task completion rates
• What minimal patient cohort size and inclusion criteria would you prefer for a focused pilot (e.g., top 250 high-risk by claims, recently discharged heart failure patients)?
• Who should be the pilot’s executive sponsor, operational lead, and technical owner (titles/names)?
• What would be an acceptable definition of ‘pilot success’ to move to production (be specific: metric, magnitude, timeline)?
• How would you like us to share early learnings and iterate—weekly huddles, embedded shadowing, or living dashboard? Options: Weekly operational huddles, Embedded daily/weekly shadowing, Live dashboard with alerts, Biweekly synthesis and playbook updates, Other

• Solution Experience Pre‑Work & Current State Confirmation
• Consequence & Opportunity Quantification
• Live Patient Scenario Workshop — Diagnosis → Proof → Validation
• Future State Definition, Acceptance Criteria & Measurement
• Decision & Next Steps — Pilot Design, Data Readiness & Governance

• Establish the measurement plan and baseline values to be used for pilot evaluation.
• Customer: Provide finance inputs (cost per admission, average length of stay, reimbursement impacts) and any additional utilization data.
• Seller: Produce a short cohort impact brief quantifying potential savings and utilization reduction scenarios.
• Seller/Customer: Schedule a follow up if any consequence assumptions require deeper validation.
• Re‑state Current State & Desired Future State (one sentence each)
• For each patient case, obtain explicit validation that the platform's intervention would prevent deterioration and reduce utilization.
• Identify and document any feature/configuration/integration gaps that block the proven future state.
• Create a short list of follow‑up data or stakeholder validations needed before pilot design.
• Seller: Deliver annotated scenario decks showing timeline, platform intervention points, and expected avoided events for each patient.
• Customer: Provide validation responses (agree/disagree) per scenario and any missing clinical context called out during the workshop.
• Seller: Log configuration or integration gaps and propose mitigation options for the next meeting.
• Recap Validated Outcomes from Scenarios
• Agree on a single operational future state sentence that all stakeholders accept.
• Define clear, measurable acceptance criteria and success signals with owners and data sources identified.
• Introductions & Meeting Objectives
• Seller: Produce a one‑page Future State & Measurement Plan including metric definitions and baseline numbers.
• Customer: Confirm metric owners and provide any additional data access needed for baseline validation.
• Seller: Prepare a short pilot success dashboard mock that will be used to report outcomes during the pilot.
• Customer: Deliver data access credentials/sample feeds and sign the pilot data‑sharing checklist.
• Executive Recap: Current State → Consequence → Future State
• Align and secure agreement on pilot scope, cohort, timeline and measurable targets.
• Confirm data‑feed readiness and assign integration/data owners with delivery dates.
• Obtain explicit go/no‑go decision or a defined path to sign‑off for the pilot.
• Seller: Produce a Pilot SOW, timeline, and roles matrix for customer review and signature.
• Seller & Customer: Schedule Pilot Kickoff meeting and identify milestone owners for deployment readiness.
• A single, agreed one‑sentence current state that all participants can repeat.
• A prioritized list of 3 patient scenarios and confirmed data extracts for each.
• A roster of validation stakeholders (clinical, operational, finance) who will attend scenario sessions.
• Customer: Deliver one‑sentence current state and anonymized data extracts for 3 patient scenarios by the agreed deadline.
• Customer: Provide list of invited validation stakeholders and their roles.
• Seller: Prepare a discovery summary and a scenario template mapping required fields to platform inputs.
• Recap One‑Sentence Current State
• Agree on baseline utilization and the quantified cost/operational consequences of the current state.
• Select prioritized cohorts for the Solution Experience and pilot candidate(s).
• Capture finance/clinical sign‑off on the consequence assumptions or identify items that need follow‑up.
• Patient Scenario A — Diagnosis (Timeline & Failure Points)
• Baseline Metrics Presentation
• Pilot Scope & Cohort Definition
• Draft One‑Sentence Future State
• One‑Sentence Current State Readback
• Map Consequence to Money/Time/Risk
• Define Acceptance Criteria & Success Signals
• Evidence Review: Workflows & Data Sources
• Data & Integration Readiness Review
• Patient Scenario A — Proof in Platform (Risk, Match, Workflow)
• Prioritize Patient Cohorts by Impact
• Patient Scenario A — Validation Check
• Governance, Privacy & Roles
• Assign Metric Owners & Governance
• Impact Owners & Decision Makers
• Patient Scenario B — Diagnosis & Proof
• Select & Define Patient Scenarios (Pre‑Work Confirmation)
• Measurement Plan & Baseline Confirmation
• Decision & Next Steps (Sign‑off Items)
• Finance & Clinical Validation Round
• Patient Scenario C — Edge Case & Community Services
• Pre‑work Checklist & Deadlines
• Consensus & Exceptions Log
• Immediate Next Validation Steps

• Integrate EHR Data Feeds
• Ingest and Normalize Claims Data
• Patient Identity Matching and Merging
• Deploy Risk Stratification Models
• Configure Care Plan Templates
• Activate Task Automation for Care Teams
• Enable Referral Management
• Launch Transitions-of-Care Alerting
• Deploy Patient Outreach (SMS/Voice/Email)
• Integrate Community Resource Directory
• Provision Role-Based User Access
• Deploy Outcome Tracking and Value-Based Care Dashboards

Integrate EHR Data Feeds

• Do you require real-time (ADT/FHIR) feeds, near‑real‑time, or daily/batch ingest for EHR data? Options: Real-time/Streaming, Near-real-time (hourly), Daily/Batch, Other
• Which EHR vendors and number of unique instances/sites should be integrated?
• What clinical data domains must be ingested (select all that apply)? Options: Problem list/Diagnoses, Medications, Allergies, Labs/Results, Orders, Progress notes/encounters, Vitals, Immunizations
• Which exchange standards or interfaces are preferred/available (e.g., FHIR, HL7v2 ADT, CCDA, bespoke API)? Options: FHIR (R4), HL7 v2 ADT, CCD/CCDA, Custom API, Other
• Do you have existing integration endpoints or an integration partner (e.g., HIE, middleware)? If yes, list contacts and endpoints. Options: Yes, No
• What is the expected daily patient/event volume for EHR feeds (estimate) Options: <100 events/day, 100-1,000 events/day, 1,000-10,000 events/day, >10,000 events/day
• Are there environment requirements (sandbox/test instance, PHI controls, IP allowlists) or go/no-go security checks we should plan for? Options: Yes, No

Ingest and Normalize Claims Data

• Which types of claims do you need ingested (select all that apply)? Options: Medical/Institutional, Professional/Physician, Pharmacy, Dental, Other
• What formats and frequency are your claims files (e.g., 837/EDI, adjudicated extracts, monthly feeder)? Options: 837/EDI, Adjudicated CSV/Flat file, Monthly batches, Real-time EDI, Other
• Do you have a preferred claims normalization/terminology standard (e.g., CPT/HCPCS mapping, NPI handling, standardized diagnosis mapping)? Options: Yes, No
• What is your expected monthly claims volume (number of claims lines)? Options: <50k, 50k-250k, 250k-1M, >1M
• Are there payer-specific business rules or adjudication fields we must preserve or map? Options: Yes, No
• Do you require linkage between claims and clinical records for the same patient cohorts (describe matching strategy if known)? Options: Yes, No
• Do you need historical claims backfill and if so, how many months/years? Options: None, 6 months, 12 months, 24+ months, Other

Patient Identity Matching and Merging

• Which data sources will be used for matching (select all that apply)? Options: EHR(s), Claims, HIE/ADT feeds, External master patient index (MPI), Other
• Do you prefer deterministic matching, probabilistic matching, or a hybrid approach? Options: Deterministic, Probabilistic, Hybrid, Unsure - recommend assessment
• What acceptable match confidence threshold (e.g., % or score) do you want for automatic merges vs manual review? Options: High (auto‑merge only high confidence), Medium (auto‑merge with review queue), Low (manual review preferred), Unsure
• Do you require a manual reconciliation UI/workflow for duplicates and suspected merges? Options: Yes, No
• Are there specific identifiers to prioritize (e.g., MRN, SSN, DOB+Name+Address)?
• Do patient consent/privacy rules affect the ability to merge or share records across systems? Options: Yes, No, Unknown — legal review required
• What is your current duplicate rate or known identity match error rate (estimate)? Options: <1%, 1-5%, 5-15%, >15%, Unknown

Deploy Risk Stratification Models

• Which risk models do you plan to deploy (select all that apply)? Options: 30-day readmission, ED utilization risk, High-cost prediction, Clinical deterioration, Custom/cohort-specific models
• Would you like to use our out-of-the-box models, have them tuned to your data, or build custom models? Options: Use OOTB models, Tune OOTB to local data, Build custom model, Undecided — need recommendation
• Do you have labeled historical outcomes (e.g., readmissions, ED visits) to support calibration and validation? Options: Yes — available, Partially available, No — not available
• What cadence is required for risk scoring (real-time on event, nightly batch, weekly)? Options: Real-time/event-driven, Hourly, Daily, Weekly
• Which performance metrics are required for acceptance (AUC, calibration, PPV/NPV, lift)? Options: AUC/ROC, Calibration, PPV/NPV, Lift/decile, Other
• Are there population cohorts or segmentation rules (e.g., Medicaid, dual-eligibles, COPD) for which separate models are needed? Options: Yes, No
• Who will own model governance and periodic maintenance (data science team, vendor, joint)? Options: Customer-owned, Vendor-owned, Joint ownership, Undecided

Configure Care Plan Templates

• Which clinical conditions or cohorts need templated care plans (select all that apply)? Options: CHF/Heart Failure, COPD, Diabetes, Post-discharge/Transitions, Complex multimorbidity, Behavioral health, Other
• What components must each care plan include (goals, tasks, education, SDOH interventions, referral actions)? Options: Goals, Tasks/To-dos, Patient education, Referrals, SDOH interventions, Monitoring metrics
• Do care plans need role-based task assignments and escalation rules? Options: Yes, No
• Should care plans be patient-facing (patient portal or printable summaries)? Options: Yes — patient-facing required, Optional, No — clinician only
• Do you require localized language/reading-level variants for patient materials? Options: Yes — multiple languages, Yes — reading-level only, No
• Will care plan templates require clinical governance approval/versioning workflows before publishing? Options: Yes, No, Unsure
• Do you want templates mapped to billing or quality measure codes for reporting? Options: Yes, No

Activate Task Automation for Care Teams

• Which triggers should create automated tasks (select up to all that apply)? Options: Risk score threshold crossed, Discharge event, Missed appointment, New referral, Social needs screen positive, Other
• How should tasks be routed (role-based, named user, team queue, round-robin)? Options: Team queue, Role-based, Named user, Round-robin, Other
• What SLA or expected resolution times should be enforced for critical task types? Options: Same day, 24-48 hours, 72 hours, Custom
• Are notifications for new/overdue tasks required via email, in-app, SMS, or EHR inbox? Options: Email, In-app, SMS, EHR inbox, Other
• Do you require audit trails and reporting on task completion, reassignment, and outcomes? Options: Yes, No
• Should tasks be able to create follow-up tasks automatically (chained workflows)? Options: Yes, No
• Will task automation need to integrate with external systems (EHR tasks, telephony, scheduling)? If yes, list systems. Options: Yes, No

Enable Referral Management

• Do you track both internal and external referrals today or only internal? Options: Internal only, External only, Both, Not currently tracking
• What referral statuses and lifecycle steps should be supported (e.g., requested, accepted, scheduled, completed)?
• Do you require automatic matching to providers based on specialty, insurance, geography, or network status? Options: Yes, No
• Should referral outcomes feed into outcome dashboards (e.g., referral completed, no-show, service provided)? Options: Yes, No
• Do you have an existing provider directory to integrate or do you need one provisioned/curated? Options: Existing directory — integrate, Need vendor-provided directory, Hybrid
• Are authorizations/pre-certifications part of the referral workflow that must be tracked? Options: Yes, No
• Do you require patient-facing referral notifications and scheduling coordination (two-way communication)? Options: Yes, No

Launch Transitions-of-Care Alerting

• Which transition events should generate alerts (select all that apply)? Options: ED arrival/visit, ED discharge, Inpatient admission, Inpatient discharge, SNF/PA admission/discharge, Observation status
• What is the maximum acceptable latency for alerts from event to care-team notification? Options: Within 5 minutes, Within 30 minutes, Within 2 hours, Same day
• What feed source will provide transition events (HIE ADT, hospital EHR ADT, claims/encounter feed)? Options: HIE/Health System ADT, Hospital EHR ADT, Claims/Encounter, Other
• Who should receive alerts and how (care manager, primary care partner, team inbox, escalation list)? Options: Assigned care manager, Primary care provider, Team queue/inbox, Escalation list, Other
• What key data elements must be included in each alert (meds on discharge, discharge diagnosis, follow-up appointment info)?
• Do you require automatic task creation or care plan changes triggered by transitions? Options: Yes — auto task creation, Yes — modify care plan, No — manual
• Are there consent or privacy constraints for alert distribution across organizations? Options: Yes, No, Unknown — legal review needed

Deploy Patient Outreach (SMS/Voice/Email)

• Which outreach channels do you want to enable (select all that apply)? Options: SMS/Text, Automated Voice (IVR), Email, In-app messaging, Patient portal messaging
• Do you have consent/opt-in rules and language preferences to enforce for outreach? Options: Yes — ready to provide, Yes — need help defining, No
• Is two-way/respondable messaging required (patient can reply and messages route to care team)? Options: Yes, No
• What message volume and peak throughput should we plan for (messages/month)? Options: <1k/mo, 1k-10k/mo, 10k-100k/mo, >100k/mo

• Non-Disclosure Agreement (NDA)
• Master Services Agreement (MSA)
• Statement of Work (SOW)
• Commercial Terms & Pricing Schedule
• Payment Schedule & Billing Terms
• Business Associate Agreement (BAA)
• Data Use / Data Sharing Agreement (DUA/DSA)
• Data Processing Agreement (DPA) & Privacy Addendum
• Security & Compliance Exhibit
• Governance & Success Metrics Charter
• Outcomes-Based / Risk-Sharing Addendum
• Acceptance Criteria & Go‑Live Signoff
• Implementation Schedule & Milestone Signoff
• Change Order & Scope Management
• Termination, Offboarding & Data Return Plan
• Third‑Party Integrations & API Access Agreement
• Patient Consent & Opt‑In/Opt‑Out Strategy
• Insurance, Indemnity & Liability Exhibit
• Training, Support & SLA Agreement
• Regulatory Attestation & Audit Rights

• Outcomes Review & Validation
• Care Model Iteration Workshop
• Analytics & Risk Model Calibration Session
• Shared Channel, Issue Triage & Enhancement Governance
• Quarterly Success Business Review (QBR)

• Provision the agreed shared channel and publish the triage form and SLAs.
• Produce a short test runbook to operationalize the pilot in the platform.
• Publish the pilot runbook (cohort definition, intervention details, success metrics) to the shared channel.
• Platform team to schedule configuration changes and deliver a sandbox preview before pilot start.
• Care management to nominate operational leads and training slots for pilot staff.
• One‑Sentence Current Model State
• Achieve a concrete calibration plan with measurable targets and a safe rollout approach.
• Ensure analytics changes are tied to operational impact and validated before production rollout.
• Define monitoring rules and SLA for model performance.
• Analytics team to deliver a back‑test report and recommended threshold with expected impact estimates.
• Set up a 14‑day shadow run and report template to evaluate proposed changes.
• Create automated alerts for drift thresholds and assign on‑call owners.
• Confirm Shared Channel & Access
• Create a single source for ongoing communication and a clear triage process for issues and enhancements.
• Assign operational and clinical owners with SLAs for common issue types.
• Agree on a predictable change control and release calendar to minimize disruption.
• Opening & One‑Sentence Current State
• Document RACI and escalation contacts and circulate to all stakeholders.
• Schedule standing weekly ops sync and monthly analytics review on calendars.
• Executive One‑Line Current State & Outcomes Snapshot
• Ensure executive alignment on whether agreed success signals justify acceptance, scale, or contract changes.
• Secure approvals or resources needed to scale successful interventions.
• Set prioritized roadmap and agreed metrics for the next quarter.
• Produce an executive one‑page scorecard with ROI estimates and distribute to finance and operations.
• If expansion approved, draft scope and timeline for scaling to additional cohorts or sites.
• Schedule the next QBR and confirm required pre‑reads (data pack, pilot results).
• Verify which agreed success signals are met, unmet, or partially met.
• Surface the primary root causes for any gaps between observed outcomes and targets.
• Validate interpretations through concrete patient scenarios (prove → validate).
• Decide immediate remediation or acceptance and assign owners and timelines.
• Deliver a outcomes evidence package (dashboard export, sample patient stories, data lineage) to attendees within 3 business days.
• Owner assignment for each unmet signal with remediation plan and due date.
• If accepted, prepare sign‑off document confirming success signals met and move to maintenance cadence.
• Recap Findings from Outcomes Review
• Convert outcome gaps into one prioritized pilot with clear hypothesis and measurable acceptance criteria.
• Align sellers, clinical leads, and operational owners on configuration changes and responsibilities.
• Re-state Agreed Success Signals
• Metrics Review (Calibration & Performance)
• Define Target Cohorts & Problem Statement
• Financial & Operational Impact
• Issue Triage Workflow & SLAs
• Successes, Risks & Open Items
• Change Control & Release Cadence
• Failure Mode Analysis
• Brainstorm Intervention Options
• Data Presentation: Outcomes vs Targets
• RACI for Escalations & Accountability
• Consequence Analysis
• Tuning Options & Tradeoffs
• Design Pilot/Test Plan
• Strategic Opportunities & Roadmap
• Case Review: Proof from Real Patients
• Decisions & Approvals
• Platform Configuration Walkthrough
• Recurring Maintenance Cadence
• Recalibration Plan & Validation
• Root Cause & Gap Diagnosis
• Monitoring & Alerting Specs
• Assign Owners & Timeline
• Summarize Actions & Next Review