Source: https://vocarihealth.co/pilot

PLAN A PILOT

# Start with the work your team needs to improve.

Explore insurance verification, patient conversations, scheduling and the native patient chart. Choose a first workflow with the people who will operate it.

[Book a walkthrough](https://vocarihealth.co/contact)

A clinician reviewing a document with a patient

A PRACTICAL START

## Choose a scope the practice can assess.

An insurance pilot can begin with staff-initiated checks and reviewed follow-up. A patient-access pilot can focus on appointment requests or approved practice questions. The chart provides a shared record for the patient work behind either workflow.

We discuss your current systems, clinic rules, call destinations and staff responsibilities before setting scope. If an external system connection is required, it needs its own feasibility review and verified implementation.

Pilot scope, telephone verification and success measures are agreed with the practice. Public examples are demonstrations, not customer results.

SCOPE

## Select a patient workflow

Choose the insurance or patient-access task, participating location and staff owner.

CONTEXT

## Bring the practice rules

Review appointment types, billing identity, information sources and exception handling.

MEASURE

## Agree on useful outcomes

Compare completed requests, repeat work and staff follow-up with an agreed baseline.

RECOVERY

## Know who responds

Decide when to narrow or pause the scope and how staff continues outstanding work.

PILOT PATH

## From a walkthrough to a defined first workflow.

Use the product walkthrough to identify the work, then agree on an operating plan.

1.  01
    
    ### Walk through
    
    See how insurance cases, AI calling, scheduling and patient charts work together.
    
2.  02
    
    ### Select
    
    Choose the task that creates repeat work for your staff today.
    
3.  03
    
    ### Configure
    
    Set clinic information, assistant capabilities and the workflow's required inputs.
    
4.  04
    
    ### Operate
    
    Run the agreed scope with staff reviewing exceptions and incomplete requests.
    
5.  05
    
    ### Assess
    
    Review the agreed outcomes before expanding the workflow.
    

STAFF OWNERSHIP

## Make approvals and follow-up part of the scope.

### Practice information

Staff owns the current policies, scheduling rules and billing identity used by the workflow.

### Review responsibilities

Insurance call findings and requests outside assistant scope have a named staff reviewer.

### Telephone scope

Actual routing, recipient verification and recovery behavior are checked for the participating call workflow.

TALK TO VOCARI

## See your dental office's workflow in Vocari.

Explore dental insurance verification, AI calling, scheduling and tooth-level charting with your team's work in mind.

[Book a walkthrough](https://vocarihealth.co/contact)