AI Implementation Consulting

Book your consultation

Q: Do we need to connect our EHR or phone system before the call?

No. We use the information you share on this form to prepare. How we connect to your EHR, PMS, or telephony is something we map during discovery and in your statement of work, not a prerequisite to start the conversation.

Q: Will we discuss real patient information on the call?

We design these calls to avoid real PHI. Use synthetic examples or redacted workflows so your team stays comfortable and compliant.

Q: Who from our practice should join?

A decision maker plus someone who knows daily phone, scheduling, and systems usually gets the most from the session, for example a practice owner or director with a practice or office manager and an IT or operations lead when integrations matter.

Bring systems, bottlenecks, timeline, and goals. We map AI Agent OS scope (agents, workflow automation, integrations, and Mercury-backed governance) to your next concrete step. Optional: implementation pricing and case studies.

Book a Consultation

Review Implementation Pricing

Three steps to schedule your call

Share contact details, operating context, and priorities. We use the session to map the right implementation path and the next concrete step.

Step 1 of 3

Your contact information

We will use this to send your practice audit and schedule a call.

First name * First name is required.

Last name * Last name is required.

Work email * A valid email address is required.

Phone number * Phone number is required.

Your role * Please select your role.

Step 2 of 3

About your organization

This helps us match AI Agent OS scope to your environment.

Organization or practice name * Organization name is required.

Industry / segment * Please select a segment.

Deployment type * Please select a deployment type.

Number of locations * Please select location count.

Team size (approx.) * An approximate team size is required.

Step 3 of 3

Scope and priorities

Share outcomes, systems, and timing so we can come prepared.

Target go-live window * Please select a window.

Primary interest areas * Please select a focus area.

Current stack (optional)

Outcomes and constraints * Please describe your priorities (at least a few sentences).

How did you hear about Hello? (optional)

We've received your inquiry.

A member of the Hello team will be in touch within 1 business day.

What Happens Next

Discovery Call - We learn about your practice, call patterns, and goals.

Scoping call - We map Voice, Mercury, and agent scope to your timeline.

Proposal - You receive a written plan with milestones and pricing options.

FAQ

Common questions about implementation consulting

What to expect on a scoping call for Agent OS, voice, Mercury, and broader implementation work.

How long is an AI implementation consultation?

Most initial consultations run about 45 to 60 minutes. We leave time for your questions, scope questions, and clear next steps.

Do we need to connect our EHR or phone system before the call?

No. We use what you share on this form to prepare. How we connect to your EHR, PMS, or telephony is something we map during discovery and in your statement of work, not a prerequisite to start the conversation.

Will we discuss real patient information on the call?

We structure these calls so you do not need to share real PHI. Synthetic examples or redacted workflows keep the session useful and comfortable for compliance teams.

Who from our practice should join?

A decision maker plus someone close to daily phones, scheduling, and systems usually gets the most from the session, for example a physician owner or director with a practice or office manager, and an IT or operations lead when integrations matter.

What happens after the consultation?

If there is a fit, we follow with a tailored implementation plan and proposal. See AI implementation pricing, voice program pricing, and Mercury pricing for how support retainers and hourly work align across products.