Current-state assessment
A read of the systems and workflows you already run: vendors, integrations, ownership, staff capacity, and where AI would actually move the needle today.
Hello identifies where AI can improve practice performance, where workflow or system gaps will limit results, and what should be implemented first. The audit turns operational friction into a prioritized roadmap for revenue capture, staff efficiency, patient experience, and compliance-ready execution.
Use the same three-step flow as our demo request. We respond within one business day with next steps, a recommended audit depth, and pricing confirmation if a paid tier applies. For general questions, contact us.
Every audit, regardless of depth, produces the same four artifacts. Deeper audits widen the scope of systems reviewed and the horizon of the roadmap, not the category of deliverable.
A read of the systems and workflows you already run: vendors, integrations, ownership, staff capacity, and where AI would actually move the needle today.
A HIPAA-aware scan of how AI touchpoints handle PHI, retention, audit evidence, vendor BAAs, and access controls. Anchored by Mercury where patient data runs.
Named workflows ranked by effort and revenue impact: intake bottlenecks, missed calls, follow-up gaps, deposit capture, charting burden, and revenue leakage.
A sequence for the first 30, 60, and 90 days with rough scope, recommended service families, a deployment motion, and a rough cost estimate you can take to your team.
Published audit fees, timelines, and what each option includes are documented on the implementation pricing page. After we review your request, Hello recommends the fit that matches your context.