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Hello AI audit

Clarity on where your business gains the most from AI

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.

One business day to a qualified response

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.

Step 1 of 3
Your contact information
We will use this to send your practice audit and schedule a call.
First name is required.
Last name is required.
A valid email address is required.
Phone number is required.
Please select your role.
Step 2 of 3
About your practice
This helps us configure the right deployment and integration for your setup.
Practice name is required.
Please select your specialty.
Please select location count.
Number of treating providers is required.
Step 3 of 3
Your current setup
This lets us prepare a relevant audit before we speak with you.
Please select your call volume.
Please select your phone setup.
Please tell us what you're looking for.

We have received your audit request.

A member of the Hello team will respond within one business day with next steps, a recommended audit depth, and pricing confirmation if a paid tier applies.

What Happens Next

1
Triage We confirm ICP fit, recommend the right depth, and book your discovery call.
2
Discovery and systems review Working session plus async review of vendors, integrations, and workflows.
3
Findings and roadmap Written deliverable with the four audit artifacts and a recommended sequence.

Four deliverables Hello produces in every audit

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.

Assessment

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.

Risk

Compliance and risk findings

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.

Opportunity

Automation opportunity map

Named workflows ranked by effort and revenue impact: intake bottlenecks, missed calls, follow-up gaps, deposit capture, charting burden, and revenue leakage.

Roadmap

Phased implementation roadmap

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.

Audit depth and published fees

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.