Riverside Family Medicine • Wilmington

AI & Automation

LM

AI & Automation

Use operational data to automate routine work, surface exceptions, and support better practice decisions.

Tuesday, September 29, 2026
Automations triggered126Today across the practice
Tasks avoided84Routine manual actions removed
Exceptions surfaced17Require human review
AI recommendations95 reviewed • 4 pending
Reminder success78%Resolved after automation
Estimated time saved6.8hToday

Daily Practice Brief

Operational priorities generated from today’s practice activity

Updated 2:30 PM
1. Tuesday afternoon patient flow is running behindPriority

Two patients exceeded the 20-minute wait threshold, and Dr. Patel’s schedule is currently at full capacity.

Based on: Today’s Practice, Scheduling, Provider Workload
Suggested action: shift one same-day slot to Dr. Ahmed if clinically appropriate.Review flow →
2. Seven claims are blocked before submissionRevenue

The most common blocker is incomplete provider documentation. $1,885 in charges are currently affected.

Based on: Billing & Claims, Clinical Visit completion
Suggested action: send end-of-day documentation reminders.Open claims →
3. Six follow-ups remain unscheduledWorkflow

Four are due today and can be resolved by the front desk before the patients leave or by callback.

Based on: Clinical Visits, Checkout, Tasks & Follow-Up
Suggested action: prioritize same-day follow-ups first.Open follow-up queue →
4. Automated intake reminders are reducing front-desk workPositive

Thirteen of eighteen incomplete intake cases were resolved after automated reminders today.

Based on: Intake, Communications, Automation Rules
Observed impact: fewer forms completed at the front desk.View rule →

Automation Rules

Workflow rules currently reducing repetitive administrative work

Manage Rules
Incomplete Intake Reminder

Remind patients when required intake remains incomplete before an appointment.

Active
Intake incomplete→Send reminder→Recheck status
Triggered18
Resolved13
Escalated5
Unscheduled Follow-Up

Create a front-desk task if the provider requests follow-up and no appointment is scheduled.

Active
Visit complete→Follow-up required→Create task
Triggered6
Resolved2
Open4
Wait-Time Escalation

Notify the practice manager when patient waiting time exceeds the operating threshold.

Active
Wait > 20m→Surface exception→Manager review
Triggered2
Resolved1
Open1
Claim Documentation Reminder

Route incomplete provider documentation before claims are submitted.

Active
Claim blocked→Notify provider→Recheck claim
Triggered7
Resolved3
Open4
Practice AssistantContext-aware
What needs my attention before the afternoon session?
Four items stand out:
  • Dr. Patel is fully booked and currently has the longest average wait.
  • Emma Lewis still requires insurance-card verification before check-in.
  • Four follow-up appointments requested today remain unscheduled.
  • Seven claims are blocked by documentation or coding issues.

I would review patient flow first because it affects today’s active operations.

Suggested Questions

Examples tied to live practice workflows

Human-in-the-loop design

Recommendations are presented as decision support. Operational actions remain visible, reviewable, and controllable by practice staff.

AI Recommendations

Operational suggestions generated from current and recent practice patterns

Adjust Tuesday afternoon scheduling capacityMedium impact

Tuesday 1:00–3:00 PM wait times are consistently above the practice target. Dr. Patel is frequently at full utilization during the same window.

Move documentation reminders earlier in the dayRevenue workflow

Most claim blockers are discovered late in the afternoon. Earlier reminders may reduce same-day billing carryover.

Continue automated intake remindersPositive result

Reminder automation resolved 72% of incomplete intake cases before patient arrival today.

Fictional data • Mid-fi prototype