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Healthcare Automation
Readiness Checklist

A 22-point diagnostic tool to evaluate your practice's automation maturity. Identify gaps, prioritize investments, and build a roadmap for efficiency.

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What's Inside

22 items across 5 critical automation areas

📞 Patient Communication 5 items

Automated Reminders — Appointment reminders sent automatically via SMS/email without staff intervention
Multi-Channel Messaging — Patients reachable through SMS, email, and voice in a unified system
AI Helpdesk — Common patient questions handled by an AI assistant 24/7
Digital Intake Forms — Patient forms collected and verified electronically before the visit
Follow-Up Sequences — Post-visit follow-ups and care instructions delivered automatically

📅 Scheduling & Coordination 5 items

Online Booking — Patients can self-schedule appointments through a web portal or app
Conflict Prevention — System automatically detects and prevents double-bookings and scheduling conflicts
Calendar Sync — Provider calendars sync across EHR, PMS, and external platforms in real time
Waitlist Automation — Cancellations automatically offered to waitlisted patients to fill gaps
Resource Optimization — Room and equipment allocation optimized automatically based on appointment type

🔒 Documentation & Compliance 4 items

Automated Documentation — Clinical notes and encounter summaries generated or pre-filled automatically
HIPAA Workflow Audit — Regular automated checks ensure all workflows meet HIPAA requirements
Audit Trail Logging — Every data access and modification logged automatically for compliance
Secure Data Handling — Patient data encrypted at rest and in transit with role-based access controls

🚑 Medical Transport 4 items

Automated Booking — Patient transport requests created and dispatched without manual coordination
Real-Time Tracking — Live vehicle tracking with ETA updates shared with patients and staff
Insurance Verification — Transport eligibility and insurance coverage checked automatically before booking
Fleet Coordination — Multiple transport providers managed through a single integrated platform

📊 Analytics & Reporting 4 items

Automated Monthly Reports — Key performance metrics compiled and delivered without manual effort
No-Show Tracking — Missed appointment patterns analyzed to identify root causes and trends
Revenue Impact Analysis — Financial impact of automation quantified with before/after comparisons
Staff Utilization Metrics — Time allocation tracked to measure administrative vs. clinical work balance

Scoring Guide

0 – 8
Critical Need
9 – 15
Room for Improvement
16 – 22
Optimizing

Healthcare Automation Readiness Checklist

Assess your practice's automation maturity across 5 critical areas
Prepared for:  •   • 

📞 Patient Communication 5 items

Automated Reminders — Appointment reminders sent automatically via SMS/email without staff intervention
Multi-Channel Messaging — Patients reachable through SMS, email, and voice in a unified system
AI Helpdesk — Common patient questions handled by an AI assistant 24/7
Digital Intake Forms — Patient forms collected and verified electronically before the visit
Follow-Up Sequences — Post-visit follow-ups and care instructions delivered automatically

📅 Scheduling & Coordination 5 items

Online Booking — Patients can self-schedule appointments through a web portal or app
Conflict Prevention — System automatically detects and prevents double-bookings and scheduling conflicts
Calendar Sync — Provider calendars sync across EHR, PMS, and external platforms in real time
Waitlist Automation — Cancellations automatically offered to waitlisted patients to fill gaps
Resource Optimization — Room and equipment allocation optimized automatically based on appointment type

🔒 Documentation & Compliance 4 items

Automated Documentation — Clinical notes and encounter summaries generated or pre-filled automatically
HIPAA Workflow Audit — Regular automated checks ensure all workflows meet HIPAA requirements
Audit Trail Logging — Every data access and modification logged automatically for compliance
Secure Data Handling — Patient data encrypted at rest and in transit with role-based access controls

🚑 Medical Transport 4 items

Automated Booking — Patient transport requests created and dispatched without manual coordination
Real-Time Tracking — Live vehicle tracking with ETA updates shared with patients and staff
Insurance Verification — Transport eligibility and insurance coverage checked automatically before booking
Fleet Coordination — Multiple transport providers managed through a single integrated platform

📊 Analytics & Reporting 4 items

Automated Monthly Reports — Key performance metrics compiled and delivered without manual effort
No-Show Tracking — Missed appointment patterns analyzed to identify root causes and trends
Revenue Impact Analysis — Financial impact of automation quantified with before/after comparisons
Staff Utilization Metrics — Time allocation tracked to measure administrative vs. clinical work balance

Scoring Guide

0 – 8
Critical Need
9 – 15
Room for Improvement
16 – 22
Optimizing
Your Score: / 22

Ready to Close the Gaps?

Schedule a free 30-minute automation audit to discuss your results.

martin-sabata.com/booking  •  info@martin-sabata.com  •  +1 (307) 414-8224