Bring one use case
Describe the current process, staff roles and the difficulty you want to address. Use a high-level example without patient information.
Clinic pilots
Shape the workflow
around real clinic needs.
A pilot conversation starts with the task your team wants to improve and the responsibilities needed to operate it.
Review the experience
Walk through patient tasks and the clinic’s follow-up process. Confirm actual supported functionality before recruiting participants.
Agree before starting
Discuss duration, costs, implementation, data agreements and success criteria. An inquiry is not a pilot agreement.
Keep the next
conversation useful.
Explore the related guidance, then ask about the specific requirements for your clinic or program.
Start with your care team