# Pre-Call Brief: Healthcare Operations

**Vertical:** Clinics, FQHCs, small hospitals
**Last updated:** 2026-07-22
**Oction Labs**

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## 1. Target Buyer Profile

| Attribute | Specification |
|-----------|---------------|
| **Organization size** | Single clinic to multi-site groups |
| **Job titles** | Clinic Owner/Medical Director, Practice Manager, Group COO |
| **Decision authority** | Owner/Physician Director signs; Practice Manager runs evaluation |
| **Sub-verticals** | Private specialty clinics, diagnostic imaging, allied health networks, private surgical centers |

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## 2. Primary Pain Points

1. **Staff re-answer the same policy, billing-code, and protocol questions daily** — interrupting clinicians and burning admin time.
2. **Charting and referral paperwork eats clinician time** that could be patient-facing.
3. **Privacy breach anxiety** — any PHI sent to external AI vendors creates compliance exposure.
4. **Staff turnover** — new hires ask the same questions; training burden falls on senior staff.

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## 3. Bleed Calculation Example

~$15,000/month baseline (illustrative starting point).

*Confirm live: How many staff hours per week go to policy/billing questions and document hunting? What is the loaded wage? How much clinician time is lost to paperwork that could be automated?*

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## 4. Key Questions to Ask

1. "How do your staff find answers to policy, billing, and protocol questions today?"
2. "Who gets interrupted when the front desk has a question?"
3. "Have you had a privacy audit or breach scare? How did you handle it?"
4. "What's your staff turnover rate? How long does it take to train new hires on your procedures?"

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## 5. Proof Points to Share

- **74% correct retrieval** with grounding vs ~5-10% without
- **0% fabrication** on trap questions in our measured test set
- **PHI never leaves the building** — physically cannot; private-by-construction
- **Full audit trail** — an asset in privacy audits, not a liability
- **Per-tenant isolation** — separate knowledge base per deployment

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## 6. Objections Likely to Hear

| Objection | Response |
|-----------|----------|
| "We can't put patient data in AI." | "It doesn't go in. The system runs on your premises. PHI never touches a third-party model provider." |
| "Clinicians won't trust it." | "They don't have to trust blindly. Every answer cites the source policy or protocol. They verify." |
| "We already have an EMR." | "EMRs store. They don't answer questions. We make what's in your EMR and policies queryable." |

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## 7. Relevant Case/Example

A 4-site specialty clinic group has clinical protocols, billing rules, and college guidance in binders and shared drives. A medical assistant asks, "What's our prior authorization process for this insurer and this procedure?" The system returns the specific protocol with the policy document cited. Staff get consistent answers instead of inconsistent verbal guidance.

*Illustrative scenario. Not a client result.*

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## 8. Recommended Pricing Tier

| Organization Profile | Tier | Pricing |
|---------------------|------|---------|
| Single large clinic or small multi-site group | Standard | $25,000 initial + $10,000/month |
| Multi-site group with complex compliance needs | Enterprise | $200,000 initial + $20,000/month |

This is our strongest niche for the sovereignty pitch. Emphasize privacy-by-construction architecture.

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## 9. Talk Track Opening

"Your staff are interrupting clinicians with the same policy questions every day. We install a private system that answers from your own protocols and policies — PHI never leaves your building, every answer cites its source. Can I ask how your front desk finds answers to billing and protocol questions today?"

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## 10. Competitors in This Space

- **Traditional:** EMR vendors (Epic, Cerner), policy binders, internal wikis
- **Healthcare AI:** Ambience, Nuance — emphasize on-premise sovereignty vs cloud-hosted
- **Generic AI:** ChatGPT, Claude — emphasize the PHI breach risk

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*eight agents. one organism.*