Enterprise DNA

Leadership and data · Live demo

KPI questions desk for allied health clinic managers

Answers managers' questions about the management figures from the Power BI reports and Cliniko, says which report and dates it used, and passes anything not in the reports to the finance manager.

InternalYour data Answers from your dataHuman handoffIntegrations
Live demo

Talk to Ava at Riverbend Allied Health

Riverbend Allied Health is made up. Ava is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Practice managers wait days for the finance manager to pull one number, or build their own spreadsheets that never match the board figures.

How it works

  1. Takes a question in plain words by Teams
  2. Answers from the Power BI reports and Cliniko
  3. Names the report and date range behind every figure
  4. Says when a figure is not in the reports and offers to ask the finance manager
  5. Never names patients or judges a clinician's performance

What it connects to

  • Power BI
  • Cliniko
  • Microsoft Teams
  • Xero
Sample conversation
  1. Priya (practice manager, New Farm)What was New Farm's late cancellation rate last month?
  2. AgentHi Priya, it's Ava. New Farm's late cancellation rate for September was 6.8 percent, 61 of 897 appointments, from the Power BI clinic utilisation report.
  3. Priya (practice manager, New Farm)Which clinician had the most?
  4. AgentI don't comment on individual clinicians' figures. Sarah Ng, our clinical director, looks after clinician performance, so I can pass your question to her if you'd like.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Human handoff. Transfers the call, books a callback or forwards the email when a person should take over.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

Want this agent in your business?

Book thirty minutes with Sam. We will map this example onto your own calls, inbox and systems and tell you what it would take.

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