Pacific Edge: Clinical Operations & AI Efficiency Audit

As a former IT leader at Cardinal Health and Satellite Healthcare, I know that manual workflows are the #1 cause of clinician burnout. This 5-minute audit identifies exactly where AI and automation can reclaim your team's time

Section 1: The Tech Stack

Question 1: What is your primary EMR/EHR Platform?

Question 2: On a scale of 1-5, how much "Technical Friction" does your staff experience daily?

Section 2: Identifying the “Time Thieves"

Question 3: Which of these tasks consumes the most “Unpaid/After-Hours” time for your providers?

A

Clinical Documentation / Charting (Notes, charts, coding-adjacent cleanup.)

B

Prior Authorizations (Forms, portals, status checks, follow-ups.)

C

Patient Follow-ups (Outbound calls, messages, reminders, coordination.)

D

Staff Training / Onboarding (Shadowing, “how do I…”, repeated workflow training.)

Question 4: How do you currently handle “How-To” technical questions for new staff?

A

Peer-to-peer (Senior staff stops working to help)

B

Manual PDF / Paper handbooks (Static docs that drift out of date)

C

No formal process (Ad hoc, inconsistent, depends on who’s around)

D

Dedicated IT trainer (Structured training with a single owner)

Section 3: The AI Opportunity

Question 5: Are you currently utilizing AI-driven ambient scribing (e.g., Nabla, Freed, or Dragon)?

Question 5: Are you currently utilizing AI-driven ambient scribing (e.g., Nabla, Freed, or Dragon)?

A

Yes (Already deployed or in active use)

B

No, but we are interested (Open to a practical, HIPAA-aware rollout plan)

C

No, and we have concerns about HIPAA / Privacy (Need a risk + governance-first approach)