01
Data mapping
Map symptoms, vitals, medications, CTAS rationale, review status, and handoff notes before the pilot begins.
Technical
Implementation checklist
A deployment checklist for intake data, EHR handoff, review events, and patient-facing privacy boundaries.
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Alive in the UI
Link stays near patient-facing guidance while clinical controls remain serious and clear.
02
System handoff
Decide where validated files land: EHR, nurse station queue, physician workspace, or an integration bridge.
03
Governance
Document patient-facing privacy boundaries, clinician override rules, validation audit history, and support ownership.
Turn this into a working pilot conversation.
Use this resource as the agenda for a focused demo with operations, nursing, and technical stakeholders.