25m Health SPC Q1 Workshop: Using AI Agents For Critical Workflows
New date and time to account for logistics changes
In this hands-on virtual workshop, we’ll show healthcare operators how to use AI agents (ChatGPT, Claude, Gemini) to run faster, more rigorous vendor evaluations—using an AI voice agent for patient outreach as the working example (care gaps, appointment reminders, post-discharge follow-ups).
What we’ll do together
Set the stage: A practical intro to LLMs + voice agents, how they differ from traditional IVR/phone trees, and where they’re being used in outreach today
Map the workflow: What an outreach voice agent needs end-to-end—from trigger → conversation logic → documentation → escalation/handoff
Prototype live: Build a minimum testable conversation flow for a specific outreach use case
From “testable” to “lovable”: What needs validation, what to prioritize next, and how to design for frontline adoption
Procurement, end-to-end: Requirements → market scan → scorecard → contract review → pilot design + success metrics
Build vs. buy: A clear framework to compare vendors against an internal build option (architecture, data, integrations, governance, cost)
Wrap + Q&A: How to bring the approach back to your own workflows
You’ll leave with
A draft workflow for a patient outreach voice agent
A prototype conversation flow you can iterate on
A reusable vendor scorecard + evaluation rubric
A “prompt pack” you can reuse for future procurement and ops workflows
A clear path from prototype → pilot → production
What you’ll get
Workshop slides and exercises (shared after the session)
About the facilitator
Payal Patnaik is a healthcare data and product leader with 14+ years at the intersection of healthcare delivery, technology, and product. She is an independent consultant and advisor helping early- to growth-stage companies build AI and data capabilities, particularly in care delivery.
Previously, Payal led AI/ML product management at One Medical (Amazon Health Services), where her team launched six LLM-powered products within the first year—reducing documentation burden, improving provider–patient communication (care routing/triage), and enhancing patient interactions through AI-enabled health record comprehension.