Phase 1: Implementation

Build foundation, establish trust, map workflows

Duration

4 weeks per practice

Objectives

• Understand practice operations, culture, and pain points
• Build relationships with key stakeholders (practice manager, lead physicians, office staff)
• Map current referral workflow and identify friction points
• Co-create referral process that fits their workflow
• Successful EMR integration
• Successful buy in to flagging and auto referrals

Stakeholder Discovery Meetings: Week 1

Who:

Practice - Practice manager, lead physicians, front desk staff

Integral - provider engagement team member and head of clinical ops

What: 1-on-1 or small group conversations to understand practice dynamics, needs, current referral patterns, EMR access process, and barriers

Output: Practice profile document, next meeting scheduled

Success KPI: 100% of key stakeholders met individually and next meeting is scheduled

Workflow Mapping and Referral Flow Co-Design: Week 2/3

Who:

Practice - Practice manager, lead physicians, front desk staff

Integral - provider engagement team member and head of clinical ops

What: Shadow referral process from patient identification → referral placement → follow-up. Document each step. Collaboratively design streamlined referral process. Key: make it easier than current state. This must include the process of flagging. This is framed as an alert, not clinical decision making that we are doing on behalf of the provider. Get buy in on the flagging being an automatic referral - removing burden from provider.

Output: Workflow map for review by practice to ensure alignment, next meeting scheduled