Demo prep checklist
Bring visit types, forms, billing flow, patient communication, and current pain points.
Discuss thisUse these prompts and checklists to make the demo concrete: your care model, your workflows, your data, your team, and your rollout path.
Bring visit types, forms, billing flow, patient communication, and current pain points.
Discuss thisList source systems, data exports, document archives, templates, user roles, and go-live timeline.
Discuss thisReview access controls, audit logs, AI source review, data export, and support model.
Discuss thisMap booking, intake, rooming, note review, billing, messages, refills, and follow-up tasks.
Discuss thisIdentify the forms, note sections, orders, media, and outcomes each service line needs.
Discuss thisDecide which reminders, messages, forms, and follow-up instructions should be automated.
Discuss thisWe can map Oz to your care model, data needs, rollout path, and patient communication workflow.