Intake

Contact Center Audit Form

Fill this out so we can scope the call review and stand up the access we need.

1. About You
Who are we sending the audit report to?
2. Your Phone System
We connect with an API key from your provider.
1
If your practice operates from multiple offices, slide right.
3. Call Activity & Performance
Rough estimates are fine. Don't know a number? Tick "I don't know" and we'll measure it for you.
120
Patients calling in for scheduling, refills, billing, status updates, etc.
60
Confirmations, reminders, payer calls, follow-ups, prior auth.
5
Front-desk, schedulers, MAs, billing, anyone whose desk phone rings.
6 min
Average call length including hold and after-call wrap-up. Most healthcare calls land between 4 to 8 minutes.
Not sure
How long callers sit on hold before someone picks up.
Not sure
Percentage of calls fully handled on the first contact (no callbacks needed).
Not sure
Percentage of inbound calls that drop to voicemail instead of reaching a human.
Not sure
Percentage of callers who hang up before a person picks up.
4. Where It Hurts
Select everything that applies today. We'll look hardest at these areas.
5. Anything Else?
Optional. Tell us anything we should know before we listen to a single call.
Volume snapshot
Based on what you've entered above.
3,960
Calls per month we'll analyze
594
Annual call hours in scope

What you'll get back

  • Call-volume and sentiment dashboard for inbound and outbound traffic
  • Top recurring patient friction points, ranked by frequency
  • Hours per year burned on each repetitive task
  • Estimated labor cost behind each task
  • Specific calls flagged as automation candidates
  • ROI math on automating the top opportunities

We'll get back to you ASAP.

Request received

We'll get back to you ASAP.

How the audit works

  • You submit this form. We confirm scope and send a credential checklist tailored to your VoIP provider.
  • Your IT or office manager pastes the credentials into a secure form (10 to 20 minutes).
  • We start listening to inbound and outbound calls. No phone tree changes, no agent disruption.
  • After roughly a week of call data, we send you a written audit report and walk you through it on a call.
  • If automation makes sense, we show you the math. If it doesn't, we tell you that too.