Implementation Guide | AcquisitionAI

01. Start with your current process

Before configuring a new workflow, document what happens today. A useful starting point is one facility and a small set of frequent call types.

Identify the calls your front desk, nursing stations, and admissions team receive.
Document who answers, who receives transfers, and how staff capture follow-up.
Choose the first workflows based on team needs and operational readiness.

Turn that process into a clear set of destinations, access requirements, and workflow rules.

Confirm department and station destinations, coverage hours, and fallback contacts.
Identify the information needed for each workflow and the staff authorized to review it.
Agree on request ownership and how your team will handle incoming work.

Review behavior before expanding the rollout. Include cases where the first destination or expected information is unavailable.

Walk through clinical handoffs, basic inquiries, and admissions conversations separately.
Check both routing destinations and the information captured for staff review.
Test fallback paths, ambiguous caller intent, and cases requiring human attention.

The technology should fit a process that people understand. Give the receiving teams a clear view of what will change in their day.

Use early activity to improve the configuration and decide what to introduce next.

Review call outcomes and requests with the teams doing the work.
Investigate missed destinations or unclear ownership before adding more workflows.
Expand to other facilities with their local context and routing requirements preserved.

Bring your current process and the questions you want to resolve. We’ll walk through how AcquisitionAI can fit your facility.