AI + Automation
Readiness Assessment
A comprehensive analysis of Kirsty Briscoe's automation opportunities, readiness score, and strategic implementation roadmap.
See automation in action
- Imagine hitting a button after a session and having compliant clinical notes ready for billing within seconds, automatically tracking every referral with timely follow-up reminders, and enabling clients to reschedule themselves through a unified calendar system—all while keeping your sensitive data locally hosted and fully HIPAA-compliant. The right automation can reclaim 14+ hours per week, eliminate your billing backlog, and let you focus on what you do best: helping kids, families, and individuals through therapy.
- 3 pain points identified with 14 hours/week potential savings
- ↗ 7 overall readiness score
- 182% Year 1 ROI projected
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AI + Automation Readiness Score
Your organization's readiness assessed across five critical dimensions, weighted by impact on automation success
Overall Readiness Assessment
Your score of 7 indicates strong readiness for comprehensive automation.
- Ready for immediate quick wins implementation
- Strong technical infrastructure supports integration
- Process documentation needs strengthening
Readiness Dimensions Breakdown
Technology Infrastructure
7Existing technology ecosystem and readiness for integration
- • Strong foundation in place
- • Minor refinements possible
Process Maturity
5How well workflows are documented, standardized, and optimized
- • Some capabilities present
- • Room for optimization
Data Management
6Quality, accessibility, and structure of data ecosystem
- • Strong foundation in place
- • Room for optimization
Team Readiness
8Team culture, capabilities, and readiness to adopt new technology
Budget & Resources
5Financial readiness and resource commitment to AI and automation
Top 3 Pain Points
Current workflows consuming 18+ hours per week across the team
Clinical Note-Taking Overhead...
This administrative bottleneck delays billing, creates end-of-day stress, and prevents you from seeing additional clients who need your help. Best cas...
"The biggest challenge you're dealing with right now is the writing of the notes... I've got over $1,000 just waiting to be billed because I'm behind on notes."
Referral Management Backlog...
The quicker you respond to referrals, the more likely they are to engage—but without a tracking system, referrals sit unaddressed while you manage you...
"I actually don't keep up with about five to seven referrals a week... So the quicker I get to them, the more open they are."
Disconnected Calendar Systems...
When you need to reschedule clients (like moving all Tuesday appointments), there's no unified system—you're manually contacting each person and coord...
"I don't know if you can put the Headway calendar onto Alma's calendar or Alma's calendar onto Headway... If I have to reschedule someone, I could hit a button or speak into something and clients get a text message to reschedule themselves."
Current Tech Stack
Multiple tools requiring manual coordination
Industry Specific
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Headway - Primary EHR and billing platform
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Alma - Secondary EHR for additional clients
Ai Tools
-
Notion - Organization and personal workflow management (your go-to tool)
-
Google Calendar - Scheduling coordination
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ChatGPT - Occasional use for therapeutic strategies (free version, with compliance concerns)
Quick Wins
Immediate time savings with low-hanging fruit • Total: 6+ hours/week
AI-Assisted Note-Taking (Locally Hosted)
After each session, you'll speak notes into your phone or reference session audio, and a locally hosted AI running on your own secure environment generates structured, compliant clinical notes ready for review and billing—no cloud, no third-party access, just fast, accurate documentation.
Referral Management Automation
New referrals entered through your existing EHR interfaces automatically populate a tracking system that sends you timely reminders for follow-up, logs response status, and ensures no potential client falls through the cracks.
Unified Appointment Management
Automatically sends platform-specific rebooking emails when conflicts occur, centralizing appointment management and notifying your assistant to follow up.
Service Packages
Choose the right level of automation for your readiness score
Light Package
Quick Win Survival Kit
4 weeks timeline
- "Golden Thread" Local AI Note-Taker.
- Unified Calendar Visualization.
- Referral Watchdog.
- SOAP & Narrative Parsing.
Best for: Immediate relief from administrative burnout, unlocking the billing backlog, and stopping referral leakage.
Medium Package
Champion Expansion
12 weeks timeline
- Everything in Light Package
- Forensic vs. Clinical "Mode Toggle"
- Siri & Apple Watch Hooks
- "Emergency Brake" Rescheduling Automation.
Best for: Deepening ecosystem integration and supporting the business expansion into forensic services.
Heavy Package
Elite Transformation
20 weeks timeline
- Everything in Medium Package
- "One-Click" PDF Cloud Injection
- Universal Unified Inbox
- Scalable "Therapist-in-a-Box" Licensing
Best for: Creating a "One-Click" administrative workflow and packaging the system for scalability to other therapists.
ROI Analysis
Time savings and financial impact
Time Savings Comparison
Investment Breakdown
After You Say Yes
Your path to implementation
Required Documents
Legal and compliance framework
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MSA (Master Service Agreement)
Legal framework for ongoing services
-
NDA (Non-Disclosure Agreement)
Protect sensitive program data
-
SOW (Statement of Work)
Detailed scope, deliverables, and timeline
-
DPA (Data Processing Agreement)
Data protection compliance
Next Steps
Your implementation journey
- 1 Sign Proposal & Agreement
- 2 Schedule Kickoff Call
- 3 Provide Initial Deposit (30%)
- 4 Grant System Access - credentials, data sources
- 5 Begin Phase 1 - Quick Wins implementation starts immediately
Ready to Get Started?
Transform your workflow with AI-powered automation.
Contact CellaNova Technologies to discuss your selected package and begin implementation.