Trapeze
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PRODUCTION
This month
NW
OPERATE
Recovery OpportunityRecovery FloorData & CoverageHuman Worklist38
CONFIGURE
Agent Studio
REPORT
AnalyticsAudit & Compliance
Signed in as Nathan Wilde
VP Revenue Cycle
← Back to Floor
Marcus BellOxygen rental · billing review
Over-billedCorrect billing
$214.00
52 days aged
Review
ENGAGEMENT STRATEGY8/8 signals active
ROUTED TO HUMAN
Not enough signal to act confidently.
Enough inferred signals were excluded that this account should be handled by a rep instead of the agent.
TONE
Warm, good news
OPENING OFFER
Hold, human confirms first
FALLBACK · supporting signal excluded
LEAD WITH
Route to human, no self-introduction
FALLBACK · supporting signal excluded
Downside if wrong. Worst case if an inferred signal is wrong: one text sent at a suboptimal hour. No account is escalated, dunned, or charged based on an inference. 0 of 8 signals below are inferred; the rest are observed.
OBSERVED DATA
Systems of record · read-only.
WHAT THEY OWE
Plan
Anthem PPO
WHO THEY ARE
Out-of-pocket max
Met Apr 30, 2026
PMS balance
$214, actual patient responsibility $0
Equipment
Oxygen concentrator rental
Past contact
2 statements mailed, no response
Hardship signals
None
COMMUNICATION
SMS consent
SMS opt-in · 2024-03-30
Prior contact
0 SMS · 2 statements mailed
ACTIONS
View activity log →Open in Simulator →
DATA COVERAGE
Order + clinician
100%
Payer benefit / EOB
98%
Payment behavior
91%
Contact history
96%
→ Portfolio Intelligence
SAFETY MODEL
Excluding any inferred signal falls back to a safer default. Excluding enough of them routes the account to a human. Every observed row traces back to a system of record.