Trapeze
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PRODUCTION
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CONFIGURE
Agent Studio
REPORT
AnalyticsAudit & Compliance
Signed in as Nathan Wilde
VP Revenue Cycle
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Rosa DelgadoHome oxygen · hardship signals
Hardship rescueRestore benefits
$612.00
90 days aged
Financial assistance
ENGAGEMENT STRATEGY11/11 signals active
In distress, oxygen-dependent, fixed income, lost Medicaid.
Unable to pay, and likely correct that this should be covered. Oxygen is a medical necessity, her Medicaid lapsed recently, and she's on a fixed income. Pursuing payment would fail and damage the relationship.
TONE
Warm, low-shame, Spanish
OPENING OFFER
$0 from the patient
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. 3 of 11 signals below are inferred; the rest are observed.
OBSERVED DATA
Systems of record · read-only.
WHAT THEY OWE
Plan
Medicaid, lapsed Feb 2026
Was covered
Medicaid paid her oxygen through Jan 2026
This charge
$612 for oxygen equipment
Past contact
2 calls, no plan ever set
WHO THEY ARE
Equipment
Home oxygen concentrator + tanks
Hardship signals
High confidence
COMMUNICATION
SMS consent
SMS opt-in · 2022-11-03
Prior contact
2 calls, 3 SMS
INFERRED SIGNALS
Editable · guardrail: can soften outreach, never escalate
INFERRED
Income
Assistance
Low / fixed, likely under 200% FPL
Use in read
Evidence: record on file · prior contact history
84%
· model accuracy: 40 of last 50 correct
Guardrail: Can soften outreach · cannot escalate on its own
INFERRED
Medicaid
Inferred
Likely still eligible, lapse looks administrative
Use in read
Evidence: record on file · prior contact history
76%
· model accuracy: 41 of last 50 correct
Guardrail: Can soften outreach · cannot escalate on its own
INFERRED
Language
Spanish preferred
Spanish preferred
Use in read
Evidence: record on file · prior contact history
75%
· model accuracy: 43 of last 50 correct
Guardrail: Can soften outreach · cannot escalate on its own
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.