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
Denise ParkCPAP resupply · unresponsive
AvoidantLow-pressure re-engage
$263.00
44 days aged
Negotiated plan
ENGAGEMENT STRATEGY10/10 signals active
Overwhelmed and avoiding it, willing once it feels safe and easy.
Able to pay, just avoiding it. She paid on time last year and shows no hardship, but hasn't answered several outreaches. This reads as overwhelm, not inability, so lower the stakes rather than escalate.
TONE
Warm, no shame, no rush
OPENING OFFER
Short plan within your floor
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. 1 of 10 signals below are inferred; the rest are observed.
OBSERVED DATA
Systems of record · read-only.
WHAT THEY OWE
Plan
Cigna PPO, deductible met
This charge
$263 across three copays
WHO THEY ARE
Equipment
CPAP resupply, 3 months
Payment history
Paid on time last year
Past contact
No reply to 4 texts, 2 letters
Behavior
Avoidance, opens but doesn't act
Hardship signals
None
COMMUNICATION
SMS consent
SMS opt-in · 2024-06-11
Prior contact
4 SMS, 2 letters · no reply
INFERRED SIGNALS
Editable · guardrail: can soften outreach, never escalate
INFERRED
Ability to pay
High
Moderate, able
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
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.