Basata

Artificial Intelligence

• Build and own clinic-specific workflow documentation for your assigned accounts from day one — capturing front-desk intake processes, referral handling protocols, fax routing logic, and staff escalation paths in a format the broader team can use.
• Keep documentation current as workflows evolve post-go-live: version it, flag changes, and ensure the Implementation Workflow Workbook reflects ground truth across your assigned practices.
• Translate messy, verbal clinic knowledge into clean, auditable process maps that support onboarding, BPO agent training, and product configuration.
• Serve as the operational layer during active implementations — partnering with the Partner Integration team to complete go-live readiness checklists, coordinate EMR access and staff training, and surface blockers before they become delays.
• Support go-live gate sign-off by confirming clinic-side workflows are documented, staff are trained, and the practice is operationally ready to go live with Emma AI Calls,
• Documents & Fax AI, and/or ACR
• Act as the clinic-facing point of contact during the transition period, translating between what Basata’s tools do and what the clinic’s staff need to change about how they work.
• Own the day-to-day operational health of your assigned clinic accounts post-go-live — monitoring for workflow drift, catching edge cases the AI isn’t handling correctly, and flagging escalation-worthy issues before they surface in a review.
• Conduct regular touchpoints with clinic staff to assess workflow adherence, identify friction points, and gather ground-level feedback that feeds back into product and process improvement.
• Support the Growth Partner team with account-level operational context ahead of reviews, expansion conversations, and escalation paths.
• Serve as the primary liaison between your assigned clinics and the BPO agent team, ensuring agents have the account-specific protocols, scripts, and escalation instructions they need to operate accurately.
• Monitor BPO work product for your accounts: review queue outputs, flag accuracy issues, and work with Operations leadership to address quality gaps before they impact clinic relationships.
• Ensure BPO agents are properly onboarded to any new account assigned to your pod — covering system access, EMR environment, and clinic-specific protocols — and maintain the documentation that makes that onboarding repeatable.

Medical Assistant – AI Operations Assistant