Don’t wait for a year-long EHR integration to start seeing the benefits of AI. In this episode, Jennifer is joined by Manny, Director of Client Services at Insight Marketing Group, live from the Transform 2026 HR Conference. They move past the technical jargon to provide 10 practical, EHR-agnostic ways to use AI and Agentic AI to solve practice burnout and operational friction right now.
From automating mundane HR questions to using AI as a secret shopper for your patient experience, this conversation focuses on low-risk, high-impact tools that don’t require touching PHI. Learn how to clear repetitive tasks off your staff’s plate so they can focus on what matters: the patients.
Key Takeaways:
- Problem-First Automation: Why the most successful AI implementations start by identifying repetitive staff pain points rather than trying to force-fit a specific technology.
- The AI Secret Shopper: How to use voice AI to audit your own practice—testing hold times, referral loops, and website friction from a patient’s perspective.
- Recruitment & Retention: Using AI avatars to conduct first-round interviews and Agentic AI to handle 24/7 staff questions regarding handbooks and benefits.
- The Compliance Guardrail: Why you must implement clear internal policies to prevent staff from dumping “secret sauce” or sensitive data into public AI models.
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