Azara x Casper

Jay prep | Friday, June 5, 2026 | 11:30am ET

Operational AI for care-gap action.

Pitch Casper as the action layer around Azara's population-health platform: patient outreach, staff workflows, implementation support, and client reporting.

Operational AI workflow from Azara signals to Casper action layer and measurable outcomes
Best opener Where does Azara lose time turning data into action?
Sharp wedge Conversational outreach agent
Commercial frame $42k-$105k discovery + prototype

Call position

Do not sell analytics. Sell action.

Azara already finds the care gaps and quality opportunities. The useful Casper narrative is a bounded AI workflow that helps those signals become completed outreach, staff action, implementation support, and client-facing proof.

Use this opening

I understand Azara already does the hard part of surfacing care gaps and quality opportunities. Where do those insights slow down before they become completed outreach, client action, or implementation work?

Stakeholders

Route the conversation through product value and proof.

Gregory Augustine

Product and technology owner. Ask where AI should become product capability versus internal leverage.

Philip Parker

Client analytics stakeholder. Ask what a pilot must prove in data, measure logic, reporting, and client trust.

Fred, Derek, Jay

Keep the meeting at workflow altitude until Azara names the first workflow and success metric.

Pilot menu

Three lanes, one recommended wedge.

Workflow architecture

Azara signal to measurable action.

1IdentifyDRVS cohort
2Prioritizerules + risk
3Contactvoice or text
4Reviewhuman escalation
5Reportclient value

For Greg

Product and ownership questions

  1. Which outreach workflow should become an Azara product capability?
  2. Where do humans still stitch care-gap, quality, and patient context together?
  3. If this works, is the value internal efficiency, client outcomes, product packaging, or all three?

For Phil

Proof and analytics questions

  1. What data is already structured enough to trigger action?
  2. What makes a 30-day proof credible: visits, closed gaps, fewer touches, or reporting quality?
  3. Which integration point is safest for a prototype?

Guardrails

Responsible AI is the sales language.

PHI boundary

Use approved environments, minimize retention, and define BAA needs early.

Human oversight

Review queues, escalation rules, staff control, and exception handling.

Patient safety

No medical advice, clear tone, consent, opt-out, and emergency handling.

Auditability

Trace every outreach attempt, response, decision, and reported metric.

Use carefully

Proof points