Pilot Activation Planner
SCRIMED turns buyer evidence into review-gated pilot activation plans.
This planner connects evidence packets, buyer prerequisites, SCRIMED owners, blocker workarounds, kickoff handoffs, and success criteria without granting live PHI, production, customer activation, payer, EHR, legal, financial, or clinical authority.
Activation boundary
Activation planning is allowed; customer go-live and live-system authority remain blocked.
SCRIMED Pilot Activation Planner turns synthetic pilot value evidence into review-gated activation plans, prerequisites, owners, blockers, handoffs, and success criteria. It does not authorize live PHI, autonomous clinical care, diagnosis, treatment, prescribing, patient outreach, payer submission, EHR writeback, final imaging interpretation, production deployment, customer activation, certification claims, audited financial reporting, valuation assurance, revenue guarantees, profit guarantees, ROI guarantees, binding commercial offers, or legal/procurement approval.
01phiAuthority: not-authorized-production-phi
02clinicalCareAuthority: not-authorized-live-care
03commercialAuthority: not-binding-commercial-offer
04customerActivationAuthority: not-customer-go-live-approval
05productionAuthority: not-production-authorized
06payerAuthority: not-authorized
07ehrWritebackAuthority: not-authorized
08patientOutreachAuthority: human-review-and-consent-required
09financialAuthority: not-audited-financial-report
10roiAuthority: not-roi-guarantee
11revenueAuthority: not-revenue-guarantee
12legalAuthority: qualified-review-required
Activation plans
Plans tie buyer segment, source packet, scope, owners, and success criteria to retained boundaries.
Choose the buyer segment, attach the matching evidence packet, confirm owners, run the blocker checklist, and prepare a human-reviewed kickoff agenda before any external commitment.
Clinical operations and CMIO
Workflow discovery activation plan
Move a buyer from demo interest to a 30-day no-PHI workflow discovery assessment.
Clinical Workflow Delivery
- Source packet: Workflow discovery evidence packet
- Artifacts: workflow evidence packet, reviewer-gated acceptance criteria, no-PHI pilot scope draft, kickoff agenda
- Success: Buyer agrees to synthetic-only scope. Clinical reviewer gate is documented. Pilot outputs remain decision-support and measurement framework evidence.
- Boundary: Not live clinical care, audited savings, staffing reduction guarantee, or customer activation.
- Next: Create buyer-specific workflow discovery packet and schedule human-reviewed scope call.
- Audit: scrimed-intel-3086786c
RCM and prior authorization teams
RCM documentation activation plan
Translate prior authorization and denial-review evidence into a review-gated RCM readiness pilot.
RCM Delivery
- Source packet: RCM documentation evidence packet
- Artifacts: RCM documentation evidence map, blocked payer submission statement, reviewer role matrix, draft acceptance rubric
- Success: No payer submission or claim submission occurs. Documentation completeness is scored against synthetic requirements only. RCM compliance reviewer approves external summaries.
- Boundary: No payer submission, claim submission, coverage determination, reimbursement guarantee, or payment assurance.
- Next: Attach buyer policy examples as synthetic metadata requirements, not live payer submission instructions.
- Audit: scrimed-intel-21d66cf4
Patient access and care coordination
Patient access activation plan
Turn referral and follow-up evidence into a no-outreach patient access pilot plan.
Patient Access Delivery
- Source packet: Patient access evidence packet
- Artifacts: synthetic patient journey packet, human review and consent boundary, care coordination owner map, follow-up risk rubric
- Success: No live patient outreach occurs. All patient-facing education remains draft and review-gated. Follow-up and referral signals remain synthetic or metadata-only.
- Boundary: No patient outreach, appointment scheduling command, care-plan modification, or patient-specific medical advice.
- Next: Prepare accessibility-aware synthetic journey demos for the buyer's care coordination lane.
- Audit: scrimed-intel-412993fe
CIO, integration, security, and data governance teams
Interoperability discovery activation plan
Convert integration complexity into metadata-only discovery, approval blockers, and technical owner mapping.
Interoperability Delivery
- Source packet: Interoperability diligence packet
- Artifacts: standards and interface inventory, no-writeback statement, security questionnaire packet, approval blocker map
- Success: Only metadata-level interface information is used. No raw schemas or connector payloads are exposed. External technical approval remains required before implementation.
- Boundary: Not production connector approval, EHR writeback, raw schema review, or live PHI authorization.
- Next: Create a buyer-specific interoperability discovery worksheet.
- Audit: scrimed-intel-ed41aa1c
Angel, strategic, private, clinic, and partner investors
Investor diligence activation plan
Turn proof routes, buyer evidence, risk controls, and milestones into claims-safe investor diligence support.
Founder + Investor Relations
- Source packet: Investor diligence evidence packet
- Artifacts: diligence proof manifest, no-go boundary map, validated route list, next milestone ledger
- Success: No securities, valuation, or investment-advice language is included. No certification, customer activation, or production deployment claims are included. Every proof claim links to a route or reviewer gate.
- Boundary: Not securities material, valuation assurance, investment advice, certification, or customer activation approval.
- Next: Prepare claims-safe investor appendix with validation commands and proof routes.
- Audit: scrimed-intel-9798a134
Activation steps
Each step names buyer prerequisites, SCRIMED prerequisites, owner, review gate, mode, and proof routes.
buyer-qualification
Qualified buyer intake validation
Named buyer sponsor, use case, audience, timeline, and no-PHI pilot intent.
ready-for-scope - synthetic-only
- SCRIMED prerequisite: Pilot intake route, demo history, value evidence packet, and retained boundary summary.
- Owner: Sales + Founder
- Review gate: Founder review required before pilot scope is prepared.
- Proof routes: /pilot-demo-commercial-readiness, /pilot-value-evidence, /pilot
commercial-scope
Evidence packet selection
Buyer has selected a workflow, RCM, patient access, interoperability, or investor evidence packet.
review-gated - synthetic-only
- SCRIMED prerequisite: Packet includes acceptance criteria, reviewer gate, blocked claims, and audit hash.
- Owner: Delivery Lead
- Review gate: Delivery lead confirms the packet matches the buyer problem before external sharing.
- Proof routes: /pilot-value-evidence, /healthcare-value-realization, /service-delivery
commercial-scope
Non-binding pilot scope draft
Buyer confirms pilot window, team availability, and acceptable synthetic/no-PHI boundaries.
review-gated - synthetic-only
- SCRIMED prerequisite: Service delivery work order, acceptance criteria, pricing lane, and margin guardrails.
- Owner: Commercial Operations
- Review gate: Qualified review required before sending any scope, pricing, or legal-adjacent language.
- Proof routes: /service-delivery, /pricing, /offerings
security-review
Security and privacy review packet
Buyer security contact, questionnaire path, data classification, and deployment expectation.
external-approval-required - external-approval-required
- SCRIMED prerequisite: Security diligence evidence, no-secret public proof, PHI boundary, and protected-route fail-closed posture.
- Owner: Security + Trust
- Review gate: Security reviewer approves packet before buyer security distribution.
- Proof routes: /scrimed-cyber-defense, /trust-center, /deployment-drift-guard
data-governance
Data governance boundary confirmation
Buyer confirms no live PHI and no raw connector payloads will be provided for this pilot phase.
blocked-before-live - protected-sandbox-planning
- SCRIMED prerequisite: Synthetic fixture plan, redaction boundary, data handling statement, and no-PHI validation.
- Owner: Data Governance
- Review gate: Data governance owner approves before any artifact crosses organizational boundary.
- Proof routes: /clinical-data-governance, /health-records, /scrimed-intelligence-safety-stack
clinical-governance
Clinical governance boundary confirmation
Buyer clinical sponsor accepts decision-support-only, reviewer-gated, no-live-care pilot mode.
blocked-before-live - external-approval-required
- SCRIMED prerequisite: Clinical authority readiness, clinical production task ledger, and robustness lab evidence.
- Owner: Clinical Governance
- Review gate: Clinical reviewer approves all clinical-facing language before sharing.
- Proof routes: /clinical-production-readiness, /clinical-authority-readiness, /clinical-robustness-lab
Blockers and workarounds
Blocked states are useful because they keep sales speed from outrunning approvals.
high
Buyer has not named a sponsor, reviewer, security contact, or implementation owner.
Hold activation in discovery and request owner mapping before any scope language is sent.
Sales + Founder
- Release requirement: Named owners and meeting cadence.
- Proof route: /client-onboarding
critical
Buyer requests live PHI, raw payloads, or production records before approval path is complete.
Use synthetic fixtures, metadata-only discovery, or de-identified examples after qualified review.
Data Governance + Security
- Release requirement: Approved data governance path, BAA/contract controls if applicable, and protected workspace evidence.
- Proof route: /clinical-data-governance
critical
Buyer wants diagnosis, treatment, prescribing, triage, or clinical action authority.
Keep the pilot decision-support-only and route live-care expansion to clinical authority readiness.
Clinical Governance
- Release requirement: Clinical governance signoff, validation evidence, and retained human final authority.
- Proof route: /clinical-authority-readiness
critical
Buyer wants payer submission, claim submission, or coverage determination.
Offer documentation completeness review and draft packet QA without submission.
RCM Compliance
- Release requirement: Human approval workflow and payer action authorization outside this public planner.
- Proof route: /scrimed-clinical-benchmark-suite
critical
Buyer wants live connector, EHR writeback, PACS/RIS/HIS writeback, or production integration.
Run metadata-only interoperability discovery and keep writeback blocked.
Interoperability + Security
- Release requirement: External technical approval, security review, connector contract, and protected activation evidence.
- Proof route: /enterprise-healthcare-infrastructure
high
Buyer or investor asks for guaranteed ROI, revenue, profit, valuation, certification, or binding commercial approval.
Use measurement-framework, readiness, and claims-safe language with qualified review.
Founder + Finance/Legal Review
- Release requirement: Qualified finance/legal review and evidence-backed language.
- Proof route: /pilot-value-evidence