Measuring AI Impact

Before measuring anything, decide what success looks like for your practice. Different stakeholders care about different metrics - partners want ROI, staff wants less stress, patients want quality. A clear framework ensures you're tracking what matters most.

Key Actions

• Identify 3-5 primary KPIs aligned with your AI implementation goals
• Map metrics to stakeholders: financial (partners), operational (staff), quality (patients)
• Set baseline targets: What improvement would justify the investment?
• Choose measurement frequency: daily, weekly, monthly, quarterly
• Document your metrics framework in a shared location for team access

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Good intentions don't capture data - you need systems. Set up tracking tools that capture metrics automatically where possible, and create simple processes for manual tracking where automation isn't available.

Key Actions

• Enable usage analytics in your AI tools (most vendors provide dashboards)
• Set up time-tracking method: app-based timer, self-reported logs, or EHR timestamps
• Create a simple spreadsheet or dashboard for metric consolidation
• Establish a data collection schedule and assign responsibility
• Test your tracking systems for one week before relying on the data

Time savings are the most visible benefit of AI documentation. Track how long tasks take now versus before implementation, including documentation time, notes completed during clinic hours, and pajama time reduction.

Key Actions

• Track average time-per-note by provider (compare to baseline)
• Measure notes completed during clinic vs. after-hours
• Calculate weekly pajama time reduction per provider
• Monitor patient throughput: visits per day or per session
• Track workflow efficiency: time to chart closure, inbox completion

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Translate time savings into dollars. Partners and boards understand financial impact - show them the ROI in terms they care about: cost savings, revenue potential, and payback period.

Key Actions

• Calculate hourly value of provider time (compensation / hours worked)
• Convert time savings to dollar value per provider per month
• Track subscription costs, implementation costs, and ongoing expenses
• Calculate net ROI: (value generated - total cost) / total cost
• Estimate revenue impact if increased capacity enables more visits

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AI should improve quality, not just speed. Measure documentation quality, patient satisfaction, and any clinical outcomes that might be affected. Quality data also protects you if AI accuracy is ever questioned.

Key Actions

• Conduct quarterly note quality audits (random sample, standardized rubric)
• Track documentation completeness: required elements, coding accuracy
• Monitor patient satisfaction scores and comments mentioning AI/technology
• Review any safety events or near-misses related to AI documentation
• Survey provider satisfaction with AI tool performance

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Data doesn't speak for itself - you need to present it effectively. Create regular reports for different audiences: detailed for operations, summary for leadership, highlights for staff.

Key Actions

• Create a quarterly executive summary (1-2 pages max)
• Build a simple dashboard for ongoing visibility
• Present results at quarterly partner/board meetings
• Share wins with staff to reinforce adoption and morale
• Document learnings and optimization opportunities
• Use data to justify renewal, expansion, or changes

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