For contact center & patient engagement leadership at 25+ provider ModMed practices

Can You See Which Agent Actually Converts an Inquiry Into a Paid Visit?

Personalized for Contact Center & Patient Engagement Leaders
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Transparency: See which agent converts an inquiry into a paid visit
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Dependency: Marketing's lead quality decides your conversion rate
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AI: Orchestrate triage data or add one more disconnected channel
On the agenda
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Transparency: Learn and debate the patient source to payment metrics key to productive growth
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Dependency: Discuss the upstream and downstream department team work necessary for successful patient journeys by department
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AI: Discuss AI Partner Orchestration opportunities to eliminate continued fragmentation issues
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Friday, October 16, 2026

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At 7:30 PM

In partnership with:
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MOOR — The Schooner, Gaylord Palms

MOOR is a coastal-chic seafood restaurant built inside the Gaylord Palms Resort's glass-enclosed atrium with a dining room set inside a full-scale replica sailboat “floating” on an indoor lagoon. We'll be seated in the Schooner space itself.

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Gaylord Palms Resort & Convention Center, 6000 W Osceola Parkway, Kissimmee, FL 34746

Get directions

Why this matters for Contact Center & Patient Engagement Leaders

The metric

Lead-to-Schedule Rate, Attendance Rate by Reminder Timing, and No-Show / Waitlist Fill Rate.

The roadblock

Most contact centers can report call volume. Few can connect lead-to-schedule, schedule-to-attendance, and attendance-to-payment back to a single agent, or a single location.

AI orchestration vs. fragmentation

An AI triage or agentic answering tool that doesn't write back to that same record adds a faster disconnected channel AI fragmentation, not orchestration.

Who else owns this

It starts upstream with Marketing is the lead even good? And ends downstream in Clinical and Revenue Cycle, who inherit every no-show.

Three “to the point” conversations, not three pitches

Each segment is built around the need for clear transparency of the patient journey from the CSuite to the RCM team and everything in between.

Segment 1

2027 planning & metrics

What leadership should be able to see and forecast from patient inquiry to payment starting with whether 2026 can actually be measured cleanly before anyone commits to a 2027 number.

Segment 2

Your IT Architecture

Is your IT architecture enabling data integration, automation, and improved inquiry-to-payment rates or accelerating fragmentation and patient leakage?

Segment 3

AI enablement in patient revenue optimization

Where AI is actually paying off today across contact center, scheduling, and RCM and where it hasn't lived up to the expectation (yet……).

A real conversation and debate among peers

This isn't a sales pitch. It's a candid, moderated discussion with peer executive panelists across every department speaking from their own experience running multi-site, enterprise-scale practices on the record about what's actually working, and what isn't.

We're keeping the room small and by invitation only: there are only 30 seats for senior leadership at enterprise-level practices.

Panel moderator

Jason Tuschman

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Opens with the strategic choice behind 2027 planning, not a product pitch
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Draws on real metrics an objective discussion regarding the integrated dependencies of successful patient revenue optimization across every department, not just marketing
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Reserves real time for audience Q&A bring your data, bring your concerns, let’s learn together

Only 30 seats · Friday, October 16, 2026 · 7:30 PM

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