Healthcare · Product

Samso Industry Demo · Updated May 2026

Product for Healthcare

Specialty-group product is clinical-workflow product, not consumer software - provider huddle synthesis, patient-portal feedback, referring-PCP roundtables, and payer policy changes synthesized into a workflow roadmap. Every shipped change goes through clinical-leadership safety review; Samso outputs are decision-support drafts, not autonomous clinical actions. 8 active workflow builds across 4 service lines for a 14-clinic group with 82 providers.

Function KPIs · how the product org reads its own week

Active workflow builds

8

Across 4 service lines3 EHR · 3 patient-portal · 2 referring-PCP

Provider EHR satisfaction

64%

vs 75% targetDocumentation burden on cardiology line

Patient portal NPS

38

+6 LTMBooking + bill-pay flows driving lift

Time-to-pilot per workflow

6 wk

−3 wk LTMClinical-lead review built into the cadence

Monthly customer signals by source - last 12 months with open workflow tickets overlay

MONTHLY · SIGNALS / MO · STACKED BY SOURCE · OPEN TICKETS OVERLAY · MOCK DATA

0126252378504SIGNALS / MO665442OPEN TICKETSJUNJULAUGSEPOCTNOVDECJANFEBMARAPRMAY

Provider + patient signals

Provider huddle notes + EHR feedbackPatient-portal feedback + surveyReferring-PCP roundtable signals

External signals

Payer policy changes + clinical-society guideline updates

Twelve services · sized to healthcare

Each tile is what Samso runs in this function for a healthcare org.

01 · Service

Customer Interview Synthesis

Provider huddles, patient focus groups, and referring-PCP roundtables synthesized into workflow gaps and clinical-friction themes - segmented by service line and clinic.

Sessions / mo

22

Themes / mo

9

Time saved

18 hr/wk

02 · Service

Feature Request Triage

Provider asks, patient-portal feedback, and payer policy updates triaged into EHR / portal / RCM backlog - clinical-safety impact tagged before scoring.

Requests / qtr

280

→ workflow backlog

48

03 · Service

PRD Generation

PRDs for new clinical workflows, EHR templates, and patient-portal flows drafted from research synthesis - clinical-lead sign-off and safety-review block built in.

PRDs / qtr

8

Days to draft

5

04 · Service

Roadmap Drafts from Research

Quarterly workflow roadmap synthesized from provider signals, patient feedback, and payer policy shifts - with clinical-review lead times and pilot scope upfront.

Roadmap items

26

Research-driven

76%

05 · Service

User Persona Builds

Personas for attending physician, APP, RN/MA, front-desk, RCM coder, referring PCP, and patient archetype - refreshed from real interview and survey data, no PHI.

Personas live

7

Update cadence

Semi-annual

06 · Service

Competitive Feature Matrix

Live matrix across 6 in-market groups + ASCs - service-line capability, scheduling access, telehealth, and patient-experience features scored each quarter.

Competitors

6

Specs tracked

72

07 · Service

NPS & Survey Analysis

Provider eNPS + patient-portal NPS analyzed by service line and clinic - currently flagging cardiology documentation burden as the top provider detractor driver.

Responses / qtr

1.4K

Patient portal NPS

38

08 · Service

Release Notes Automation

EHR template updates, portal feature releases, and workflow-change notices drafted from PRDs - clinic-staff ready and clinical-leadership reviewed by service line.

Releases / mo

8

Auto-coverage

82%

09 · Service

Usability Test Synthesis

Patient-portal pilots, EHR template tests, and front-desk workflow sessions synthesized into ranked friction list - clinical-safety + access-equity gaps flagged.

Tests / qtr

8

Friction items

32

10 · Service

Feature Scoring (RICE / ICE)

RICE scoring with reach, impact, confidence, effort - plus clinical-safety, payer-coverage, and HIPAA review multipliers that catch unfeasible items before backlog.

Items scored / mo

26

Safety-adjusted

Always

11 · Service

Beta Feedback Rollups

Pilot clinic cohorts and provider beta groups synthesized weekly into bug list, workflow gaps, and clinical-safety items - escalated to safety committee as needed.

Pilots live

4

Pilot NPS

44

12 · Service

Product Strategy Briefs

Strategy briefs for service-line workflow roadmap, new-clinic build-out, and patient-portal expansion - plus board-level clinical-safety and capex investment cases.

Briefs / qtr

5

Audience

Exec + board

What you get · every week & every month

Concrete deliverables, not just dashboards.

Deliverable

Weekly customer signal digest

Every Friday: 100+ provider + patient-portal + referring-PCP signals synthesized into themes with quotes, service-line tags, and workflow-build owner.

Deliverable

Monthly workflow-build PRD batch

PRD batch with clinical-lead sign-off, payer-policy alignment, HIPAA review status, and pilot scope - ready for engineering and clinical-ops to schedule.

Deliverable

Quarterly EHR + portal satisfaction report

Provider eNPS + patient-portal NPS by service line + clinic - refreshed quarterly with verbatim themes and friction items routed to backlog.

Deliverable

Always-on provider-NPS pulse

Continuous provider eNPS pulse across 82 providers - burnout module separate from staff eNPS, refreshed monthly with theme attribution and trend.

Healthcare · Product

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