Question 1

What is Sally?

Accepted Answer

Sally is your practice’s supervised AI insurance and operations employee. She prepares the morning huddle, works pre-authorizations, protects revenue, and writes approved results back into the practice-management system your team already uses.

Question 2

Does Sally write completed work back into the PMS?

Accepted Answer

Yes. Sally re-reads changing PMS facts before critical actions, runs a preflight check, gets human approval when required, writes the approved result into the PMS, confirms the write landed, and shows the team an auditable receipt with undo for reversible changes.

Question 3

How does Sally handle uncertain insurance information?

Accepted Answer

Sally never turns stale coverage or an unconfirmed patient fact into a confident answer. When she needs a current source response, a confirmed card detail, or a human approval, she hands that boundary to your team instead of guessing.