RADD - Overview of Facility and Equipment Validation

This module provides the essential context, data targets, and core operational guidelines for the Radiology Data Campaign. It clarifies the type of facility being called and the three critical pieces of information required.

1. 🎯 Context and Module Goal

• Context:
  This campaign involves calling non-hospital, outpatient imaging centers (radiology facilities) that offer services like MRI scans, X-rays, and other diagnostic imaging. The goal is to update and validate core data points.
• Goal:
  To enable Data Agents (for data processing/checking) and Call Agents (for validation) to efficiently and accurately capture the three main data categories: NAP+W, Equipment Details, and Decision Makers.

2. 🤔 Why This Data is Critical

• Accurate NAP+W:
  Essential for physically locating and contacting the facility. The URL (website) is key for deeper operational research.

• Equipment Details:
  Identifies the capabilities and technological age of the facility's machinery (MRI, CT scanners).

• Decision Makers (DMs):
  Provides the name and title of the person responsible for purchasing/operational decisions.

3. 📝 How to Apply the Learning: The Three Data Buckets

The campaign focuses on collecting and validating three distinct types of data.

3.1. Facility Identity (NAP+W)

This information is about where the facility is located and how to contact them.

• Name: Full legal/operating name.
  Be alert to name changes! If the facility answers the phone with a different name, always ask if the name has changed due to a sale/acquisition.

• Address: Complete physical address.
  Must be the facility's specific location, distinguishing it from a large group's headquarters.

• Phone Number: Direct line to the facility.
  Should be the number used to contact them for data validation.

• Website (URL): The facility's online domain name.
  Often referred to as URL or domain name; necessary for deeper context/research

⚠️ Note on Acquisitions: Facilities, especially in big cities, frequently change ownership. If a facility has been bought by a larger group, the name and website are highly likely to change. AI Agents must be trained to flag and update records when new NAP+W data is acquired.

3.2. Equipment Details

This information focuses on the technical assets within the facility.

• Target Equipment: Primarily MRI machines and CT scanners.
• Required Data Points:
  • Brand Name
  • Model Name
  • Slices (for CT scanners - refers to imaging passes)¹
  • Age of the machine (if possible)
• Probing for Change: Always inquire about recent/planned equipment changes:
  • Did they recently inquire about new machinery?
  • Are they planning to acquire new machinery?
  • Are they planning to dispose of/remove machinery?
• How to Ask (Focus on their operations): Frame questions from the perspective of the person answering. Do not ask "Are you selling the equipment?" (they may not know). Instead, ask: "Is that equipment being removed from your facility?" (They will likely know the answer to this as it affects their day-to-day work.)
• Rule of Thumb: Ask about one piece of equipment at a time to avoid overwhelming the contact person.

3.3. Decision Makers (DMs)

This requires a separate approach to identify the key contact.

• Target: The person in charge of the department or facility manager.
• Methodology:
  1. Ask to be transferred to the "person in charge" or "manager."
  2. If transferred to voicemail, you can still capture the Name and Title (which is vital information).
  3. If a live person answers, try to obtain the Email Address (if applicable).
• Goal: Obtain the DM's Name and Title, which is sufficient for targeted marketing/sales outreach.

4. 💡 Summary and Key Takeaways

Be Attuned

• Listen for changes in the facility name when the phone is answered, and compare it to the record.
• Essential for maintaining data currency due to frequent acquisitions.

Probe Gently

• Ask about one piece of equipment at a time and frame disposal questions around the impact on their daily operations.
• Ensures the agent receives accurate information without overburdening the contact.

Capture All Three

• Ensure all three data pillars (NAP+W, Equipment, DM) are addressed, even if it requires annotation in the notes.
• Maximizes the value of the record for downstream AI segmentation and marketing efforts.