AI Stewards for ACO Operators
15 – 20 minutes

Pre-Session Operational Profile

A self-guided exercise designed to give you a structured view of your organization's operational readiness for AI enablement. Your responses help us determine fit and prepare a productive AI Leverage Map session tailored to your operations.

7
Sections
25
Questions
15–20
Minutes
Section 1 of 7
Section 01
Organization Overview
Basic information about your ACO to help us understand your operational context.
1 Organization name
2 Your name, title, and preferred contact email
3 Which ACO model does your organization currently participate in?
4 Approximate number of attributed lives
Section 02
Data Environment
Understanding your data infrastructure helps us gauge where fragmentation may be creating blind spots.
5 How many EHR systems are currently in use across your participating practices?
6 How is data currently aggregated across these systems?
Select all that apply
Why this matters: ACOs operating across multiple EHR systems face a structural disadvantage in reporting speed. Each additional system adds days or weeks to the insight-to-action cycle. Understanding your data environment is the first step to measuring that cost.
7 Do you currently use a population health management platform?
Section 03
Performance Reporting Current State
This section examines how performance data moves from availability to physician visibility. Most ACOs have never formally measured this cycle time.
8 How is provider performance reporting currently produced?
9 What is the approximate time from when performance data is available to when it reaches a physician?
Your best estimate is fine. Most organizations have not formally measured this.
Benchmark: Across the ACOs we work with, the average reporting lag is 60 to 90 days. The top-performing organizations have reduced this to under 14 days using off-the-shelf tools. Every day of delay is a day where physician behavior is not being influenced by data.
10 Approximately how many staff hours per month are dedicated to performance reporting?
11 Who currently owns the insight-to-action cycle time in your organization?
Who is accountable for ensuring performance data reaches physicians and influences behavior?
Section 04
Quality Measure Tracking
Quality performance directly affects your ability to unlock shared savings. This section helps identify where reporting burden may be creating drag.
12 How are you currently reporting quality measures for CMS?
13 What is your biggest quality reporting challenge?
Select all that apply
Section 05
Shared Savings Predictability
This section helps both of us understand how forecast confidence and structural pressures are shaping your operational priorities.
14 At mid-year, how confident are you in forecasting your shared savings outcome?
Not confident at allHighly confident
15 What is your biggest source of forecast variance?
16 Has sustaining shared savings become harder over the past two performance years?
Market context: Aggregate MSSP shared savings reached record levels in PY2024. But the ACPT benchmark methodology, accelerated two-sided risk timelines, and rising healthcare costs are compressing the margin for error. The organizations that sustain performance will be the ones that improve operationally, not just clinically.
Section 06
AI Readiness and Experience
There is no wrong answer here. Most ACOs we work with are early. Understanding where you are helps us calibrate what is realistic.
17 Have you tried any AI tools internally?
18 If you have tried AI tools, what worked and what did not?
19 Do you have a dedicated person or team responsible for AI, analytics, or technology strategy?
20 What is your biggest concern about adopting AI in your operations?
Select all that apply
Section 07
Strategic Priorities
This section helps us understand what matters most to your organization right now, so that if we sit down together, the conversation is immediately relevant.
21 What are your top operational priorities for this performance year?
Select up to three
22 Are you actively preparing for the REACH-to-LEAD transition?
23 If you could automate one workflow tomorrow, which would give your team the most relief?
24 What would success look like for your organization in 12 months?
25 Is there anything else we should know before a potential working session?

Your responses will be reviewed by the Aequalis team. If there is a fit, we will reach out within 2 business days to discuss scheduling an AI Leverage Map session. If the timing or fit is not right, we will let you know directly. No automated follow-ups, no email lists.