Predictika · Ambulatory EHR subscription quotes

An AI sales agent's EHR subscription quote, checked before it goes out

An AI sales agent prepares a monthly subscription quote for a medical practice: an edition, a number of providers and locations, a specialty, add-on solutions, a term and a discount. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the NextGen Office and NextGen Enterprise product line and returns a verdict, every reason and the monthly total it computed.

Scope: NextGen Office and NextGen Enterprise subscriptions with the add-on solutions Clinical AI, NextGen Mobile, Virtual Visits, patient portal, Population Health, NextGen Insights, Mirth Connect and NextGen Share, by specialty, with term and discount. See everything this validator covers

This validator models NextGen Healthcare EHR and practice management subscription quotes, not just the scenarios shown below.

  • Edition and size — NextGen Office for practices with under 10 providers and NextGen Enterprise for 10 or more, the location limit on Office, and an architecture review for a very large practice.
  • Add-on solutions — Clinical AI seats up to the number of providers, Population Health and Insights on Enterprise only, Population Health needing the patient portal, and Mirth Connect on Office needing an interface review.
  • Specialty, term and discount — FQHC practices on Enterprise, a clinical template review for some specialties on Office, terms of one or three years, a sales manager's approval for discounts above 10 percent and a hard limit at 20 percent.

Any NextGen subscription quote that touches these rules is in scope — not only the scenarios pictured here. Not covered: implementation and training services, other NextGen products, and negotiated contracts. The product names, the add-on solutions and the provider-count split come from NextGen's public site; the prices, limits, dependencies and approval thresholds are modeled and illustrative (see the note at the foot of the page). The validator shows a computed monthly total and no stated-total check, because a quote here carries no total stated by the agent.

The AI sales agentBuilds the subscription quote from the conversation and says it is ready.
Predictika validatorChecks every rule at once and returns the verdict, each finding, and the computed figures.

6 scenarios in 3 groups · each group runs from the agent’s first attempt to the outcome · click one to switch

What the agent proposes

The AI sales agent says

Illustrative agent statement. The validator receives the structured request below.

Proposing agent: AI sales agent (scripted)

Before sending, the agent must call Recorded run

Predictika validator


      

        
        
        
      

      
Waiting for the call.

      
    

  

  
  

    
Where rules-based CPQ gets it wrong
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Our assessment of what a typical rules-based CPQ (product rules, price rules and validation rules, as in Salesforce CPQ) does with the same cases. It is a judgment about effort and reliability, not a claim that nothing can be built.

    
What the validator caughtTypical rules-based CPQPredictika
Limits that depend on the editionOnly with care
The provider range, the location limit and the add-ons that are available differ by edition, so each needs a rule keyed to the edition.		The edition, the providers and the add-ons are in one request and checked together on every call.
An add-on that needs another add-onOnly with care
Population Health needs the patient portal and Enterprise, so a rule has to look at two add-ons and the edition at once.		The edition and every add-on are fields of one request and are checked together on every call.
A seat count tied to the number of providersOnly with care
Clinical AI seats may not exceed the providers, so a quantity rule has to compare two numbers and be kept in step with both.		Both counts are in the request and compared on every call.
Every problem returned in one answerOnly with workarounds
Rules tend to fire as the quote is saved or a step is completed, so a rep often fixes one error and meets the next.		All findings come back together, whatever order the choices arrived in.

  

  

    
What this validator catches: findings from its test cases
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Every rule is checked on every call, in any order the choices arrive; one problem never hides another. Blocking findings stop the quote; approval findings need a person to sign off; everything else is computed.

    
1NextGen Office is for practices with under 10 providers; the quote has 10 providers, which is NextGen Enterprise territory.
2NextGen Enterprise is for practices with 10 or more providers; the quote has 9.
3The quote needs at least one provider; it has 0.
44 locations are quoted; NextGen Office quotes 1 to 3 locations in this model.
50 locations are quoted; NextGen Office quotes 1 to 3 locations in this model.
6Clinical AI needs 1 seat up to the number of providers (5); the quote has 6 seats.
7Clinical AI needs 1 seat up to the number of providers (5); the quote has 0 seats.
82 Clinical AI seat(s) are quoted but Clinical AI is not selected.
9Population Health is quoted only with NextGen Enterprise in this model.
10Population Health outreach needs the patient portal (Patient Health Management) on the quote.
11NextGen Insights is quoted only with NextGen Enterprise in this model.
12FQHC practices are quoted on NextGen Enterprise in this model.
13This specialty on NextGen Office needs a clinical template and imaging review before the quote is sent.
14Mirth Connect on NextGen Office needs an interface scope review.
15120 providers need an enterprise architecture review.
16The quote has a term of 2 years; this model offers 1 or 3 years.
17A discount of 1,500 USD per month is above 10 percent of the monthly subtotal (9,975 USD) and needs sales management approval.
18A discount of 2,500 USD per month is above 20 percent of the monthly subtotal (9,975 USD).
19NextGen Office is for practices with under 10 providers; the quote has 12 providers, which is NextGen Enterprise territory.
205 locations are quoted; NextGen Office quotes 1 to 3 locations in this model.
21The quote has a term of 5 years; this model offers 1 or 3 years.

  

  

    
Scenarios and results
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The recorded result of the validator for each scenario on this page: the request the AI agent sent, the verdict, and every finding, in the order they appear above.

    
1. Edition, providers and add-ons: A twelve-provider Office quote with Clinical AI, Population Health and no patient portal

    
The agent's request. Please quote NextGen Office for a primary care practice with 12 providers at 1 location, with Clinical AI for 15 seats, Population Health, on a 1-year term. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • Office is for under 10 providers. NextGen Office is for practices with under 10 providers; the quote has 12 providers, which is NextGen Enterprise territory.
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  • Clinical AI seats out of range. Clinical AI needs 1 seat up to the number of providers (12); the quote has 15 seats.
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  • Population Health needs Enterprise. Population Health is quoted only with NextGen Enterprise in this model.
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  • Population Health needs the patient portal. Population Health outreach needs the patient portal (Patient Health Management) on the quote.
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2. Edition, providers and add-ons: The agent resubmits after fixing the errors

    
The agent's request. Please quote NextGen Enterprise for a primary care practice with 12 providers at 1 location, with Clinical AI for 10 seats, the patient portal, Population Health, on a 1-year term. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Monthly summary. Monthly total 6,768 USD (4,788 USD subscription plus 1,980 USD add-ons, less 0 USD discount).
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3. Specialty, term and discount: An FQHC practice quote on Office with a two-year term and a large discount

    
The agent's request. Please quote NextGen Office for a FQHC practice with 5 providers at 1 location, on a 2-year term with a discount of 400 USD per month. It is ready to send.

    
Verdict: Blocked.

    
    
      
  • FQHC needs Enterprise. FQHC practices are quoted on NextGen Enterprise in this model.
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  • Term not available. The quote has a term of 2 years; this model offers 1 or 3 years.
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  • Discount above the limit. A discount of 400 USD per month is above 20 percent of the monthly subtotal (1,495 USD).
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4. Specialty, term and discount: The agent resubmits after fixing the errors

    
The agent's request. Please quote NextGen Enterprise for a FQHC practice with 14 providers at 1 location, on a 3-year term with a discount of 450 USD per month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Monthly summary. Monthly total 5,136 USD (5,586 USD subscription plus 0 USD add-ons, less 450 USD discount).
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5. Approvals: An orthopedics practice quote on Office with Mirth Connect and a discount of 350 USD a month

    
The agent's request. Please quote NextGen Office for a orthopedics practice with 6 providers at 1 location, with Mirth Connect, on a 1-year term with a discount of 350 USD per month. It is ready to send.

    
Verdict: Needs approval.

    
    
      
  • Discount to approve. A discount of 350 USD per month is above 10 percent of the monthly subtotal (2,294 USD) and needs sales management approval.
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  • Specialty template review on Office. This specialty on NextGen Office needs a clinical template and imaging review before the quote is sent.
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  • Interface scope on Office. Mirth Connect on NextGen Office needs an interface scope review.
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  • Monthly summary. Monthly total 1,944 USD (1,794 USD subscription plus 500 USD add-ons, less 350 USD discount).
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6. Approvals: The agent resubmits after fixing the errors

    
The agent's request. Please quote NextGen Office for a primary care practice with 6 providers at 1 location, on a 1-year term with a discount of 150 USD per month. It is ready to send.

    
Verdict: Allowed.

    
    
      
  • Monthly summary. Monthly total 1,644 USD (1,794 USD subscription plus 0 USD add-ons, less 150 USD discount).
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Narration transcript
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The text of the narrated walkthrough, step by step.

    
    
      
  1. Welcome to a demo of Predictika's Validator. An AI sales agent prepares a monthly subscription quote for a medical practice: an edition, a number of providers and locations, a specialty, and more. Before it goes out, the agent sends it to Predictika, which checks it against a declarative model of the NextGen Office and NextGen Enterprise product line and returns a verdict, every reason and the monthly total it computed.
    2. 
      
  2. I will start with the first request by the agent.
    3. 
      
  3. The agent says. Please quote NextGen Office for a primary care practice with 12 providers at 1 location, with Clinical AI for 15 seats, Population Health, on a 1-year term. It is ready to send.
    4. 
      
  4. Before it goes out, the agent calls the validator.
    5. 
      
  5. Blocked, with four findings, all in one answer. NextGen Office is for practices with under 10 providers; the quote has 12 providers, which is NextGen Enterprise territory. Clinical AI needs 1 seat up to the number of providers (12); the quote has 15 seats. Population Health is quoted only with NextGen Enterprise in this model. The other one is on screen.
    6. 
      
  6. The validator returned four blocking findings in one answer. A check that reads one field at a time would pass most of this; it shows only when the choices in the quote are checked against each other.
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  7. What this shows: for a seat count tied to the number of providers, a rules-based CPQ is error-prone for this.
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  8. Now the agent resubmits.
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  9. The corrected request. It changes the edition to enterprise, the Clinical AI seats to 10 and the patient portal to yes.
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  10. It calls the validator again.
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  11. This time the validator clears it.
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  12. All four earlier findings are cleared.
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  13. Four problems caught in one call, fixed in one pass, and a clean quote. That is the value of Predictika's validator: catching mistakes before they reach the customer. Now you can try the other scenarios yourself.
    14.