{
  "slug": "crp",
  "site": "Clinical Research Philadelphia",
  "generated": "2026-06-17",
  "taxonomyVersion": "2.0",
  "capabilities": {
    "leads_autocollect": {
      "status": "live",
      "note": "website form + ad-platform lead webhooks",
      "dataSources": ["website lead forms", "Meta & Google ad webhooks"],
      "useCases": ["capture new leads into the CRM automatically"]
    },
    "eligibility_match": {
      "status": "live",
      "note": "LLM matches criteria at intake",
      "dataSources": ["EDC (CRIO) study criteria", "lead intake data"],
      "useCases": ["match a new lead to studies they may qualify for, at intake"]
    },
    "recruiter_prioritize": {
      "status": "live",
      "note": "tiered call-back queue + speed-to-lead metric",
      "dataSources": ["lead activity + response timing"],
      "useCases": ["prioritized call-back queue", "speed-to-lead tracking"]
    },
    "online_booking_reminders": {
      "status": "live",
      "note": "self-serve booking + automatic reminders",
      "dataSources": ["EDC (CRIO) calendar availability", "Telnyx SMS", "Gmail"],
      "useCases": ["patient self-serve booking + automated visit reminders"]
    },
    "winback": {
      "status": "live",
      "note": "partial-form rescue live; cancellation re-engagement runs in observe mode, sends gated",
      "dataSources": ["partial-form events", "cancellations"],
      "useCases": ["re-engage no-shows / cancels / unfinished forms"]
    },
    "daily_visit_board": {
      "status": "live",
      "note": "schedule view with readiness flags",
      "dataSources": ["EDC (CRIO) schedule + records readiness"],
      "useCases": ["one screen of the day's visits + what's missing"]
    },
    "scheduling_guards": {
      "status": "live",
      "note": "double-book / wrong-site / wrong-time guards (live); cross-site duplicate-enrollment guard in review",
      "dataSources": ["EDC (CRIO) bookings"],
      "useCases": ["block double-book / wrong-site / wrong-time at write time"]
    },
    "auto_patient_comms": {
      "status": "live",
      "note": "guarded comms (DNC / throttle / dedup / quiet hours)",
      "dataSources": ["comms templates", "Telnyx SMS/voice", "Gmail", "eFax"],
      "useCases": ["automated reminders/confirmations with safety guardrails"]
    },
    "inbound_triage": {
      "status": "live",
      "note": "AI fax + voicemail classify & route",
      "dataSources": ["inbound eFax + voicemail"],
      "useCases": ["AI classifies + routes to the right person"]
    },
    "ai_voice": {
      "status": "building",
      "note": "built, switched off behind a flag",
      "dataSources": ["Telnyx telephony", "LLM"],
      "useCases": ["AI phone pre-screen (built, switched off behind a flag)"]
    },
    "revenue_ar": {
      "status": "live",
      "note": "per-study revenue, invoices, AR aging",
      "dataSources": ["EDC (CRIO) invoices", "QuickBooks", "bank statements"],
      "useCases": ["track revenue / invoices / AR aging"]
    },
    "per_study_profit": {
      "status": "live",
      "note": "contribution + fully-loaded margin",
      "dataSources": ["revenue data", "QuickBooks expenses"],
      "useCases": ["margin per study (contribution + fully-loaded)"]
    },
    "billing_writeback": {
      "status": "live",
      "note": "browser-automation writer into the EDC (payments/invoices/reconciliation live; mark-paid in test)",
      "dataSources": ["EDC (CRIO) via browser automation"],
      "useCases": ["write payments/invoices/reconciliation back into the EDC"]
    },
    "auto_collections": {
      "status": "building",
      "note": "built + tested, send hard-gated off",
      "dataSources": ["AR + reconciliation status"],
      "useCases": ["overdue-AR dunning (built, sending gated off)"]
    },
    "rbac_phi": {
      "status": "live",
      "note": "role-based, default-deny + PHI perimeter",
      "dataSources": ["Google Workspace SSO / identity-aware proxy"],
      "useCases": ["role-based access + PHI masking/perimeter"]
    },
    "data_quality_audit": {
      "status": "live",
      "note": "daily morning audits + append-only audit log",
      "dataSources": ["EDC, CRM, comms — cross-system"],
      "useCases": ["daily automatic data-quality audits + append-only audit log"]
    },
    "rule_checks": {
      "status": "live",
      "note": "rule-to-check coverage matrix + lint tripwires",
      "dataSources": ["the codebase + CI"],
      "useCases": ["an automatic test behind every operational rule"]
    },
    "assistant_agents": {
      "status": "live",
      "note": "recommend-not-act; human approves before send",
      "dataSources": ["operational signals (no-show risk, stale leads, money at risk)"],
      "useCases": ["recommend-not-act agents that flag, human approves"]
    },
    "design_system": {
      "status": "live",
      "note": "one component library across every surface",
      "dataSources": ["shared component library"],
      "useCases": ["one consistent UI across every screen"]
    },
    "patient_provider_surfaces": {
      "status": "live",
      "note": "public eligibility site + provider referral portal",
      "dataSources": ["public website"],
      "useCases": ["patient eligibility/booking site + referring-doctor portal"]
    }
  },
  "extras": [
    {
      "label": "Partner eligibility data-sharing",
      "status": "live",
      "dataSources": ["analytics data-share with a trial-matching partner"],
      "useCases": ["surface external trial-eligibility matches into recruiting"],
      "note": "ingest partner trial-match data into the recruiting pipeline"
    },
    {
      "label": "AI-voice patient consent flow",
      "status": "building",
      "dataSources": ["public website"],
      "useCases": ["versioned consent UX before any AI voice call"],
      "note": "versioned consent capture gating any AI voice outreach"
    },
    {
      "label": "Daily eligible-candidate call digest",
      "status": "live",
      "dataSources": ["trial-eligibility matches", "Gmail"],
      "useCases": ["email recruiters top eligible candidates per study daily"],
      "note": "origin-tagged daily digest of top eligible patients per study"
    }
  ]
}