Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack

A research pack for US healthcare provider organizations deciding how to redesign ambulatory access capacity and referral workflows. It contains an inputs table and evidence hierarchy, and reproducible formulas for demand, capacity gap, referral completion, visit contribution and capacity release. It also provides scoring anchors for prioritizing assumptions, an options framework that separates cash from capacity, and execution, governance and measurement tables. A synthetic worked example, a failure case and editable tools complete the pack: an assumption register, a source log, a research question log and a review record.

Asset IDSTX-A0703

CategoryIndustry Sector Packs

TierRead and Download

Prepared byStratenity Advisory Team

Executive summary

A research pack that helps provider organizations assemble a defensible business case for redesigning ambulatory access and referral workflows. It is built on their own data, with every figure traced to a dated source or a named, owned assumption.

What is inside

The 13 sections

Thirteen sections take a team from framing the decision to measuring the benefits. They include an inputs table with an evidence hierarchy, written-out formulas and scoring anchors for ranking assumptions, and an options framework that keeps released capacity apart from cash. Execution, governance and measurement tables are structured for initiative tracking. A synthetic worked example, a failure case and a practice exercise show the method in use. Editable tools include an assumption register, a source log, a research question log, a reconciliation checklist and a review record.

Purpose and decision
Context and applicability
Inputs and evidence
Definitions and assumptions
Method and analytical logic
Current-state assessment
Options and business case
Recommended design
Execution and activation
Governance and risk
Measurement and benefits
Worked example and practice
Working tools and references

How to use it

How to use this pack

Confirm the decision and the conditions for use first. Then open the source log and gather the organization's own scheduling, referral, authorization, staffing, encounter and finance data. Work through the method in order, recording every business case driver in the assumption register and ranking which ones to research before the approval gate. Run the assumption challenge session with stakeholders, build the options with cash and capacity kept separate, and use the governance and measurement tables to carry the approved design into execution.

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Stratenity Advisory Team. (2026). Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack. Stratenity Library. https://www.stratenity.com/resources/library/industry-sector-packs/healthcare-providers-ambulatory-access-and-referral-capacity-business-case-assum

Stratenity Advisory Team. "Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack." Stratenity Library, 2026, www.stratenity.com/resources/library/industry-sector-packs/healthcare-providers-ambulatory-access-and-referral-capacity-business-case-assum.

Stratenity Advisory Team. "Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack." Stratenity Library, 2026. https://www.stratenity.com/resources/library/industry-sector-packs/healthcare-providers-ambulatory-access-and-referral-capacity-business-case-assum.

Stratenity Advisory Team (2026) Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack. Stratenity Library. Available at: https://www.stratenity.com/resources/library/industry-sector-packs/healthcare-providers-ambulatory-access-and-referral-capacity-business-case-assum (Accessed: the date of access).

@misc{stratenity_stxa0703, author = {{Stratenity Advisory Team}}, title = {Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack}, year = {2026}, publisher = {Stratenity Library}, howpublished = {\url{https://www.stratenity.com/resources/library/industry-sector-packs/healthcare-providers-ambulatory-access-and-referral-capacity-business-case-assum}}, note = {Asset ID STX-A0703} }

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Healthcare Providers — Ambulatory access and referral capacity: Business case assumptions and research pack

The 13 sections

This is a taste. The full library goes deeper.

Stratenity is the AI Operating System for Strategic Execution™.

Stratenity is the AI Operating System for Strategic Execution^™.