Conversational Patient Chart Audits moderated by AI unlocks Higher Insight Density

A Case Study in Unveiling the Evolving Treatment Paradigms in DLBCL

The Survey Fatigue Crisis

Healthcare professionals are busy. Monotonous surveys don’t help in getting deeper insights. At ZoomRx, we take HCP survey experience very seriously as it directly impacts the data quality and insights. We observed the survey burden is high with patient chart audits, given the complexity and manual data entry it demands of HCPs. This compromises the quality and richness of the real-world insights that pharmaceutical companies rely on to inform their strategies.

What if there was a better way? What if we could capture the authentic voice of healthcare providers without adding to their burden?

The Innovation: Conversational AI Surveys

Enter the voice-first revolution. Our conversational survey approach, Patient Scribe, designed to collect patient charts, reimagines how HCPs share their clinical expertise, replacing tedious click-through questionnaires with natural, spoken dialogue. Instead of navigating multiple screens and manually inputting data, HCPs can now simply speak about patient cases, treatment decisions, and underlying rationales, as if conversing with a trusted colleague. Our advanced AI seamlessly captures, transcribes, and structures this rich, authentic dialogue.

The innovation centers on four transformative advantages:

• Voice-First Approach: Patient Scribe leverages natural language processing to understand nuanced HCP perspectives that traditional multiple-choice formats simply cannot capture. Instead of forcing complex clinical experiences into rigid dropdown menus, HCPs now articulate the subtle reasoning in their own words.
• Deep Insights: AI probes deeper with intelligent follow-up questions, understanding the "why" behind every response and uncovering contextual factors that standard surveys miss
• Reduced Cognitive Load: Eliminates the mental burden of translating clinical observations into survey language—providers simply speak naturally while AI handles structuring and analysis. Lower cognitive fatigue enables providers to share richer, more detailed insights rather than rigid survey constraints
• Actionable Intelligence: Delivers comprehensive data addressing diverse business needs, from opportunity assessment and market segmentation to detailed patient journey insights

The transformation is profound: from data collection burden to meaningful clinical dialogue. It fosters an improved user experience, leading to higher engagement and completion rates.

Putting it to Practice

We piloted the novel approach across therapeutic areas like weight loss, immune conditions, and oncology to help us understand the complex landscapes associated with each condition.

In Oncology, we chose Diffuse Large B-cell Lymphoma (DLBCL), the most common aggressive non-Hodgkin lymphoma. This therapeutic area presented an ideal testing ground for our conversational AI approach due to its inherent complexity and evolving treatment paradigms.

Why DLBCL?

We chose this challenging indication because it presents unique research difficulties that traditional surveys struggle to capture.

• DLBCL offers multiple lines of treatment extending into fourth line and beyond, creating intricate decision trees that require nuanced clinical judgment.
• The therapeutic landscape has undergone significant transformation, particularly in the relapsed/refractory (R/R) setting, with novel treatments emerging rapidly. This complexity makes it nearly impossible for healthcare providers to adequately express their clinical reasoning through conventional checkbox surveys.

Methodology

For this pilot study, we recruited 15 hematologist-oncologists to provide detailed patient charts through our conversational patient scribe. Each HCP engaged in natural dialogue covering four comprehensive sections designed to mirror their actual clinical thought processes:
Patient Demographics: Contextual factors like age, comorbidities influencing treatment decisions
Disease Conditions: Clinical presentations, staging, and molecular characteristics
Treatment History: Complete therapeutic journey and sequencing decisions
Future Treatment Paradigms: Perspectives on emerging therapies and evolving practice

Objectives

Our goal was to capture the subtle clinical reasoning that occurs when managing complex DLBCL patients—the kind of rich, contextual insights that are lost when providers are forced to select from predetermined response options.

The pilot aimed to demonstrate whether conversational AI could successfully extract the intricate thought processes behind treatment selection, uncover previously hidden practice patterns, and generate actionable insights that reflect the true complexity of treating DLBCL.

Key Findings from DLBCL Treatment Insights

Treatment Paradigm Overview

1. R-CHOP Remains Gold Standard: First-line treatment continues to center around R-CHOP, with established efficacy driving 35% of treatment decisions
2. CAR-T Transforms Second-Line: Manufacturing constraints and patient health status create significant barriers, limiting access despite therapeutic promise
3. Unmet Need in Later Lines: HCPs seek therapies addressing post-CAR-T progression, emphasizing safety profiles and convenience
4. Clinical Evidence is Paramount: Efficacy and safety data override all other considerations in treatment selection

Current Treatment Drivers

HCPs' decisions are primarily driven by established efficacy and familiarity with conventional regimens like R-CHOP, potential for deep responses from CAR-T therapies in later lines, the off-the-shelf nature of emerging bispecific antibodies, and adherence to standard care protocols.

Significant Barriers

However, the adoption of certain advanced therapies faces significant barriers.
Patient Health Status: ECOG deterioration limits treatment options and eligibility for advanced therapies
Manufacturing & Logistical Challenges: Limited CAR-T manufacturing slots create delays in time-sensitive treatments; distance to specialized treatment centers, transportation planning for post infusion monitoring also pose significant challenges to CAR-T Rx
Safety Concerns: Adverse events like CRS risk and hospitalization requirements impact treatment decisions

Future Adoption Drivers

Clinical evidence remains paramount, with HCPs prioritizing differentiated mechanisms of action, improved efficacy metrics (complete response rates, overall survival), favorable safety profiles with acceptable adverse event rates, and enhanced convenience including subcutaneous administration and fixed-duration regimens. The ultimate goal: addressing unmet needs in patients experiencing disease progression after CAR-T or those with CAR-T ineligibility.

Strategic Implications for Pharmaceutical Companies

• Lead with Clinical Excellence: Efficacy and safety data remain the primary drivers of HCP decision-making. Companies must prioritize robust clinical evidence that directly addresses patient outcomes and treatment tolerability.
• Address Manufacturing and Access Barriers: For CAR-T and other advanced therapies, streamlining manufacturing processes and improving access infrastructure will be critical to maximizing therapeutic potential.
• Focus on Post-CAR-T Landscape: The growing population of post-CAR-T patients represents a significant unmet need, with opportunities for therapies offering improved convenience and manageable safety profiles.
  

HCP Engagement

The pilot delivered overwhelmingly positive feedback from participating providers. Three out of four HCPs (~75%) highly enjoyed the conversational survey experience, describing it as more engaging than traditional questionnaires.

Significantly, all 15 HCPs reported referring to patient charts with the same frequency as traditional studies or more often to provide granular clinical insights. This demonstrates that conversational AI successfully encouraged deeper clinical reflection rather than reducing response quality.

Transform Your Patient Chart Collection: Schedule Your Demo

Stop settling for incomplete chart audits. The Conversational Patient Chart delivers 20x richer insights.

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Schedule a live demo today. Experience how voice-first technology transforms physician engagement and unlocks the deep clinical insights driving your strategic decisions.

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