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v1.2: Bot-to-Bot Disclosure Handoff — IVR Compatibility #1

@thankcheeses

Description

@thankcheeses

Current v1.1 assumes the receiving entity is human or human-adjacent (expecting voice disclosure). However, when a Provider AI (compliant with NHID-Clinical) calls a Payer IVR/Bot, a deadlock can occur.

Scenario:
Payer IVR: "Thank you for calling [Payer]. Please say your NPI."
Provider AI: "Hello, I am an automated assistant for Dr. Smith." (Mandatory disclosure)
Payer IVR: "I didn't catch that. Please say your NPI."
Provider AI: [Confusion — loops or disconnects]
Root Cause:
The PIA (Proactive Identity Assertion) rule requires verbal disclosure before data exchange, but automated receivers don't "listen for" or process this disclosure. They expect structured data immediately.

Questions for v1.2:
Should NHID-Clinical address Bot-to-Bot interactions separately, or defer to a future "NHID-Automated" standard?
If a Provider AI detects it is speaking to an IVR (via silence, non-human response patterns), should it:
Continue attempting verbal disclosure?
Bypass to data exchange (risking non-compliance)?
Attempt to route to a human?
Should the standard define "detection methods" for IVR vs. Human endpoints?

Suggested Resolution Path:
Add a new section: "Bot-to-IVR Workflows" that clarifies whether disclosure is waived or transformed when both parties are automated systems.

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