Choosing the right AI tool for your clinic: What to ask before you buy AI
Sponsored Session
Room: 200 ABC
What does it take to automate front-office operations, and how can a clinic determine whether a vendor is the right fit?
This moderated panel features clinic leaders and physicians who have implemented automation in their practices. Panelists will discuss what their front-office operations looked like before automation, including fax management, phone queue and intake backlog. They will share how they evaluated vendors, what approaches did not work and what changed following implementation.
The discussion focuses on practical lessons learned, including challenges and setbacks. Attendees will leave with a clearer understanding of the questions to ask vendors, the warning signs to watch for and what to expect from a realistic implementation in a Canadian clinic.
Learning objectives
By the end of this session, participants will be able to:
Apply practical measures such as referral turnaround time, call volume, and staff hours reclaimed to assess the impact of automation in their own clinic.
Evaluate front-office automation vendors against a set of non-negotiables and red flags drawn from real procurement experience.
Identify the operational conditions (workflow ownership, EMR integration, staff buy-in) that determine whether a tool succeeds or is quietly abandoned after go-live.
Speakers:
- Roger Han, Chief Technology Officer, KMH
- Darrel Ginsberg, MD, Unified Healthcare Team
- Peter Phua, MD, Family Physician. Optimal Health
Moderator:
- Jeff Chan, Co-founder and Chief Revenue Officer, Inference Health
Presenter Bios:

Roger Han
Roger Han has a diverse work experience, starting as a Client Service Specialist at CAISA Fashion Show in 2009. Roger then held various roles within Medcan, including Product Coordinator, Associate in Product Management, and Product Manager. In 2018, Roger joined KMH Cardiology Centres Inc., where they served as Group Product Manager, Director of Strategy & Analytics, and currently holds the position of VP of Strategy & Analytics. In 2021, they became a Community Ambassador at ThePower Business School. In 2022, Roger joined Connected Care Halton Ontario Health Team as a Contributor in Digital Health & Senior Care Planning Table.
Roger Han completed a Bachelor’s degree in Finance and Accounting from Western University. Roger also obtained a certification in PowerMBA from ThePowerMBA in 2020.

Darrel Ginsberg, MD
Dr. Darrell Ginsberg brings a broad and multidisciplinary background to clinical practice. Prior to medicine, he worked as a Scientist with Eli Lilly Pharmaceuticals, a Software Developer at Intel, and a consultant focused on pilot flight safety optimization for American Airlines. He earned his MSc in Medical Science from the Technion – Israel Institute of Technology, followed by his MD at Queen’s University. He completed Family Medicine residency at the University of Toronto, where he received the Charles E. Snelling MD Paediatric Award for excellence in Pediatrics, and subsequently pursued the intensive Fellowship in Hospitalist Medicine at the University of Toronto.
His clinical practice has included roles as an acute care hospitalist, family physician, emergency medicine physician, and men’s health specialist. He has a particular interest in iron deficiency and has presented on the topic at multiple conferences.
Driven by a commitment to integrated, high-quality outpatient care, Dr. Ginsberg co-founded Unify Health. He is also actively involved in medical education, serving as an Adjunct Assistant Clinical Professor at McMaster University and as a Lecturer at the University of Toronto.

Peter Phua, MD
Peter Phua brings a multidisciplinary background in medicine, technology, and startups to his work in healthcare. He completed medical school at McMaster University and a family medicine residency at the University of Toronto. Currently, he is the Operations Manager of the Optimal Health Clinic in Barrie where he oversees clinic operations via a fleet of AI agents and human staff. In addition to his work at Optimal, he is the Chief Medical Officer at Inference Health, an agentic clinic operating system for medical clinics. A family physician by training, he runs a focused practice in psychotherapy in Toronto.
Moderator:

Jeff Chan
Jeff is the co-founder and CRO of Inference Health which builds, deploys and manages AI agents that automates administrative work for clinics and hospitals. Jeff has held several roles in healthcare ranging from digital health to care delivery and insurance. Most recently, he was the AVP at Sun Life Health, leading a portfolio of digital tools designed improve patient outcomes. In addition, Jeff serves on the board for the ByWard Family Health team and the North York Senior Centre giving him a multi-faceted vantage point on how the health system operates both publicly and privately.
