Preventive Care Outreach
Using rules your care team sets, the agent finds patients due for screenings, vaccines or check-ups and sends invitations with wording you approve.
Outreach · screenings due
Due patients found
Using your care team’s rules
Wording approved
By your care team
Invitations sent
On each patient’s preferred channel
Visits booked from replies
Reminder sent
Overview
Patients miss screenings, vaccines and yearly check-ups, and these gaps are often found late. Building outreach lists and contacting each patient takes staff time away from other work. Indite sets up an AI agent that finds patients due for care using your rules, sends invitations your care team approves and books visits from their replies. Decisions about who to contact and what to say stay with your team.
Challenges
Due patients are found by hand
Staff build outreach lists manually from records, spreadsheets and past reports.
Every patient’s schedule is different
Screening and vaccine due dates depend on age, history and past visits, so each record has to be checked.
Invitations go out one at a time
Calling or messaging each patient takes staff time, so outreach is often delayed.
Responses are hard to track
It’s difficult to see who was invited, who booked and who hasn’t replied.
Solution
Find patients who are due for care
The agent runs your care team’s rules on a set schedule to find patients due for screenings, vaccines or check-ups.
Send invitations your team approves
Each patient receives an invitation on their preferred channel, using wording your care team has approved.
Book visits from patient replies
When a patient replies, the agent books the visit in your scheduling system and sends a reminder.
Keep your team’s reports up to date
Completed visits are marked, reports are updated and patients who don’t reply are added to a short call list.
Connects with: your patient records system (EHR or HIS) through FHIR or APIs, WhatsApp, SMS and email, your scheduling system, and your reporting tools.
Business Impact
Due patients found using your rules
Outreach lists are built from your care team’s rules instead of by hand.
Invitations in your approved wording
Every message uses wording your care team has signed off.
Bookings recorded from replies
Visits booked from patient replies go straight into your scheduling system.
Non-responders listed for your staff
Patients who don’t reply are placed on a short call list for your team.
See how this would work for your team
Tell us how it works today. We’ll show you how an AI agent could handle it, where your staff stays in control and what it would cost.