Pre-Procedure Instructions
Delivers customizable pre-procedure instructions via SMS/email and optionally uses Voice AI to collect additional information.
Est ROI
5x
Go-ive
2 weeks
Contents
Value overview
This flow stops cancellations by using voice AI agents to call patients with prep instructions. This saves your staff's hours, decreases outbound phone calls, and decreases same-day procedure cancellations.
56,000
annual outbound calls offloaded


How it works
This flow automates sending pre-procedure visit instructions to a patient prior to their upcoming procedure. Information within these instructions can be tailored by appointment information such as the procedure type or the location of the procedure as well as patient history information such as medications on file or medical history. The flow outreaches via text/email and then gives the patient the option for an AI generated voice call to collect additional information. The voice call transcription will be analyzed within the flow and appropriate human tasks will be sent to the task list for a staff member to action.
Trigger & Data Ingest
AI Processing
Output / Action



