# Treatment Plan Follow-up — Healthcare AI agent | Mihu AI

Healthcare · Front Desk

# Treatment Plan Follow-up

Book the next step for patients with an accepted-but-unscheduled treatment plan.

Set up this outcome

## Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

CRM Salesforce, HubSpot or your local CRM for leads & contacts. Connect during setup

## How it works

Agent picks up plans open and unscheduled past the follow-up window.

Reaches the patient on their channel — WhatsApp, SMS or voice (Twilio, 3CX, RingCentral or a carrier SIP trunk) — with a non-clinical check-in.

Answers the administrative blockers — cost, payment plans, appointment length.

Books the next appointment directly into the diary .

Any clinical question is routed to a clinician — the agent never advises on treatment.

Logs the outcome to the CRM .

## Data sources

Treatment plan status Fee schedule Clinician availability CRM

## What it targets

Open plans followed up Target 95%

Plans scheduled Target 16%

Routed to a clinician Target 100%