Healthcare · Care Coordination

Pre-Procedure Instruction & Confirmation

Make sure patients actually follow pre-procedure instructions.

Apps this needs

EHR / Practice System Read availability and write appointments back to your clinic system. Connect during setup
SMS Gateway Fallback text messages for reminders and links. Connect during setup
SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

How it works

  1. Agent sends procedure-specific instructions at the appropriate lead time, pulled from the EHR's instruction library.
  2. Confirms key steps the day before — fasting start time, medication hold, ride arranged — via a structured check-in.
  3. Escalates anything that could affect the procedure — didn't stop a blood thinner, has a fever — immediately to a clinical team member.
  4. Sends day-of arrival instructions and writes confirmation status to the EHR appointment record.

Data sources

EHR procedure/instruction library Patient confirmation log

What it targets

  • Instructions confirmed completed before procedure Target 90%
  • Same-day cancellations due to non-compliance Target -40%