Recare Agent
Keep overdue patients from disappearing into a report.
Every eligible overdue patient has a next action, an owner, or a documented stop reason.
Runs overdue reports, applies practice-approved segmentation, starts the correct outreach, and keeps every patient in a visible status.
What it sees, decides, and does.
A patient becomes due or overdue according to the practice’s approved recare rules.
- Recare due date
- Patient status and communication preference
- Prior outreach history
- Practice-approved eligibility and exclusion rules
- Eligible, excluded, already scheduled, or staff review
- Appropriate outreach step
- When to change channel
- When to stop or escalate
- Build the daily outreach queue
- Send approved messages
- Record replies and attempts
- Create a staff booking task
The agent knows when to stop.
These boundaries belong in the scope, tests, permissions, and operating log. They are not a disclaimer added after the build.
A person reviews
- Clinical questions
- Requests to change recare interval
- Patient complaints or dismissal issues
- Unclear active or inactive status
The agent escalates
- No valid contact method
- Conflicting recare information
- Patient under an active care restriction
- Response requires clinical context
Outside the agent’s authority
- Set a clinical recare interval
- Present a reminder as a diagnosis
- Ignore communication preferences
- Remove a patient without an approved reason
Measure the job, not the novelty.
The workflow may still need a virtual assistant.
Use for the predictable path.
Monitoring, structured checks, approved messages, routing, logging, and repeated follow-up.
Use for context and conversation.
Ambiguous responses, relationship work, judgment, persuasion, and exceptions that change from case to case.
Let the agent build the queue.
The agent handles the predictable path. A trained person receives a clean exception list with the context needed to finish the work.
Why this workflow matters.
Sources support the operating need and safety boundary. They do not prove that every practice should build this agent.
ADA: Recare Appointments
Practices should track overdue patients and assign a team member to contact them.
Open sourceADA: Active vs. Inactive Patients
Patient status requires a documented process and attention to record-retention requirements.
Open sourceBring us the recurring job.
We will map it, test the alternatives, and define what an agent should own only if an agent is the right answer.
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