Bring overdue retainer checks back into view.
Post-treatment patients miss routine follow-up.
Est. deploy 4–6 weeksSee the walkthrough
Customer Retention · Healthcare
Prepare preventive outreach for care-team review.
Eligible patients are hard to locate in manual lists.
For: Care coordination leads and the team responsible for customer retention in healthcare.
01 · The outcome
What good looks like.
The team has a clinician-reviewed outreach queue, with source evidence and an explicit approval before any external action. Track approved outreach reaching eligible patients against a baseline; do not assume automation improves it.
A connected workflow that uses clinician-approved cohort, exclusions, and outreach permissions to prepare personalized administrative reminders while leaving care recommendations to clinicians. It produces a clinician-reviewed outreach queue.
Where AI helps, and where a person decides.
AI can prepare personalized administrative reminders while leaving care recommendations to clinicians. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The care coordination lead verifies the source facts and approves the final action.
Care coordination lead is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Care coordination lead: Capture the source and scope
- Care coordination lead: Review the proposed outcome
- Care coordination lead: Release only the approved version
- Care coordination lead: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A care team approves an outreach cohort definition. Connect only clinician-approved cohort, exclusions, and outreach permissions. The care coordination lead confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to prepare personalized administrative reminders while leaving care recommendations to clinicians. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a clinician-reviewed outreach queue against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Care coordination lead has recorded approval or a reason to hold the item.
After explicit approval, save a clinician-reviewed outreach queue in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review approved outreach reaching eligible patients each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=healthcare-preventive-outreach
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- HEALTHCARE-PREVENTIVE-OU-DEMO-001
- Trigger
- A care team approves an outreach cohort definition.
- Owner
- Care coordination lead
- Prepared output
- a clinician-reviewed outreach queue
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Approved outreach reaching eligible patients
Start with your tools.
Connect EHR, Secure messaging, Scheduling system through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For healthcare uses, validate HIPAA applicability, execute required BAAs, restrict PHI to the minimum necessary, and use approved secure systems. Clinicians handle symptoms, urgent care and clinical decisions.
Try this week / no DAVID required
A useful first step.
This week, have your care coordination lead time five examples of this work. Use redacted copies of clinician-approved cohort, exclusions, and outreach permissions to make a clinician-reviewed outreach queue manually, then list which fields required judgment.
What to measure.
- Approved outreach reaching eligible patients
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Reactivate overdue hygiene appointments.
Patients drift past their recall window unnoticed.
Est. deploy 4–6 weeksSee the walkthrough
Keep past-client follow-ups personal.
Anniversary reminders become generic bulk messages.
Est. deploy 2–4 weeksSee the walkthrough
Want this running in your business in 4–6 weeks?
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