HealthcareOperationsCare Management

Chronic Disease Management Check-in Sequence

This template keeps chronic disease patients engaged between clinic visits through automated monthly check-ins that capture symptoms, adherence, and quality-of-life indicators. Deteriorating patients are immediately escalated to their care coordinator.

AI operates via

Voice AgentWhatsApp AutomationCRM SyncLive Handoff

How It Works

  1. 01

    Monthly trigger

    Trigger fires on the same date each month for enrolled patients.

  2. 02

    Symptom check

    AI Employee asks standardised symptom and wellbeing questions.

  3. 03

    Medication adherence

    Patient confirms or reports issues with current medication regimen.

  4. 04

    Risk scoring

    Responses scored automatically; high-risk patients flagged.

  5. 05

    Escalation

    High-risk patients receive a same-day call from their care coordinator.

See How It Works

The AI Employee executes each step autonomously - no human intervention required unless explicitly configured.

Monthly trigger

Symptom check

Medication adherence

Risk scoring

Escalation

Step 01

Monthly trigger

Trigger fires on the same date each month for enrolled patients.

Step 02

Symptom check

AI Employee asks standardised symptom and wellbeing questions.

Step 03

Medication adherence

Patient confirms or reports issues with current medication regimen.

Step 04

Risk scoring

Responses scored automatically; high-risk patients flagged.

Step 05

Escalation

High-risk patients receive a same-day call from their care coordinator.

Key Results

74%
Patient engagement rate
19%
Unplanned readmission reduction
6 hours/week
Care coordinator time saved
Frequently Asked Questions
Diabetes, hypertension, COPD, heart failure, and similar chronic conditions.
Yes, all data is encrypted and stored in compliance with applicable health data regulations.
High-risk flags trigger an immediate notification to the care coordinator with a summary.
Yes, a nominated carer can receive a summary of the check-in with patient consent.
English and Hindi by default; additional languages configurable.

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Ready to deploy this template?

Our team will configure this template to your CRM, compliance rules, and brand voice. Live in under 7 days.