Plan Adherence Agent
by Katexs
Outbound to patients who stopped showing up to get them back on track.
Overview
Patients who drop out of treatment plans hurt outcomes and revenue. This agent identifies patients who missed 2+ scheduled visits and runs personalized re-engagement — checking on progress, addressing barriers, and booking them back into the plan. It keeps patients on track and your revenue predictable.
What it handles
- Monitors visit attendance and flags patients with 2+ missed appointments
- Sends personalized outreach by voice or text to check in
- Identifies barriers: pain, schedule, cost, or motivation
- Rebooks the patient into the treatment plan schedule
- Alerts the provider when a patient needs clinical outreach
Channels
VoiceSMS
Integrations
ChirotouchGoogle CalendarZapierMailchimp
Workflow
- 01
Dropout Detected
System flags patient with 2+ missed visits.
- 02
Personal Check-In
Agent calls or texts to ask how they're feeling and what's changed.
- 03
Address & Rebook
Barrier identified and addressed; patient rebooked into plan.
- 04
Provider Alert
Persistent no-shows or clinical concerns escalated to the provider.
What you'll need
- Treatment plan tracking system
- Patient contact info and visit history
- Provider escalation criteria