Medical
Plan Adherence Agent
by Katexs
Outbound to patients who stopped showing up to get them back on track.
Want this agent running in your business?
- Handles
- 5 tasks
- Channels
- Voice · SMS
- Connects
- 4 integrations
- Build time
- 48 hours
- Complexity
- Standard
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