Use case · Proactive Patient Outreach

Reaching the patients who never ring you.

Recalls, screening, chronic care reviews, post-discharge checks and no-show recovery run as conversations instead of broadcasts, and every one of them ends in a booked appointment or a recorded reason.

3.4x
Response versus SMS blast
41%
Of contacted gaps closed in 30 days
62%
No-shows recovered same week

In the product

Outreach, cervical screening wave 12

Dialling
  1. Outbound 17:20 · Grainne T. · 33 · overdue 14 months · preferred window: evening

  2. Primum AI

    It's the practice calling, you're due a cervical screening and I can book it now if that suits.

  3. Caller

    I know. I keep putting it off, I found the last one really uncomfortable.

  4. Primum AI

    That's worth saying, and there are things that help. I can book you a longer appointment with a female clinician and note that you'd like a smaller speculum used. Would that make it easier?

  5. Caller

    Yes, actually. That would.

  6. Preference recorded · slot type SCR-EXT 20 min · clinician filter: female

  7. Primum AI

    Thursday the 14th at 16:40 with Nurse Dwyer, twenty minutes. I've added the note to your record.

Campaign outcome

Cohort
Screening overdue > 12m
Attempt
2 of 3 · evening window
Objection
Prior discomfort
Accommodation
Extended slot, female clinician
Outcome
Booked Thu 16:40
Registry
Gap closing

Written to chart 17:24 · removed from wave 13 · reminder scheduled

A recall call ending in a booking instead of a voicemail

Overview

A reminder is a broadcast. Outreach is a conversation that ends somewhere.

  • Every contact can book, reschedule or record a refusal on the spot.
  • Cohorts are built from the record, not from a spreadsheet somebody exported.
  • Outcomes are written back, so the next cycle works a smaller, truer list.

Most recall programmes are a text message and a hope. They can't answer 'why do I need this', they can't book the appointment, and they can't tell the difference between a patient who ignored them and one who moved away two years ago. So the same list gets texted every quarter and the same gaps stay open.

Primum AI works the list as calls and messages that go somewhere. The agent explains why the patient has been contacted, answers the objection, books the slot there and then, and writes the outcome back, including the declines and the wrong numbers, so the list gets cleaner every cycle instead of longer.

Capabilities

What makes a campaign land

Reach is the easy part. These are the things that turn contact into a booked appointment.

  • Cohorts from the chart

    Overdue mammograms, HbA1c more than nine months old, statin-eligible and untreated, discharged in the last 72 hours. Built from the live record and re-evaluated before every wave, so patients who have since been seen are dropped.

  • It answers the 'why'

    Patients decline because nobody explained the reason. The agent can, in the language they prefer, and can escalate a genuine clinical question to a nurse instead of losing the contact.

  • Booking happens on contact

    No callback, no link, no queue. The slot is offered and committed inside the same conversation, which is the single biggest determinant of whether a gap closes.

  • Quiet hours and consent, enforced

    Contact windows, channel preference, opt-outs and per-campaign frequency caps are applied before dialling, and every contact is logged against the patient's consent record.

How it works

Cohort to closed gap

Each wave leaves the list smaller and better than it found it.

  • Arrives
  • Decided
  • Done
  • Returned
  1. 01

    Cohort built

    Selected from the live record against your clinical criteria, then filtered by consent, contact preference and anything already booked.

    Live registry query

  2. 02

    Contact made

    Voice, SMS or portal, in the language and the window each patient prefers, with retries paced instead of repeated the same evening.

    Consent-aware dialling

  3. 03

    Conversation held

    The reason explained, objections answered, clinical questions escalated to a nurse, and the appointment offered against live availability.

    Live diary

  4. 04

    Outcome written

    Booked, declined with a reason, unreachable, or deceased and removed. All of it back in the chart, and the registry updated for the next wave.

    Registry write-back

Benefits

Quality measures move when the list gets worked

Outreach is the only lever that reaches patients who aren't already in front of you.

  • Gaps close

    A conversation that can book converts several times better than a message that cannot. The measure moves because appointments exist, not because contacts were attempted.

  • The diary fills from the top

    Cancellations and unfilled slots are offered to the people who are clinically overdue, so capacity goes where it's worth most.

  • The list gets truer

    Wrong numbers, moved-away patients and firm declines are recorded instead of re-dialled. Every cycle costs less than the one before it.

In practice

Four campaigns, four kinds of conversation

The same engine, pointed at different cohorts.

  • Post-discharge, 72 hours

    Readmission watch

    Symptoms checked, medicines reconciled against the discharge letter, and follow-up booked. Anything deteriorating goes straight to the duty clinician.

  • Cervical screening overdue

    Objection handled

    Patient declines out of anxiety. The agent explains the procedure, offers a female clinician and a longer slot, and books it.

  • Diabetic review, 9 months

    Two slots booked

    Bloods booked first, review booked after, and the preparation instructions sent for both in one message.

  • Yesterday's no-shows

    Recovered same week

    Worked the following morning while the reason is still true. Most rebook into a slot inside seven days.

Pick your worst-performing recall

Give us the cohort that never responds. We'll work one wave of it against your live diary and report back on what booked, what declined and why, and how much of the list was never reachable in the first place.