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Follow-Up Automation

Communication
Cevi AI Agents Workflows Background
Multi-Channel24/7 AvailableAI-Powered

Automated Patient Follow-Up After Every Visit

Automate post-visit and post-procedure follow-up communications to improve outcomes and patient satisfaction.

148+
Integrations
6
Connected Agents
24/7
Availability

Start for Free

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

How Follow-Up Automation Works

1
Patient undergoes knee arthroscopy — procedure triggers follow-up workflow
2
Day 1: SMS with post-op care instructions and pain management tips
3
Day 3: Check-in: 'How is your pain on a scale of 1-10? Any redness at the incision site?'
4
Patient responds: 'Pain is 4/10, no redness' → AI logs response, continues protocol
5
Week 2: 'Time to schedule your follow-up visit. Reply BOOK to see available times.'
If concerning symptoms reported → immediate escalation to surgical team

Integration capabilities

Cevi can read 6 data types and write 5 data types for Follow-Up Automation

Visit records
read
procedure codes
read
diagnosis codes
read
provider follow-up protocols
read
patient response history
read
care plan details
read
Follow-up message delivery
write
patient response logs
write
symptom reports
write
escalation alerts
write
follow-up appointment bookings
write

Join hundreds of medical practices automating their operational workflows with Cevi

Join hundreds of medical practices automating their operational workflows with Cevi

Start for Free

Works with 148+ integrations

Follow-Up Automation connects to your existing EHR, scheduling, billing, and communication tools

AdvancedMD
AdvancedMD
EHR & Practice Management
Athenahealth
Athenahealth
EHR & Practice Management
Canvas Medical
Canvas Medical
EHR & Practice Management
Cerbo
Cerbo
EHR & Practice Management
Charm EMR
Charm EMR
EHR & Practice Management
Cliniko
Cliniko
EHR & Practice Management
DrChrono
DrChrono
EHR & Practice Management
Elation
Elation
EHR & Practice Management
Epic Systems
Epic Systems
EHR & Practice Management
Healthie
Healthie
EHR & Practice Management
ModMed
ModMed
EHR & Practice Management
Nextech
Nextech
EHR & Practice Management
OpenEMR
OpenEMR
EHR & Practice Management
Practice EHR
Practice EHR
EHR & Practice Management
Ritten
Ritten
EHR & Practice Management
Welkin Health
Welkin Health
EHR & Practice Management
Zenoti EMR
Zenoti EMR
EHR & Practice Management
eClinicalWorks
eClinicalWorks
EHR & Practice Management
Alleva
Alleva
EHR & Practice Management
BestNotes
BestNotes
EHR & Practice Management
CentralReach
CentralReach
EHR & Practice Management
CureMD
CureMD
EHR & Practice Management
Healow
Healow
EHR & Practice Management
Jane
Jane
EHR & Practice Management

Build your Follow-Up Automation automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

Frequently asked questions about Follow-Up Automation

Yes. Each provider can define their own follow-up protocols by procedure, diagnosis, or visit type.
Concerning responses trigger immediate escalation to the care team with full context. Non-urgent issues are logged for the next provider review.

Connected agents & workflows

this workflow connects to 6 other Cevi agents for end-to-end automation

Ready to automate your practice?

BAA on all plans
SOC2 Type II security
HIPAA compliant
99.9% uptime SLA
HIPAACOMPLIANT
SOC 2TYPE II
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