Patient journey coordinator: appointment, preparation, approval and results
The patient writes or calls; appointment, preparation instructions, insurer pre-approval and result notice come together in one coordinator.
Patient journey coordinator: appointment, preparation, approval and results is an agent scenario in the Healthcare sector running on the whatsapp, voice, app channels. Trigger: Appointment request over WhatsApp or the call centre after a physician order. The Patient Journey Supervisor coordinates 4 specialist agents (Dialogue Agent, Scheduling Agent, Clinical Preparation Agent, Insurer Agent) across 5 systems (WhatsApp Business, Hospital Information System, Scheduling, Insurer Portal, Lab / Imaging); of 10 steps, 3 write to systems and 3 are checks or approvals. Outcome: Appointment booked, preparation sent, pre-approval obtained, result reminder scheduled. Approval rule: Drug interaction, suspected contraindication or extra test need → physician approval.
Patient journey coordinator: appointment, preparation, approval and results
- WhatsApp: "the doctor ordered an MRI, as soon as possible, mornings, I have private insurance"
- Patient verified by ID and birth date; contrast lumbar MRI order found in the HIS
- Plan: clinical check → pre-approval → eligible slot → booking → preparation → reminders
- Medication list: metformin → 48-hour pause per contrast protocol; no kidney value within 3 months
- Physician approval requested for a creatinine order; physician added it via mobile approval
- Pre-approval submitted: ICD and procedure code, physician report attached
- Insurer reply: approved, 10% co-payment, valid 30 days
- MRI Thursday 08:40, blood draw Wednesday 08:00; both bookings created in the HIS
- Preparation: metformin pause, fasting, metal objects; co-payment and address sent
- Reminders scheduled: 24 hours before, physician follow-up suggestion when results land
- ■completed
Simulation · derived from real agent definitions · every agent can be built by dialogue with the Autonomous Agent and validated with a test corpus
Appointment request over WhatsApp or the call centre after a physician order
Appointment booked, preparation sent, pre-approval obtained, result reminder scheduled
Agents
Patient Journey Supervisor
Decomposes the objective, delegates to agents, manages approval points, merges the result.
Dialogue Agent
Talks with the patient, verifies identity, collects preferences
verify_patientdetect_intentscompose_replyScheduling Agent
Matches device, physician and patient availability, creates the booking
find_slotsbook_slotrescheduleClinical Preparation Agent
Produces preparation instructions from the protocol, checks medication and contraindications
get_protocolcheck_medicationsflag_physicianInsurer Agent
Prepares the pre-approval request and tracks the result
prepare_preauthsubmit_preauthpoll_statusSteps
| # | Kind | Agent | What happens | System | ms | tok |
|---|---|---|---|---|---|---|
| 01 | ingest | Patient Journey Supervisor | WhatsApp: "the doctor ordered an MRI, as soon as possible, mornings, I have private insurance" | WhatsApp Business | 180 | — |
| 02 | verify | Dialogue Agent | Patient verified by ID and birth date; contrast lumbar MRI order found in the HIS | Hospital Information System | 520 | 180 |
| 03 | plan | Patient Journey Supervisor | Plan: clinical check → pre-approval → eligible slot → booking → preparation → reminders | — | 240 | 220 |
| 04 | verify | Clinical Preparation Agent | Medication list: metformin → 48-hour pause per contrast protocol; no kidney value within 3 months | Hospital Information System | 1,100 | 620 |
| 05 | approval | Clinical Preparation Agent | Physician approval requested for a creatinine order; physician added it via mobile approval | Hospital Information System | 900 | — |
| 06 | write | Insurer Agent | Pre-approval submitted: ICD and procedure code, physician report attached | Insurer Portal | 700 | — |
| 07 | tool | Insurer Agent | Insurer reply: approved, 10% co-payment, valid 30 days | Insurer Portal | 2,200 | — |
| 08 | write | Scheduling Agent | MRI Thursday 08:40, blood draw Wednesday 08:00; both bookings created in the HIS | Scheduling | 640 | — |
| 09 | notify | Dialogue Agent | Preparation: metformin pause, fasting, metal objects; co-payment and address sent | WhatsApp Business | 520 | 320 |
| 10 | write | Scheduling Agent | Reminders scheduled: 24 hours before, physician follow-up suggestion when results land | Lab / Imaging | 300 | — |
Prior authorization
Payer rules searched, clinical evidence gathered and the packet ready to submit within minutes of the order.
Patient intake and triage
The patient types or talks; intake and urgency scoring take seconds, and a nurse always makes the final call.
Appointment scheduling and no-show reduction
High no-show-risk patients are reached on WhatsApp in advance; freed slots are refilled from the waiting list.
Time to move from experimenting with AI to transforming with it.
In a 30-minute discovery session we take your 2–3 priority business problems, show a live demo of a similar scenario, and draft a roadmap that starts with the Value layer.
- Your 2–3 priority problems
- Live demo of a similar scenario
- Roadmap starting with value analysis