AI annual visit recall for medical practices · James AI
Common

For medical practices

Annual visit recall

Finds patients due for their yearly visit with nothing booked and sends them a link to book through Weave.

Early access. Before James works with patient records, we sign a HIPAA business associate agreement with your practice. Book a call and we will tell you where it stands.

  • athenahealth
  • Weave
Join early access

A replay with a made-up business and made-up data, so you can see each step.

How he does it

6 steps, the same way every time, and one place where he asks you first.

  1. StartsEvery Tuesday at 10:00
  2. 1Find patients past due for their annual visitathenahealth
  3. 2Skip anyone who already has a visit bookedathenahealth
  4. 3Draft a short note with your booking link
  5. 4Ask you first before sending the notesHe asks you first
  6. 5Send them through WeaveWeave
  7. 6Text you who booked by the end of the week
  8. What you getA note to every patient due for their yearly visit, sent through your own Weave once you say yes.

This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.

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