Email High Risk Discharged Patients
Identify recently discharged high-risk patients and send personalized, AI-generated follow-up emails to check on their recovery milestones and ensure timely support.
Post-Discharge Follow-Up Workflow
This workflow helps healthcare providers automatically reach out to recently discharged patients who are at high risk. It gathers patient data, uses AI to craft personalized follow-up emails, and sends them out to ensure timely check-ins.
It performs the following tasks:
- Triggers automatically every morning at 9 AM UTC.
- Searches the discharge summaries collection for patients discharged in the last 24 hours.
- Parses raw discharge data into individual patient records.
- Uses an AI model to analyze each patient record, assess risk, and draft a warm follow-up email.
- Filters the list to only those patients flagged as high risk.
- Sends the personalized follow-up emails via Gmail.
- Labels their files to mark that the follow-up was sent, avoiding repeat sends.
What You Need
- Access to the Needle platform with permission to run scheduled workflows.
- A Needle collection containing recent patient discharge summaries formatted as CSV.
- AI capabilities enabled to read the records and generate the email responses.
- A Gmail account connected for sending emails.
How The Flow Works
| Step | Component | Description |
|---|---|---|
| 1 | Scheduled Trigger | Runs daily at 9 AM UTC to start the workflow automatically. |
| 2 | Search Collection | Looks in your Discharge_Summaries collection for records from the last 24 hours. |
| 3 | Parse CSV | Converts the CSV discharge data into structured patient records including name, procedure, risk level, email address, and recovery milestones. |
| 4 | AI Agent | Processes each patient's details to determine if they are high risk and creates a personalized, warm follow-up email and subject line. |
| 5 | High-Risk Filter | Filters out patients who are not high risk, ensuring only those needing urgent follow-up move forward. |
| 6 | Send Email | Sends the AI-generated email to each high-risk patient's email address using Gmail. |
| 7 | Label File | Adds a status label to the patient's file to indicate that outreach has been completed. |
Output
At the end of the run, high-risk patients from recent discharges receive thoughtful, customized emails prompting them to monitor their recovery and reach out with any concerns. Their files are updated to reflect that follow-up has already been sent.
Important Notes
- Make sure the patient discharge data in your collection includes accurate email addresses and risk level information.
- Customize the AI prompt if you want to adjust the tone or specific content of the follow-up emails.
- Ensure your Gmail connection has permission to send emails on your behalf to avoid delivery issues.
- The workflow only contacts high-risk patients; others can be followed up through separate processes if needed.
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