Workflow · Follow-Up Management
The follow-ups that quietly slip — caught.
Overdue care, lab no-shows, post-discharge gaps, and missed appointments surfaced with drafted outreach across SMS, portal, and call list.
INWhat CliniLoom reads
- Care-gap lists (AWV, A1c, BP, mammo, etc.)
- Discharge plans
- Lab and imaging order status
- Schedule no-shows and cancellations
OUTWhat CliniLoom prepares
- Daily outreach list, ranked by clinical priority
- Drafted SMS / portal / call-list messages
- Snooze, escalate, and reactivate paths
- Closed-loop tracking
FLOWStep by step
01 · SYSTEM
Care-gap or no-show identified
02 · AI
Rank by clinical priority
03 · AI
Draft outreach (SMS / portal / call)
04 · STAFF
Staff reviews + sends
05 · SYSTEM
Track to closure
EXReviewable example
AI · drafted · high confidenceSource: Order placed 6 weeks ago, no result
Lab no-show · Maria Santos · A1c
Drafted SMS: "Hi Maria — Northside Family Clinic. We don't see your recent A1c on file. Reply YES to schedule or call (555) 102-3344. — Front desk"
ApproveEditEscalate
SAFEGuardrails
- No outreach is sent without staff approval.
- Patients with do-not-contact preferences are excluded automatically.
- Sensitive topics (mental health, oncology) follow stricter routing rules.
In CliniLoom
Follow-Up Desk
The module where this workflow lives in your CliniLoom workspace.