Detect what's changed since last time, not just how the last visit went
Dialysis, oncology, maternity, rehabilitation: for a patient in a long or repeated care journey, the care center becomes a recurring part of their life. Patient Tracking turns every touchpoint into a structured listening space that accumulates, instead of an isolated satisfaction survey.
AI AGENT
A structured listening space between appointments, not just a satisfaction survey
One AI agent runs regular check-ins with the beneficiary, then folds every result into their persistent profile. The question isn't "are you satisfied?" anymore, it's "what's changed since last time?".
Three care programs
Social Work, Therapy / Counseling, and Crisis Intervention, each with its own tone, assessment domains, and guardrails.
Indicator trends over time
Every indicator is snapshotted at each check-in, to catch a shift (anxiety, sleep, isolation) before it turns into a real problem.
Live Response for active emergencies
For an active crisis, a staff member handles the call themself. The AI never takes part in that conversation, structurally.
AI-led preparatory voice check-ins
The beneficiary completes a natural, structured voice check-in in their browser. It's never a substitute for the real clinical or therapeutic consultation.
Intake questionnaire + AI report
A pre-check-in intake questionnaire feeds the AI's context, which then generates a structured, multi-language report after every check-in.
Secure links, no login required
Every beneficiary gets a tokenized link to take part, with no app to install and no account to create.
The Journey Doesn't Reset Between Appointments
Every beneficiary gets one persistent profile the moment they complete their first case. Reused, never recreated, for every check-in after, whatever program it's under.
Profile created
First case: indicator baseline set, 1 care plan goal opened.
Overall wellbeing +13pts
Indicator improved. 1 concern raised, still open.
Concern resolved, new goal set
The check-in 2 concern is closed. The team added a new care plan goal.
Why It Matters
Every check-in's report stays attached to the same beneficiary profile, without ever being archived and forgotten
Indicators are comparable check-in over check-in, not just readable one report at a time
Concerns stay visible until someone explicitly resolves them
Care plan goals set in one check-in are checked against in the next, automatically
Built For
Tracked Per Profile
One profile per beneficiary, shared across every case they ever open.
HOW IT WORKS
From intake questionnaire to longitudinal tracking, automatically
Patient Tracking runs the entire check-in, then updates the beneficiary's persistent profile so the next check-in picks up exactly where the last one left off.
Choose a program and open a case
Select Social Work, Therapy / Counseling, or Crisis Intervention, then identify the beneficiary, or skip this step to do it during the call.
- AI-generated agent templates and intake questionnaires
- Bulk upload or manual entry, by cohort
- Existing profiles are matched automatically by agency reference
The beneficiary takes part, on their own time
They get a tokenized link, no login required, to complete the intake questionnaire and a natural AI voice check-in, unless it's an active emergency.
- No app to install, runs in the browser
- For an active emergency, a staff member takes the call directly
- Check-in available in the beneficiary's own language
AI generates the report
Once the check-in ends, a structured, multi-language report is generated: concerns, care plan goals, indicators, and a safety plan when needed.
- Indicators, goals, and concerns extracted automatically
- Staff notes captured alongside the AI's read
- Reports available in all 4 platform languages
The profile keeps the journey
Everything from this check-in rolls into the beneficiary's persistent profile, visible the moment the next check-in starts, whatever program it's under.
- Indicator trend across the entire care journey
- Concerns and goals carried forward until resolved
- One profile per beneficiary, reused for life
THE IMPACT
A journey that compounds
Every check-in adds to the journey instead of replacing it. Care teams walk into every appointment already knowing the context.
care programs (Social Work, Therapy, Crisis) in one module
Each program has its own tone and assessment domains, without multiplying tools.
