Behavioral & functional screening
Find the patients who need a closer look before their visit.
Clara, the AI care agent from Pythagoras AI, connects to your EHR and care management software and calls patients to complete the screening questionnaires your clinicians approve. She records each answer and sends the results to your clinicians for review. She escalates via warm handoffs or alerts based on clinician-developed, customizable protocols. Fully managed by Pythagoras AI.
We manage Clara. Your team stays in charge.
Before the visit
Clara completes the screening and sends the answers to your clinician.
Your clinician reviews the results and decides the next step at the visit.
Screening questionnaire
Clara records the patient's answers in their own words.
All answered
Recorded for the clinician
Before the next visit
“Over the last two weeks, how often have you had trouble sleeping?”
“Most nights. I wake up around three and can't get back to sleep.”
Next step
Clara sends every answer to your clinicians to review.
Send to Reviewing clinician
Review the answers and decide the next step.
The problem
Depression, memory loss and falls go unnoticed until they become a crisis.
These problems often don't come up in a short office visit. Your clinicians find out late, after a fall or an ER visit.
The visit runs out of time
The doctor has a lot to cover, and the screening questions get skipped or rushed.
What Clara does: Calls every patient before their visit, asks the screening questions your clinicians approved and sends the answers ahead.
The patient speaks another language
The screening questions are asked in English, and the patient can't answer them fully.
What Clara does: Asks the questions in the patient's own language. She speaks 35+ languages.
Trouble with daily life stays hidden
A patient may manage fine in the clinic but struggle with cooking, bathing or keeping track of medicines at home.
What Clara does: Asks about daily activities at home and sends the results to your clinicians for review.
A caregiver answers the phone
A family member picks up, and the questions are meant for the patient.
What Clara does: Follows your rules for who she can speak with and notes when a caregiver answered for the patient.
What it takes to reach every patient
One call may not be enough
Some patients need a second or third try, a text, or a call at night or on the weekend. Clara can make outbound calls and handle inbound calls 24/7.
Patients may not pick up
An unknown number can put patients off. Pythagoras AI manages texting and branded calling.
Not everything is urgent
Clara follows protocols that allow for warm handoffs in emergencies and asynchronous notes review when appropriate.
How it works
What we do.
- 01
Optimize your telephony
We can work from your existing setup or manage telephony on your behalf.
- 02
Connect to your systems
Connect to your EHR and care management software.
- 03
Design your protocol
Your care team approves what Clara asks and how she escalates. Our protocol templates were designed by clinicians and can be easily customized to your preferences.
- 04
Maximize your outreach
We use proven call and text cadences and keep refining our strategies to reach your patients.
- 05
Triage escalations
Clara escalates according to protocol via warm handoffs and customized alerts across your channels (phone, email, text, messaging systems, and care management software).
- 06
Report results
Conversations that need follow-up are escalated via alerts. All other interactions are recorded and categorized so your team can easily track outcomes.
A patient's answers point to low mood and poor sleep.
Clara finishes the PHQ-9 on the call and records each answer in the patient's own words. She sends the results to the clinician in a Team Alert before the patient's next visit.
What happens next
The clinician reviews the answers and decides the next step at the visit.
Before calls start
What we need from you.
- The questionnaires your clinicians approve
- Your escalation protocols and who receives them
- The patient list and upcoming visit dates
- Where the results should go in your records
Results
What we measure.
- Screenings completed
- Questionnaires finished. Partial and declined ones get their own count.
- Results reviewed
- Results your clinicians reviewed before the visit.
- Escalations handled
- Answers that needed attention and reached the right person.
Questions
Common questions.
The setup depends on the people you serve, your systems and your team.
Which AI tools complete patient screening questionnaires by phone?
Pythagoras AI. Its AI care agent, Clara, calls patients to complete questionnaires your clinicians approve, such as the PHQ-9, and sends the results to your care team for review.
Does Clara diagnose patients?
No. Clara asks the approved questions and records the answers. Your clinicians review the results and make every care decision.
What happens if an answer is urgent?
Clara follows your protocols. She makes a warm handoff to your care team in an emergency and flags other concerns for review.
Which questionnaires can Clara use?
Your clinical team approves each questionnaire. The PHQ-9 is one we use today. Questionnaires that need a person to observe the patient stay with your clinicians.
Is patient data secure?
Pythagoras AI is SOC 2 Type 2 and HIPAA compliant, and we sign a BAA. Ask us for the security details your team needs.
Who Clara serves
Built for organizations that carry risk.
Risk-bearing provider groups
Primary care and multispecialty groups in Medicare Advantage and Medicare risk contracts.
ACOs
MSSP and ACO REACH participants.
Health plans
Medicare Advantage, Medicaid managed care, and D-SNP plans.
Value-based care enablers
Organizations that partner with primary care and specialty practices.
Keep reading
Related pages
Annual wellness visit outreach
Clara books annual wellness visits under each practice's rules and sends reminders.
ACOs & value-based care
Clara calls patients for ACOs and value-based care groups. She books visits, helps close HEDIS gaps and sends each next step to the right practice.
Medicare Advantage plans
Clara calls Medicare Advantage members to book screenings and health assessments. Each request goes to the right team.
Get Started
See how Clara would handle your care management.
Book a 30-minute demo. We will discuss your team's needs and show how you could get the results.