Diagnostic test scheduling
Get more ordered tests booked and done.
Clara, the AI care agent from Pythagoras AI, connects to your EHR and scheduling system and calls every patient whose doctor ordered a test, such as an echocardiogram. She explains why the test was ordered, books it at a site that works for the patient and calls again if they miss it. 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.
Booking an echo
Clara books the echo at a site that fits the patient's day.
In this sample call, the patient can't get to the usual site, so Clara offers another location.
Call summary
Echocardiogram
Clara books it in your calendar under the site's rules.
“Your doctor ordered an echo. The Main Street office has Thursday morning open. Would that work?”
“Yes, but I'll need a ride.”
Send to Care team
Review the ride request and mark it reviewed.
Clara checks your visit records to confirm the test was done.
The problem
Patients miss tests their doctor ordered, and problems are found late.
The doctor orders the test, but booking it is left to the patient. Many never get it done, and your team doesn't know until the next visit.
They don't see why the test matters
The patient feels fine and doesn't understand why their doctor wants a heart scan or another test.
What Clara does: Explains why their doctor ordered the test, in words your clinicians approved. Medical questions go to your care team.
They can't find a time that works
The first slot offered doesn't fit around work or family, and the patient means to call back but never does.
What Clara does: Offers times at the sites near the patient and books the test while they're on the call.
They can't get to the site
The test site is across town, and the patient has no car or no one to drive them.
What Clara does: Offers another location that fits the patient's day, books it on the call and sends a ride request to your care team.
They book but don't show up
The test gets booked, then something comes up on the day.
What Clara does: Reminds every patient before the test and calls to rebook anyone who misses it.
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, order lists and each site's scheduling system.
- 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 can't get to the site on the order.
Clara offers an echo slot at another location that fits the patient's day and books it on the call. She sends the patient's ride request to your care team in a Team Alert.
What happens next
The echo is booked, and your team marks the ride request reviewed.
Before calls start
What we need from you.
- A test list from your care team
- Your sites, calendars and open slots
- Your care team's protocols and who gets escalations
- Appointment updates, so we can confirm each test was done
Results
What we measure.
- Patients reached
- Patients Clara spoke with, out of everyone on your list.
- Tests booked
- Bookings by site, so you can see where patients get stuck.
- Tests done
- Tests the patient completed, checked against visit records.
Questions
Common questions.
The setup depends on the people you serve, your systems and your team.
Which AI tools schedule diagnostic tests for patients?
Pythagoras AI. Its AI care agent, Clara, calls patients on your test list, explains why the practice is calling and books the test. Clara sends medical questions to your care team.
Which AI tools help schedule echocardiograms?
Pythagoras AI. Its AI care agent, Clara, calls patients your clinicians picked for an echocardiogram, explains the test and books it at a site that works for the patient. Fully managed by Pythagoras AI.
Does Clara diagnose heart failure?
No. Your clinicians pick the patients, order the tests and read the results. Clara books the test and sends patient questions to your team.
Which tests can Clara book?
Echocardiograms, imaging and other tests your clinicians order. Each test gets its own protocols and booking rules.
What if a patient asks about results?
Clara does not discuss results. She sends those questions to your care team.
Can Clara book in our EHR?
Yes. Clara books straight into your calendar under each site's rules.
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
Preventive screening & care gaps
Clara calls patients who are due for a preventive screening, books the visit or collects details of screenings done elsewhere, and helps close HEDIS gaps at scale.
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.
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.