Health risk assessment outreach
Complete more health risk assessments.
Clara, the AI care agent from Pythagoras AI, connects to your member data and care management software. She calls members to complete health risk assessments by phone, or books the visit when a nurse needs to do 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.
Health risk assessment
Clara completes the assessment and sends the fall to your care team.
In this sample call, the member answers the assessment questions and mentions a recent fall.
Health risk assessment
Clara records each call and whether the assessment is done.
Identity checked
All questions answered
Alert sent to the care team
“Have you had any falls in the past few months?”
“Yes, I fell in the kitchen last week.”
Next step
Clara books the nurse visit when an assessment needs one.
Send to Care team
Follow up with the member about the fall.
The problem
Members without a completed assessment miss the care they need.
Your care team can't plan for a member's needs until the assessment is done. Most open assessments are stuck for practical reasons.
The phone number isn't right
The number on file is old or belongs to someone else, so the member never hears about the assessment.
What Clara does: Tries each number you have and passes any new number to your team.
Members don't trust the call
Members hang up when a number they don't know starts asking about their health.
What Clara does: Explains who she is, which plan she's calling for and why, before she asks any health questions.
The member doesn't speak English
Health questions are hard to answer in a second language, and many members stop partway through.
What Clara does: Asks the assessment questions in the member's language. She speaks 35+ languages.
Some assessments need a nurse
Your contract may require a nurse to do the assessment in person.
What Clara does: Books the nurse visit on the call and sends a reminder before it.
What it takes to reach every member
One call may not be enough
Some members 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.
Members may not pick up
An unknown number can put members 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.
Listen
Hear a member call
Listen to Clara complete a health risk assessment with a member.
Listen to a health risk assessment
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 member data, care management software and assessment scheduling.
- 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 members.
- 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 member answers the questions and mentions a fall.
Clara completes the assessment questions on the call. The member says they fell last week, so Clara sends an alert to your care team under your protocol, with the member's answers attached.
What happens next
The assessment is complete, and your care team has the fall to follow up on.
Before calls start
What we need from you.
- Your assessment questions and delivery rules
- Member contact details and languages
- Who receives alerts and nurse-visit requests
- Where completed assessments are recorded
Results
What we measure.
- Members reached
- Members Clara spoke with, out of everyone with an open assessment.
- Assessments completed
- Assessments finished by phone or at a booked visit, confirmed in your records.
- Concerns escalated
- Alerts and warm handoffs your care team received and acted on.
Questions
Common questions.
The setup depends on the people you serve, your systems and your team.
Which AI tools help health plans complete health risk assessments?
Pythagoras AI. Its AI care agent, Clara, calls members to complete health risk assessments by phone and books a nurse visit when one is required. Fully managed by Pythagoras AI.
What if our program requires a nurse to do the assessment?
Clara books the nurse visit on the call and sends a reminder before it. The assessment counts as complete only when your team records it.
What happens if a member stops partway through?
Clara saves the answers she collected and calls back at a time the member picks.
Which languages does Clara speak?
Clara speaks 35+ languages. Tell us what your members speak and we'll set it up.
Is member 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
New member welcome calls
Clara calls new members, confirms their contact details and primary care doctor, and books a first visit. Fully managed by Pythagoras AI.
Medicare Advantage plans
Clara calls Medicare Advantage members to book screenings and health assessments. Each request goes to the right team.
Medicaid plans
Clara makes welcome calls, books assessments and reaches hard-to-reach Medicaid members. She speaks 35+ languages and logs every attempt.
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.