Workflows
Automated multi-step processes Ohtari runs for this team. Each one is editable in the workflow builder.
3 active workflows for Front Office
New workflowReferring physician nurture
Workflow · Outreach · Referrers
Auto-generate post-op letters to referring PCPs. Voice-call referrers at 30 days with patient outcomes. Detect cadence drops and queue an outreach call.
Approvers
None (auto)
Edit workflow
Joint replacement pre-op coordination
Workflow · Pre-op · Joint
Replace the schedulers' spreadsheet. Coordinate clearance, anesthesia consult, NPO, DME delivery, transport, day-of confirmation. 12 touchpoints per case.
Approvers
Linda Park · scheduling lead
Edit workflow
Patient inbound call · voice agent + Skills
Workflow · Patient request · Voice + Skills
When a patient calls, Ohtari answers as a voice agent, identifies them via Athena, and routes to the right Skill — Spine PA, Pre-op coordination, or Billing question — each with its own knowledge base. Transfers to staff with full context if needed.
Approvers
Clinical lead · Billing lead (skill-dependent)
Edit workflow