Ohtari Workflows

Unpublished changes

Chat

Manual

Ohtari

Workflow builder

Replace our surgical schedulers' spreadsheet. Coordinate clearance from PCP with fax + voice followup, schedule anesthesia consult, deliver DME 2 days before surgery, voice-call patient at days -7/-2/-1 to confirm prep, generate day-of morning briefing.

⚙ Change DME delivery timing

+ Add anesthesia preference check

− Skip patient education call for repeat patients

+ Add same-day discharge eligibility check

Trigger

Joint replacement scheduled (THA / TKA / UKA)

Request made by

Approval required

default

Approved by: Linda Park · scheduling lead

Human sign-off required before any patient, chart, claim, or financial action runs.

Delegate

Submit prior auth (delegate to PA workflow)

Workflow: Spine prior auth orchestration (joint variant)

Survey · Voice

Request medical clearance from PCP

Fax clearance request to PCP within 1h of scheduling

Channel:

Survey · Voice

Schedule anesthesia consult

Between -14d and -7d from surgery

Channel:

Vendor

Coordinate DME delivery

-2 days from surgery

Survey · Voice

Patient education and prep

-7d, -2d, -1d voice check-ins

Channel:

Document Gen

Day-of confirmation and morning briefing

0600 surgical day brief: patient list, prep status, alerts

Applied Skills (2)

Joint replacement pre-op pathway

12-step pre-op coordination protocol used for THA, TKA, and UKA cases. Defines clearance windows, anesthesia handoff, DME timing, and patient prep cadence.

AI disclosure & patient communication standards

Required disclosures at the start of every Ohtari voice call and patient-facing message. Drafted with practice counsel.