Ohtariv0.0.4
OS

Ortho1 Surgical Group

Orthopedic Surgery

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    • CL

    Clinical

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    Billing

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    Front Office

KD

Kristopher Downing

Owner-Partner
Unpublished changes
Chat
Manual
O

Ohtari

Workflow builder

K
7 days before each scheduled surgery I want Ohtari to call the patient and walk them through prep: what to stop taking, NPO instructions, when to arrive, what's happening with their DME, and whether they have transport. If anything is missing or the patient has concerns, Ohtari should flag it for the coordinator. After the call, log everything to the chart.
⚙ Change call window to T-5 days
+ Add Spanish language path
+ Add post-call satisfaction survey
+ Add surgeon notification on escalation
Trigger

T-7 days before surgery date (Athena calendar)

Request made by

Approval required
default

Approved by: Scheduling coordinator (escalation path only)

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

Athena · Read

Load surgery context and checklist status

surgery.date, surgery.procedure, surgeon.name, patient.phone, DME.status, anesthesia.consult, clearances.status

Survey · Voice

Outbound education call — structured checklist

NPO instructions · medications to stop · arrival time · DME delivery window · transport confirmation · patient questions

Channel:

Conditional

Any prep gaps or escalation triggers?

Surface to scheduling coordinator in Needs Review — with call transcript and specific gap

Athena · Write

Write call summary to episode timeline

Call date/time · duration · answers captured · gaps identified · escalation status · call transcript excerpt