Ohtariv0.0.4
OS

Ortho1 Surgical Group

Orthopedic Surgery

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  • CL

    Clinical

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    BL

    Billing

    FO

    Front Office


KD

Kristopher Downing

Owner-Partner
Unpublished changes
Chat
Manual
O

Ohtari

Workflow builder

K
Maintain ongoing relationships with our referring physicians. Auto-generate post-op letters within 48 hours. Voice-call referrers at 30 days with patient outcome summary. Detect when a referrer's cadence drops and queue an outreach call.
+ Add quarterly partner relationship review
โš™ Change cadence drop threshold
+ Add new referrer onboarding flow
Trigger

Surgery complete OR referrer cadence overdue

Request made by

Approval required
default

Approved by: None (auto)

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

Document Gen

Auto-generate post-op letter within 48 hours

Operative report + post-op day 1 check-in

Survey ยท Voice

30-day post-op outcome call to referrer

Patient summary ยท outcome metrics ยท invitation to call surgeon directly

Channel:

Detect

Detect referrer pattern deviation

Rolling 90d vs. 12-month baseline

Applied Skills (2)

Referring physician communication standards

Cadence and tone of post-op letters and outreach calls. What goes in, what stays out, who signs.

AI disclosure & patient communication standards

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