Engagement Agents · Refills, recalls and follow-ups
Keep patients on trackbetween visits.
InstaPract Engagement Agents reach out to patients before they fall through the cracks. They handle medication refills, recall appointments, post-discharge check-ins and remote-monitoring alerts, all connected to your EMR.
- Better adherence for chronic patients
- More returning patients and recurring revenue
- Early warnings before patients deteriorate
- DHA compliant
- HIPAA
- SOC 2 Type II
- ISO 27001:2022
- GDPR
The agents
Four agents for the moments that matter most.
Chronic Refill Agent
Tracks medication supply from the EMR and contacts patients before they run out. It routes renewals to the doctor and arranges pharmacy delivery.
Smart Appointment Agent
Uses outbound voice and messaging to book recalls, annual check-ups and overdue screenings, synced live with your schedule.
Post-Discharge Agent
Checks in with patients after discharge to ask about symptoms, medications and follow-up visits. It alerts the care team to any red flags.
RPM Early-Warning Agent
Watches readings from home monitoring kits, flags concerning trends and starts a check-in or a teleconsult.
How it works · Refill example
From "running low" to delivered, with no phone tag.
Every Engagement Agent follows the same loop: monitor, reach out, check, route and close. The clinical decisions always stay with your team.
Map my workflow →Monitor
The agent reads active medication lists, dispensing dates and quantities from the EMR, and calculates when each patient will run out.
Reach out
A few days ahead, it contacts the patient by WhatsApp, voice call or app notification in their preferred language.
Check
It asks short adherence and symptom questions and reviews recent RPM readings. Anything unusual is flagged for clinical review.
Route
A renewal request goes to the doctor for one-click approval, or the agent books a teleconsult if a review is due.
Close the loop
The prescription is sent to the pharmacy and delivery is confirmed with the patient. Adherence is logged back to the EMR.
Inside the product
A care-team dashboard that only shows what needs a human.
Agents handle the routine outreach, so nurses and doctors see only the exceptions, ranked by urgency.
Illustrative example fictional patients
Custom agents
Have a workflow in mind? We'll build the agent.
Our healthcare AI and engineering teams design agents around your protocols. Examples include vaccination campaigns, maternity journeys, corporate wellness, medical tourism coordination and insurer outreach.
Scope a custom agent- improvement in refill adherence
- 15-25%
- of eligible patients rebooked
- 20-30%
- fewer avoidable readmissions
- 5-10%
Integrations
Connected to your records, devices and pharmacy.
- Epic
- Oracle Health (Cerner)
- UAE EMRs
- InstaPract RPM kits
- E-pharmacy
- WhatsApp Business
- HL7 FHIR
Clinical safety
Agents engage. Clinicians decide.
Agents never diagnose or prescribe. They follow your escalation protocols, and every conversation is logged. They run on SOC 2 Type II and ISO 27001:2022 certified infrastructure that is HIPAA, GDPR and DHA compliant.
Frequently asked questions
Can we start with just one agent?
Yes. Most clients start with refills or recalls for one patient group and expand from there.
How do patients opt in or out?
Consent is captured at onboarding, and patients can change their preferences or opt out from any message.
Do we need InstaPract's telehealth platform?
No. Engagement Agents connect to your existing EMR, but using them with InstaPract telehealth and RPM unlocks the full loop.
Can medications be delivered to the patient's home?
Yes, through your pharmacy or a delivery partner integrated during setup.
Care that continues after the visit.
Map your first engagement agent with our team in one call.