Skip to content
Clark Street Health
Book a demo

Available now

Care-gap outreach automation

Use approved care-gap lists to contact patients, complete operational next steps, and route clinical questions.

Published Reviewed

Short answer

Care-gap outreach automation can contact an approved patient population, explain the requested operational next step, help with scheduling, and record the result. The practice remains responsible for clinical criteria, patient eligibility, and advice.

Where it fits

Use it when the practice already has a reliable care-gap list and a defined scheduling or follow-up action.

Do not use the outreach agent to infer a diagnosis or decide which care a patient needs.

A practical workflow

  1. 1

    Approve the patient list

    Confirm the clinical criteria, exclusions, responsible provider, and outreach purpose before contact.

  2. 2

    Contact the patient

    Use approved language and the minimum information needed to identify the practice and next step.

  3. 3

    Complete the operational action

    Schedule, collect a response, or create the correct follow-up task.

  4. 4

    Route clinical questions

    Send questions about need, risk, or treatment to a qualified person.

  5. 5

    Update status

    Record reached, scheduled, declined, wrong number, or staff follow-up with a timestamp.

What the practice controls

  • Require clinical approval for eligibility logic.
  • Exclude patients who should not receive the campaign.
  • Use approved identity and message rules.
  • Make staff ownership visible for clinical replies.

What to measure

  • Eligible patients contacted
  • Appointments or next steps completed
  • Clinical questions routed
  • Unresolved patients after the contact sequence

Common questions

Does the agent decide that a patient has a care gap?
No. The practice or approved source defines the eligible population. The agent handles the operational outreach.
Can the patient decline?
Yes. The workflow should record the response and stop or route follow-up according to the practice's policy.
What is the safest first campaign?
Choose one well-defined population, one next action, and one staff owner for clinical questions.

Sources and limits

Product scope, payer rules, and connected-system support can change. Review the linked material and confirm the exact workflow before relying on it.

  1. Clark Street Health product overview — Current patient communication, routing, and EHR workflow scope.
  2. HHS guidance for covered entities and business associates — Official guidance on business associate agreements and safeguards for protected health information.
  3. Sunrise Medical case study — Published nurse-triage, call completion, and EHR workflow results.

Test one patient workflow

Bring one request type, the rules your staff follow, and the result that belongs in the EHR. We will map the normal path and the exceptions with you.

Book a workflow demo