Patient Engagement Platform with AI Phone & Text Assistants
Outreach runs from workflows the practice configures, over text, phone, and email, inside consent and calling-hours rules. Optional AI assistants answer the practice line, make check-in calls, and handle scheduling by text — and hand anything clinical or urgent to staff.
Patient Engagement & AI Outreach in DAX Vantage
Engagement workflows
Initiatives start from triggers — a gap opening, a discharge, an annual visit coming due — and move each patient through steps, with outcomes reported back to the care team.
Communications inbox
Two-way text, phone, and email per patient, with assignment, status, held-message review, and a callbacks list for missed calls.
Browser calling
Call patients from the app, with every call logged against the patient.
AI phone assistant (inbound)
Answers the practice line, verifies the caller by the number on record and date of birth, then books, moves, or cancels visits with the patient's own provider and practice, and texts a confirmation with the date, time, provider, and location.
AI care calls (outbound)
Calls patients for post-discharge check-ins, open care gaps, and engagement tasks, records their answers, books the follow-up, and hands anything clinical or urgent to staff.
AI text assistant
The same scheduling and check-in help over text, in the patient's language.
Safety rails on every AI turn
Identifiers are masked before the model sees them, a second model checks each reply, warning signs go straight to a nurse, and staff can review samples of what was sent.
Compliance built in
Consent and opt-out by channel, quiet hours in the patient's time zone, state rules, daily contact limits, crisis-word detection, and recording notices.
Campaigns and templates
Reusable message templates with merge fields, sent to cohorts.
Common questions
What can the DAX Vantage AI phone assistant do?
It answers the practice line, verifies the caller by the number on record and date of birth, and books, moves, or cancels visits with the patient's own provider and practice, then texts a confirmation. Outbound, it makes post-discharge check-in and care gap calls, records answers, books follow-ups, and hands anything clinical or urgent to staff.
How does DAX Vantage keep patient outreach compliant?
Consent and opt-out are tracked by channel, messages respect quiet hours in the patient's time zone, state rules and daily contact limits are enforced, and crisis words are detected. On every AI turn, identifiers are masked before the model sees them and a second model checks each reply.
Is the AI required?
No. Every AI feature can be switched off, and the platform keeps working with rule-based fallbacks.
Works with the rest of DAX Vantage
One patient view and one prioritized list of work for every care manager.
Transitional Care ManagementDischarges arrive as episodes with the TCM windows, readmission risk, and billing details attached.
Quality & HCC Risk AdjustmentCare gaps, quality measures, and AI-assisted HCC coding from one shared definition.
Scheduling & TelehealthVisits booked against real availability — from the app, the patient portal, or the AI assistants.
Population Health AnalyticsCost, utilization, quality, and team output from the same data the care teams work from.
See patient engagement & ai outreach in DAX Vantage.
Tell us which contracts you are accountable for and where your care teams lose time today. We will show you what DAX Vantage looks like for that work.