Codex AI Follow Up Agent
Extend care beyond the office visit, without extending your staff.
Codex Follow-up Agent automatically reaches out to patients after visits or procedures, checks progress and adherence, flags concerns early, and documents outcomes so your team can intervene only when needed.
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Reach out with some basic information and we'll provide you with a custom quote.
What Does it Do?
Proactively contacts patients by text or voice at the right intervals after visits or procedures
Checks medication adherence, symptoms, and recovery progress through natural conversation
Detects potential issues early and alerts your team when intervention is needed
Documents every interaction and can post follow-up summaries to the patient record when enabled
Supports multi-channel follow-up via text, voice, or mobile app (based on configuration)
Tracks outcomes over time so you can see progress and protocol effectiveness
How Does it Work?
1) Automated outreach
Codex contacts patients after a visit or procedure using your configured cadence and scripts.
2) Care plan monitoring
Codex checks adherence, symptoms, and recovery milestones through conversational prompts.
3) Issue detection and escalation
Concerning responses (or non-adherence) trigger alerts and routing to your team based on your rules.
4) Documentation
Follow-up interactions are summarized and documented to support continuity of care.
Use Cases
Post Procedure Monitoring
Post Procedure Monitoring
Post Procedure Monitoring
Wound healing checks, pain monitoring, activity guidance, complication screening.
Medication Management
Post Procedure Monitoring
Post Procedure Monitoring
Adherence reminders and verification, side effect monitoring, dosage adjustment support (as routed to clinicians), and effectiveness tracking.
Post-Discharge Care
Post Procedure Monitoring
Post-Discharge Care
Transition-of-care outreach, milestone tracking, home care plan adherence, early readmission risk identification.
Additional Details
Tangible Benefits
- Earlier complication detection with consistent outreach between visits
- Improved adherence through structured follow-up and reminders
- Staff time savings by automating routine follow-ups while escalating only what needs a human
- Better patient experience because patients feel supported after the visit
- More complete outcomes data to strengthen protocols and quality reporting
- Revenue support opportunities by capturing documentation that may support programs like chronic care management and transitional care management (as applicable to your workflow)
Safety and Boundaries
Codex Follow-up Agent supports outreach, monitoring, documentation, and routing. It does not replace licensed clinical judgment.
- It does not diagnose, prescribe, or provide medical advice.
- Anything requiring clinical decision-making is escalated to your licensed team per your protocols.
- Codex is not an emergency service. For emergency symptoms, patients are instructed to contact local emergency services.
Security and Compliance
Codex Follow-up Agent is designed for healthcare environments and supports HIPAA-aligned handling of patient information.
Security controls include encrypted data transmission, secure storage, and access controls. A Business Associate Agreement (BAA) is available. Retention, access, and integration permissions are confirmed during onboarding based on your organization’s policies.
Frequently Asked Questions
Please reach us at contact@codexgrp.com if you cannot find an answer to your question.
You choose the cadence. We configure follow-up intervals based on your preferences and the type of visit or procedure.
Both. Patients can be contacted by text or voice (and additional channels may be available based on configuration).
Codex flags the concern and escalates it to your team based on your configured protocols and routing rules.
Yes. Codex generates follow-up summaries and outcomes, and can route documentation into your workflow when enabled.
Many practices deploy follow-up outreach specifically to improve adherence and catch issues earlier. Results vary by patient population, specialty, and configuration.
No. The Follow-up Agent can be deployed as a standalone add-on or paired with Core, Ops, and/or Live.
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