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Use case · Proactive engagement

Recall every patient. Close every care gap.

Aqurio's agentic AI workforce runs all 10 proactive-engagement workflows — recall, reactivation, care-gap closure, RPM, NPS, wellness outreach — across voice, SMS, and email. 73% autonomous, 14 days to deploy.

HIPAA-safe · SOC 2 Type II · HITRUST r2 · TCPA-compliant · Epic-native · 70+ integrations
Trusted by outreach teams across PPM
networks, DSOs, and health systems.
Built for proactive engagement

Four outreach jobs no team can staff. AI agents that run them.

SmartEngage replaces the mass-text blast and the unmanned dialer with audience-aware, two-way conversations — the kind your best outreach rep would run if they had infinite time.

1

Recall, reactivation & dormant-patient campaigns.

SmartEngage segments patients by gap-in-care, last visit, and care-program enrollment — then runs personalized two-way outreach, booking directly into open slots. Recall + reactivation campaigns have cut no-shows by up to 90%.

Up to -90% no-shows · recall + reactivation
2

Care-gap identification + preventive outreach.

The agent works the gap-in-care list weekly — mammograms, colon screens, A1Cs, wellness visits — books patients, ships home-kits where applicable, and posts evidence back to the EHR for quality reporting.

2.7× gap-in-care closure rate · +14pt HEDIS uplift
3

Proactive appointment confirmation + symptom triage.

Multi-channel confirmation cadence — voice for new patients, SMS for confirmed, email for prep — with two-way conversation if the patient needs to reschedule, and inbound symptom triage routed to the right care setting.

-38% no-shows · same-day waitlist refill enabled
4

RPM subscription enrollment, NPS & wellness programs.

Scheduled RPM check-ins with red-flag escalation, post-visit NPS surveys, wellness-program outreach for ACO/value-based contracts — orchestrated by audience, channel, and language, with revenue attribution in SmartAnalytics.

2.4× compliance lift · 18% fewer readmits

10 proactive-engagement workflows. One agentic platform.

Every outbound patient touchpoint — recall, care-gap, RPM, NPS, wellness — handled by AI agents, measured by SmartAnalytics, written back to your EHR.

1

Triage

Symptom triage + care-gap identification across the panel — risk-stratified by EHR + payer data.

2

Reach

Preventive care outreach + recall campaigns — channel, language, and cadence picked per patient.

3

Reactivate

Patient reactivation + dormant-patient campaigns close the lapsed cohort into booked appointments.

4

Confirm

Proactive appointment confirmation + wellness program outreach with full two-way dialogue.

5

Enroll

Subscription enrollment for RPM, CCM, and care-management programs — eligibility checked, consent captured.

6

Measure

NPS surveys + outcome attribution feed SmartAnalytics — every campaign tied to revenue, reactivation, or quality lift.

End-to-end, Aqurio runs all 10 proactive-engagement workflows at 73% autonomy, deploys in 14 days, and delivers ROI in under 90 days. Customers have achieved up to 90% no-show reduction via recall + reactivation. A 100+ location DSO ran segmented campaigns across hundreds of clinics with zero added headcount.

Three campaigns your team launched this month. Running themselves.

Scenario 01

Recall campaign · 2,400 lapsed patients · 18+ months out.

SmartEngage segments the 2,400 by last-visit reason, age, and gap-in-care, picks the right channel and language per patient, and runs a two-way conversational outreach. Patients reschedule directly in the call or SMS — no callback list, no missed opportunity.

  • Audience-aware segmentation by care gap, payer, and risk score.
  • Two-way conversation — patients can book, ask, or opt out, all in-call.
  • Real-time EHR writeback with consent provenance per touchpoint.
See a live recall campaign
2,400 patients · 18+ months lapsed
Segment by care gap · sequence channel + language
387 reactivated · 412 opted out · 1,601 nurtured
$612K revenue attributed in SmartAnalytics
Scenario 02

Same-day no-show recovery · 11:14am.

An 11:00am slot just no-showed. SmartEngage detects the empty slot from the EHR, identifies three waitlisted patients matching provider + payer + travel-time, runs parallel voice + SMS outreach, and re-fills the slot at 11:42am — before staff would have noticed.

  • Real-time EHR watch for cancellations + no-shows.
  • Waitlist matching by provider rules + travel + insurance.
  • First-confirm wins; others kept warm for next slot.
See no-show recovery
11:14am · 11am slot marked no-show in Epic
Match 3 waitlisted patients · parallel outreach
11:38am · 1 confirms · slot rebooked
EHR + provider notified · $384 revenue saved
Scenario 03

RPM check-in · CHF cohort · weekly cadence.

340 patients on the CHF remote-monitoring program. SmartEngage runs scheduled weekly check-ins by voice — symptom triage, weight + BP, medication adherence — escalates red flags to the care team in real time, and captures PROs back to the chart and the RPM dashboard.

  • Weekly cadence with patient-preferred time-of-day + channel.
  • Symptom red-flag triage with real-time clinical escalation.
  • PRO capture (KCCQ, PHQ-9, adherence) into EHR + RPM platform.
See RPM workflows
Tue 9am · 340 CHF check-ins queued
Voice check-in · symptom triage · KCCQ captured
7 red flags escalated to care team in real time
Wed 8am · clinical lead opens completed dashboard

What outreach teams measure in year one. In their own numbers.

Named-customer outcomes from Aqurio proactive-engagement deployments.

"Across 100+ locations we ran segmented recall and care-gap campaigns simultaneously — every cohort, every language, every channel. The data flywheel keeps making the agents better, and we never added a single outreach FTE."

100+LOCATIONS LIVE
0 FTEADDED
73%AUTONOMY RATE

"Aqurio customers in proactive engagement see no-show drops of 38-90%, gap-in-care closure 2.7× baseline, and HEDIS uplift averaging +14 points. SmartEngage runs every outbound workflow conversationally, in 50+ languages, with TCPA + HIPAA compliance baked in."

+14ptHEDIS UPLIFT
2.7×GAP CLOSURE
2.4×RPM COMPLIANCE

"Aqurio agents go live in 14 days, not 14 months. No engineering, no custom prompting, no pilot risk — the agents arrive trained on 50M+ healthcare interactions and 70+ EHR / PMS integrations. Recall + reactivation campaigns launch in week one.

14 daysTO LIVE
<90 daysTO ROI
50M+INTERACTIONS TRAINED ON

Frequently asked questions

Common questions from outreach buyers.

What outbound workflows does Aqurio's SmartEngage run?
All 10 proactive-engagement workflows: symptom triage, care-gap identification, preventive care outreach, recall campaigns, patient reactivation, dormant patient campaigns, NPS surveys, proactive appointment confirmation, subscription enrollment (e.g. RPM programs), and wellness program outreach — across voice, SMS, and email.
What outcomes have customers seen?
Recall + reactivation campaigns have cut no-shows by up to 90%. A 100+ location DSO ran segmented campaigns across hundreds of clinics with zero added headcount.
How is SmartEngage different from a mass-text reminder tool?
SmartEngage is conversational and audience-aware. It picks the right channel, language, and cadence per patient, holds a two-way dialogue if the patient replies, and writes outcomes back to the EHR — not a one-way blast.
Will it respect TCPA, HIPAA, and opt-out preferences?
Yes. SmartEngage enforces TCPA quiet hours, opt-out lists, and HIPAA consent rules per touchpoint. Every interaction is logged with consent provenance and is BAA-covered.
Can SmartEngage handle remote patient monitoring check-ins?
Yes. SmartEngage runs scheduled RPM check-ins by voice or SMS, escalates red-flag symptoms to the care team in real time, and captures patient-reported outcomes back to the EHR or RPM platform.
How fast does Aqurio deploy?
AI agents arrive trained on 50M+ healthcare interactions and 70+ integrations. Most proactive-engagement deployments are live in 14 days. Median ROI payback is under 90 days.

Smarter healthcare starts with us, together.

Book a demo to explore our platform, or talk with an AI expert about solutions custom-tailored to your needs.