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EngagementOS: keeping patients engaged with their care

Where
Systems Driven Health
2022–2026
Founder

Most EHRs (electronic health records) have been slow to adopt AI, and switching to a new one is costly for a clinic whose workflows have grown around the old one. So the EHR stays the system of record, used for the compliance-heavy and integration-heavy work it does well (e.g. prescriptions, insurance, etc.), and an AI harness beside it runs the day-to-day work behind each patient’s experience.

1-on-1GroupDigitalworkflows suited to the kind of care offeredENGAGEMENTOS · PRACTICE OPERATIONS FOR THE PATIENT JOURNEYStaff dashboard: which patients need attentionon trackneeds a touchpointat riskOnboardingagreements, intake,records, first bookingVisitsa brief before; AI draftsthe note, the doctor signsBetween visitslabs, tests, coordination,questions by email, textFollow-upsa follow-up intake,the next visit bookedtailored to program designEHR: system of recordinsurance billing · lab ordersprescriptions · signed chart notescompliance-heavy, integration-heavy workPatient appmobileEducationAI chat about their planClinic team chatUploadsBooking
One AI harness runs each patient’s journey and the staff’s day. Patients use the app, and the EHR stays the system of record for billing, orders, prescriptions and signed notes.

An AI harness around the EHR

The EHR stays the system of record for billing, lab orders, prescriptions and signed chart notes. Around it is a HIPAA-compliant infrastructure that runs the practice, on Google Cloud with Gemini and Claude. Whether a patient is in 1-on-1 care, a group program or a digital program, their care has many parts, and the harness brings them together and runs the appropriate parts of the operational workflow.

Onboarding that doesn’t overwhelm

For functional and longevity clinics, onboarding is usually a series of tedious steps: agreements signed, long and detailed intake questionnaires completed, earlier records and documents gathered, and the first consultation booked. In the world of consumer telehealth these onboarding flows are intuitive and polished (conversion rate depends on it), but in private clinics they rarely are. Follow-ups repeat a lighter version of the same flow, with a follow-up intake and then the next visit booked.

Care coordination between visits

In a concierge practice a lot happens between visits, from talking with patients to order tests and schedule labs to general care coordination. Questions don’t all come through the EHR either; people often email or text them, and someone has to stay on top of every one. The harness tracks all sources and produces a staff dashboard that shows what needs doing today and which patients are on track, need a touchpoint, or are at risk.

One place for patients to go

The patient app gives each patient one place to message the clinic team, share documents, book visits and learn, with an AI chat that explains their plan using the doctor’s follow-up notes and sends clinical questions back to the doctor.