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Results follow-up agent for Balance

The results follow-up agent for Balance points Balance members to the benefit that pays for the follow-up.

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Thrive at WorkResults follow-up agentWhatsApp
  1. Repeat test due: 3 months after the last resultBalance
  2. Results follow-up agent: Hi Kabelo, your doctor asked for a repeat cholesterol test around now. Want me to book it?
  3. Customer: Where’s closest?
  4. Found 3 collection points within 4 kmNearby care finder
  5. Results follow-up agent: The closest is 1.2 km away and open until 16:00. Tomorrow at 8:00? It’s a fasting test, so nothing but water after 22:00 tonight.
  6. Customer: Perfect.
Sample conversation. People, brands and figures are made up.

What it can do with Balance

  • Points Balance members to the benefit that pays for the follow-up
  • Save the member’s Balance status (Blue, Bronze, Silver, Gold, Diamond) so every answer starts from where they are
  • Explain how Balance rewards are earned and claimed, from the programme’s published rules with the date they were checked
  • Remind the member of weekly and yearly goals before they reset, and suggest one thing to do this week

Tools.

BalanceLiveFHIR lab resultsCustomNearby care finderLiveWhatsAppLiveGoogle CalendarCustom

Questions

What does the results follow-up agent do with Balance?

Points Balance members to the benefit that pays for the follow-up.

Is the Balance connector live?

Yes.

Where does the results follow-up agent get the next step from?

From the report, the referring doctor or your own rules.

Does the agent decide Balance claims or authorisations?

No.

Can we run the agent under our own brand?

Yes.

Ollie’s agents give wellness guidance. They don’t diagnose or prescribe, and hand off to a human expert when needed.

The results follow-up agent by vertical

Other agents for Balance

The results follow-up agent with other connectors