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Ziva Health›AI Agents›Care Agent›Care plan follow-up
Care Agent workflow

You asked the patient to do something.
Ziva makes sure it happens.

Book a lab, start a walking program, keep a symptom log, schedule an eye exam. When the care team asks a patient to do something, the Care Agent follows up until it's done or something gets in the way.

Text check-ins · liveVoice calls · coming soonConfigurable protocols · coming soon
Request a demoHow it runs →
Trigger
Care team assigns a patient task
1Task assigned
2Patient informed
3Check progress
4Remind
5Completed or exception
Owned by the Care Agent
Ziva handles the routine steps. Your team is brought in only for exceptions.
How it runs

Step by step,
and who handles each one.

Care AgentContinuous IntelligenceCare teamEventPatient
1
Care team
Task assignedFrom a visit, a care plan update or an approved suggestion.
2
Care Agent
Patient informedIsabella confirms the task in plain language, with the due date.
3
Care Agent
Progress checked"Have you been able to book your lab?"
4
Care Agent
ReminderBefore the due date and after, if needed.
5
Intelligence
Exception identifiedA barrier, a refusal or a related clinical concern.
6
Care Agent
Completed or escalatedDocumented either way.
One patient, start to finish

Priya M.*, 49 · prediabetes

An example of how this workflow runs, and how often a person actually needs to step in.

*Stories are inspired by real patient experiences and health patterns observed in care. Names, images, quotes, and certain details have been changed or combined to protect privacy. Individual experiences and outcomes may vary. Your organization sets the protocol and escalation rules.

Visit
Care teamFasting labs in 4 weeks; 150 min/week activity
Week 1
Care AgentIsabella confirms the plan
Activity goal set up in the Ziva app.
Week 3
Care AgentLab booking checked
"Have you booked your fasting labs?" → "Not yet, I keep forgetting."
Week 3
Care AgentLab booked with patient during the conversation
Reminder set for the night before.
Week 4
Care AgentLabs completed · results to clinician
Week 4
IntelligencePlan task complete
No action Activity check-ins continue
Exceptions

When Ziva brings in a person.

Routine answers keep the workflow moving. These situations are evaluated by Continuous Intelligence and sent to the right person with context.

Needs review
Barrier to completing

Cost, transport, scheduling or understanding.

Needs review
Patient declines

Brought to the clinician to discuss.

High priority
Related symptom reported

Escalated through Continuous Intelligence.

Your protocol

Your organization decides.
Ziva follows it.

Clinical judgment, thresholds and escalation rules stay with your team.

Task typesDue dates & reminder cadenceWho gets exceptions
More Care Agent workflows
Transitions of careMedication follow-upReferral follow-throughClinical observationMissing measurementsPatient surveys & check-insTransitional care management →
How the Care Agent works →Continuous Intelligence →All Ziva AI Agents →

Give your care team
fewer things to chase.

Show us how your team handles care plan follow-up today. We'll show you how the Care Agent would run it.

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