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Ziva Health›AI Agents›Care Agent›Patient surveys & check-ins
Care Agent workflow

Patient-reported information,
without staff making every contact.

Structured check-ins and surveys collect symptoms, function, mood and other patient-reported information. Ziva gathers the responses, evaluates them and routes anything that needs attention, without staff contacting each patient.

Text & in-app check-ins · liveVoice calls · coming soonConfigurable protocols · coming soon
Request a demoHow it runs →
Trigger
Scheduled or event-based check-in
1Questions sent
2Responses collected
3Evaluated
4Routed
5Trended
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 Agent
Questions sentShort structured check-ins written by your organization.
2
Patient
Patient respondsBy text or in the app, with voice calls coming soon.
3
Care Agent
Follow-up questionsZiva asks a follow-up when an answer is unclear or concerning.
4
Intelligence
EvaluatedAnswers are compared with the patient's previous responses and other data.
5
Care team
RoutedOnly responses that need attention reach a person.
6
Intelligence
TrendedResponses become part of the patient's longitudinal record.
One patient, start to finish

Monthly check-in · 180 patients*

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.

Day 1
Care AgentCheck-in sent to all enrolled patients
Day 1–3
Patient162 responses collected
Reminders sent to people who hadn't answered
Day 3
Intelligence151 stable vs. prior responses
No action
Day 3
Intelligence8 meaningful changes
Needs review Clinician review queue
Day 3
Intelligence3 concerning answers
High priority Escalated the same day
Day 4
Care teamStaff contact 11 patients, not 180
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.

High priority
Concerning answer

Including safety-related responses, routed under your escalation rules.

Needs review
Meaningful change from prior responses

A shift from the patient's own pattern.

Needs review
Non-response

After reminders, per your protocol.

Your protocol

Your organization decides.
Ziva follows it.

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

Questions & scheduleWhich patientsFollow-up question logicEscalation rules

Give your care team
fewer things to chase.

Show us how your team handles patient surveys & check-ins today. We'll show you how the Care Agent would run it.

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