Gaps in post-visit monitoring and early detection
Patients can deteriorate between scheduled visits and self-reporting is inconsistent. Clinics need an efficient system to monitor status, capture symptoms and escalate when needed without overburdening staff.
HolistiCare automates interval monitoring through short, validated check-ins delivered by app, SMS or email and combines these signals with device data to provide clinicians with concise trend summaries and configurable alerts, enabling early intervention and safer follow-up.
- Deploy brief, validated check-ins on configurable schedules.
- Combine patient-reported data with wearable and device feeds.
- Configurable alert thresholds and escalation paths.
- Reduce missed deterioration and unplanned visits.
- Maintain audit logs and patient consent records.
- Support remote monitoring with minimal staff overhead.
OUR SOLUTION
How Check-Ins keep care continuous and safe
Lightweight patient engagement that yields meaningful signals
HolistiCare delivers short, frequent check-ins tailored to condition severity. Check-ins use validated instruments or bespoke question sets and take under two minutes to complete. The system emphasizes signal detection rather than exhaustive surveys, focusing on key items such as symptom increases, medication adherence and red flag questions. Responses feed into a patient timeline and are summarized for quick clinician review. Pattern recognition identifies deteriorations and alerts the care team with prioritized context to speed triage.
Check-ins respect patient burden by adjusting cadence based on prior responses and adherence. If a patient demonstrates stability, cadence relaxes. If a trend of missed checks or worsening scores appears, the system raises notifications for human outreach. This adaptive approach preserves clinic resources while maintaining safety.
Integrated escalation, triage and documentation
Alerts link to concise context cards summarizing recent check-ins, device trends and prior interventions so clinicians can act without lengthy chart review. Escalation pathways are configurable: urgent pain or breathing problems can trigger immediate clinician outreach, while adherence issues route to coaching staff. Each alert creates a task with a suggested action and a documented resolution once completed. These structured triage flows streamline response and provide an auditable trail for quality review.
what you get
What you get with Check-Ins?
Regular, clinically focused checks that detect early problems and route responses to the right team member.
Configurable Check-In Templates
HolistiCare ships with validated check-in templates for common scenarios: post-discharge monitoring, chronic disease surveillance, perioperative follow-up and mental health check-ins. Clinics can use a library template or build custom question sets with branching logic. Templates include scoring rules and triage thresholds. Patients receive the check-in through their preferred channel and can complete it quickly. In cases where device data are available, the check-in incorporates objective measures such as BP or glucose values to improve specificity. Administrators can preview historical completion rates and adjust content to maximize engagement. The result is a lightweight system that yields clinically relevant information without overburdening patients or staff.
Device and PRO Integration
Check-ins combine patient-reported outcomes with wearable and home device data to create a multi-source signal. For example, a heart failure program pairs daily weight and symptom checks to detect fluid retention early. Integration supports common connected devices and manual entry when devices are not available. The platform flags discordant signals, such as worsening symptoms despite stable device metrics, prompting human review. All integrated data are visualized on a single timeline so clinicians can correlate symptoms and objective changes. This hybrid approach improves specificity and reduces false positives while giving clinicians richer context for action.
Alerting and Triage Workflows
Triage workflows map check-in scores to escalation rules. Clinics define which responses generate automated messages, clinician review, or emergency instructions. Alerts include contextual summaries and a suggested action list such as phone outreach, medication review or urgent evaluation. The platform supports scheduled callbacks and automatic task assignment in the clinical inbox. For programs with high check-in volumes, rules can batch nonurgent issues into daily summaries while immediately flagging critical events. This reduces alert fatigue and ensures urgent problems receive prompt attention. Every triage action is logged, supporting compliance and program evaluation.
Cohort Monitoring and Program Metrics
Program managers can view cohort dashboards showing completion rates, trends in symptom burden and escalation frequencies. These metrics enable continuous quality improvement and support payer reporting. Filters allow segmentation by risk strata, enrollment date, or provider. Exportable reports include engagement statistics, median time to resolution, and per-patient trajectories. These insights help teams refine check-in content, cadence and escalation thresholds to improve sensitivity and specificity. By measuring program performance, clinics can demonstrate value and iterate toward better outcomes and cost savings.
Creating Success
What makes HolistiCare unique for your practice
Adaptive cadence engine
The system adjusts check-in frequency based on stability and adherence so patients are monitored appropriately without survey fatigue.
Multi-source signal fusion
Combine PROs with device streams and clinical data to reduce false alarms and improve context for triage decisions.
Clinician-directed triage rules
Clinics configure escalation logic so alerts route to the right staff with contextual summaries and suggested actions.
“I’ve really enjoyed working with the Holisticare team. Their AI-powered platform is the future of health coaching—streamlined, scalable, and built to keep clients engaged. I’m excited to see how it will continue to transform the way we deliver personalised care.”
Chief Medical Officer
FAQ
FAQs about HolistiCare's Regular check-ins feature
Answers about check-in configuration, device use and clinician oversight.
Yes. We support app, SMS and email delivery based on patient preference and device availability.
Use configurable thresholds and batch nonurgent items into summaries for staff review.
Templates include validated measures where applicable and the option for custom surveys.
With consent, caregivers can receive check-in summaries for dependent patients.
Automated reminders run then escalate to care coordinators if multiple checks are missed.
