Follow-up Agent Analytics
How the Follow-up Agent is measured
Every patient in an approved outreach list is worked to a recorded status — reached, responded, booked, completed, opted out, or with staff — so recall never disappears into a call log.
- Patients due for recall reachedtrending up+8% vs July212Approved outreach that connected.
- Responses recordedtrending up+6% vs July154Scheduled, declined, callback, or no response.
- Recall visits bookedtrending up+10% vs July118Outreach that entered the schedule.
- Recall visits completedtrending up+12% vs July92Outreach that ended in a visit.
- Opt-outs respectedsteady by designBy request9Recorded and excluded from the workflow.
- Handoffs to staffsteady by designBy design26Questions that needed judgment.
Illustrative sample values, not live practice data. EigenH AI reports operational records for your practice — it does not promise these numbers, and revenue impact stays yours to model.
How a follow-up queue is measured
A recall list is only useful if every name on it ends somewhere. The board above works because each patient in the workflow moves through four recorded stages.
- 01
The approved list
Which patients entered the workflow, from the source the practice confirmed.
- 02
Attempts within policy
Each contact attempt — timing, channel, and count — recorded against the approved contact policy.
- 03
A status per patient
Scheduled, declined, callback requested, opted out, or no response. Nobody sits in an untracked middle.
- 04
Exceptions with staff
Questions about care, benefits, or balances become staff tasks, and the record shows where each one stands.
What the practice can review
The exact fields depend on the approved workflow and product configuration — these are the views the follow-up record is built around.
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List progress
How much of each approved list has been worked, and what remains.
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Response breakdown
Scheduled, declined, callbacks, and no-response — separated, not summed.
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Booked and completed visits
Outreach that entered the schedule, and outreach that ended in care.
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Attempt history
Every attempt within the contact policy, patient by patient.
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Opt-outs and stops
Who asked not to be contacted, recorded and honoured.
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Open staff tasks
Exceptions handed to the team, with the reason attached.
These numbers stay honest
Reached is not booked, and booked is not completed — the board never conflates them. Attempt limits and opt-outs are part of the record, and website analytics carry no patient information.
Security and privacy questions belong in the Security & Compliance review on the trust page.
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No revenue promises
Outcome records, never recovered-revenue estimates presented as fact.
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No PII in marketing analytics
No patient data, health details, phone numbers, insurance IDs, or free text — ever.
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Stages stay separate
Reached, responded, booked, and completed are four different numbers, reported as four.
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Opt-outs count as outcomes
A patient who declines is a completed record, not a failure to hide.
Frequently Asked Questions
The board shows illustrative sample values. Your dashboard reports your own outreach records — attempts, responses, scheduled visits, and handoffs — for the lists your office approves.