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Prevent / Care

Proactive dose step-up preparation

Your patient's dose increases on Thursday and nobody has told them what to expect. The agent reaches out first, so the step-up feels prepared for rather than sprung on them.

Get aheadTime-based triggerSystem triggerPushIn-appChatGLP-1 & PeptidesHealth & TelehealthSubscription

What it does

Drop-off concentrates at titration steps: the dose goes up, side effects often follow, and a patient who was not expecting it reads the discomfort as a reason to stop. Most programs say nothing until the patient reports a problem after the fact. A few days before a scheduled step the agent gets ahead of it, tells the patient the increase is coming, and walks them through what to expect and the common experiences others have at this point. It offers a clinician handoff for anyone with questions or worries. It never recommends or confirms the dose change itself, which stays a medical decision.

How it works

  1. 1
    Trigger. a scheduled-titration date for the patient is a set number of days out, fired from the clinical system's dosing schedule.
  2. 2
    Decision. the agent reads the patient's upcoming step from the dosing schedule, pulls stage-matched "what to expect" content, and checks consent and channel preference. The outreach is judge-gated before it sends, and a stale-step cancellation suppresses it if the clinician has already changed or paused the plan.
  3. 3
    Action. a proactive message on the patient's channel names the upcoming step, sets expectations in plain language, and offers options for how to get ready, with a one-tap route to a clinician for questions.
  4. 4
    Follow-through. if the patient raises a concern, the agent answers what is educational and books or hands off the rest to the care team. It logs that prep was delivered so the post-step-up follow-up reads in context, and it never states the new dose as advice.
Example
AgentHeads up: your dose is scheduled to increase this Thursday. Step-ups can bring back some nausea for a few days while your body adjusts, and it usually settles. Want a short rundown of what tends to help, or to ask the care team anything before then?
PatientWill the nausea be worse than when I started?
AgentIt varies, and for many people it's milder than the very first weeks. I can't change or confirm your dose, but if you'd like to talk through whether the timing's right for you, I'll connect you with your care team. Either way, here's what people find helps most through a step-up.

Configuration

How the agent is wired for this use case.

Triggera titration_step_scheduled date reaching the prep window from the clinical system's dosing schedule
Tools & actions
  • Clinical/EHR system · read the patient's scheduled titration step and date
  • Knowledge base · retrieve stage-matched "what to expect" prep content
  • Scheduling system · offer and book a clinician check-in for questions
  • Messaging channel · send the prep outreach and hold the follow-up conversation
  • App backend · surface prep content in-app and log that prep was delivered
Autonomythe prep outreach runs unattended behind the quality judge and stale-step cancellation; it is pure education and expectation-setting. The detect-then-escalate policy class governs anything clinical: the agent never recommends, confirms, or states the dose change, and routes dose questions to the prescriber.
Channelspush · in-app · chat
Escalationa patient who is anxious, reports a current problem, or asks whether to proceed with the step is handed to the care team; the agent does not green-light the change.

What you need

The inputs this use case runs on. Your channels stay yours; the agent supplies the judgment.

Signals

a titration_step_scheduled event with the step date from the dosing schedule

Data

the patient's scheduled step, stage, channel preference, consent state, memory of prior steps

Guardrails

judge gating on the outreach; education and expectation-setting only, never a dose recommendation or confirmation; stale-step cancellation if the plan changes; clinician handoff for any dose decision

Metrics it moves

  • adherenceup: a prepared patient is readier to take the higher dose instead of stopping at the step
  • churndown: getting ahead of the titration step defuses the drop-off that clusters there
  • csatup: being told what is coming, before it happens, reads as a program that has the patient's back

Related use cases

Prevent / Care

Titration-readiness clinician handoff

produces a clinician readiness rec, where this only prepares the patient

Prevent / Care

Dose-hold coaching on a side-effect spike

the after-the-step counterpart when tolerance is poor

Engage / Lifecycle

Weekly-injection reminder with missed-dose next-step

the dosing-cadence reminder this prep sits ahead of

See it on your own customer journey

Bring one drop-off, one churn cliff, or one silent segment. We will show you what a proactive agent with memory and judgment does with it.

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