Prepared by Veriton Solutions

Automate Patient Care.
Never Miss a Visit.

A phased AI automation system for scheduling, reminders, and post-hospitalization visit management — built specifically for Tri-Med Home Care.

Dr. Vinod Sinha — Tri-Med Home Care
May 2026
Proposal v1.0
Veriton Solutions

The challenge you're solving

For a home care organization managing 300+ patients, coordinating bi-annual nursing visits, tracking hospitalizations, and ensuring every patient receives timely reminders is an enormous manual burden. The cost isn't just staff hours — it's missed visits, lapsed care, and patient dissatisfaction.

This proposal outlines a practical, phased AI automation system that handles scheduling logic, multi-channel patient outreach, and post-hospitalization triggers automatically — so your care team can focus on care, not coordination.

300
Active Patients
Estimated baseline
600
Visits / Year
Bi-annual schedule
~52
Staff Hours Saved / Month
Coordination & follow-up

Bottom line: With 52 staff hours freed per month, automation pays for itself within the first month of full deployment. Every month after that is pure operational savings.


What's broken today

Current State
  • Visit scheduling tracked manually in spreadsheets or paper records
  • No automated reminder system — staff must call patients individually
  • Hospitalization events tracked informally; post-discharge visits easily missed
  • No audit trail of when reminders were sent or who confirmed
  • Staff time consumed by coordination instead of care delivery
  • Patient no-shows due to forgotten or miscommunicated appointments
With Automation
  • Patient records centralized; next visit date auto-calculated and tracked
  • Multi-channel reminders (email, voice, SMS) sent automatically
  • Hospitalization flag triggers immediate post-discharge visit workflow
  • Full log of every reminder sent, confirmed, or failed
  • Coordinators spend their time on exceptions, not routine outreach
  • Patients reached on their preferred channel and language

How the system works

Three interconnected layers: patient data feeds into a scheduling engine which drives outreach channels and staff notification.

Tri-Med Patient Visit Automation Flow Three-layer system diagram: patient data, scheduling engine, and outreach channels. LAYER 1 — PATIENT DATA Patient Records Name · Phone · Language · Last visit Hospitalization Flag Staff marks patient admitted Visit Schedule Auto-calculated due dates LAYER 2 — SCHEDULING ENGINE (n8n AUTOMATION) Daily Check Who needs a visit soon? Trigger Logic Routine or post-discharge? Assign & Schedule Nurse roster + time slot LAYER 3 — PATIENT OUTREACH & STAFF NOTIFICATION Email Reminder 14 days · 7 days · 1 day Voice Call AI outbound + confirm SMS Text reminder + confirm Staff Notification Email alert + activity log Patient confirms → logged automatically → staff dashboard updated ⚡ Hospitalization flag → visit booked within 48 hrs post-discharge

Deployment Phases

1
Foundation
Weeks 1–3
Data + email
2
Voice Layer
Weeks 4–6
AI outbound calls
3
SMS + Dashboard
Weeks 7–9
SMS + monitoring
4
Full Operation
Week 10+
Live & optimized
Phase 1 — Foundation (Weeks 1–3): Patient database set up in Google Sheets, bi-annual scheduling logic configured, and automated email reminders activated at 14, 7, and 1 day before each visit. Hospitalization trigger workflow goes live. Staff email alerts enabled. This phase alone eliminates the majority of manual coordination work.
Phase 2 — Voice Layer (Weeks 4–6): AI outbound voice calls added on top of the email layer. Built on Retell AI with multilingual support — calls delivered in each patient's preferred language. Confirmation responses logged automatically. Call quality reviewed before Phase 3.
Phase 3 — SMS + Dashboard (Weeks 7–9): SMS reminders added as a third outreach channel. Live monitoring dashboard deployed — management can see confirmation rates, upcoming visits, and outstanding follow-ups in real time. Reporting configured to Tri-Med's preferences.
Phase 4 — Full Operation (Week 10+): System is fully live and self-running. Quarterly reviews optimize reminder timing and channel mix. Nurse schedule integration available. This is the steady state — your team monitors exceptions, the system handles the rest.

Phases 1–2 deliver the majority of operational value. Each phase is independently functional before the next begins.


How we reach your patients

Every patient has a preferred way to be contacted. The system supports all three primary channels and can try them in sequence if one doesn't get a response.

📧

Email

Automated reminders at 14, 7, and 1 day before a scheduled visit. Includes visit details and a confirmation link.

Included in all tiers
📞

AI Voice Call

Outbound AI call in the patient's preferred language. Confirms the visit and logs the response automatically.

Standard & Premium
💬

SMS

Short text with visit details and a one-tap confirmation. Ideal for patients who don't check email regularly.

Premium tier

Multilingual support: Calls and SMS are delivered in the patient's preferred language. Supported: English, Spanish, French, and others on request. Language preference is stored per patient and applied automatically.


Transparent, tiered pricing

Choose the tier that fits your current needs. Upgrade at any time — infrastructure from earlier phases carries forward.

Starter
$690
/ month + $1,495 setup
  • Patient database setup
  • Bi-annual scheduling logic
  • Email reminders (3 touchpoints)
  • Hospitalization trigger workflow
  • Staff email notifications
  • Voice call reminders
  • SMS reminders
  • Monitoring dashboard
Get Started
Standard
$1,150
/ month + $2,300 setup
  • Everything in Starter
  • AI voice call reminders
  • Call confirmation logging
  • Multilingual outreach
  • Monthly performance report
  • Priority support
  • SMS reminders
  • Custom dashboard
Select Plan

All prices in USD. Setup fees one-time and non-recurring. Monthly pricing assumes up to 300 active patients. Voice call usage beyond 200 min/month billed at $0.12/min.


What you save

The system replaces work that currently falls on your coordinators — outreach calls, confirmation tracking, follow-up scheduling — and does it faster, at scale, without error.

Monthly staff hours: manual vs. automated
Before: 28 hrs
 
→ 2 hrs
Before: 18 hrs
 
→ 1 hr
Before: 11 hrs
 
→ 1.5 hrs
Before: 12 hrs
 
→ 2 hrs
Before automation After automation

Monthly savings breakdown

Based on 300 active patients, bi-annual visit schedule

~52 hrs
Staff time freed per month
$1,140
Labor savings per month
<3 mo
Payback period (Premium)

Direct labor savings only. Reduction in missed visits, improved patient satisfaction, and avoided compliance risk add further value that is harder to quantify but equally real.


What we need from Tri-Med

We handle all technical setup. All we need from your team is the following, which can be provided in a simple spreadsheet:

1

Patient list

Name, phone, email, preferred language, and approximate date of last nursing visit. All information handled in strict compliance with applicable privacy regulations.

2

Nurse roster

Names and general availability of visiting nurses. For Phase 1, a single dispatch contact is sufficient — full scheduling integration available in Premium.

3

Hospitalization tracking process

How your team currently logs when a patient is admitted. We integrate into your existing process — no new workflows required from clinical staff.

4

Reminder preferences

How far in advance you'd like reminders sent. Default: 14 days, 7 days, and 1 day. Fully configurable to your preference.

Typical onboarding: Phase 1 is live within 2–3 weeks of receiving the above. No disruption to care delivery operations during setup.


Ready to move forward?

Start with a 30-minute working session to walk through this proposal, answer questions, and align on the right tier. We can have a signed agreement and onboarding kickoff within the same week.

Veriton Solutions
AI Automation & Voice Agent Services
cs@veriton.solutions
Proposal Valid Until
May 31, 2026

Confidential — prepared exclusively for Tri-Med Home Care. Pricing subject to formal agreement.