Weight Loss — 6 Month Program

Created via conversation with Pulse AI Employee

PENDING APPROVAL
Duration
6 months
Steps
8 steps
Roles
3 (Pulse, Doctor, Owner)
Trigger
Doctor flag in EMR

Data Sources & Triggers

CS
Crossuite EMR — API connected Monitors: patient flags, lab PDF uploads, appointment status
⏰
Time-based triggers Monthly consultation reminders, blood test scheduling at month 3, renewal at month 6

Assigned Roles

🤖
Pulse
Reminders, booking links, tracking, escalation
👨‍⚕️
Doctor
Reviews blood results, adjusts plan
👤
Owner
Appointment prep, follow-up calls, escalations
👤
Patient
Books appointments, completes check-ins

Workflow Steps

1
Enrollment trigger
Doctor flags patient as Weight Loss candidate in Crossuite after visit. Pulse detects the flag via EMR API and starts the workflow.
EMR trigger Pulse
2
Schedule first blood test
Pulse sends patient a booking link for the baseline blood test. Owner is notified to prepare. Must be completed within 7 days of enrollment.
Pulse sends link Owner notified SLA: 7 days € Revenue moment
3
Wait for lab results (blood test 1)
Pulse monitors Crossuite for lab PDF upload. Expected within 48 hours of sample collection.
EMR monitor Pulse watches SLA: 48h
4
Doctor reviews baseline results
Doctor receives a review task in the Pulse ops queue. Reviews blood markers and creates a personalized plan. If not reviewed within 48h, escalate to owner.
Doctor reviews SLA: 48h
5
Send results + plan to patient
Pulse delivers results via secure link (results.curitt.health) with the doctor's personalized weight loss plan and next appointment booking.
Pulse delivers Patient views
6
Monthly consultations (months 1–6)
Pulse sends monthly consultation reminders. 48h before each appointment: confirmation. If patient doesn't confirm within 24h: follow-up via WhatsApp.
Time trigger Pulse reminds Recurring: monthly
7
Second blood test + comparison (month 3)
Same flow as steps 2–5. Doctor receives both baseline and month-3 results side by side. Pulse generates a progress summary for the patient.
Month 3 trigger Doctor compares Pulse summarizes
8
Program end — renewal conversion (month 6)
Pulse sends patient a progress summary (before/after blood markers, consultations completed, key improvements) with a renewal offer for months 7–12. If patient doesn't respond within 7 days, owner calls to close.
Month 6 trigger Pulse sends offer Response SLA: 7 days € Revenue moment

Escalation Rules

Automatic escalations

• Lab results not in Crossuite after 72h → notify owner via WhatsApp
• Doctor hasn't reviewed results within 48h → create urgent task + notify owner
• Patient misses consultation → no-show rescue flow (existing workflow)
• No renewal response after 7 days → owner calls patient

Revenue Impact

€1,194
Revenue per patient
€199/mo × 6 months
€2,388
With renewal (12 mo)
If Pulse converts at month 6
€23,880
10 patients / year
Projected with 50% renewal
Without Pulse: Follow-ups are manual, patients drop off after month 1–2, renewal conversations don't happen. Estimated loss: 60–70% of program revenue.
With Pulse: Automated reminders, SLA-tracked reviews, structured renewal at month 6. Every revenue moment is protected.
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