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Marcus
Patient Communication

Medication Reminders, Chronic Care Check-Ins, and Screening Outreach at Scale

32% improvement in medication adherence, 22 overdue screenings identified weekly, 15 chronic care check-ins daily

Saves nurses 5+ hrs/wk on phone calls Deploys in 6-8 weeks

The problem

Medication non-adherence is one of the most expensive and preventable problems in healthcare. An estimated 50% of patients do not take medications as prescribed, contributing to 125,000 preventable deaths annually in the United States and $528 billion in avoidable healthcare costs. For chronic disease management -- diabetes, hypertension, heart failure, COPD -- adherence is not optional; it is the difference between disease control and emergency hospitalization.

Your nursing staff knows which patients need follow-up calls. The diabetic patient whose HbA1c jumped from 7.1% to 9.2% needs a medication adherence check-in. The post-surgical patient discharged three days ago needs a wound care follow-up. The 54-year-old whose mammogram is 8 months overdue needs a screening reminder. But nurses are spending their clinical hours on phone tag, leaving voicemails, and manually logging call outcomes in the EHR. Five or more hours per week, per nurse, on administrative outreach.

Preventive care gaps compound silently. HEDIS and MIPS quality measures require documented screening completion rates -- mammograms, colonoscopies, HbA1c testing, blood pressure control. When patients fall behind on screenings, the practice's quality scores drop, pay-for-performance bonuses shrink, and patients miss early detection opportunities. Most practices identify overdue screenings only during the annual wellness visit, by which time the patient may be 6-12 months behind on recommended care.

Marcus is your AI Patient Communication specialist. He sends personalized medication reminders via SMS and voice, runs chronic care check-ins for patients with active care plans, identifies patients overdue for preventive screenings, and logs every interaction in the EHR. When a patient reports a side effect or expresses intent to stop a medication, Marcus escalates to the prescribing provider immediately with full medication history.

Saves nurses 5+ hrs/wk on phone calls
That is why you need Marcus.

How it works

How Marcus works, step by step

Each step is automated. Marcus only escalates when human judgment is required.

1
Daily 7:00 AM -- medication reminder cycle for chronic care patients

Marcus sends personalized medication reminders to patients with active prescriptions via their preferred channel (SMS or voice). Each reminder includes the medication name, dosage, and any special instructions (take with food, avoid grapefruit). Patient confirmations are logged in the EHR adherence record

2
Patient responds to medication reminder -- confirms, reports an issue, or does not respond

Confirmations are logged as adherence data points. Patients reporting side effects receive a brief acknowledgment and are flagged for clinical follow-up. Non-responders receive a follow-up via secondary channel after 30 minutes

3
Chronic care management check-in cycle -- patients with active CCM care plans

Marcus reaches out to chronic care patients with structured check-in questions: symptom status, medication adherence, upcoming appointments, and any barriers to care. Responses are summarized and attached to the patient's CCM care plan in the EHR

4
Preventive screening analysis -- weekly identification of overdue patients

Marcus cross-references patient demographics, clinical history, and HEDIS/MIPS measure requirements to identify patients overdue for preventive screenings: mammograms, colonoscopies, HbA1c tests, bone density scans, annual wellness visits, and immunizations. Personalized outreach is sent with scheduling links

5
Adherence pattern analysis detects 3+ missed doses in a week

Marcus generates an adherence alert for the care team with a summary of missed doses, response patterns, and any patient-reported barriers, enabling proactive intervention before a gap becomes clinically significant

6
Weekly outreach summary

Marcus sends a patient outreach digest: medication reminders sent, adherence rates by patient cohort, chronic care check-ins completed, escalations to providers, and overdue screening counts by type. Delivered to the care team and practice manager via Slack

What Marcus handles vs. what stays with you

Clear boundaries. Marcus works autonomously within defined limits and escalates everything else.

Marcus handles
  • Marcus sends personalized medication reminders to patients with active prescr...
  • Confirmations are logged as adherence data points
  • Marcus reaches out to chronic care patients with structured check-in question...
  • Marcus cross-references patient demographics, clinical history, and HEDIS/MIP...
boundary
Your team handles
  • All medication regimen decisions, changes, and clinical recommendations are made exclusively by licensed clinicians
  • Marcus does not provide medical advice, interpret symptoms, or suggest medication adjustments -- he reminds and reports
  • Patients reporting adverse events or safety concerns are immediately connected to clinical staff, never managed by the AI
  • Patients can opt out of automated communications at any point -- opt-out is processed immediately with care team notification
  • Batch screening outreach to more than 20 patients requires practice manager approval before sending

Integrations

Works inside your existing tools

Marcus connects to the platforms you already use. No new software to learn.

Epic Reads & writes
Athenahealth Reads from
Klara Reads & writes
Slack Writes to

Implementation

From zero to Marcus

Marcus is deployed gradually with measurable checkpoints at every stage.

Deploy time
6-8 weeks
Monitoring mode first, then gradual rollout
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Data required
  • EHR patient medication lists and dosing schedules via FHIR APIs
  • Patient contact information, communication preferences, and consent records
  • HIPAA-compliant messaging platform credentials (Klara or equivalent)
  • Care team escalation protocols and on-call routing rules
  • HEDIS/MIPS measure specifications for the practice's payer mix and patient panel
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Pilot process

Pilot targets a defined patient cohort (50 patients with Type 2 diabetes or hypertension care plans) over six weeks. Weeks one and two establish baseline adherence via pharmacy refill data and self-report.

Full validation before production deployment

Your AI team

Works alongside Marcus

These AI employees share data and coordinate with Marcus to cover your full operation.

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Deploy Marcus for your healthcare operations

Start with a 90-minute discovery session. We will assess whether Marcus is the right fit for your workflows and show you exactly what changes.