Overview: Cohort Automations
Akute’s Cohorts, Message Templates, and Automations work together to help your practice deliver proactive, targeted care at scale without adding more work to your team.
This powerful trio allows you to:
- Identify specific patient groups (such as patients overdue for labs, missing health maintenance such as colonoscopies, or with uncontrolled diabetes)
- Send custom messages via SMS, email, or portal, fully automated
- Improve care quality and compliance while saving staff time
The Cohorts feature is available for customers on the Growth plan and above. If you’re on the Startup plan and would like access, reach out to our team to learn more about upgrading.
What Are Cohorts?
Cohorts let you group patients based on clinical data, demographics, or even free-text entries from the chart. You can create your own filters or select from pre-built templates.
Examples of Cohorts include:
- Patients with A1c greater than 7 and no result in the past 90 days
- Patients overdue for mammograms, colonoscopies, vaccines, and other health maintenance criteria
- Patients with specific diagnoses in the problem list such as diabetes, hypothyroidism, hypertension, etc.
- New patients who joined your practice in the past day, week, or month
Learn more: Creating Cohorts
What Are Message Templates?
Once you’ve created a cohort, the next step is to write the message you want to send. These templates are editable and reusable. You can:
- Customize content for patient outreach
- Provide educational material, reminders, or follow-up instructions
- Maintain a consistent brand voice and workflow across messages
Examples of Message Templates include:
- “Welcome to Akute Health! Please complete your intake forms before your visit”
- “You’re due for an A1c check. Schedule your appointment today using this link”
- “We noticed no colonoscopy record is on file. If you’ve already had one, please let us know”
- “You’re due for your annual wellness visit. Click here to book”
Learn more: Creating a Message Template
What Are Automations?
Automations connect your cohort and message template and let you schedule bulk message delivery. You can:
- Choose when and how messages are sent (portal, email, or SMS)
- Run one-time or recurring outreach (daily, weekly, or custom)
- Automatically notify patients based on real-time data in the chart
Examples of Automations include:
- Sending weekly reminders for patients with overdue labs
- Welcoming new patients with onboarding instructions
- Following up on abnormal vitals or missing preventative screenings
Learn more: Sending Automations