Skip to content

Patient readiness & clearance

Patients cleared and ready before the day depends on it

Day-of cancellations are rarely surprises — the evidence is usually sitting in the case a week early: the estimate never accepted, the H&P expiring, the patient unreachable. Perivanta works those items continuously so the case that's on the schedule can actually happen.

Perivanta is in development with founding design partners — this page describes the capability we’re building together.

Patient readiness · Case 0412Surgery in 9 days
booked · −14 dsurgery
Estimate
unpaid · $1,240collected · plan set
Consents
signed online · day 4
H&P
expires day −3renewal · Thu
Cardio
received · checked
  • Outreach on the patient’s channel — answered on the 2nd text
  • The expiring H&P was caught 9 days out, not at check-in
Day-of risk2 open blockers0 · case confirmed

A day-of cancellation is a week-old failure

Getting one patient to the OR takes a chain of small completions: benefits explained, an estimate delivered and accepted, consents signed, an H&P inside its validity window, labs and specialist clearances back, instructions understood. Each item is simple. Keeping all of them moving across dozens of concurrent cases — by phone, between check-ins — is not.

So the failures surface at the worst time: the morning of surgery, after the room is reserved, the team is staffed, and the supplies are opened. The financial version is just as costly — patients who reach the day of surgery without a clear, accepted estimate become collection problems that a five-minute conversation two weeks earlier would have prevented.

Day of
When readiness failures usually surface — after the room, team, and supplies are already committed
5+
Touchpoints a typical case needs with the patient alone: estimate, consents, instructions, confirmations, follow-ups

What Perivanta does to get a patient ready

Perivanta works each case's readiness items in parallel — outreach, paperwork, clearances, money — and treats every one as its own piece of work to finish, not a checkbox to hope about.

Patient outreach that follows through

Contacts patients on the channel they answer — text, email, phone — tracks delivery and response, retries with judgment, and records every exchange as case evidence.

Estimates & financial clearance

Builds the patient estimate from verified benefits and your contracted rates, delivers it early, answers the follow-up, and completes collection or a payment plan before the day of surgery.

Consents & paperwork

Sends, collects, and files consents and intake paperwork, and flags what's still outstanding while there's time to fix it.

Preop requirements & clearances

Tracks H&P validity windows, labs, and specialist clearances; chases physician offices for what's missing; and re-checks when the surgery date moves.

Readiness risk, ranked

Shows which scheduled cases could still cancel and why, ranked by how close and how blocking — so effort goes to the case that needs it today.

Escalation with the story attached

Unreachable patients, hardship requests, and clinical concerns route to the right person with the full history — not a bare task in a queue.

The patient hears one accountable voice

Outreach runs under your center's name, your policies, and your tone — patients experience an organized center, not a bot. Anything sensitive reads as it should because the decisions behind it stay human.

Financial waivers, hardship decisions, and clinical questions are never automated. Perivanta assembles the context and routes the decision to your counselor or clinician; the judgment call is theirs.

Common questions

How does Perivanta communicate with patients?
On the channels your center approves — text, email, and phone — under your center's name and policies. Delivery, responses, and promises are tracked on the case, so 'did anyone tell the patient?' is always answerable.
Will patients feel like they're talking to a machine?
Routine logistics — reminders, paperwork, scheduling confirmations — are handled automatically and clearly identified. Conversations that need empathy or judgment are routed to your staff with the context assembled, which usually makes those conversations shorter and better.
What about patients who can't pay?
Hardship and waiver decisions always belong to your team. Perivanta's job is to surface the financial picture early, assemble the history, and route it to your financial counselor — weeks before surgery instead of at check-in.
How does readiness connect to the schedule?
Directly. Readiness feeds Perivanta's scheduling coordination: cases that aren't going to be ready are flagged days out with the blocking item, and openings get filled with cases that are clinically, administratively, and financially cleared.

Design partner program

Help build the system that does the work

We are selecting a small group of founding centers to shape the platform. Design partners get early access, direct input on the roadmap, and founding-partner terms.