AI Patient Safety Letter Agent

How Cassidy automates this using AI

Step 1: Trigger on recall notice intake

The Workflow activates when a new FDA enforcement report, manufacturer bulletin, or internal quality alert is received—pulling recall classification, affected lot/UDI/NDC ranges, and exposure windows into Cassidy's Knowledge Base.

Step 2: Query patient data across systems

Cassidy connects to your EHR, pharmacy dispensing systems, and device registries to identify patients exposed during the recall window, cross-referencing lot numbers, serial numbers, and procedure dates to build an accurate patient cohort.

Step 3: Risk-stratify and segment patients

The Agent analyzes patient records to segment by risk factors—such as implantable device type, immunocompromised status, or exposure severity—so your team can prioritize high-risk notifications.

Step 4: Generate HIPAA-compliant letters and scripts

Cassidy drafts patient safety letters using your approved templates, inserting personalized details (product name, lot/UDI, exposure dates, recommended actions) while maintaining minimum necessary PHI and appropriate readability levels.

Step 5: Route for approval with Human-in-the-Loop

Draft communications are sent to your legal, compliance, and clinical leadership for review before outreach, ensuring every letter meets regulatory and organizational standards.

Step 6: Execute omni-channel outreach

Approved letters are distributed through your preferred channels—secure patient portal messages, print/mail vendors, call center scripts, or HIPAA-compliant SMS—with delivery throttled to manage call volumes.

Step 7: Document and track in EHR

Cassidy logs all outreach events, delivery confirmations, patient responses, and remediation actions directly in your EHR communications log, creating an audit-ready record for regulatory reporting and post-incident review.