Patency.ai
Pilot briefing for medical device leadership

The Path to Procedure.

Turning case completion into a repeatable commercial system. Patient pathway infrastructure for device teams and the practices they serve.

Keep the pathway open

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The thesis

You don't have a prescriber problem. You have a completion problem.

Years of growth have gone into adding prescribers. The constraint isn't how many providers know your name. It's how many identified candidates actually reach the procedure.

The number nobody owns
25–30%

of diagnosed, qualified patients never reach their procedure. Nothing clinical causes it. An imaging order never scheduled, an authorization sitting in a queue, a cancellation nobody called back on.

Patency rateThe percentage of diagnosed, qualified patients who reach their procedure. Most practices run 70 to 75 percent and have never seen their own number. The gap is the whole opportunity, and Patency is built to own the metric.
The opportunity

Two ways to grow. Most teams only manage one of them.

What gets optimized today

Top of funnel

  • More trained prescribers
  • More accounts opened
  • More calls, more in-services
  • More candidates identified

Real work. Necessary work. It stops at identification.

Where the revenue leaves

Identified to completed

  • A quarter to a third of candidates never reach a procedure
  • Every one is already qualified and already yours
  • No acquisition cost to recover them
  • No one currently owns this number

This is the cheapest growth available.

The diagnosis

It isn't one hole. It's a dozen small ones.

Nobody fails at imaging. They fail between imaging and authorization, which is why a stage-based EMR view never catches it and a pathway view does.

Education

Leaves the visit unsure, talks themselves out of it.

Imaging unscheduled

No reminder. Weeks pass unnoticed.

Imaging unreviewed

The study sits in an inbox.

Note misses policy

The LCD wanted a line that isn't there.

Auth status unknown

Everyone holds part of it.

Approved, no date

The scheduler never heard.

Cancellation goes cold

No reason, no new date.

Rep handoff

Territory changes, pipeline leaves.

No follow-up

No outcome, no registry, no advocate.

Policy drift

Found out from the denials.

Launch blind spot

Adoption by account invisible.

No shared record

Nobody sees the whole path.

Why it leaks

Right now, the rep is the system.

Case completion depends on memory, relationships, and a rep physically standing in the office. The job is to replace heroics with a system that produces the same result without them.

Heroics don't scale

Works in a territory. Not across a national organization.

Turnover erases it

When a rep leaves, the pipeline leaves too.

Bandwidth caps growth

Every launch competes for the same rep hours.

No shared record

Clinic, rep, and HQ each hold a piece.

The system

Four pillars. One outcome.

Every identified candidate is tracked until they complete, or you know why they didn't.

Pillar one

One shared record

Entered once at prescription, visible to clinic, rep, and HQ from that moment.

Pillar two

Automated follow-through

Education, reminders, and nudges run themselves. The system chases the patient.

Pillar three

Purposeful rep visits

Alerts when a case needs a rep. Every visit has a reason attached to a name.

Pillar four

Clinic to national

Patency rate and stall points roll up by clinic, rep, region, and nationally.

How it works

Prescription to table to follow-up. One workflow.

1

Prescribe

Procedure, chart photo, required imaging, patient captured once.

2

Educate

Welcome message and education link go out automatically.

3

Imaging

Patient taps done, staff confirms. 48-hour reminders until it happens.

4

Authorize

Status tracked in one place; everyone notified on change.

5

Schedule

Ready-to-schedule flag, date locked, pre-op sequence starts.

6

Procedure

Case marked complete; post-op instructions sent.

7

Follow-up

Pain scores daily, then weekly, monthly, six-monthly.

Stall alerts fire at every handoff. That's where the relay drops the baton, and where Patency watches.

Who sees what

Identified where the work happens. De-identified where decisions are made.

Identified, under BAA
Clinic

Every patient in the practice's own partition. The board their staff works from.

Identified, authorized only
Rep

Only the patients a practice authorizes. Access belongs to the rep, survives a territory change, and the practice can revoke it any time.

De-identified
Region and HQ

Patency rates, stall points, time per stage, volume by account. Never names. Everything leadership needs to run the field.

This is the design that keeps practices comfortable. Their administrators read the public site too. Corporate never holding patient identity is what lets them say yes.

The network

How practices come in, and why they stay.

Practices running Patency and the reps who serve them form the Patency network. Practices join through a four-minute drop-off audit and a free first year of membership. Membership shows them the gap; the platform closes it.

What a rep says in the office
We're on the Patency network. That's why your practice qualifies for the network rate and why I can see your patients and help move them.
For the practice

One price for every practice in every network. Never tied to which devices they use or how many.

For the rep

Free, unlimited seats. Reps are never paid for enrollments.

For you

A de-identified registry of every pathway across the network. The benchmark nobody else can build.

The field impact

This amplifies reps. It does not replace them.

A rep's day today
  • Chasing status by phone and hallway
  • Sitting beside the scheduler to get a date
  • Learning about cancellations after the fact
  • Drop-by visits with no agenda
  • Selling time lost to administration
A rep's day on Patency
  • Opens the day to a prioritized list of cases
  • Walks in with a named reason to be there
  • Alerted before a case stalls, not after
  • Coaches providers instead of chasing paper
  • More selling hours, same headcount

The reps who adopt first will out-earn the ones who don't. That's how adoption gets driven.

The HQ impact

What leadership finally gets to see.

Today the field is managed on lagging indicators. This gives you leading ones. The question every quarter, “where are we?”, answered from a screen instead of a scramble.

Prescriber utilization

Who's producing, and who needs a rep instead of another in-service.

Drop-off by stage

Where cases die, by clinic and region.

A forecast you trust

Real stages behind it, not end-of-month gut feel.

Launch readiness

Adoption by account in weeks, not quarters.

How it's measured

Five numbers, set together before the Pilot starts.

Patency rate

Identified candidates who reach a procedure. The one we put our name on.

Time to procedure

Days from identification to completed case.

Cases per rep

Monthly output per rep, same headcount.

Prescriber utilization

Share of trained providers producing.

Forecast accuracy

Predicted versus actual case volume.

Baseline captured in the first weeks and signed by both sides. Targets agreed before the start, not after.

The Pilot

Build it right. Prove it in two quarters.

Month 1

Build

  • Configured to how your field works
  • Executive, rep, and clinic dashboards
  • Baseline capture from day one
Months 2–3

Implement

  • Deploy to the first clinics
  • In-person training for reps, providers, schedulers
  • Work the edges until it runs clean
Months 4–6

Measure

  • A full quarter of clean operating data
  • Lift against the signed baseline
  • Decide: scale, adjust, or stop

Six months gives a real answer; ninety days would give a guess. No systems integration up front. That's a later decision, only if the numbers earn it.

Guardrails

Built to pass compliance review the first time.

HIPAA from day one

BAAs with every vendor touching PHI. US data, encrypted, audit-logged.

Never clinical

Documentation and workflow assistance only. Never clinical decision-making.

Clean economics

One practice rate everywhere. Never tied to device choice or volume. Reps paid nothing for enrollment.

Practice in control

Rep access granted and revoked by the practice. Corporate views de-identified.

White-glove service your team uses, not software you have to staff. We do the setup, in the office, with the clinic.

In closing

Every candidate you identify and lose, you paid for twice.

Once to find them, and again in the case that never got booked. Patency exists to own that number with you, and to prove it over the next two quarters.

Schedule the Pilot conversationpatency.ai/medtech