Patency.ai for medical device teams

25 to 30 percent of your qualified patients never reach the procedure.

Patency shows you exactly where they stop, in imaging, authorization, or scheduling, and moves them through. Patient pathway infrastructure for device teams and the practices they serve: one shared record from the clinic to the national view, HIPAA-compliant from day one.

Practices see the same system from their side, and their administrators read this page too. Everything here is written to be read over your shoulder. The practices door is what they see; a rep can only see what a practice has authorized.

The thesis

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

Device companies have spent years adding prescribers. The constraint isn't how many providers know your name. It's how many identified candidates actually reach the procedure. Every one of those patients is already qualified and already yours, with no acquisition cost to recover them. Right now, nobody owns that number.

The opportunity

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

Both add cases. Only one is measured, coached, and forecast against.

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 identified 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 to you.

The diagnosis

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

Every stage between diagnosis and procedure has its own failure mode, and each one leaks quietly. 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

The patient leaves the visit unsure and talks themselves out of it at home.

Imaging ordered, never scheduled

Unclear instructions, no reminder, weeks pass before anyone notices.

Imaging done, never reviewed

The study sits in an inbox. The case can't move until someone reads it.

Note doesn't meet the policy

Payer criteria shifted or the note skipped a line the LCD looks for. Denial in three weeks.

Auth status in someone's head

Submitted, pending, approved: the physician, the coordinator, and the rep each know part of it.

Approved, but no date

The scheduler didn't hear. Two weeks of a valid auth window gone.

Cancellation goes cold

No reason captured, no new date offered that day. The window closes.

Rep-to-rep handoff

A territory changes hands and the pipeline leaves with the last rep.

No post-op follow-up

No pain scores, no outcome recorded, no registry entry, no advocate.

Policy drift

An LCD changes and nobody finds out until the denials arrive. Months of cases submitted under old rules.

Launch adoption invisible

A new product goes out and nobody can see which accounts are actually producing cases.

Nobody sees the whole path

Clinic, rep, and HQ each hold a piece. Nobody holds all of it, so nobody acts on it.

No single fix solves this. A dozen small leaks need a system, not another initiative meeting.

Why it leaks

Right now, the rep is the system.

Case completion depends on memory, relationships, and a rep physically standing in the office.

  • Heroics don't scale

    Your best reps close the gaps by force of will. That works in a territory. It does not work across a national organization.

  • Turnover erases the process

    When a rep leaves, the pipeline leaves with them. Nothing is written down anywhere the next person can find it.

  • Bandwidth caps growth

    Every new product launch competes for the same rep hours. You cannot add volume by asking for more hours.

  • No shared record exists

    Clinic, rep, and HQ each hold part of the picture. Nobody holds all of it, so nobody can act on it.

The job is to replace heroics with a system that produces the same result without them.

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

Every identified candidate is entered once, at the point of prescription, and visible to clinic, rep, and HQ from that moment forward.

Pillar two

Automate the follow-through

Education, reminders, and status nudges run themselves. The system chases the patient so the rep doesn't have to.

Pillar three

Purposeful rep visits

Reps get alerted when a case actually needs them. Every visit has a reason attached to a name.

Pillar four

Visibility clinic to national

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

What the platform does

Capabilities, not a feature list.

Prescriber tool

Checklist-driven notes built to payer criteria, so cases don't die on paperwork. Chart photo capture, required-imaging selector, patient entered once.

Patient messaging

Automated education and reassurance from the moment a candidate is identified. Imaging reminders every 48 hours until done. Pre-op and post-op instructions on schedule.

Pipeline board

Imaging, authorization, and scheduling status visible to clinic, rep, and HQ at once. Stalls flagged the day they happen.

Rep alerts

Escalation when a case stalls, so the rep shows up for a reason. Masked click-to-call with a scripted post-op checklist.

Dashboards and forecast

Live pipeline by clinic, rep, and region. Rep and clinic views show authorized patients under BAA; regional and executive views are de-identified aggregates. A forecast with real stages behind it.

Policy watch

Monitoring for payer and LCD changes before they cost cases. Changes update the prescriber checklist itself.

Drop-off scorecard

Patency rate measured from real handoffs, by stage, by clinic, by rep. The number, with its causes underneath.

Outcomes registry

Pain-score follow-up on a full cadence, feeding a de-identified registry across the network.

HIPAA foundation

BAAs with every vendor touching PHI, US data residency, role-based access, audit logging, minimum-necessary messaging.

Documentation and workflow assistance only. Never clinical decision-making. That line is not negotiable, and it's the first thing your compliance officer will look for.

The field impact

This amplifies reps. It does not replace them.

Your reps are your advantage over every plug-and-play competitor. The system protects that advantage.

A rep's day today

  • Chasing status by phone and hallway
  • Sitting beside the scheduler to get a date
  • Finding out about a cancellation after it happens
  • 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
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.

Rep seats are free and unlimited. A rep's access belongs to the rep and is granted by the practice; it survives a territory change and the practice can revoke it at any time. 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.

How it's measured

Five numbers, set with you before the Pilot starts.

Patency rate

Identified candidates that 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 actively producing.

Forecast accuracy

Predicted versus actual case volume.

The baseline is captured in the first weeks and signed by both sides. Targets are agreed before the Pilot starts, not after.

The Pilot

Build it right. Prove it in two quarters.

A 180-day plan: build and stabilize in the first clinics, then produce a full quarter of clean operating data you can trust.

Month 1

Build

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

Implement

  • Deploy to the first group of clinics
  • Train reps, providers, and schedulers, in person
  • Work out the edges until it runs clean
Months 4–6

Measure

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

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

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.

What leadership asks

Concerns we expect, and how they're handled.

Reps won't adopt it

Start with volunteers, not a mandate. Publish results. Let compensation and peer pressure do the work. Rep seats are free, so there's no budget gate on adoption.

Clinics won't change workflow

White-glove setup. We do the work for them in their office; they don't self-serve their way into a new process. The practice page is written so their administrator sees exactly what their staff will and won't do.

Compliance exposure

HIPAA-compliant from day one with BAAs in place. Documentation and workflow assistance only, never clinical decision-making. Rep access is granted by the practice, scoped to authorized patients, and revocable. Regional and corporate views never carry patient identity; that's what lets a practice administrator read this page and stay comfortable.

It becomes an IT project

Hard gate at six months. No systems integration up front. EHR integration is a later decision, only if the numbers earn it.

Does this tie practices to our products?

No, and it can't. The practice rate is identical for every practice in every network and never depends on which devices they use or how many. Reps aren't paid for enrollments. That's what keeps it clean for both of us.

What about our launches?

It feeds them. A new product needs cases moving on day one; this makes sure the candidates you identify actually get there, and shows you adoption by account in weeks.