← Back to maggiepsherrill.com
Case Study · Author Health

Prioritizing post-discharge outreach with a real-time worklist

Replacing a manual, spreadsheet-and-report triage process with an automated, risk-ranked daily worklist — and freeing clinical staff to shift from reactive outreach to proactive care management.

The situation

Every hospital discharge or ED visit for our care management population opens a narrow, high-value window — a chance to reach the patient during the highest-risk period after they leave the hospital, confirm they understand their care plan, and close gaps tied to quality measures. As referral volume grew 20–30% month over month, care managers worked through several hundred of these events monthly with no way to know which ones mattered most until they'd already gone through the list.

Triage was manual — a mix of analytics dashboards and a shared spreadsheet — and treated most events the same regardless of readmission risk, contract value-based standing, or prior outreach attempts. That reactive approach consumed enough capacity that there was little room left for the proactive, longitudinal care management that actually helps prevent readmissions.

Building a prioritization score, not just a queue

I led the design of a scoring model that turned what care managers were already weighing informally and inconsistently into a single, transparent priority order on each care manager's worklist:

What changed

The new worklist launched alongside a staffing shift: LPNs took over day-to-day outreach from the prioritized list, freeing RNs for the proactive care management work that's hard to do while purely reactive.

Area
Before
After
Staffing model
RN handled all outreach
LPN handles outreach; RN freed for proactive care management
Events prioritized
None — outreach attempted on every event
Automated, risk-ranked list (~37% of events)
Expected time to follow-up
Within 4 business days
Within 2 business days
52% 7-day completion rate for post-discharge follow-up, up from 39%
34% reduction in average time to complete follow-up (4 days → 2.5)
50–60% of patients now get an initial assessment within 30 days, up from ~20% or less

Beyond the topline numbers, the shift changed the job for both roles. LPNs now work from a single, defensible list — no more piecing one together from a report and a spreadsheet — while RNs got real capacity back for outreach that's hard to justify when you're always reacting to yesterday's volume. The worklist also gave the product team its first persistent view into outreach performance, which is already shaping the model's next iteration.

Figures reflect internal program metrics current as of Q1/Q2 2026, generalized for public sharing; specific contract, payer, and internal system names have been omitted or simplified.