What comes in
Encounter completed
- The clinician documents the care plan.
- The patient’s language and delivery preferences are available.
Patient Education
Give patients a clear next step after the visit.
Caesar sends approved education matched to the patient’s visit and care plan. Instructions use plain language and the patient’s preferred language, with follow-up reminders when materials have not been opened.
- Your approved education library
- Language and reading-level options
See the work
Relevant instructions, delivered with context.
These illustrative examples show how approved material is selected and followed up.
What comes next
Education prepared
- Relevant material selected from the approved library.
- Plain-language summary and instructions sent through the chosen channel.
The patient receives information matched to the documented visit.
What Patient Education does
- 1Read care plan
- 2Select materials
- 3Adapt wording
- 4Deliver guidance
What comes in
Procedure scheduled
- The practice has an approved preparation guide.
- Delivery tracking shows the guide has not been opened.
What comes next
Preparation reminder
- A reminder points the patient back to the guide.
- Your team can see the available delivery and engagement status.
Preparation information gets another opportunity to reach the patient before the visit.
What Patient Education does
- 1Choose prep guide
- 2Send materials
- 3Check engagement
- 4Send reminder
What it handles
Carry the instructions beyond the exam room.
Patients need something they can read again at home. Caesar selects relevant material from your library and delivers it through the channels your practice uses.
Explain the visit
Prepare a plain-language summary with education matched to the documented diagnosis and plan.
Share medication information
Deliver approved medication instructions connected to what the clinician prescribed.
Send procedure preparation
Provide the practice’s preparation steps for the planned procedure or imaging appointment.
Follow up on delivery
Track available engagement signals and remind patients about materials they have not opened.
Fits your practice
Use the guidance your clinicians trust.
The education library and sending rules belong to your practice.
- 1
Approve the library
Choose the education materials and protocols appropriate to your specialties.
- 2
Read the encounter
Use the documented visit and care plan to select relevant content.
- 3
Adapt for the patient
Apply the configured reading level and supported language preference.
- 4
Send and follow up
Deliver the material and use available engagement signals to trigger reminders.
Education follows the care plan.
Your clinicians define the library and the rules for sending it. The agent selects approved material rather than inventing clinical guidance. An opened message is a delivery signal, not proof that a patient understood or followed the instructions.
- Approve content and clinical protocols before use.
- Keep treatment decisions and patient questions with clinicians.
Keep your existing system.
We confirm the available connections and functions in your electronic medical record system, or EMR, before setup.
Check your EMR integration
Available functions vary by system and agent.
Before you start
Your questions, answered.
What to expect from Patient Education, and what your team controls.
Where does the education content come from?
An evidence-based library that your practice can customize to its specialties and protocols. The agent selects approved material. It does not invent clinical guidance.
How does it know which materials to send?
It reads the documented diagnosis, prescribed medication and orders from the encounter. A diabetes guide can follow a relevant visit, while a scheduled procedure triggers your approved preparation material. The patient receives a plain-language recap and next steps.
Can patients receive materials in their own language?
English and Spanish are in production. Brazilian Portuguese is listed for launch, with a wider 50+ language capability available for configuration. Reading-level adaptation and approved translations are checked for your intended patients before use.
How is this different from the printout we hand patients today?
Materials are matched to the documented visit and delivered to the patient's portal, email or phone. Available engagement signals show whether they were opened and can trigger another reminder. Opening a message does not prove understanding or adherence.
Does the provider stay in control of what goes out?
Yes. Your clinicians approve the library and the sending rules. Medication guidance and preparation instructions follow the documented care plan, with clinical questions routed back to the care team.
Is the Patient Education Agent HIPAA compliant?
Yes. The Patient Education Agent runs on HIPAA-compliant infrastructure. Data is encrypted in transit and at rest. Caesar Health executes a Business Associate Agreement (BAA) at contract signing. SOC 2 Type II is in progress.
Which EHRs does it integrate with?
It reads diagnoses, medications and orders from supported systems including Epic, athenahealth, eClinicalWorks and NextGen. Delivery uses the connected patient portal, email or SMS according to patient preferences.
What medication and procedure guidance can it send?
Approved medication materials can explain what a prescribed drug is for, how to take it, and side effects or interactions to discuss with the care team. Procedure guidance includes colonoscopy preparation, pre-operative instructions and imaging preparation, selected from your approved library.
Patient Education
Make the next step easier to follow.
Show us the instructions you already trust. We will map when patients should receive them and how follow-up should work.
Book a demo