Asthma and COPD Review Coordinator

Keep reviews moving before clinician time begins.

Sam is designed to contact patients due a review, gather the service-approved information and offer or book an appointment from approved slots where the pathway allows.

See how Sam works

Progress the work around the review in one coordinated pathway.

Sam can be configured around the way your service already runs asthma and COPD reviews.

  1. Contact the patient

    Reach patients by phone when their asthma or COPD review is due.

  2. Gather the approved information

    Ask the screening questions agreed by the service and capture the patient’s responses in a consistent format.

  3. Coordinate the appointment

    Offer the approved appointment options, record the outcome and identify patients who cannot attend.

  4. Return the result

    Send the structured summary, appointment status and any escalation back to the responsible team.

One coordinated pathway. One structured review status.

Use the parts of the pathway your service needs.

Sam supports one part of the pathway or several. Use the option your service needs, on its own or combined where the pathway allows.

Review preparation

Gather the approved information and return it for the practice or clinical service to arrange the appointment.

Preparation and booking

Gather the information, offer an approved appointment and return the completed summary with the booking status.

Follow-up and exceptions

Send reminders, capture straightforward appointment changes and route non-response or concerning information to the responsible team.

From patient conversation to clinician-ready summary

Gather the information once. Return it in a form the clinician can review.

Illustrative conversation — not a real patient interaction.

Sam

Before I arrange your review, I need to ask the questions your respiratory team has approved. Have your breathing symptoms changed since your last review?

Patient

About the same — I still get a little breathless on the stairs, but it hasn’t got any worse.

Sam

Thank you, I’ve recorded that for the respiratory clinician. I can offer a review appointment next Tuesday morning or Thursday afternoon — which works better?

Patient

Thursday afternoon, please.

Structured record

Review type
COPD review
Screening
Completed
Patient-reported status
Breathlessness on exertion — unchanged since last review
Appointment
Booked — Thursday afternoon
Returned to
Respiratory review workflow
Escalation
No escalation required under the agreed pathway

Sam prepares and coordinates the review. A healthcare professional assesses the patient and decides what happens next.

Sam does not diagnose asthma or COPD, determine disease control or severity, change medication, make treatment decisions or independently decide clinical urgency. Anything urgent, concerning, distressed or outside the approved pathway is escalated to a named person.

The gain

Clinical time spent assessing, not chasing.

Sam is designed to reduce the administrative and information-gathering work surrounding asthma and COPD reviews, helping clinical teams begin with the relevant patient information and next step already organised.

More patients progressed through the review pathway

Contact, screening and appointment coordination can be carried out consistently across a defined patient cohort.

Less administrative work for the clinical team

Routine outreach, information gathering, booking and reminders do not have to rely entirely on staff carrying out each step manually.

Better-prepared clinician contact

The clinician receives a structured summary of the patient’s responses and the current appointment status before the assessment begins.

Fewer reviews delayed by missing steps

Patients who have not completed screening, cannot attend or need help are identified and returned to the responsible team.

Start with one defined cohort

Begin with a respiratory-review workflow your team already understands.

Choose an asthma or COPD cohort and define the part of the pathway Sam should support. The approved questions, appointment rules, structured outcomes and escalation routes should be agreed before patient contact begins.

01

Define the cohort

Select the patients, review type and purpose of the contact.

02

Agree the pathway

Set the approved questions, appointment options, possible outcomes and escalation situations.

03

Return the result

Send each structured review status to the responsible team and existing workflow.

Deployment details, integrations and clinical-safety controls are agreed with the healthcare organisation.

Prepare more patients for clinician-led asthma and COPD reviews.

Start with one defined respiratory cohort and explore how Sam could gather the approved information, coordinate appointments and return a structured result to your existing workflow.