Alternatives

Paper pre-admission questionnaires

Paper pre-admission questionnaires are reliable, need no phone or connectivity, and reach patients a digital pathway cannot. They strain on return rate, legibility, medication accuracy and timing: a form posted out and returned weeks later arrives as a document to be read rather than structured findings that can be screened.

What the current approach does well

  • Works for every patient, including those with no smartphone, no reliable connectivity, or no confidence using one.
  • Nothing to log in to and nothing that can expire. A paper form does not depend on a link still working three weeks after it was sent.
  • Familiar to staff and patients alike, with no change management and no training required.
  • Can be completed with help from a family member or carer at the kitchen table, at whatever pace suits.
  • Produces a physical artefact that can be filed, scanned or carried, which some services' record-keeping is still built around.

Where paper starts to strain

None of what follows is an argument that paper questionnaires are badly designed. The forms are usually thorough — often more thorough than what replaces them. The difficulty is structural, and it shows up at volume.

A form is read, not screened. However complete the answers, what comes back is prose and ticked boxes that a clinician has to interpret. That interpretation is unavoidable work, and it happens once per patient at whatever moment someone gets to it. There is no equivalent of applying the same screening criteria to every patient on the list, because there is nothing structured to apply them to.

Timing is not controllable. The form goes out with the booking letter and comes back when it comes back. For a patient whose HbA1c turns out to be poorly controlled, the difference between reading that at booking and reading it at the pre-admission clinic is the difference between an optimisation window and a cancellation — and paper gives the service no control over which one it gets.

Absence is ambiguous. A blank field might mean the patient has no cardiac history, or that they did not understand the question, or that they ran out of patience on page eleven. All three look identical on the returned form. This matters most for the domains where a negative answer is genuinely reassuring — functional capacity, prior anaesthetic problems, a sleep apnoea screen.

Medication lists are written from memory. This is the failure with the sharpest consequences. Patients routinely describe an SGLT2 inhibitor as “a tablet for sugar” and an anticoagulant as “a blood thinner”, if they mention it at all — and both need a management plan made days ahead.

What does not change

The clinical content of the assessment. The domains worth asking about are the same ones, and a good paper questionnaire already covers most of them. What changes is that the answers arrive structured, early, and with the medications verified rather than recalled.

Where paper should stay

For patients without a usable phone, or who need an interpreter, or who would simply rather not, paper remains the right instrument — and a service running a digital pathway still needs one. The realistic outcome is not that paper disappears but that it stops being the default for everyone and becomes the route for the patients it genuinely suits. Those patients are then a known, named group rather than being indistinguishable from the rest of the list.

Side by side

Paper pre-admission questionnaires compared with Pathways
Dimension Paper pre-admission questionnaires With Pathways
Reaching the patient Posted with the booking letter, or handed over at a clinic visit. A signed, time-limited SMS link sent the day the patient is scheduled.
Return rate Depends on the patient posting it back or remembering to bring it. Completion is tracked per patient, with automated reminders and one-click resend.
What comes back A completed document that still has to be read and interpreted. Structured, severity-tagged findings that feed the risk engine directly.
Medication accuracy Written from memory, in the patient's own words. Medication boxes photographed, extracted, and verified against the source image.
Legibility Handwriting, and blank fields that may mean "no" or may mean "skipped". Unanswered domains are recorded as gaps rather than absences.
Knowing where a patient is up to Known when the form arrives back, and not before. Sent, opened, in progress, completed or expired, per patient, live.
Timing Often read close to the procedure, when there is little time to act. Screened at booking, while an optimisation window still exists.

FAQ

Related questions

What is Socrates Pre-Op?

Socrates Pre-Op is the Pathways voice agent that takes a structured anaesthetic history from a patient by phone. It is delivered as a secure, time-limited SMS link — no app, no login, no paper questionnaire — and covers 12 clinical domains conversationally, producing structured, severity-tagged findings that feed the risk engine directly.

It is a purpose-built anaesthetic variant rather than a generic intake bot. The distinction matters in practice: a general-purpose intake tool collects answers to the questions it was given, whereas an anaesthetic interview needs to follow up on a positive family history of anaesthetic problems, probe functional capacity when a patient says they are “fine”, and recognise when a described medication is worth photographing.

Completion is tracked, and a finished interview automatically triggers a fresh risk analysis.

How this compares with the two methods it usually replaces — paper questionnaires and telephone pre-assessment — including where each of those still wins.

Do patients know they are speaking to an AI?

Yes. The interview opens by identifying Pathways as an automated assistant working on behalf of your practice or hospital, and tells the patient that a clinician will review everything discussed. Patients can ask to speak to a person at any point rather than continue with the assessment.

Disclosure is not a compliance box here, it is what makes the answers usable. A patient who thinks they are filling in a form gives form-shaped answers; a patient who understands they are being interviewed, and that a clinician will read it, tends to volunteer the thing that matters — the stent nobody recorded, the sleep study that was never followed up.

Telling them a clinician reviews the result is also simply accurate. Pathways issues no orders and clears no patients; the summary is a draft until someone qualified signs it.

Is Pathways a medical device, and who is responsible for clinical decisions?

Pathways is clinical decision support intended for use by qualified clinicians within Australian clinical governance frameworks. It is clinician-in-the-loop by design — it issues no automated orders, and every recommendation is reviewable and auditable. The treating clinician remains solely responsible for all clinical decisions.

The positioning is deliberate and is reflected in the architecture rather than only in the terms of service. Pathways produces risk flags with severity tiers, the evidence that triggered them, a guideline reference and a recommended action. It does not place orders, it does not clear patients, and it does not route anyone to theatre on its own authority.

Can we audit why a patient was cleared or flagged?

Yes. Pathways keeps org-wide and per-patient audit logs with full workflow tracing on every risk analysis — the inputs used, the rule version that fired, the output produced, and the human who reviewed it, all timestamped. Logs are exportable for governance committees, M&M review and accreditation.

Because the safety-critical rules are deterministic and versioned, an audit is reproducible rather than merely archived: re-running a case against the rule version recorded at the time produces the same flags. That is the property that lets a decision made in March be examined in September without argument about whether the system “would have said something different”.

What happens to patients who are not high risk?

They proceed. Every completed profile carries a triage recommendation — anaesthetist review, pre-admission clinic, telephone review, or no further assessment — so clinic slots go to moderate-risk patients and anaesthetist time goes to red flags. Low-risk patients are not routed into a clinic appointment they do not need.

This is the throughput argument, and it runs in both directions. A pre-admission clinic booked out three weeks ahead with mostly healthy ASA 1 patients is not short of capacity so much as misallocating it. Screening every patient at booking makes the queue orderable by risk rather than by whoever called first.

Do patients need to download an app?

No. Patients receive a signed, time-limited SMS link and complete the assessment in their phone's browser. There is no app, no login and no password. Links expire, and expired links are visibly dead rather than silently reusable.

Links are signed with HMAC-SHA256 and time-limited. The visible-expiry behaviour matters more than it sounds: a link that silently still works is a data exposure, and a link that fails with no explanation generates a phone call to the practice.

What happens if a patient doesn't complete their assessment?

The tracker shows exactly where they stopped — sent, opened, part-way through, or expired — and automated reminders go out without anyone chasing. A link can be resent in one click. Because the status is visible per patient rather than inferred from silence, an incomplete assessment becomes a task on a list instead of a discovery on the day of surgery.

Non-completion is normal and expected — it is why the tracker exists. The failure mode worth designing against is not the patient who does not finish, but the service that does not know they did not finish until the pre-admission clinic.

Patients who genuinely cannot complete a remote assessment are then a known, named group who can be routed to a phone call or a clinic slot deliberately, rather than turning up unassessed.

What if a patient has no smartphone, or can't use one?

They are identified as a group rather than missed. The assessment needs only a phone that receives SMS and opens a link — no app, no login, no account. Patients who cannot complete it that way show as incomplete on the tracker, so the service can route them to a telephone assessment or a clinic slot deliberately instead of discovering the gap later.

The design point is that remote assessment does not have to work for every patient to be worth doing. It has to work for enough of them that the clinic’s finite capacity can be pointed at the ones it does not work for — which includes patients without a suitable phone, patients who need an interpreter, and patients who would simply rather come in.

What Pathways changes is that this group is visible in advance and small enough to plan around, instead of being indistinguishable from everyone else on the list.

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