Stage 2 begins when Stage 1 indicates drift.
Trigger
Stage 2 is triggered by a repeated pattern of “same” or “worse” from the 1-2-3 Check-Up System.
Exact numeric thresholds or pattern rules are TBD (configurable) by organization,
payer policy, and clinical governance.
We do not assume a universal cutoff.
Stage 2 Core Actions (Automated)
Once Stage 2 is triggered, OutsideINsights automatically:
-
Increases check-in frequency
- Up to organization limits
- Used to establish a clearer short-term pattern
-
Requests additional context signals
- Short structured follow-ups for patient and (if consented) Care Circle
-
Updates drift scoring and trendline
- Re-evaluates stability vs. escalation risk continuously
-
Flags Stage 2 status to the provider dashboard
- Provider visibility increases
- No mandatory provider action yet
Stage 2.a — Specialty-Aligned Signals
Stage 2.a is activated when drift persists or requires context that cannot be captured by the core 1-2-3 system.
When Stage 2.a runs
- Stage 2 drift becomes persistent or ambiguous
- The system needs specialty-relevant signals to interpret risk
- A provider may also initiate Stage 2.a manually (optional)
What OutsideINsights does in Stage 2.a
OutsideINsights:
- selects a specialty workflow pack aligned to patient context
- sends targeted surveys/prompts
- optionally runs higher-frequency 1-2-3 check-ins to refine pattern clarity
- correlates specialty signals against baseline drift
Provider visibility in Stage 2.a
Providers can see:
- Stage 2 drift alert
- Stage 2.a specialty pack engaged
- incoming specialty signals over time
Provider action remains optional until Stage 3 triggers.
Stage 2 Summary
Stage 2 is the “clinical intelligence gathering” stage:
- the system is proactive
- the patient experience remains lightweight
- providers stay informed without being overloaded