# Alternatives to telephone pre-assessment

> Telephone pre-assessment gets nuance, rapport and follow-up questions no form anticipates, and a skilled assessor hears things a questionnaire never surfaces. It does not scale: every patient costs a clinician's time at a moment that suits the service, so it is rationed to the patients someone already suspected were complex.

*Source: https://getpathways.ai/alternatives/telephone-pre-assessment*

## What telephone pre-assessment does well

- A skilled assessor hears hesitation, confusion and things the patient did not think to mention — signals no structured instrument captures.
- Follow-up questions can go wherever the answer leads, rather than down a path decided in advance.
- Works for patients who cannot use a digital pathway, need an interpreter, or would rather speak to a person.
- Builds rapport before the day of surgery, which changes how patients arrive and what they disclose.
- Questions can be explained and rephrased until understood, instead of being abandoned half-answered.

## Side by side

- **Who gets assessed** — Telephone pre-assessment: Rationed by available clinician time, so usually the patients already suspected of being complex. With Pathways: Every booked patient, because taking the history costs no clinical time.
- **When it happens** — Telephone pre-assessment: Often close to the procedure, when the diary allows. With Pathways: At booking, while there is still time to act on what is found.
- **Whose time it costs** — Telephone pre-assessment: A clinician's, per patient, per call. With Pathways: The patient's, in their own time, from home.
- **Reaching the patient** — Telephone pre-assessment: Phone tag. Working-age patients are the hardest to reach. With Pathways: A link completed whenever suits, with reminders if it is not.
- **Consistency** — Telephone pre-assessment: Depends on who made the call and how their day was going. With Pathways: The same 12 domains and the same screening criteria on every patient.
- **Medication history** — Telephone pre-assessment: Recalled aloud, under time pressure, often without the boxes to hand. With Pathways: Boxes photographed during the interview and verified against the image.
- **The record** — Telephone pre-assessment: Notes written during or after the call. With Pathways: Structured findings, with the evidence and rule version behind every flag.

## What the phone call is actually good at

A clinician on the phone is doing something a structured instrument cannot. They
hear the pause before "no, I'm fine on stairs". They notice the patient is
answering for their spouse. They ask the question that was not on the list
because something in the previous answer warranted it.

That is genuinely better assessment, and any honest comparison has to start
there. The problem is not quality.

## The problem is arithmetic

A pre-op call takes real clinician time, per patient. A service booking several
hundred elective patients a month cannot make several hundred calls, so calls
get rationed — and rationing requires deciding in advance who warrants one.

That decision is made on the information available at booking: age, procedure,
sometimes an [ASA class](/glossary/asa-physical-status) from the referral. None
of it is a reliable guide to who has poorly controlled diabetes, undiagnosed
[sleep apnoea](/glossary/obstructive-sleep-apnoea), or an
[anticoagulant](/glossary/perioperative-anticoagulation) nobody has recorded.
So the calls go to the patients who look complex on paper, and the patients who
cancel lists are, by definition, the ones who did not.

This is the same allocation problem the
[pre-admission clinic](/glossary/pre-admission-clinic) has, in a cheaper form.

## Two things a call cannot do, however well made

**Verify a medication list.** A patient recalling their medications aloud, under
time pressure, without the boxes in front of them, produces the least reliable
version of that list available. Asking better does not fix it — the information
is not in the room.

**Happen early enough, at scale.** Even where a service calls every patient, the
calls cluster near the procedure because that is when the diary allows. A
finding that arrives days out is a finding with nowhere to go.

## What this is not an argument for

Removing the phone call. Telephone review is one of the four routing outcomes
Pathways produces, and for a meaningful share of patients it is exactly the
right one.

The change is which patients get it and what the clinician has in front of them
when they dial. A call made after reading a completed interview, verified
medications and a screened risk profile is a different conversation from one
made cold with a name and a procedure — it is a five-minute confirmation rather
than a twenty-five minute assembly job, and it goes to the patients where a
conversation will actually change something.
