# Pathways frequently asked questions

> Common questions about Pathways: where patient data is stored, whether data reaches model providers, how risk flags are generated, what integration is required, how deployment and pricing work, and who is responsible for clinical decisions.

*Source: https://getpathways.ai/faq*

## Where is Pathways patient data stored?

All Pathways patient data is stored in AWS Sydney (ap-southeast-2). Patient information is not transferred outside Australia in storage, processing or backup. Data is encrypted in transit using TLS 1.2 or above and at rest with keys managed in AWS KMS.

Data sovereignty is a procurement gate for most Australian health services, so
it is worth being precise about the boundary. The Australian region covers the
full lifecycle: primary storage, processing during an assessment, and backups.
There is no cross-region replication of patient information.

## Does Pathways send patient data to AI model providers?

No. No personally identifying information is sent to model providers. Extraction and reasoning operate on de-identified clinical content, and patient information is never used to train models. The safety-critical screening rules are deterministic code rather than model output, so they do not involve a model provider at all.

This is two separate guarantees, and they are worth separating because they fail
in different ways.

The first is about identity: the content that reaches a model provider is
de-identified, so a model provider never receives a named patient record. The
second is about training: patient information is not used to train models, by
anyone, at any point.

Underneath both sits a design decision that removes the question for the parts
that matter most. The rules that protect patients — the SGLT2 withholding check,
the glycaemic control threshold, the OSA screen — are deterministic, versioned
code. They are not a model output that happens to be reliable; they fire every
time their conditions are met and cannot be argued out of it.

## How does Pathways reduce day-of-surgery cancellations?

Pathways screens every patient at the moment of booking rather than at the pre-admission clinic, so the findings that cause cancellations — unwithheld SGLT2 inhibitors, poor glycaemic control, undiagnosed sleep apnoea, missing discharge support — surface weeks ahead, while the list can still be optimised, rescheduled or backfilled.

The lever is timing rather than thoroughness. In almost every cancelled case
the determining fact existed weeks earlier; it simply had not reached the
anaesthetist while there was still time to act on it.

That also means the screening has to cover every booked patient, not the ones
who look complex on paper. The patients who cancel lists are by definition the
ones whose risk was not visible in advance.

## 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](/alternatives/paper-pre-admission-questionnaires) and
[telephone pre-assessment](/alternatives/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.

## Which clinical domains does the Pathways interview cover?

The Socrates Pre-Op interview covers 12 domains — surgical context, presenting symptoms, prior anaesthetics, systems review, functional capacity and frailty, airway assessment, medications and allergies, social and risk factors, implanted devices, pre-op investigations, a red-flag screen, and safety and shared decisions.

Every domain produces structured, severity-tagged findings rather than free
text, which is what allows the risk engine to screen on them directly instead of
re-parsing a narrative.

## Does Pathways need to integrate with our PMS or EMR?

No. Pathways runs standalone from day one. The SMS-driven workflow needs no patient management or EMR integration to start, so a service can screen its next elective list without an IT project, an interface engine, or a change window. Integration is available later but is not a precondition.

This is usually the difference between a deployment measured in days and one
measured in quarters. Most of the value — screening every booked patient early
enough to act — does not depend on a bidirectional interface, so requiring one
up front only delays the point at which the first cancellation is prevented.

When you do want it, integration is HL7 or FHIR against your patient
administration and EMR systems: automated list ingestion from theatre
scheduling in one direction, and write-back of the signed pre-operative summary
to the patient record in the other. That is an Enterprise capability, available
on Business, and it is scoped after the standalone deployment is running rather
than before it.

## How long does it take to deploy Pathways?

Days rather than quarters. Because Pathways runs standalone over SMS with no PMS or EMR integration required, a service can begin sending assessments on its next elective list. There is nothing for patients to install and no software to deploy on hospital workstations — the platform runs in a browser.



## How much does Pathways cost?

Pathways has three tiers. Consultant is $125 per clinician per month excluding GST, or $1,250 a year billed annually, for anaesthetists running their own lists. Business and Enterprise are quoted per site or by procedure volume. There is no per-patient charge and no setup fee for a standalone deployment.

A solo anaesthetist and a public health service are buying different things —
one is buying back the pre-operative phone call, the other is restructuring a
pre-admission service. That is why only the Consultant tier carries a list
price: it describes a single, well-defined unit of work. Above it, the price
tracks the size of the pre-admission workload rather than a seat count.

For private settings the arithmetic that usually decides it is cancellation
cost: a single prevented day-of-surgery cancellation typically covers several
months of the platform.

## How is the Business tier priced?

Per site or by procedure volume, so the figure tracks the size of your pre-admission workload rather than a seat count. A short scoping conversation about your lists produces a fixed annual figure. Business is an annual agreement, invoiced yearly in advance.

Seat-count pricing does not describe this workload well. A pre-admission
service might have three anaesthetists and eleven nurses, or the reverse, and
the number of people who log in says very little about how many patients are
being assessed. Volume does.

It also means adding a coordinator to the roster does not change what you pay,
which removes a small but real disincentive to putting the right people in
front of the queue.

## Is there a discount for paying annually?

Yes. On the Consultant tier, paying annually gives you two months free — $1,250 per clinician per year instead of $1,500, excluding GST. That works out at $104 per clinician per month. Annual agreements are standard at Business and Enterprise.

The Business and Enterprise tiers are annual by default rather than by
discount: they involve configuration, protocol design and clinician training,
and a monthly commitment does not leave room to do that work properly.

## 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.

## How does Pathways generate its risk flags?

Pathways screens each case with deterministic, versioned rules referenced to perioperative guidelines. Every flag carries a severity tier, the clinical rationale, the triggering evidence, the guideline reference and a recommended action, plus the rule version that produced it. The same inputs always produce the same flags, months later.

Screening covers the domains that drive perioperative outcomes: unstable
cardiac symptoms, marked hypertension, diabetes control and SGLT2 management,
obstructive sleep apnoea, frailty, malnutrition, functional capacity, smoking
and discharge support.

Pathways also states what it does not know. Missing investigations and
unconfirmed timings are listed explicitly on every profile, and extraction
confidence is shown rather than hidden — a profile that is 86% confident about
a patient-reported HbA1c says so.

## 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.

## Who inside our organisation can see patient data?

Access is role-based. Booking staff, nurses and anaesthetists each see what their role requires and nothing more, and every view and action is written to the audit log. Access is scoped to your organisation — Pathways staff do not browse patient records, and there is no shared or cross-organisation view.

Two questions usually sit behind this one.

**Internally**, the answer is role-based access plus a complete audit trail.
Who saw what, and when, is a recorded fact rather than an assumption, which is
what allows the access model to be reviewed rather than merely asserted.

**Externally**, patient data does not leave your organisation's scope. It is
stored in AWS Sydney, it is not pooled across customers, and the content that
reaches model providers is de-identified.

## How long does the assessment take a patient?

Most of a Socrates Pre-Op interview is conversational rather than form-filling, and patients complete it from home in their own time rather than in a clinic slot. It can be paused and resumed, and photographing medications happens during the conversation rather than as separate homework. Duration varies with how complex the patient's history is.

The comparison that matters is not against a stopwatch but against what it
replaces: a paper questionnaire that arrives in the post and comes back
incomplete, or a phone call at a time that suits the service rather than the
patient.

Complexity drives length, which is the correct behaviour — a patient with a
long medication list and several prior anaesthetics has more to cover than a
healthy patient presenting for a day case, and a structured interview should
spend the time where the information is.

## Does Pathways replace the pre-admission clinic?

No. It decides who should be in it. Every completed profile carries a triage recommendation — anaesthetist review, pre-admission clinic, telephone review, or no further assessment — so clinic slots go to the patients who need them. The clinic keeps doing the same work, for a different and better-chosen set of patients.

Most pre-admission clinics are not short of clinical capability. They are short
of a mechanism for allocating their capacity, so slots fill in the order
bookings arrive — producing a clinic of largely well patients while a frail
patient with poor functional capacity gets a short phone call.

Screening every booked patient early makes the queue orderable by risk. The
clinic's capacity does not change; what changes is who is in it.

## What happens when Pathways is uncertain about something?

It says so, on the profile. Extraction confidence is shown rather than hidden, anything uncertain is flagged for human review, and missing investigations and unconfirmed timings are listed explicitly. A profile that has not been told about an outstanding echocardiogram is not presented as a clean profile — the gap is part of the output.

This is deliberate, and it is the property that separates a screening tool from
a reassurance tool. A system that presents uncertain extractions with the same
visual weight as verified ones is making a clinical judgement it has no
standing to make.

So a patient-reported HbA1c appears with its confidence attached and "gap:
recent HbA1c" recorded alongside it, rather than being silently promoted to a
result. The clinician can then decide whether the gap matters for this patient
and this procedure — which is the decision that was always theirs.

## Can we run a pilot before committing?

Yes, and it is the usual way to start. Because Pathways runs standalone over SMS with no integration required, a pilot can be a single upcoming list or a single surgeon's patients rather than a whole-of-service programme. That makes the question answerable in weeks with real patients instead of in a demo environment.

The reason a narrow pilot works here is the absence of an integration project.
Where a platform needs an interface built before it can do anything, a pilot
carries most of the cost of a full deployment, so services quite reasonably
resist starting one.

A list-level pilot also produces the number that actually decides the purchase:
what the screening found on real patients, early enough to act on, and what
would otherwise have surfaced on the morning of surgery.

## What happens to our data if we stop using Pathways?

It is yours and it is exportable. Org-wide and per-patient audit logs and assessment records can be exported for your own systems and record-keeping obligations. Retention follows the treating provider's obligations and applicable health records legislation, and the specifics are set out in your services agreement.

This matters more than it might appear, because assessment records form part of
the clinical record. A platform that makes its data hard to retrieve is not a
commercial inconvenience; it is a records-management problem for the provider
that remains responsible for those patients.

Exportability is also the same capability the governance and accreditation
requirements rely on, so it is exercised routinely rather than only on exit.
