Clinical safety · 20 August 2026 · Pathways

The medication history is the weakest link

Pre-operative medication histories are usually assembled from patient recall and a GP summary that may be months old. The drugs patients are least able to name — anticoagulants and SGLT2 inhibitors described as 'a blood thinner' or 'something for sugar' — are precisely the ones whose management must be planned days ahead, which is why they cause cancellations.

“A blood pressure tablet and something for sugar.”

That sentence, or a version of it, is how a large share of pre-operative medication histories are taken. It is not a failure of care and it is not the patient’s fault. It is the predictable output of asking someone to recall, from memory, over the phone, a list of items that look alike, are named unmemorably, and were prescribed by someone else.

The problem is what that sentence conceals. Behind “something for sugar” may sit an SGLT2 inhibitor. Behind an unmentioned item may sit an apixaban. Both require a management plan made days before surgery. Neither will get one.

The drugs most likely to be missed are the ones that matter

There is an unhappy correlation here. The medications whose perioperative management is most time-critical are also among the least likely to be accurately reported.

SGLT2 inhibitors — empagliflozin, dapagliflozin, ertugliflozin — carry a risk of euglycaemic diabetic ketoacidosis, a presentation in which ketoacidosis develops with a normal or near-normal blood glucose. The diagnostic signal clinicians are trained to look for is absent. Withholding has to begin days ahead. And patients almost never name the drug, because to them it is one of the diabetes tablets.

Anticoagulants are the same shape. The withholding interval depends on the specific agent, the bleeding risk of the procedure, and renal function — none of which can be worked out for a drug nobody knows the patient is taking. “A blood thinner” is not enough to plan from, and a patient who has been on the same tablet for three years may not think to mention it at all.

Why the referral letter does not close the gap

The obvious answer is to take the medication list from the record rather than the patient. In practice the record has its own failure mode: it is a snapshot, and it ages.

A GP summary written eight months ago predates any prescribing change since. A referral letter reflects the referrer’s view at the time of referral, which may itself have been copied from something older. Neither is wrong, exactly. Both are stale in a way that is invisible — a list with no gaps looks complete whether or not it is current.

So the two available sources fail differently and, importantly, they fail independently. Patient recall misses drugs the record has. The record misses drugs the patient has started since. Reconciling them requires actually comparing them, which is work, and which is why it is usually skipped in favour of trusting whichever one is to hand.

Verification, not collection

The useful reframing is that this is not a collection problem. Adding another place to write the medication list does not help if every source is reconstructed from the same unreliable memory.

It is a verification problem. What changes the reliability of the list is having the patient photograph the boxes.

This sounds mundane and is the substantive shift. A photograph of a medication box is primary evidence: the drug name and strength are printed on it. It does not depend on the patient knowing what the drug is or why they take it — only on their being able to find the box, which almost everyone can. It works for handwritten pharmacy labels and for the patient who brings six boxes and describes none of them.

Three properties follow from working off images rather than recall:

  • Extraction can be checked against its source. Every value is verified against the image before it enters the record, rather than transcribed and trusted.
  • Uncertainty becomes visible. A value read at 0.97 confidence and one read at 0.62 are not presented identically. What was hard to read is flagged for human review rather than smoothed over.
  • Conflicts surface rather than resolving silently. A drug in the photos and absent from the referral history is a finding, not a discrepancy to be quietly reconciled in favour of whichever source was consulted last.

That last one is the case worth dwelling on. The staged example in the product shows exactly it: an apixaban extracted from a box photo, checked against a GP summary eight months old, absent from it, and flagged. Under recall-based history-taking that patient has no anticoagulant. Under photograph-based verification they have one, and the discrepancy is the thing the clinician is shown.

What this is worth

Reliable medication data is not an end in itself. It is the input on which the time-critical decisions depend — and those decisions have a deadline that arrives well before the day of surgery.

An SGLT2 inhibitor identified nineteen days out is a withholding plan. The same drug identified at 07:00 on the morning of surgery is a cancellation, because no decision available that morning can undo the last dose.

The difference between those two outcomes is not clinical judgement. It is whether anyone knew.

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.

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.

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.

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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