DEMO MODE — all data is hardcoded · AI chat responses are disabled · View repo
GKIM Patient Journey Testbed
GKIM
Sign in to access Patient Journey

What is GEAR?

GEAR stands for Genetics Medical Group Engagement and Retention — but more broadly, a GEAR is a way of running part of your business as a designed system rather than a collection of disconnected tasks.

The idea is simple: Design how things should work. Test it before it touches real patients. Watch what actually happens. Then refine and repeat.

This application is the GMG Patient Journey GEAR. It manages how GMG's AI care navigator reaches out to patients, keeps them engaged, and helps them stay on track with their programmes.

Three steps — three tabs

Step 1 — Logic Editor (Define) Set the rules: what the AI says, how urgently it acts, when it hands off to a person — per programme and per situation.
Step 2 — Simulator (Test) Walk a patient through a programme and see exactly how the AI would respond before anything goes live.
Step 3 — Explainer (Observe) Review real patient conversations and understand, in plain language, why the AI did what it did.

What the AI does — and doesn't do

The AI care navigator handles outreach: reminders, check-ins, re-engagement after a gap, answering questions about what to expect, and helping patients book or rebook appointments. It works across SMS, phone, and email.

It does not interpret test results, recommend medications, or make any clinical decisions. All clinical decisions are made by GMG physicians. The AI is there to make sure patients don't fall through the cracks between appointments — not to replace the care team.

When a situation goes beyond the AI's scope — or when a patient asks for a person — the case is handed to a human staff member immediately.

Who uses this application

GMG Operations / Owners

Define how the AI behaves for each programme. Set goals, tone, and escalation rules. Use the Logic Editor tab.

Clinical Staff

Review patient conversations. Understand why the AI acted as it did. Handle escalations. Use the Explainer tab.

Developers / Integration Team

Build and maintain the system. All configuration lives in gmg-schema.json. See README.md for full technical reference.

Regulators / Auditors

Every patient interaction is logged with a snapshot of the exact instructions the AI was operating under. Full audit trail available in the Explainer tab.

Clinical guardrails

The AI care navigator will never:

  • Generate or interpret clinical test results
  • Recommend a medication or dosage
  • Promise a clinical outcome
  • Contact a patient who has been discharged or whose case has been escalated to staff
  • Act without knowing what situation the patient is in
This application is admin and engagement tooling. It is not a medical device. All care decisions are made by GMG physicians. HIPAA compliance is managed by Genetics Medical Group. USA only.
v—  ·  GMG GEARS Platform  ·  Internal use only
PCC Dashboard
Select a patient to view their details.
Hello.
Genetics Medical Group
Here is a summary of your care programmes with Genetics Medical Group. Your doctor's team is available if you have any questions — use the "Talk to us" tab to send a message.
Loading your care information…
Send us a message below and we'll get back to you as soon as we can. For urgent medical concerns, please call your doctor's office directly.
Hi there! I'm here to help with any questions you have about your care programmes. What can I help you with today?
Patient
Relationship History
Agent's memory of this patient ▼
This is the rolling summary the engagement agent reads at the start of every interaction. It is updated automatically after each conversation. The agent never reads raw message transcripts — only this summary. What you see here is exactly what the agent knows about this patient.
No patient selected.
Active cases
Each case represents one medical programme this patient is enrolled in. Cases are ranked by salience — the most urgent case appears first and sets the tone for any agent interaction. The agent handles all cases in a single conversation, leading with the highest-salience one.
No patient selected.
Message history
All messages sent and received across all this patient's cases, in chronological order. Messages are grouped by programme — a divider appears whenever the programme changes. Each message shows the channel used, the case state at the time, and the first part of the content. Click any message to see the full text and the agent instructions that were active when it was sent.
No patient selected.
Explainer Agent
◈
GMG Explainer
Ask anything about the methodology, states, or select a patient for case-specific Q&A.
A Select data to give to agent
▼
This panel shows exactly what instruction set the engagement agent receives for any combination of patient relationship status, programme, and state. The agent never sees the raw schema — it receives a single merged object assembled from four layers, each more specific than the last:
  • Global defaults — baseline persona and guardrails, always present
  • Relationship status — sets the tone of voice for this patient type
  • Programme — adds the right plain-language description and FAQ answers
  • State — tells the agent its specific goal for this interaction
Use this panel to verify that the agent would behave as intended for any scenario before testing it live in the Simulator.
Field
Value
Source layer
B Effective channels
▼
Not all channels are available in every situation. The system filters and ranks channels based on four factors: which channels are globally enabled, which are capable of outbound contact, what priority order the relationship status sets, and whether the individual patient has overridden their preferences. This panel shows the global channel configuration. The Simulator tab shows the effective channel for a specific patient and state.
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ChannelProviderEnabledOutbound capable
Channel priority order for each relationship status is shown in the "Select data to give to agent" panel above. Individual patient preferences override these defaults.
No active sessions
Jump in with sample data or configure a custom session.
Medical Programmes
Each programme is a distinct clinical service GMG delivers. A patient can be enrolled in more than one programme simultaneously — each enrolment is a separate Case. Programmes own their transition graphs: the valid state moves for a case come from the programme, not from the state definitions. Three fields are editable here and write back to the schema immediately.
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Select a programme to see its state transition graph and state reference cards. Universal exit states (Escalated, Suspended, Discharged, Abandoned) are reachable from any state in any programme.