HOW IT WORKS

Pre-op guidance written by your clinicians. Delivered to your patients.

Three steps. Two illustrative patient journeys. One simple promise: every patient gets the right instructions, at the right time, in language they understand.

Three steps, one patient experience

01

Personalize

At scheduling, your team offers ClearPath. The patient gives consent on your tablet or by scanning a QR code, then completes a brief intake — current medications, allergies, relevant medical history, and contact details. Your team uploads the weekly schedule to a secure folder, and ClearPath matches each patient to their procedure. Instructions come from protocols your practice approved in advance, and any medication outside those rules is flagged for your nurse to review. No patient gets a text before they consent.

02

Remind

ClearPath sends timely, personalized text reminders in the days leading up to the procedure — when to stop eating, when to start the prep, what to bring, and who’s driving home. Medication instructions open on a secure page protected by the patient’s date of birth, never in the text itself. Patients reply YES to confirm, and every reminder traces to instructions your practice approved.

03

Arrive Ready

Your patient arrives on time, fasted correctly, medications managed correctly, prep complete, ride home confirmed. Fewer same-day cancellations. Fewer delays. Your team starts on schedule.

Three steps, one patient experience

01

Personalize

At scheduling, your team offers ClearPath. The patient gives consent on your tablet or by scanning a QR code, then completes a brief intake — current medications, allergies, relevant medical history, and contact details. Your team uploads the weekly schedule to a secure folder, and ClearPath matches each patient to their procedure. Instructions come from protocols your practice approved in advance, and any medication outside those rules is flagged for your nurse to review. No patient gets a text before they consent.

02

Remind

ClearPath sends timely, personalized text reminders in the days leading up to the procedure — when to stop eating, when to start the prep, what to bring, and who’s driving home. Medication instructions open on a secure page protected by the patient’s date of birth, never in the text itself. Patients reply YES to confirm, and every reminder traces to instructions your practice approved.

03

Arrive Ready

Your patient arrives on time, fasted correctly, medications managed correctly, prep complete, ride home confirmed. Fewer same-day cancellations. Fewer delays. Your team starts on schedule.

PATIENT A

68-year-old scheduled for colonoscopy at a GI center

Current medications: metformin, aspirin 325 mg, multivitamin

Day -14

2 weeks before

Consent and intake

At scheduling, the patient consents on the center’s tablet and completes intake. ClearPath matches the intake to the center’s uploaded schedule and builds the plan from the center’s approved colonoscopy protocol. Full-dose aspirin is flagged for the center’s nurse to confirm.

Day -7

1 week before

Aspirin instructions

Text to the patient: “ClearPath for [Center Name]: Your medication instructions are ready. Open your secure link and confirm your date of birth: [secure link]. Reply YES once you’ve read them.” On the secure page: “Per your center’s protocol, hold full-dose aspirin starting today. Continue metformin and your multivitamin as prescribed.”

Day -5

5 days before

Supplements and OTCs

Text to the patient: “Your updated instructions are ready: [secure link]. Reply YES once you’ve read them.” On the secure page: “If you take turmeric, fish oil, vitamin E, or combination pain powders such as BC Powder, hold them starting today. Tylenol is okay.”

Day -3

3 days before

Begin low-residue diet

Text to the patient: “Starting today, switch to low-fiber foods — white bread, white rice, eggs, lean chicken, broth, gelatin. Avoid nuts, seeds, raw fruits and vegetables, and whole grains. Reply YES to confirm.”

Day -2

2 days before

Ride home

Text to the patient: “You’ll receive sedation, so a responsible adult must drive you home. Reply with your driver’s name.”

Day -1

Day before

Clear liquids and bowel prep

Text to the patient: “Today: clear liquids only — water, broth, apple juice, white grape juice, plain coffee or tea, sports drinks, and gelatin (nothing red or purple). Start your bowel prep at the time on your instructions: [secure link]. Reply YES to confirm.”

Day 0

Procedure day

Arrive ready

Text to the patient: “Your colonoscopy is today. Arrive at [time]. Nothing by mouth except your prep as directed. Bring your medication list and your driver. Morning medication instructions: [secure link].”

Day +1

Day after

Quick feedback

Text to the patient: “Thank you for choosing [Center Name]. How easy was it to prepare for your procedure? Reply 1 (very hard) to 5 (very easy).”

Illustrative example. Protocols, hold times, and timing are set by each practice. Medication details appear on the patient’s secure page, not in the text message.

PATIENT B

61-year-old scheduled for a lumbar epidural steroid injection with sedation at an office-based pain practice

Current medications: apixaban (Eliquis), semaglutide (Ozempic), lisinopril

Day -14

2 weeks before

Consent and intake

Patient consents at scheduling and completes intake. The practice’s approved rules apply the GLP-1 hold for sedation cases. Because the patient takes a blood thinner, the Eliquis plan is routed to the practice’s nurse and the prescribing clinician to confirm before any instruction goes out.

Day -7

1 week before

GLP-1 hold

Text to the patient: “ClearPath for [Practice Name]: Your medication instructions are ready. Open your secure link and confirm your date of birth: [secure link]. Reply YES once you’ve read them.” On the secure page: “Per your practice’s protocol for procedures with sedation, hold Ozempic starting today.”

Day -5

5 days before

Ride home

Text to the patient: “You’ll receive sedation, so a responsible adult must drive you home. Reply with your driver’s name.”

Day -3

3 days before

Blood thinner plan

Text to the patient: “Your care team has confirmed your blood thinner instructions: [secure link]. Reply YES once you’ve read them.” On the secure page: “Per the plan confirmed by your prescribing clinician, take your last dose of Eliquis on [date].”

Day -1

Day before

Day-before checklist

Text to the patient: “Your procedure is tomorrow. Arrive at [time]. No food after [time]. Clear liquids are okay until [time]. Bring your medication list and your driver. Reply YES to confirm.”

Day 0

Procedure day

Arrive ready

Text to the patient: “Your procedure is today. Arrive at [time]. Morning medication instructions: [secure link].”

Day +1

Day after

Quick feedback

Text to the patient: “Thank you for choosing [Practice Name]. How easy was it to prepare for your procedure? Reply 1 (very hard) to 5 (very easy).”

Illustrative example. Protocols, hold times, and timing are set by each practice. Blood thinner instructions are always confirmed by the patient’s care team. Medication details appear on the patient’s secure page, not in the text message.

PATIENT A

68-year-old scheduled for colonoscopy at a GI center

Current medications: metformin, aspirin 325 mg, multivitamin

Day -14

2 weeks before

Consent and intake

At scheduling, the patient consents on the center’s tablet and completes intake. ClearPath matches the intake to the center’s uploaded schedule and builds the plan from the center’s approved colonoscopy protocol. Full-dose aspirin is flagged for the center’s nurse to confirm.

Day -7

1 week before

Aspirin instructions

Text to the patient: “ClearPath for [Center Name]: Your medication instructions are ready. Open your secure link and confirm your date of birth: [secure link]. Reply YES once you’ve read them.” On the secure page: “Per your center’s protocol, hold full-dose aspirin starting today. Continue metformin and your multivitamin as prescribed.”

Day -5

5 days before

Supplements and OTCs

Text to the patient: “Your updated instructions are ready: [secure link]. Reply YES once you’ve read them.” On the secure page: “If you take turmeric, fish oil, vitamin E, or combination pain powders such as BC Powder, hold them starting today. Tylenol is okay.”

Day -3

3 days before

Begin low-residue diet

Text to the patient: “Starting today, switch to low-fiber foods — white bread, white rice, eggs, lean chicken, broth, gelatin. Avoid nuts, seeds, raw fruits and vegetables, and whole grains. Reply YES to confirm.”

Day -2

2 days before

Ride home

Text to the patient: “You’ll receive sedation, so a responsible adult must drive you home. Reply with your driver’s name.”

Day -1

Day before

Clear liquids and bowel prep

Text to the patient: “Today: clear liquids only — water, broth, apple juice, white grape juice, plain coffee or tea, sports drinks, and gelatin (nothing red or purple). Start your bowel prep at the time on your instructions: [secure link]. Reply YES to confirm.”

Day 0

Procedure day

Arrive ready

Text to the patient: “Your colonoscopy is today. Arrive at [time]. Nothing by mouth except your prep as directed. Bring your medication list and your driver. Morning medication instructions: [secure link].”

Day +1

Day after

Quick feedback

Text to the patient: “Thank you for choosing [Center Name]. How easy was it to prepare for your procedure? Reply 1 (very hard) to 5 (very easy).”

Illustrative example. Protocols, hold times, and timing are set by each practice. Medication details appear on the patient’s secure page, not in the text message.

PATIENT B

61-year-old scheduled for a lumbar epidural steroid injection with sedation at an office-based pain practice

Current medications: apixaban (Eliquis), semaglutide (Ozempic), lisinopril

Day -14

2 weeks before

Consent and intake

Patient consents at scheduling and completes intake. The practice’s approved rules apply the GLP-1 hold for sedation cases. Because the patient takes a blood thinner, the Eliquis plan is routed to the practice’s nurse and the prescribing clinician to confirm before any instruction goes out.

Day -7

1 week before

GLP-1 hold

Text to the patient: “ClearPath for [Practice Name]: Your medication instructions are ready. Open your secure link and confirm your date of birth: [secure link]. Reply YES once you’ve read them.” On the secure page: “Per your practice’s protocol for procedures with sedation, hold Ozempic starting today.”

Day -5

5 days before

Ride home

Text to the patient: “You’ll receive sedation, so a responsible adult must drive you home. Reply with your driver’s name.”

Day -3

3 days before

Blood thinner plan

Text to the patient: “Your care team has confirmed your blood thinner instructions: [secure link]. Reply YES once you’ve read them.” On the secure page: “Per the plan confirmed by your prescribing clinician, take your last dose of Eliquis on [date].”

Day -1

Day before

Day-before checklist

Text to the patient: “Your procedure is tomorrow. Arrive at [time]. No food after [time]. Clear liquids are okay until [time]. Bring your medication list and your driver. Reply YES to confirm.”

Day 0

Procedure day

Arrive ready

Text to the patient: “Your procedure is today. Arrive at [time]. Morning medication instructions: [secure link].”

Day +1

Day after

Quick feedback

Text to the patient: “Thank you for choosing [Practice Name]. How easy was it to prepare for your procedure? Reply 1 (very hard) to 5 (very easy).”

Illustrative example. Protocols, hold times, and timing are set by each practice. Blood thinner instructions are always confirmed by the patient’s care team. Medication details appear on the patient’s secure page, not in the text message.

ClearPath delivers the instructions. Your clinicians decide them.

Every protocol, every medication hold, every dietary restriction, and every reminder is approved by your practice’s clinical leadership — physicians, anesthesia, and nursing. ClearPath does not diagnose, treat, or replace your clinical judgment. It does not generate medical advice. Medications outside your approved rules go to your clinical team for review — ClearPath never guesses. It supports the decisions your team has already made by delivering them, personalized, to the right patient at the right time.

Not a diagnostic tool

We never tell a patient what condition they have or rule one in or out.

Not a treatment recommender

We never suggest a medication, dose change, or alternative therapy beyond what your practice approved.

Not a substitute for your team

Patient questions outside the scope of our delivery are routed back to your clinical team.

ClearPath delivers the instructions. Your clinicians decide them.

Every protocol, every medication hold, every dietary restriction, and every reminder is approved by your practice’s clinical leadership — physicians, anesthesia, and nursing. ClearPath does not diagnose, treat, or replace your clinical judgment. It does not generate medical advice. Medications outside your approved rules go to your clinical team for review — ClearPath never guesses. It supports the decisions your team has already made by delivering them, personalized, to the right patient at the right time.

Not a diagnostic tool

We never tell a patient what condition they have or rule one in or out.

Not a treatment recommender

We never suggest a medication, dose change, or alternative therapy beyond what your practice approved.

Not a substitute for your team

Patient questions outside the scope of our delivery are routed back to your clinical team.

See how this would work in your facility

See how this would work in your facility

15 minutes. No pressure. We'll walk through one of your own scheduled procedure types together.

© 2026 ClearPath Health, Inc. · Dallas, TX

ClearPath is pre-procedure patient communication and workflow software. It delivers instructions approved by your practice and does not diagnose, treat, or replace clinical judgment. All medical decisions remain the responsibility of the patient’s practice, surgery center, and licensed healthcare providers. All rights reserved.