How to Complete Assessments with Your Patients using Sage (Voice Assessments)

Sage is a phone-based assessment delivery option that allows patients to complete supported Greenspace assessments through an AI-guided voice call instead of SMS or email.

Sage is an emotionally intelligent AI voice agent powered by Ellipsis Health that calls patients and guides them through their scheduled assessments in a natural, conversational format. During the call, Sage verifies the patient’s identity, administers supported assessments, and records structured responses directly in Greenspace.

Sage is designed to help organizations reach patients who may not reliably complete assessments by text or email. This can be especially helpful for patients with lower digital literacy, reading difficulties, visual impairments, or those who do not regularly check their inboxes. These patients sometimes require manual phone follow-up from staff, which is time-consuming and inconsistent. Voice delivery automates this process, expanding the reach of remote MBC to underserved populations while reducing administrative burden.

Using voice delivery can help organizations:

In the Patient Access tab, clinicians can set phone call as a delivery method for individual patients. The phone option only appears when the organization has the voice module enabled. The patient must have a full name and phone number on file.

Once phone delivery is enabled for a patient, Sage can call them when an assessment is due for remote completion. Calls are placed during a safe calling window of 8:30 a.m. to 7:30 p.m. in the patient’s local time zone.

Sage also supports on-demand calling. If a clinician wants a patient to complete an assessment right away, they can trigger a call through the Complete Now workflow.

If a patient has multiple supported assessments due on the same day, Sage combines them into a single call experience. Completed voice assessments appear in the same Greenspace results, calendar, and analytics dashboards as the existing delivery methods.

If a patient does not answer, Sage can leave a voicemail and retry. If the patient still does not answer, the assessment remains outstanding and staff can follow up through other delivery methods as needed.

If a patient tells Sage that they do not want to be called again, Greenspace automatically unsubscribes them from future voice calls and switches them to manual delivery only.

During the beta launch, Sage supports the following assessments on our platform:

Additional assessments may be added over time based on customer demand.

Each call begins with a brief safety notice that directs patients to the 988 Suicide and Crisis Lifeline. If a patient expresses self-harm or suicidal ideation during a call, Sage is designed to acknowledge the patient’s feelings and attempt to de-escalate. The callback line also includes crisis resource information.

Sage is outbound-only and does not support inbound calls. Patients who call back hear a recorded message explaining the purpose of the original call, directing them to speak with their healthcare provider, and providing the 988 crisis line information.

Sage is currently available in English only. Additional language support may be considered in future phases based on customer demand and Ellipsis Health's roadmap.

Yes, the workflows will be made immediately available for Redox customers, then API customers.

Ellipsis currently stores all voice data in the US only - this is a hard constraint, not a preference. Canadian customers cannot use Sage unless they explicitly agree to US-based storage of their voice data.