Playbooks: The Right Instructions At The Right Time

Blog · September 15, 2026

Playbooks turn a stack of pre-op and post-op handouts into a timeline, so patients see each instruction when it matters instead of all at once on the day of surgery.

A typical surgical episode produces a lot of instructions: preparation weeks before, the night before, the morning of, the first days at home, and the weeks of recovery after. Handing all of it to a patient at once is the most common way it gets lost.

Playbooks are Vervi's answer to that problem.

Playbook Basics

A playbook is a timeline of instructions anchored to a procedure date. Each timepoint on the timeline holds one or more instructions, and each instruction becomes visible to the patient when its timepoint arrives.

A knee arthroscopy playbook might look like this:

  • Two weeks before: Preparing for surgery, medication changes, and arranging help at home.
  • Day before: Eating and drinking cutoffs, what to bring, and arrival time.
  • Day of surgery: Going home, first-night care, and pain medicine.
  • Day three: Dressing changes and when to start gentle exercises.
  • Two weeks after: Follow-up visit, activity progression, and return to work.

The patient sees the current step, not the whole stack.

Why Timing Matters

Patients remember information better when it applies to what they are doing right now. Releasing instructions at the point of need does three things:

  • Reduces overload. Fewer instructions at once means each one gets more attention.
  • Keeps the current step in focus. The portal shows what is relevant today.
  • Creates natural reminders. Each new timepoint is a prompt to read the next instruction.

How Vervi Playbooks Work

  1. Build or reuse instructions. Any published instruction can be placed on a playbook timeline.
  2. Arrange the timeline. Add timepoints by day offset from the procedure date, and drop instructions onto each one.
  3. Send once. Assign the playbook to a patient with their procedure date. Vervi handles visibility for each timepoint automatically.
  4. Track progress. See which instructions each patient has opened and completed as they move through the timeline.

If the procedure date changes, update it on the assignment and the timeline shifts with it.

Building Your Playbook Library

Most practices start with the two or three procedures they perform most often. Once a playbook works well, it becomes a template for the whole team, so every patient having that procedure gets the same sequence of guidance in the same order.

Playbooks take the instructions a practice already has and deliver them at the moment patients need them. Nothing about the clinical content changes. The timing does.

Questions

What is a playbook in Vervi?

A playbook is a timeline of instructions tied to a procedure date. Each instruction becomes visible to the patient at its timepoint, such as two weeks before surgery, the day of surgery, or day three after.

Why release instructions over time instead of all at once?

Patients recall information better when it is relevant to what they are doing right now. Releasing instructions at the point of need reduces overload and keeps the current step in front of the patient.

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