Access
Outreach

Onboard and Schedule New Patients

Welcomes new patients, provides onboarding, and facilitates first-time scheduling using Voice AI agents.

Est. ROI

1.4x

Go-live

2-4 weeks

Value overview

This flow reduces any early friction for new patients, increasing the new patient scheduling conversion rate and reducing no-show rates. As a result, it can increase patient portal adoption and reduce call volume for new patients.

How it works

This flow ingests a list of new patients to your health system/plan, and completes a welcome call via AI voice call. The AI agent will outreach to the patient, welcoming them to your organization, providing essential onboarding information, and ensuring they have/get their first appointment scheduled.

Canvas view

Go to flow

EHR Compatibility

Epic
Oracle
Athena

Integrations required

SFTP
Trigger & Data Ingest
AI Processing
Output / Action