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
Flowchart shows patient data extraction, voice call, LLM processing, and conditional emails or SMS based on confirmation.

EHR Compatibility

Epic
Oracle
Athena

Integrations required

SFTP
Trigger & Data Ingest
AI Processing
Output / Action