AI Workforce for EHRs and PMs
Voice agents for the practices on your platform
Use Cases
Meet Your AI Voice Agent Team
Your customers already use your platform to run their practices. Calls and texts still create work outside it: scheduling changes, intake, balance questions, and payer follow-up. Hello's agents handle those conversations and, where an approved integration permits, update the patient, appointment, or billing record. Your platform controls the available data, actions, and staff handoffs.
01Appointment SchedulingBooks, reschedules, and cancels visits
Description
Ava uses the visit types, providers, locations, and availability your platform makes available to book or change an appointment. With approved write access, she records the result in the schedule.
Impact
- More requests become booked visits
- Fewer scheduling callbacks for your customers
Recording
Sample recording is being prepared.
02Inbound Billing QuestionsExplains balances and routes disputes
Description
Ava answers questions using approved billing data, explains the next payment step, and hands disputed balances to the practice with the conversation context.
Impact
- Fewer routine billing callbacks
- Billing answers grounded in the account record
Recording
Sample recording is being prepared.
03Patient Balance ReminderFollows up on outstanding balances
Description
Ava reaches patients about an outstanding balance, answers approved questions, and directs them to the secure payment flow your platform supports.
Impact
- Consistent balance outreach across practices
- Less manual follow-up for staff
Recording
Sample recording is being prepared.
04Appointment ReminderConfirms visits and handles changes
Description
Ava reminds patients about upcoming visits, records confirmations, and offers another time when the patient needs to reschedule.
Impact
- More confirmed visits
- Fewer manual reminder calls
Recording
Sample recording is being prepared.
05SwitchboardAnswers and routes inbound calls
Description
Ava answers practice-specific questions, identifies what a caller needs, and transfers calls requiring a person to the right team with context.
Impact
- Fewer routine transfers for practice staff
- Callers reach the right team sooner
Recording
Sample recording is being prepared.
06Benefit VerificationChecks coverage and plan details
Description
When a payer portal leaves a coverage question open, Ava calls the payer and returns the verified benefit details to the practice's approved workflow.
Impact
- Coverage questions resolved sooner
- Less payer hold time for practice staff
Recording
Sample recording is being prepared.
07Prior AuthorizationChecks requirements and pending requests
Description
Ava checks whether authorization is required, follows an open request, and records the status or next action where your integration supports it.
Impact
- Pending requests get a clear next step
- Fewer manual payer status calls
Recording
Sample recording is being prepared.
08Claim Follow-UpFinds out what is holding a claim
Description
Ava calls payers about claims that need follow-up, captures the reason for a delay, and returns the next action to the billing team or connected work queue.
Impact
- Stalled claims get a documented next step
- Less staff time on payer status calls
Recording
Sample recording is being prepared.
09Denial Follow-UpGets the details needed to act
Description
Ava asks the payer for missing denial details, captures the response, and routes the case to the team responsible for review, resubmission, or appeal.
Impact
- Denials reach the right team with context
- Less time spent gathering payer details
Recording
Sample recording is being prepared.
Give practices less phone work and more value from your platform.
Ava handles scheduling, billing, and payer follow-up using the workflows and permissions your platform provides.