Increasing Pre-Admission Testing - BIS Case Study
Case Study

Pre-Admission Testing
with AI Automation

Transforming Pre-Procedure Patient Outreach Through Intelligent Engagement — Scalable, Compliant and Always-On

BIS Voice AI Outbound Calling PAT Outreach Warm Transfer

Problem

📋

Hard-to-Reach Patients

Prior to a procedure, a questionnaire must be completed to ensure patient safety and comfort — but reaching patients to complete this Pre-Admission Testing (PAT) questionnaire is often difficult.

💊

Medication Mistakes

Patients frequently forget to stop using their medication prior to a procedure, creating safety risks and last-minute complications on the day of admission.

📝

Outdated Medication Records

Patients need to update the medication they are currently using, but these changes often go uncaptured without a consistent, structured outreach process.

📵

Missed PAT Calls

Under manual processes, patients often never received their PAT call at all. Long-gap appointments saw forgetfulness rates as high as 40%, with manual calling limited entirely by staff availability.

Solution & Approach

🤖

Automated Patient Outreach

AI initiates calls the moment an appointment is scheduled, achieving 90–100% patient outreach coverage and eliminating dependency on manual calling capacity entirely.

💬

Interactive Confirmation

Patients can be transferred to a live agent to complete PAT — improving completion by 30–50% — or request a callback to complete PAT proactively, with a 5–10% capture rate.

🧭

Guided Preparation

Patients can ask questions and receive guidance in real time, clarifying preparation requirements before the procedure date and reducing confusion-driven last-minute reschedules.

🔁

Consistent, Timely Communication

Every patient receives a call regardless of staff availability, ensuring PAT is completed with enough time for patients to stop using medication as required.

🤝

AI + Human Hybrid Model

AI handles routine outreach and guidance at scale, while live agents step in for PAT completion and complex questions — maximizing both reach and resolution quality.

Outcomes

Reminder Coverage

2–3× increase in patient reminder coverage vs. manual outreach

50%
Confirmation Lift

30–50% increase in appointment confirmation rates

60%
Less Front-Desk Load

40–60% reduction in front-desk PAT workload

18%
Lower Reschedules

Reschedule rates reduced from 20–30% down to 10–18%

95%
Patient Responsiveness

Contact rates increased from 50–60% up to 85–95%

Impact

📉

Reduced Reschedule Rates

Reschedule rates reduced from 20–30% to 10–18%, driven by complete and timely PAT questionnaire capture before the procedure date.

📅

Improved Slot Utilization

20–35% increase in filled appointment slots, with improved provider time utilization as fewer procedures are delayed by incomplete PAT.

📞

Higher Patient Responsiveness

Contact rates increased from 50–60% to 85–95%, with patient engagement improved 2–3× through conversational AI interaction and immediate assistance availability.

🏥

Better Care Continuity

Improved adherence to pre-procedure requirements and care plans, with stronger patient satisfaction scores from timely, helpful, and respectful communication.

👥

Reduced Administrative Burden

Front-desk PAT workload reduced by 40–60%, freeing staff to focus on complex scheduling needs and high-value, in-person patient interactions.

Why This Model Works

"Remind, confirm, and assist — before the patient forgets."

Timeliness

PAT is completed with enough time for the patient to stop using medication as required ahead of their procedure.

🔁

Consistency

All patients receive a call, regardless of staff availability — eliminating gaps in outreach coverage entirely.

🤝

Hybrid Model

AI and human support work together, ensuring every PAT questionnaire is completed accurately and on time.

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