BIS Voice
Proactive Patient Outreach for Eye Care Follow-Ups
Helping healthcare providers connect with patients through AI-powered outbound calling.
The Challenge
Reach Patients Due for Follow-Up
Reach patients who may be due for a follow-up eye examination.
Clear, Consistent Call Purpose
Explain the purpose of the call clearly and consistently.
Connect with Scheduling
Connect interested patients with the scheduling team.
Callback Requests
Handle callback requests when patients are unavailable.
Route Questions to a Scheduler
Route questions requiring additional information to a scheduler.
Voicemail When No Answer
Provide a suitable voicemail message when a patient does not answer.
The BIS Voice Solution
Proactive Outreach
Proactive outreach to patients about follow-up eye examinations.
Scheduler Transfer
Transfer to a scheduler when a patient wants to arrange a visit.
Callback Handling
Callback handling when a patient is busy or unavailable.
Common Question Responses
Responses to supported common questions, with escalation when more information is needed.
Voicemail Handling
Voicemail handling that invites patients to contact the practice.
What the Operational Data Shows
Approximate share of outbound calls
Approximate share of outbound calls
Approximate share of outbound calls
Approximate share of outbound calls
Percentages are rounded and reflect the October dashboard's reported call outcome categories. They describe contact outcomes, not appointment conversion or clinical outcomes.
Potential Improvements
Call Timing & Retries
Review call timing and approved retry strategies to see whether more patients can be reached live.
Voicemail & Callback Follow-Up
Use voicemail and callback outcomes to guide follow-up attempts where permitted by the client’s process.
Assistant Responses
Review common questions and transfer reasons to improve the assistant's supported responses.
End-to-End Tracking
Track the full path from outbound attempt to live answer, scheduler transfer, and confirmed appointment.
List & Period Comparison
Compare results across client-provided lists and reporting periods to identify patterns in reachability.
Benefits for Healthcare Operations
More Consistent Outreach
Patients receive a clear explanation of why the practice is calling.
Less Repetitive Manual Calling
The assistant handles the initial outreach conversation, allowing staff to focus on patients who need direct assistance.
Smoother Scheduling Handoff
Interested patients can be connected to the appropriate scheduler.
Flexible Callback Handling
Patients who are unavailable can request a more convenient time to be contacted.
Consistent Question Handling
Supported questions are answered within the assistant's scope, while other questions are routed to staff.
Scalable Patient Engagement
Campaign activity can be adjusted to the patient volume provided by the healthcare organization.
How This Can Support Business Growth
Appointment Opportunity
Connecting more patients with schedulers may create additional opportunities to book visits.
Staff Capacity
Automating the initial call can free staff time for scheduling and patient conversations that require personal attention.
Continuity of Care
Consistent reminders can help patients take the next step in their ongoing eye care.
Operational Visibility
Tracking call outcomes and confirmed appointments helps the practice understand where outreach is effective and where adjustments may be useful.
The dashboard does not measure revenue generated, appointment completion, or incremental bookings attributable to the AI. Any revenue impact should therefore be described as potential unless confirmed through appointment and financial reporting.
How the Workflow Works
Step 1 · Outbound Call
The AI assistant calls a patient from the client-provided outreach list.
Step 2 · Introduction
It introduces Florida Eye Specialists and explains the purpose of the call.
Step 3 · Scheduler Transfer
If the patient wants to schedule, the assistant transfers the call to a scheduler.
Step 4 · Callback Capture
If the patient is busy, the assistant can capture a requested callback time.
Step 5 · Question Escalation
If the patient has a question requiring additional help, the assistant offers a transfer.
Step 6 · Voicemail
If the patient does not answer, the configured voicemail process is used.