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Clinic Task Automation using Outreach Agent

Automate every step of the
patient journey

Automate key workflows from the moment results and referrals come in, through appointment scheduling, task creation, and more—streamlining every step of the patient journey.

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75%
Intake and registration forms completed digitally
50%
Patient self scheduling rate across all channels
50%
Reduction in clinic wait-time
80%
Patient / Referring Physician Engagement Rate

How it works

EMR-Triggered Automations

Automatically initiates patient outreach based on real-time EMR actions like new appointments or status changes.

Targeted Filters and Controls

Use precise filters and custom controls to tailor interactions according to patient type, appointment needs, and care plans.

Multi-Channel Patient Messaging

Engages patients via SMS, email, and HL7, ensuring they stay informed on their preferred channels.

Automated Campaigns for Ongoing Care

Manage preventive and follow-up care with targeted, automated campaigns that keep patients on track.

Secure, EMR-Integrated Smart Forms

Collect essential patient information ahead of visits with secure, password-free forms linked to your EMR.

Features

  • Referral & Scheduling Pathways

    Automatically sends referral updates and follow-up schedules, keeping patients and providers informed and reducing the need for follow-up calls.

  • Registration & Payment Capture

    Enables patients to complete registration and payment digitally, speeding up intake and improving data accuracy.

  • Appointment Reminders

    Sends fully customizable SMS, email, and phone reminders with advanced filters like appointment status, type, reason, physician, and location—offering unparalleled flexibility.

  • Self Check-In, Virtual Waiting Room, & Wayfinding

    Allows patients to self-check in, view real-time wait times, and access location guidance, reducing admin involvement in these steps.

  • Family Doctor & Walk-In Scheduling

    Balances scheduled and walk-in appointments through flexible automation, adapting to clinic demands seamlessly.

  • Emergeny Schedule Updates

    Quickly updates schedules and notifies patients when a provider is unavailable or if there are an unavoidable circumstances like power outages or bad weather, ensuring smooth rescheduling.

Case studies

  • Mia Ochea

    Systems Program Coordinator, TRIO Fertility

    "Phelix has definitely helped alleviate our admin work by automating processes like follow-ups and form tracking. It cut our manual work by half, making a huge difference for both staff and patients."

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    100%

    Intake and registration forms completed digitally

    50%

    Admin time saved

    75%

    Conversion rate of patient follow-up campaigns