How TRIO Fertility Cut Admin Work by 50% with Phelix’s Outreach Agent

Articles Customer Stories Product Resources Feb 6, 2025

At TRIO Fertility, administrative staff manually handled patient intake, scheduling, and follow-ups, leading to inefficiencies in patient workflows. With a growing patient base, ensuring timely form submissions and appointment confirmations became a major challenge. Staff spent countless hours tracking patient progress, manually creating partner charts, and following up on incomplete documentation.

To streamline operations, TRIO Fertility implemented Phelix’s Outreach Agent, automating key workflows such as patient campaigns, form reminders, and chart creation. The result? A 50% reduction in admin workload, with 100% of intake and history forms now completed digitally. Patient follow-ups became more effective, boosting the conversion rate to 75%.

“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.”
— Mia Ochea, Systems Program Coordinator, TRIO Fertility

With automation handling routine tasks, TRIO can now focus more on patient care—while maintaining their reputation for compassionate, cutting-edge fertility treatment.

👉 Read the full case study here: https://www.phelix.ai/testimonial/trio-fertility/