Use Cases

What Converse Can Do For You

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Scheduling

Patient Scheduling


We can engage patients in scheduling conversations and take them from initial demo questions to a scheduled appointment with no human assistance.

Inbound Scheduling: set up SMS #s, engage with AI voice on phone tree, chat with patients on a web pop-up and email back from appointment requests

Outbound Scheduling: get patient information from lead-gen, referrals or website forms. Our agents will reach out by SMS, and phone to call, gather information and schedule

AI Provider Selection: we use a combination of patient information gathered from our conversations/referral documents/EHR and provider specifications to offer and book patients with the appropriate appointment. We can use variables such as: type of appointment requested, patient age, injury location, payor type, location, zip code...

Appointment Types: we can book new patients, returning patients, referred patients, reschedules, cancelations and a wide variety of procedure types. We can book into any EHR and Google Calendar.
Scheduling
Custom Questions
Multi-Channel
Inbound & Outbound
Smart Provider Selection

Document Acquisition and Sorting

We can acquire relevant patient documents from a wide variety of sources and correctly categorize, title, and put these documents in their proper place in the EHR.

Acquisition: We can create AI agents that contact patients, other doctor offices and stakeholders to retrieve imaging studies, medical histories, encounter notes and many other chart documents. We can also pull documents from 3rd party sites.

Categorize & Title: We can read these documents and title them based on the customization set by the practice. Our AI  can also match these documents with patients in the EHR and sort them into the correct patient chart. We can even create tasks for care teams.

Document acquisition and sorting
Acquire documents from patients, other offices and stakeholders
Automations with 3rd part sites
Sort and place in correct chart with custom titles
Task creation for care teams

Assistance

OTHER USE CASES
Patient Demo Gathering
Gather patient demographic information automatically by phone or SMS and place in EHR.
Patient Reactivation
Contact patients months after their last encounter, check in on progress and book follow ups.
Website Widget
Engage patients on your website with custom AI agent that can reference treatments, injuries and answer information about the practice.
Appointment Reminders
Multi-language appointment reminders at custom intervals.
Patient History and Symptom Gathering
Gather patient symptoms and medical history automatically by phone or SMS and place in EHR.
Patient Q&A Agents
Provide patients with a 24/7 agent to answer basic information about the practice.
Surgery Center Booking fill Out
Automatically fill out surgery center bookings when patient is indicated for a procedure.
Medical Clearance Follow-Up
Follow up with patients and other offices on a medical clearance.
Insurance Acqusition for eligibility
Contact patients by SMS to get insurance information for eligibility checks.
Medical Records Requests
Interact with providers and patients on a medical records request and fulfill request properly.
Voicemail Transcription and Notifications
Transcribe voicemails sent by patients and stakeholders. Place transcriptions and summaries in EHR and notify care teams.
Narrative Drafting
Draft word document narratives for personal injury patients and worker's comp.
RFA Drafting
Draft RFAs for patients automatically after patient encounter.
Letter-of-Appeal Drafting
Create custom letters-of-appeal per patient with appropriate guidelines.
SuperBill Fill Out
Fill out Superbill automatically after patient encounter.