Healthcare
Two intake automations, live in six weeks, halved the time staff spend on forms and insurance checks.
52%
Less time on patient intake
3 mo
To full payback
94%
Staff using it daily
Client
Brightline Health
Industry
Healthcare
Services
Audit, AI Agents
Timeline
6 weeks
The challenge
Brightline’s eleven clinics were losing hours every day to intake forms, insurance checks and appointment reminders. Front-desk staff were stretched thin and patients waited longer than they should.
What we built
On our first call we found three processes worth automating. We picked the two with the clearest payback and built them inside the tools staff already used, with privacy controls signed off by Brightline’s compliance team.
Digital intake that pre-fills records and checks insurance before the visit
A reminder agent that confirms, reschedules and fills cancellations
Training sessions for every clinic, run on site
The result
Intake time dropped by more than half. The project paid for itself in three months, and 94% of front-desk staff use the new flow every day.
“
They found three processes worth automating on our first call. Two of them were live within six weeks, and our front desk finally has time for patients again.
Priya Raman
COO, Brightline Health
