The AI-powered Virtual Intake Specialist delivered a 30% efficiency gain and cut manual data entry by half, saving costs while freeing staff capacity for direct patient care.
- 30% increase in operational efficiency
- 50% reduction in manual data entry
- Intake times shortened → higher patient satisfaction
Business Context
The provider’s traditional intake process created unnecessary friction for both patients and staff:
- Time-Consuming: Manual entry slowed onboarding and tied up resources.
- Error-Prone: Inaccuracies in forms created compliance risks.
- High Costs: Administrative staffing consumed significant overhead.
- Patient Frustration: Long waits and redundant forms hurt satisfaction.
- Scalability Limits: Growth in patient volume strained intake workflows.
Solution
Forte Group designed and implemented an AI-powered Virtual Intake Specialist, integrated directly with the provider’s electronic health record (EHR) system.
Key components included:
- Automated Form Processing: Digital intake forms captured and validated data instantly.
- Data Accuracy Verification: AI cross-checked for errors, reducing compliance risk.
- EHR Integration: Direct system updates eliminated duplicate entry.
- Conversational Assistance: Guided patients through intake in real time.
- Staff Feedback Loop: Continuous iteration improved usability and reliability.
Results & Value Delivered
- 30% increase in operational efficiency
- 50% fewer manual data entry tasks
- Staff redeployed to patient care instead of clerical work
- Improved patient satisfaction with faster, simpler onboarding
- Reduced administrative costs while scaling intake for growing patient volumes
- Improved compliance and accuracy in patient records
