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Case Studies

Automating Patient Scheduling with AI Voice

A case study for a scaling patient scheduling using an AI-enabled voice service

Client Overview

Our client is a rapidly growing, middle-market healthcare company based in the Mountain West region that specializes in providing in-home primary care services to senior citizens. They currently employ over 120 healthcare providers and treat more than 10,000 patients each year.

The Challenge

The client approached FortyAU with a buggy, incomplete web and mobile application that was custom-built by an off-shore development company. The client needed help elevating the platform to allow the business to scale to additional markets. The software was intended to facilitate patient scheduling, assign patients to providers based on geographical location, and provide clinicians with a mobile experience when driving to and treating patients. However, clinicians were getting directions to the wrong patient addresses, schedulers were seeing duplicate and missing appointments, and overall satisfaction with the platform was low.

Our Solution

After a comprehensive technical assessment, FortyAU presented remediation options to the client. The client and FortyAU mutually agreed to rebuild the platform and outlined a development plan to deliver a more robust, intuitive, and scalable solution. To expedite development and simplify app maintenance, FortyAU built both the web app and mobile app with a single code base.

Key Features

  • Scheduling Management: Created an intuitive dashboard allowing schedulers to efficiently schedule new appointments based on clinician recommendations.
  • Provider Route Optimization: Integrated with Google Maps to visualize provider daily/weekly schedules and optimize travel routes.
  • Territory Planning: Developed tools to strategically assign new patients to providers based on location and specialization.
  • Secure Communication: Architected a new integration with Twilio to allow for more reliable provider-patient communication.
  • Mobile Accessibility: Built a progressive web app for clinicians that uses native mobile features like FaceID for authentication and Bluetooth for hands-free calling.
  • EMR Integration: Built a data feed to sync key patient and provider information from the client’s Electronic Medical Record (EMR).
  • HIPAA Compliance: Implemented comprehensive security features including encryption, audit logs, automatic logout, and regular backups.

Implementation

  • Team: 1 Lead Developer, 2 Full-Stack Developers, .5 UX/Product Manager, .5 QA Engineer
  • Schedule: 8 months
  • User Feedback: FortyAU distributed end of sprint demos to key client stakeholders throughout development. Additionally, the project team conducted user acceptance testing sessions with the client’s scheduling, clinical, and operational teams as features were completed. User feedback was prioritized and incorporated into subsequent builds for future demos and user testing events.
  • Data Migration: Over 200 users, 5,000 patients, and 10,000 appointments were migrated from the legacy platform to the new platform build prior to launch. Records were systematically compared to ensure accuracy and completeness.
  • Launch: The new platform was rolled out over a 5 week period with new schedulers and clinicians cutting over each week.

Results & Impact

Business Growth: Within 30 days of launch, the client began expansion into new geographic markets Improved Performance: Reduced load times in the Scheduling feature from ~10 seconds to less than 1 second Streamlined User Experience: Consistent interface design with clear interactive elements and improved screenflows Reliable Communications: Significantly reduced dropped calls between providers and patients Accelerated Development: 2x faster development cycles due to the unified codebase Enhanced Security: Implemented robust HIPAA compliance features and security best-practices including inactivity logouts, audit logs, multi-factor authentication (MFA), and more Scalable Infrastructure: Optimized cloud architecture to support future growth

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