VIDEO

IntelePeer SmartAgent and generative AI make new patient intake less painful

Summit Valley Health healthcare demo

In this demo, a new patient calls his local hospital because he has knee pain. He is greeted by Sam, the virtual assistant. Sam collects his insurance information and schedules an appointment.

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Episode transcript

[Virtual Assistant Sam]
Hello. Thank you for calling Summit Valley Health I’m Sam your virtual assistant. How can I help you today?

[Chris Wood]
Hi Sam. I recently moved to the area and I want to see if I can schedule an appointment with one of your doctors.

[Virtual Assistant Sam]
Sure, I can help you with that. Before we get started, can you tell me your name?

[Chris Wood]
Yes it’s Chris Wood.

[Virtual Assistant Sam]
Hi Chris. We are accepting new patients at our practice. However I need to confirm that we accept your insurance. What insurance do you have?

[Chris Wood]
I have Ethereum Platinum PPO.

[Virtual Assistant Sam]
Thank you. We have a few doctors that are in network providers for Ethereum. Can you tell me why you need to be seen?

[Chris Wood]
Yeah, I’ve been having pain in my right knee for about two weeks.

[Virtual Assistant Sam]
I see. I’m sorry to hear that. Unfortunately I don’t have an availability this week, but I can get you in to see Dr. Anthony Smith next Thursday, March 28th at 3 p.m. Will that work for you?

[Chris Wood]
Do you have anything sooner than that?

[Virtual Assistant Sam]
I’m sorry Chris. That’s our earliest opening. Would you still like to schedule the appointment?

[Chris Wood]
Yes please.

[Virtual Assistant Sam]
Okay. I’ll need to collect some additional information from you to get you set up in our system. Let’s start with your birth date.

[Chris Wood]
My birth date is January 10th 1980.

[Virtual Assistant Sam]
Thank you. Could you provide your address and telephone number?

[Chris Wood]
Sure. My address is 1958 Spruce Creek Drive Las Vegas Nevada 89135 and my phone number is 702 677 3134.

[Virtual Assistant Sam]
Thanks. I also need the member ID number from your insurance card.

[Chris Wood]
Let me get my card. Okay it’s 57821659.

[Virtual Assistant Sam]
Thank you. I’ve created a profile for you. You’ll need to complete some new patient paperwork before you come in. Do I have your permission to send you a text message with a link to our online portal?

[Chris Wood]
Yes, that’s fine.

[Virtual Assistant Sam]
Okay, you should be receiving the message shortly.

[Chris Wood]
I just received it.

[Virtual Assistant Sam]
When you have time, please use the link to complete your new patient intake forms.

[Chris Wood]
Okay.

[Virtual Assistant Sam]
Great. Your appointment with Dr. Anthony Smith is scheduled for Thursday March 28th at 3 p.m. I’ll send you a text message with the confirmation and address for our offices. Do you have any other questions?

[Chris Wood]
No, I’m good, thanks.

[Virtual Assistant Sam]
Thank you, Chris. We look forward to seeing you soon. Goodbye.

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