Case Study: Value-based Care Provider

Voice AI Keeps Visits on Track Before Patients Arrive

200+

hours of manual work saved

56%

autonomous confirmation rate

~23%

appointments flagged pre-visit with eligibility issues

Customer Type

  • Value-based Care Provider

Patients served

4,000 unique members/month

Location

South Florida, USA

Use Cases

  • Appointment Confirmation

  • No-Show Optimization

Overview

For a multi-site primary care group, front-desk operations are a daily bottleneck. Staff manually confirm appointments and verify eligibility across thousands of visits per month — repetitive work that leaves little room for the higher-value coordination tasks that actually move patient outcomes. When a patient with lapsed coverage arrives for a visit, the fallout in denied claims and wasted clinical time is rarely small.


Sword Intelligence deployed a Voice AI agent to handle outbound and inbound appointment confirmation for X-Ray and Massage Therapy services, alongside automated pre-visit eligibility checks across all service lines. The agent confirms, cancels, or escalates — and flags ineligible patients before they ever show up.

Impact

Operational Efficiency

Agent limited to one center and two service types

200+

hours of manual work saved across eligibility checks and call handling

Autonomous Coverage

9,300 checks completed across 12,800 scheduled appointments

73%

of the schedule checked autonomously by the AI agent

Autonomous Confirmation

30% call answer rate (expected to rise once AI is registered under organization's name)

56%

autonomous confirmation rate across all AI-handled checks

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©2025 Sword Intelligence, Inc.

Built with care, by people who truly understand it.

GDPR

AICPA

SOC 2

TYPE 1

©2025 Sword Intelligence, Inc.

Built with care, by people who truly understand it.

GDPR

AICPA

SOC 2

TYPE 1

©2025 Sword Intelligence, Inc.