healthcare
Build Provider Office Follow-Up Voice AI Agent
Automate outbound follow-up calls to provider offices for referrals, prior authorizations, and pending requests. Start building in Mission Control with usage-based pricing.
introduction
What this voice AI agent does
The Provider Office Follow-Up template creates an outbound AI agent that calls provider offices to follow up on referrals, prior authorizations, or pending requests. It navigates office IVR systems and speaks with staff to get status updates.
Designed for healthcare organizations that spend hours chasing follow-ups with provider offices, this template automates the routine check-in calls.
The template comes pre-configured with DTMF navigation, dynamic variables for patient details, referral ID, and referring provider information.
features
Core components of the Provider Office Follow-Up agent
IVR navigation
Navigates provider office phone menus using DTMF tones automatically.
Follow-up context
Carries referral ID, patient details, referring provider, and request date for efficient communication.
Status collection and callback handling
Asks about and records the current status of referrals, PAs, or pending requests. Leaves callback information when the right person is unavailable.
how to
Build and deploy your agent in 5 easy steps
time
5 minutes
pre-requisites
A Telnyx account with a phone number.
Step 1 of 5
1. Select the template
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Agent, and select Provider Office Follow-Up from the Healthcare category.
2. Set request details
Populate dynamic variables with organization name, patient details, referral ID, and referring provider.
3. Configure IVR navigation
Update DTMF sequences for the provider offices you follow up with most frequently.
4. Set callback number
Enter your organization callback number so offices can return the call.
5. Test and go live
Run a test follow-up call to verify IVR navigation and information exchange.
Hello, I am calling from your organization to follow up on a referral for a patient. I have the referral details ready.
tips and insights
Provider Office Follow-Up voice AI best practices
Prioritize follow-ups
Start with the oldest pending requests to ensure nothing falls through the cracks.
Start with the oldest pending requests to ensure nothing falls through the cracks.
Track resolution rates
Monitor how many follow-up calls result in completed actions vs callbacks needed.
Monitor how many follow-up calls result in completed actions vs callbacks needed.
Set retry logic
Configure how many times to retry offices that do not answer before escalating.
Configure how many times to retry offices that do not answer before escalating.
