Automate outbound follow-up calls to provider offices for referrals, prior authorizations, and pending requests.
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.
Navigates provider office phone menus using DTMF tones automatically.
Carries referral ID, patient details, referring provider, and request date for efficient communication.
Asks about and records the current status of referrals, PAs, or pending requests.
Leaves callback information when the right person is unavailable.
5 minutes
A Telnyx account with a phone number.
Sign in to your Telnyx account. Navigate to AI Assistants, click Create New Assistant, and select Provider Office Follow-Up from the Healthcare category.
Populate dynamic variables with organization name, patient details, referral ID, and referring provider.
Update DTMF sequences for the provider offices you follow up with most frequently.
Enter your organization callback number so offices can return the call.
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.
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.
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.
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.
