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On September 15, 2026, Hello Patient acquired Converse Health, whose agents handle the document and chart work that surrounds a visit.
A referral arrives by fax on a Tuesday morning. Someone has to open it, work out which practice sent it and what it is asking for, find that patient in the system or build a new record, and file the document where the clinician will actually look for it. The visit happens a few weeks later. The note says come back in three months, and that line sits in the chart until somebody has an hour to work the list. If the procedure needs authorization, another person pulls the details back out of the chart and writes the request. Each task takes time and attention. Together, they can take up somebody’s afternoon, and they often land on the same people who are answering the phone.
On September 15, 2026, Hello Patient acquired Converse Health, an AI workflow automation company built for outpatient medical practices. Hello Patient's agents already handle the patient conversations that drive the front office: they answer calls, book appointments, run intake, answer insurance questions, take refill requests, follow up after visits, run recall outreach, convert referrals, and handle billing and collections across voice, text and web chat, inbound and outbound. Converse Health's agents handle the documents and chart work that drive the back office. So the automation now runs from the first patient conversation through the work that happens behind the scenes.
What does Converse Health do?
It takes on the administrative work that happens around a visit rather than during a conversation. Converse Health was founded in 2023 by CEO Louis Sallerson, CTO Val Zinchenko and CRO Adam Teitelman, with Trenton Williams joining as VP of Sales in early 2024. The company built custom administrative workflows for small and mid-size medical practices across dermatology, women's health, pain medicine, orthopedics and more. The way it does that is an AI layer that reads and writes to the EHR and delivers automation in days.
The acquisition adds four key capabilities to Hello Patient:: referral and fax intake, chart-driven follow-up, authorization paperwork, and records and registration.
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What happens to a referral when it arrives as a fax?
An agent opens it before anyone at the practice has to. It reads the incoming fax, identifies what the document is, matches it to a patient record or creates one if the patient is new, and files the document where your staff expect to find it.
So the Tuesday morning referral does not sit in the queue until someone gets to the bottom of it. The document is open, identified and attached to the right chart, and the person who picks it up next is looking at a filed referral rather than a stack to sort. The referral itself still has to become a booked visit, and that is the outbound conversation work Hello Patient's agents were already doing. The two halves now sit behind one system.
How does an agent find the follow-ups the chart already asked for?
It reads the clinical note and the incoming labs, and looks for the patients whose follow-up window has passed with no appointment on the books. Then it reaches out and books them.
This is the list every practice knows it has and nobody has time to work. A note from March says three months. A lab result comes back that calls for a recheck. Those instructions are already written down, in the chart, in the practice's own words. The agent finds the patients whose window has gone by, contacts them, and books the visit. Nothing here is a new clinical decision. The clinician already made it. The agent goes and gets the appointment that the note asked for.
What does an agent do with authorization paperwork?
It writes the request and hands it to a person. The agent pulls the patient and procedure details out of the chart, composes the request for authorization, and routes it to your staff for review.
Then it stops. The agent does not submit anything to the payer. A person on your team reads the request, decides whether it is right, and sends it. The difference matters when you are working out who is accountable for what. The assembly comes off the desk: the digging through the chart, the retyping, the composing. The review and the send stay with your staff.
What changes for a practice already running Hello Patient agents?
Nothing about your phones changes. The agents that answer your calls, texts and web chat keep doing exactly what they do today, on the same lines, in the same systems. What is new is that the work those conversations create no longer has to end at a handoff to a person.
A referral your agent converted on the phone this morning, and a referral that came in by fax at two in the morning, can now both be opened, matched and filed the same way. A follow-up the clinician wrote into the note can be found and booked by the same outbound agent that already runs your recall. Records and registration work comes over too: agents complete registration from a phone call, retrieve imaging, and fulfill medical records requests.
Does this mean one company for the phones and the paperwork?
Yes. A practice that wanted the calls answered and the faxes filed and the follow-ups booked has generally had to buy those things separately, wire them together, and then own the seams.
Alex Cohen, CEO and founder of Hello Patient, put it this way: "Operations leaders are being forced to bolt AI onto existing systems and buy solutions one task at a time, which is unmanageable. Practices want to redesign their workflows and decision-making around AI agents."
One vendor also means one set of security paperwork, one integration into the EHR, and one place to go when something is wrong. Hello Patient is HIPAA-compliant, SOC 2 Type 2 certified, and signs a Business Associate Agreement with every client, and that holds for the back-office work the same as it does for the conversations.
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Frequently asked questions
What are Hello Patient's AI agents capable of today?
Hello Patient's agents answer calls, book appointments, run new-patient intake, collect payments, take refill requests, and run recall and follow-up outreach across voice, text, and web chat. A call that needs a person reaches the staff with the context attached, and the agents never give medical advice. At Pulse-MD, a multi-location urgent care group in New York, the answer rate went from 73% to 100% in the first 30 days. Across Hello Patient clients, practices booked 27% more patient visits with the agent answering the phones (August 2026 client data).
How do Hello Patient's agents handle billing calls?
Agents run inbound and outbound billing calls and texts. They explain the charges and what insurance covers, walk patients through payment-plan options, and text a secure payment link. Piedmont Urgent Care, the largest urgent care network in Georgia, put a Hello Patient agent on its patient billing line. It answers more than 20,000 billing calls a month, with no hold time, resolving about half of all calls without a person. A disputed charge goes to the billing team as a ticket with the conversation attached. The billing office retired its voicemail box on June 1, 2026.
What back-office work can AI agents take over now?
Four jobs come over with Converse Health: referral and fax intake, chart-driven follow-up, authorization paperwork, and records and registration. The agent opens an incoming fax, matches it to a patient record or creates one, and files it where staff expect to find it. It reads the clinical note and incoming labs, finds the patients whose follow-up window has passed with nothing booked, and reaches out to book them. For an authorization, it pulls the patient and procedure details from the chart and writes the request; a person reviews it and sends it to the payer, and the agent does not submit.
How do the agents handle referrals?
An agent now handles the referral from the fax to the booked visit. It opens the incoming fax, matches it to the patient record or creates one, and files it. Hello Patient's outbound agent then texts the referred patient and books the visit. At Ortho1 Medical Group, an orthopedic group in San Diego, that outbound agent booked 190 referral visits in its first two months; 57% of the patients who replied booked, with no added staff.
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Talk to us about your own back office
Book a call and tell us what your team actually spends the afternoon on: the fax queue, the recall list nobody gets to, authorization requests, or records requests. We’ll walk through what an agent can take on, what stays with your staff, and how Hello Patient can connect the work happening in your front office and back office.
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