How to check a voice AI vendor's specialty practice case studies

You're comparing vendors because you have a specific job you need done. Write that job down before you read any case study: answering referral questions, booking a consultation, or handling a particular set of phone requests across your locations. A case study may look close to that job but measure a different task, patient group, or channel.

Hello Patient builds AI agents for healthcare.

Some of our published case studies cover phone work. Our orthopedic case study covers outbound SMS referral booking. The question is what each case proves about the work you need done.

This page shows you what to check in a specialty case study, what to ask on a reference call, and what our own published case studies show.

How should I read a hospital case for my practice?

Compare the department and the work it measured with the work you need done. The size of the organization does not tell you whether the case matches your practice.

Look at the requests the agent handled, the appointment types involved, and the work staff still handled. A result from one hospital department tells you about that department and that work.

Keep your own task beside the case as you read. If you need the agent to book referral consultations but the case only covers general appointment questions, write down that difference.

What should I check in a specialty case study?

Read for six things: the population behind the result, the measurement period, the workflow covered, other changes during that period, the practice's identity, and whether a reference conversation can be arranged.

Start with who was included and the dates the result covers. Then find where the agent's work started and stopped. Check whether anything else changed during the same period, such as staffing or the way the practice handled the work.

Then check whether the practice is named and whether the vendor can arrange a conversation with someone involved. If the page leaves out a detail you need, ask the vendor. You do not need to guess.

What does specialty referral evidence need to show?

It needs to show which referrals were included, where the measured task stopped, and what the coordinator still handled. A primary-care case cannot answer those questions for a specialty referral operation.

Ask what counted as a result. Keep referral booking separate from anything that happens after the appointment is booked. A booked referral visit does not prove that the patient completed the visit or had a procedure.

Then ask what still needed a person and whether that staff work was measured. A case can prove that an agent booked referrals while leaving other parts of the work unmeasured.

What should I ask on a reference call?

Ask the person who did the work what changed for staff and what they would do differently. A reference call can give you details that never made it onto the published page.

Keep your questions close to the work you're buying:

• "What did your staff still have to do after the agent took on this task?"
• "What surprised you once it was running?"
• "What else changed in the practice during the period in the case study?"
• "If you were setting this up again, what would you repeat, and what would you change?"

If they mention extra work for a coordinator, billing team, or front desk, ask what that work was and how often it came up.

Hear how it sounds here or request a free demo agent for your practice today by booking a call.

How should an anonymous case be labeled?

It should still tell you enough to place the result. Look for the type of business and specialty, the work that was measured, the relevant scale, and the measurement period.

The scale might be the number of locations covered or the amount of work included, depending on the claim. The page also needs to make clear which details are known and which are not.

If the practice's name is withheld, the page needs to say that plainly. Do not guess why the name is missing.

What does Hello Patient's Ortho1 case study show?

Our Ortho1 case study reports outbound SMS referral results at a multi-location orthopedic group. Its agent reached 718 patients and booked 190 referral visits in two months, with no added hires.

The case study shows the agent texting referred patients, answering their questions, and booking their visits.

The public page explains the method and the work involved.

Hello Patient integrates with the EHR, practice management, and CRM systems healthcare already runs on.

In your EHR or practice management system, the agent finds the patient's record and existing appointments, creates the record for a new patient, books, reschedules and cancels visits inside the scheduling rules you set, and leaves a note on the appointment with what the patient said.

What should I request if a case study comes from another specialty?

Ask for the closest case that covers the work you need done, and ask the vendor to walk you through how it matches each part of your request. Give the vendor the specific task you wrote down before you started reading case studies.

For your security reviewer, our guide to HIPAA-compliant AI receptionists covers the security questions that may accompany this decision.

Is Hello Patient a fit for the task you've written down? Book a call to compare the referral questions, consultation booking, or phone requests you want handled with our published case studies, and request a free demo agent for your practice.

Frequently asked questions

What work do Hello Patient's published case studies cover?

Hello Patient's public case-study collection includes Ortho1's outbound SMS work for orthopedic referrals, where the agent texts referred patients at a multi-location orthopedic group, answers their questions, and books their visits. Carbon Health, an urgent care and primary care provider, used the agent to answer after-hours calls, send booking links, and capture what patients needed. Piedmont Urgent Care covers a centralized billing line in Georgia. For a narrower vendor comparison, see our Hello Patient and Assort article.

How do you verify the numbers in a voice AI vendor's specialty practice case study?

For a Hello Patient study or another vendor's, start with the exact claim the case makes. Match each reported number to the patients included and the dates it covers. Keep patients contacted, patients who responded, appointments booked, and visits completed separate because they measure different steps. A monthly percentage also needs its own population and period. A total from several months may not explain that percentage. If the published page does not let you connect the numbers, ask the publisher to explain them. Keep the claim open until the numbers being compared clearly match.

Why are some voice AI case studies from medical practices anonymous, and does that make them less credible?

Hello Patient's case studies with Ortho1, Carbon Health and Piedmont Urgent Care each name the practice. When a case is anonymous, you cannot tell from that fact alone why its name was withheld. Ask which claims you can verify and whether the vendor can arrange an authorized private reference. The vendor may need to confirm whether that conversation is possible. An anonymous case can still tell you useful things about the work, patient group, scale, and measurement period. Trust the result only as far as you can check it, and remember that the practice is not named.

Does a voice AI vendor need a case study in my exact specialty before I buy?

No. A Hello Patient case or another vendor's case can still be useful when it covers the same work you need done. Start with the task, not the specialty label. A case from another specialty may measure the same type of phone request or booking work, while a case from your own specialty may cover something you are not buying. Ask for evidence on the parts of your requirement that matter most. Weigh a similar case by how closely its work matches your task.

How should a specialty practice weigh a voice AI vendor's testimonial against a case study?

Use a Hello Patient testimonial, or any vendor's testimonial, to understand one person's experience with the work. Check who is speaking and whether that person actually worked with the agent. A quote can tell you what the person found useful, difficult, or different. It does not replace the details behind a measured result. If someone says their team had more time, ask what changed in the team's daily work. Then check any reported numbers in the case study itself.

How recent should a voice AI vendor's case study be for a specialty practice to rely on it?

For a Hello Patient case or another vendor's, check whether the conditions behind the result still match the product and work you are considering. Look for both the publication date and the dates when the work was measured. They tell you different things. Ask whether the product, the work it handled, or the practice conditions that affected the result have changed since then. There is no single age at which a case stops being useful. An older case needs a clear explanation of why it still applies, and a newly published case still needs measurement dates.