Case Studies/Crest Medical Group
Healthcare

Eliminating 60% of Admin Burden Across 4 Clinics

An AI automation platform handling scheduling, insurance verification, and reminders — saving $210K/yr across a 4-clinic group.

Crest Medical Group12 weeks2024
Eliminating 60% of Admin Burden Across 4 Clinics
60%
Admin Time Saved
per front-desk staff member
+18pts
Patient Satisfaction
NPS improvement
$210K
Annual Savings
across 4 clinics
−31%
No-Show Rate
via smart reminders

The Challenge

A small medical group running 4 clinics was drowning in administrative work. Appointment scheduling, insurance pre-authorization, patient communications, and referral tracking consumed the majority of front-desk staff time — leaving little room for actual patient care.

Our Solution

We deployed an AI automation platform with conversational scheduling (phone and web), real-time insurance eligibility checks, automated patient reminders, and referral routing — all built on HIPAA-compliant infrastructure.

Implementation Approach

  1. 1Conversational AI for patient scheduling via phone and web portal
  2. 2Real-time insurance eligibility verification via clearinghouse API
  3. 3Automated appointment reminders with smart confirmation logic
  4. 4Referral routing and status tracking for care coordination
  5. 5HIPAA-compliant architecture with end-to-end encryption

“Intelluna walked us through every privacy concern, built a compliant system from the ground up, and delivered something our staff actually enjoy using every day.”

Dr. Rachel Torres
CEO, Crest Medical Group

Project Details

ClientCrest Medical Group
IndustryHealthcare
Duration12 weeks
Year2024

Services Used

AI Agents & AutomationCloud ArchitectureSecurity & Auditing

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