AI-Powered Workflow

Automate Patient Outreach
in Seconds

Turn every contact form submission into an instant, personalized SMS with a scheduling link. No manual steps, no delays.

Form
Forward
Agent
SMS

The Problem with Manual Outreach

Every minute a patient waits is a minute they might choose another provider. Here is what the typical process looks like.

Without Blue

1

Patient submits form on website

2

Staff checks inbox hours later

3

Staff manually calls patient back

4

Patient doesn't answer, leaves voicemail

5

Patient calls back, put on hold

6

Appointment finally booked (if at all)

Hours to daysbefore patient hears back

With Blue

1

Patient submits form on website

2

Blue agent processes instantly

3

SMS with scheduling link sent in < 30s

4

Patient books appointment on their own time

Under 30 secondsfully automated

How It Works

A Blue agent automates the entire outreach flow from form submission to appointment scheduling.

1

Patient Submits Contact Form

A patient visits the doctor's website and fills out a contact form with their information and reason for visit.

Name
Jane Smith
Email
jane@email.com
Phone
(555) 123-4567
Reason
Annual checkup
Submit
2

Confirmation Forwarded

The form submission is automatically forwarded to a Blue agent for processing.

New Patient Form Submission

From: website@drclinic.com

Name: Jane Smith

Phone: (555) 123-4567

Reason: Annual checkup

Forwarded to Blue Agent
3

Blue Agent Processes Request

The AI agent analyzes the patient's information and offers available appointment slots.

B

Analyzing patient data and finding available slots...

4

Patient Receives SMS

The patient receives an SMS with a direct link to schedule their appointment.

UseBlue.ai

Hi Jane!

Your appointment request has been received. Tap below to schedule:

Schedule Now

2:34 PM

What the Agent Can Do

The outreach agent is fully configurable. Beyond the core scheduling flow, it supports a range of capabilities out of the box.

Multi-Channel Outreach

Reach patients via SMS, email, or both based on their preferences and the data provided.

Customizable Workflows

Tailor the agent's behavior, message templates, and scheduling rules to fit your practice.

Personalized Messaging

Each message reflects the patient's reason for visit and provider match so it feels like a real conversation.

Smart Routing

Automatically route patients to the right provider or department based on their stated reason for visit.

Instant Response

Patients receive outreach within seconds of submitting a form, not hours or days later.

Full Visibility

Track every outreach attempt, delivery status, and scheduling conversion in one dashboard.

Why Automate Patient Outreach?

The numbers speak for themselves.

0

Response Time

From form submission to SMS delivery, patients hear back in under 30 seconds.

0

Scheduling Rate

Patients who receive an immediate SMS are far more likely to book an appointment.

0

Manual Steps

Fully automated from intake to outreach. No staff intervention needed.

Built for Every Practice

Whether you run a single office or a network of clinics, the outreach agent adapts to your workflow.

Primary Care

Automate new patient intake and annual checkup scheduling from your website contact form.

Specialty Clinics

Route referral inquiries to the right specialist and get patients scheduled without phone tag.

Multi-Location Practices

Direct patients to the nearest office with availability, all from a single contact form.

Ready to automate your patient outreach?

See Blue in action or talk to our team about getting started.