InteliSense™ by InteliChart

AI-Powered Patient Engagement

Turn overwhelming workflows into automated, personalized interactions that save staff time, close care gaps, and improve outcomes. Built into our award-winning Healthy Outcomes platform, InteliSense delivers patient engagement that's more intelligent, highly adaptive, and deeply personal. 

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Transform every patient touchpoint with AI agents designed to personalize engagement, support staff, and boost clinical and financial outcomes.

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Administrative Agents

Expand your administrative team with a suite of 24/7 agents that automate and improve routine tasks, prevent burnout, and maximize practice efficiency.

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Clinical Agents

Strengthen care management with clinical agents that deliver compassionate support at scale to keep patients healthier and quality measures on track.

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HealthMate™

Equip every patient with a personalized health advocate that answers questions, guides choices, and simplifies care for better outcomes.

Administrative Agents

Your Always-On,
AI Workforce

Supercharge your staff with a tireless team to optimize front desk and back office workflows.

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Scheduling Management

Handles all scheduling from start to finish

  • Answers inbound calls and texts 24/7, so patients can schedule anytime.

  • Manages all appointment types, including new patients, follow-ups, reschedules, and cancellations.

  • Answers every patient instantly while managing unlimited concurrent calls.

  • Follows your scheduling rules perfectly for patient type, visit type, procedure, and provider.

  • Converses naturally in over 20 languages, with seamless handoffs to live staff when needed.

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Appointment Readiness

Ensures every patient is fully prepared for their visit

  • Identifies patients who need to update insurance, make payments, or complete forms before the visit.

  • Proactively reaches out to patients to close visit readiness gaps so visits run smoothly.

  • Ensures consent forms are understood and completed before the visit, test, or procedure.

  • Follows your practice-specific workflows for accuracy and consistency.

  • Eliminates delays and unnecessary reschedules by preparing every patient in advance.

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Referrals & Authorizations

Automates every patient step for referrals and authorizations

  • Collects all patient information required to obtain authorizations for providers, tests, and procedures.

  • Notifies staff and patients when approvals, denials, or additional documentation are required.

  • Ensures payer compliance through standardized data validation and plan-specific submission logic.

  • Keeps patients informed in real time on referral progress and authorization outcomes.

  • Manages referral scheduling through inbound or outbound calls and texts.

 

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Patient Payments

Handles every patient payment securely and efficiently

  • Guides patients step-by-step through making secure payments via phone or text. 

  • Verifies balances instantly using real-time billing and practice management integration.

  • Answers billing questions and clarifies insurance coverage to reduce callbacks.

  • Automates reminders and receipts to ensure timely, transparent collections.

  • Supports multiple payment methods, including cards, HSA/FSA, and payment plans.

 

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Patient Inquiries & FAQ

Delivers instant, accurate responses to every patient inquiry

  • Responds to patient calls instantly so they never wait on hold or get transferred.

  • Addresses common questions about hours, directions, and provider availability.

  • Provides consistent, accurate information aligned with your practice policies.

  • Reduces front-desk interruptions so staff can focus on in-office care.

  • Delivers a seamless experience that feels personal, professional, and always available.

 

Clinical Agents

Your AI Assistants for Patient Care

Manage patients outside the visit with empathy and precision to close care gaps and improve outcomes.

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Care Management

Manages patient populations to close gaps in care at scale

  • Leverages clinically trained agents to extend your team’s care management capacity.

  • Contacts patients by phone, text, or portal at their preferred time and channel.

  • Personalizes engagement through empathy-based conversations informed by each patient’s history and findings.

  • Uses intelligent automation to identify and engage patients most likely to respond to automated outreach.

  • Frees clinical staff to focus on higher-risk patients and those who require direct intervention.

 

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Clinical Visit Preparation

Ensures every patient is fully prepared for their appointment

  • Reinforces clinical instructions so patients follow fasting, medication, or prep guidelines for accurate results and smooth procedures.

  • Confirms understanding of treatment purpose, consent requirements, and what to expect during the visit or procedure.

  • Prepares patients physically with reminders about appropriate attire or movement restrictions for exams, imaging, or therapy sessions.

  • Answers patient and caregiver questions in advance to build confidence, comfort, and awareness before the appointment.

  • Verifies location, timing, and instructions so patients arrive calm, informed, and on schedule.

 

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Prescriptions & Results

Simplifies prescription refills and results delivery

  • Eliminates refill bottlenecks by verifying, routing, and completing requests before patients call.

  • Maintains medication adherence through proactive reminders and timely coordination that prevent lapses.

  • Delivers results securely via portal, phone, or text with clarity that builds trust.

  • Transforms routine communication into a continuous care experience that’s accurate, empathetic, and on brand for your practice.

  • Frees clinical staff from repetitive refill and results tasks so they can focus on patient outcomes, not paperwork.

 

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Post-Visit Follow-Up

Guides patients through post-visit care and next steps

  • Closes the loop on care by confirming understanding of discharge instructions, medications, and treatment plans.

  • Checks recovery progress after visits, procedures, or tests to identify issues before they become complications.

  • Answers patient and caregiver questions through secure, conversational outreach that reinforces confidence and reduces callbacks.

  • Verifies care adherence by confirming prescriptions are filled, follow-ups scheduled, and referrals completed on time.

  • Delivers personalized education tailored to each diagnosis to improve comprehension and self-management between visits.

 

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Quality Care Performance

Drives success across your value-based care initiatives

  • Maximizes performance scores by managing quality measures, closing care gaps, and helping patients meet outcome goals.

  • Identifies at-risk populations early with data-driven insights to prioritize outreach and prevent complications.

  • Engages patients continuously to improve adherence, strengthen preventive care, and sustain long-term outcomes.

  • Converts value-based care into real results such as higher scores, healthier patients, and greater revenue.

  • Supports ongoing engagement between visits with education and insights that improve care performance.

 

HealthMate™

Every Patient’s AI Health Companion

Empower patients with a trusted advocate that personalizes next-step guidance based on their aggregated health data.

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Health Advocate

Serves as a trusted health advisor personalized to every patient

  • Anticipates needs using aggregated health data to deliver timely reminders, education, and next-step recommendations.

  • Bridges the gap between visits by answering follow-up questions and reinforcing provider guidance in real time.

  • Empowers patients with clear, simple, and clinically accurate explanations of conditions and treatments.

  • Supports caregivers and families by helping them understand care plans, medications, and recovery steps.

  • Transforms engagement from reactive to proactive, keeping patients informed, connected, and supported.

 

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Health Concierge

Acts as every patient's personal healthcare assistant 

  • Enables patients to delegate everyday healthcare tasks that typically cause friction.

  • Checks calendars, benefits, and preferences to propose appointment options and finalize bookings without phone tag.

  • Sends messages to providers on the patient’s behalf, ensuring clear communication and timely responses.

  • Completes intake details like forms, consents, insurance verification, and copays so visits start prepared.

  • Understands natural language, remembers context, and follows through across channels for a true concierge experience.

 

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Personalized Health Q&A

Delivers accurate, personalized answers to patients’ health questions

  • Eliminates misinformation by replacing generic web searches with evidence-based, patient-specific answers.

  • Explains conditions, results, and care plans in clear, conversational language patients can understand.

  • Connects the dots between history, medications, and care plans to provide precise, actionable guidance.

  • Builds trust through clear, empathetic dialogue that replaces confusion with confidence.

  • Empowers patients to stop guessing and start learning from a trusted health companion.

 

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Treatment Navigator

Helps patients navigate therapies and next steps in their care with ease

  • Uses each patient’s clinical profile to deliver personalized education on their condition and treatment options.

  • Highlights relevant, evidence-based therapies patients may qualify for to expand awareness of modern treatment options.

  • Equips patients for more informed conversations by translating clinical data into clear, actionable insights.

  • Supports medication adherence with personalized explanations of therapy purpose, benefits, and expected outcomes.

  • Improves outcomes and satisfaction by connecting each patient with the education and therapies that fit them best.

 

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Portal Companion

Transforms the patient portal into a intelligent, interactive space

  • Creates a conversational experience where patients can ask, act, and understand with ease. 

  • Guides patients through messages, forms, and results with clear, conversational explanations of what to do next.

  • Takes action within the portal such as confirming appointments, refilling prescriptions, and scheduling follow-up visits.

  • Clarifies complex information by summarizing lab results, summarizing messages, and simplifying medical language.

  • Elevates the patient experience by turning the portal into an intelligent, self-service extension of the care team.

 

Ready for Real Healthcare Environments

Too many agents start as blank slates, forcing staff to teach them the basics. InteliSense Agents are equipped with the knowledge, resilience, and safeguards to thrive in healthcare settings. From the first interaction, they’re reliable, trusted, and effective.

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Fully Trained Agents


Leverage pre-trained agents augmented by Healthy Outcomes data to minimize setup and deliver seamless performance from day one.

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Fluent in 20+ Languages


Break down language barriers with multilingual support that makes communication seamless for diverse patient populations.

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Compliant and Secure


Protect every interaction with enterprise-grade security and privacy standards, including HIPAA, HITRUST, and SOC 2.

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Voice and Text Enabled


Engage patients and staff the way they prefer, whether through natural voice interactions or secure text messaging.

How InteliSense Enhances Our Patient Engagement Platform

For more than two decades, providers have trusted our award-winning patient engagement platform, Healthy Outcomes, to keep patients connected across every stage of care. InteliSense Agents now enhance those same workflows making them always available, more personalized, and even more proactive. 

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Keep Your Digital Front Door Open 24/7

Patients can schedule appointments, request prescription refills, and get everyday questions answered anytime. Staff avoid voicemail backlogs, and patients get the support they need on their terms.

Offer Flexible Options for Every Patient

Some patients like the convenience of scheduling visits, filling out forms, and managing their health online. Others would rather talk directly with their provider’s office. Healthy Outcomes and InteliSense make it easy to meet both needs, without any extra work from staff. 

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Anticipate Needs with Proactive, Personalized Outreach

Engaging patients between visits has long been one of the hardest challenges for providers. InteliSense solves it at scale by learning patient preferences and delivering proactive outreach, while Healthy Outcomes ensures everyday workflows continue to run smoothly.

Simplify Patient Engagement with One Connected Platform

InteliSense is modular by design, enabling practices to start with the agents that fit their goals today and grow over time. Whether used independently or alongside other Healthy Outcomes products, the result is always a consistent, seamless experience for patients.

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The Patient Experience You’ve Always Envisioned, Now Possible at Scale

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Foster Greater Efficiency

Take the weight off staff by automating the repetitive, time-consuming work that slows practices down.

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Personalize Every Interaction

Provide patients with experiences that feel tailored and human at scale, across every channel and at any time.

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Drive Better Outcomes

Close care gaps, keep patients healthier, and strengthen operational performance across your entire organization.

What Our Customers Are Saying

Explore our patient engagement resources

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