Case Study - AI-Powered Patient Intake System for Home Healthcare
An intelligent voice agent and automation platform that streamlined patient intake calls, reducing manual work by 70% for a growing home health agency.
- Client
- Green Haven
- Year
- Service
- AI integration, Workflow automation

The Challenge
Green Haven Home Care was growing fast, but their patient intake process couldn't keep up. Each new referral required a phone call to verify patient information, confirm insurance details, collect emergency contacts, and schedule the first visit. Three staff members were spending most of their day on these repetitive calls.
Our Approach
Blendly built an AI-powered intake system combining:
- Voice AI agent that handles outbound intake calls, verifying patient info, confirming addresses, and collecting emergency contacts
- Natural language understanding that adapts to different callers (patients, family members, caregivers) and handles edge cases gracefully
- Automated data sync with their existing EHR system, eliminating manual data entry
- Escalation logic that routes complex cases to human staff automatically
- Call summary dashboard with transcripts, extracted data, and status tracking
The Results
- 70% reduction in manual intake work within the first month
- 3x more patients processed per day without additional staff
- 95% data accuracy on verified fields (vs. 80% with manual entry)
- Average call time reduced from 15 minutes to 6 minutes
- Voice AI
- LLM integration
- Workflow automation
- EHR integration
Our intake process used to take 3 staff members to manage. Blendly built an AI system that handles most calls automatically and only escalates when needed. We scaled our patient volume without adding headcount, and the data quality actually improved.
- Reduction in manual intake work
- 70%
- More patients processed per day
- 3x
- Data accuracy on verified fields
- 95%
- Average call time (from 15 min)
- 6 min

