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How Patient Connect empowers their healthcare agents with AI and accelerates lead growth


Patient Connect
Region

Americas

Company size

20–99

Industry

Healthcare


Products used

RingEX
RingCX
AI Agents

Key integrations

HubSpot

Key metrics

40%

reduction in escalations with RingCX AI Quality Management

20%

boost in agent satisfaction since implementing RingCX’s AI Agent Assist

40%

reduction in call escalations

Overview

Patient Connect faced significant operational friction due to an unreliable legacy provider and a lack of actionable reporting. By migrating to an AI-first cloud platform, they dismantled geographic hiring barriers and automated quality management. This transition resulted in a 20% increase in agent satisfaction and a 40% reduction in escalations, positioning the company for long-term innovation by leveraging RingCentral’s open platform to create custom Voice AI agents.

RingCX and its AI tools have created massive improvements across our business, including helping our sales reps bring in more leads, boosting our call center agents’ productivity, and improving job satisfaction.

Vice President of Client Solutions

About our customer

US-Based Patient Connect has provided specialized healthcare appointment scheduling and medical answering services since 1998. The company maintains a 4.9 Patient Satisfaction Score by focusing exclusively on matching patients with the right clinical experts.

The challenge: Antiquated infrastructure and operational blindness

Patient Connect relied on a legacy contact center system that suffered from frequent outages and a clunky reporting dashboard. This stagnation created significant friction for leadership, who lacked the transparency needed to coach agents effectively.

The solution and ROI: Frictionless scaling through predictive automation

To solve the challenge of fragmented systems and infrastructure instability, Patient Connect transitioned to a unified cloud platform. By modernizing their systems with AI intelligence, they streamline patient intake and unlock real-time visibility into agent performance.

20%

boost in agent satisfaction

19%

increase in lead generation

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What’s next for Patient Connect

The team is currently utilizing RingCentral’s open API platform to build a proprietary Voice AI Agent tailored to their unique workflows.

This next phase of innovation will allow AI to serve as the first point of contact, seamlessly handing off summarized context to live agents. This transition ensures that Patient Connect continues to honor its 27-year legacy of healthcare excellence while adopting an agentic AI workflow.

To learn more about our customer, visit Patient Connect.

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