Invoca’s healthcare AI solution helps providers convert more patient inquiries into confirmed appointments. The company unites marketing data, websites, AI agents, and patient access centers. Therefore, healthcare organizations can improve patient experiences, grow revenue and expand access to care.
Invoca, the AI-powered leader in revenue execution, announced a new data and AI solution for healthcare. The platform links patient interactions across marketing campaigns, websites, AI agents and access centers. This in turn gives healthcare providers a consolidated view of patient engagement and appointment conversions.
Invoca’s healthcare AI solution is for health systems, cancer centers, dental networks, specialty practices and senior care organizations. It also connects to electronic health record and other healthcare systems. This method allows providers to coordinate patient communication and streamline appointment management.
Healthcare questions are often urgent and personal. Most patients do research on their options before reaching out to a provider. Therefore, the quality and speed of the response can influence where they book appointments. “When patients call, text or fill out online forms, timely help can go a long way.
This challenge is underscored in the Invoca 2026 Healthcare Lead Conversion Benchmarks Report. 54% of calls to healthcare organizations get to a person. Additionally, a 5% increase in answer rates, lead rates and conversion rates might lead to 35% more booked appointments.
“In healthcare, the moment a patient reaches out is the moment that matters most,” said Gregg Johnson, CEO, Invoca. “Most AI agents stop at answering basic questions. Invoca’s agents go further, uniting AI with data that shows which marketing drove each conversation and which appointment it produced. That coordinated system is how providers grow revenue while expanding access to care.”
How Invoca Uses Healthcare AI to Improve Patient Conversions
Invoca identifies where potential patients are struggling to get answers or care. Healthcare teams can follow the patient journey from search and AI discovery, to websites, to forms, calls and texts. This kind of visibility allows organizations to identify missed opportunities and react more proactively.
For example, providers can deploy AI agents where patients face delays or drop their inquiries. Teams can also adjust their operations to boost response times and engagement. Invoca also links appointment outcomes to the marketing campaigns that drove them.
This integrated approach allows organizations to assess the impact of marketing activities, AI agents and patient access teams on patient acquisition. This enables healthcare leaders to make informed decisions regarding engagement strategies and revenue growth.
Highlights of Invoca’s Healthcare AI Solution
The platform has some features that are geared toward improving patient communication and appointment management.
1. Deliver 24/7 Patient Engagement With AI Agents
HIPAA-compliant AI voice and messaging agents respond to calls, texts and web forms 24/7. They field frequently asked questions and qualify potential patients. They also escalate clinical or complex conversations to staff members with context.
2. Automate the Appointment Scheduling and Patient Records
AI agents can automatically schedule, reschedule, and cancel appointments in electronic health record systems. Supported platforms include Epic, athenahealth, eClinicalWorks, NextGen Office and ModMed.
The solution also integrates with leading dental and dermatology practice management systems. Agents can also generate and update patient records. They can also log interactions in customer relationship management systems including Salesforce Health Cloud and Microsoft Dynamics.
3. Identify gaps in patient journey
Invoca highlights breakdowns across the patient journey. They include missed calls after hours, slow responses to website forms, and online scheduling drop-off.
Therefore, healthcare teams can determine where AI agents or staff interventions can make the most difference. This visibility also allows organizations to prioritize operational improvements.
4. Link Marketing Campaigns to Patient Appointments
Invoca connects calls, texts and forms to campaigns on search, AI discovery, social media and TV. This link lets providers see which marketing efforts are driving appointments.
Also de-identified results go back to advertising platforms like Google, Meta, Adobe Advertising and The Trade Desk. These insights help advertising systems optimize bidding toward patients who book appointments and show up for them.
5. Secure sensitive patient data
Invoca’s platform supports business associate agreements (BAA). It also auto-redacts sensitive information when patients share it. Thus, healthcare organizations can create stronger privacy protections as they manage patient communications.
Healthcare Applications in Different Care Settings
Invoca’s solution is designed to help healthcare organizations solve a range of patient access problems. Its capabilities support hospitals, dental groups, senior living providers and in-home care organizations.
Health Systems When a campaign sparks an orthopedics inquiry, Invoca sends the inquiry to the appropriate service line. This would give the access center an opportunity to prioritize the inquiry over routine reschedule requests.
Dental Groups and Dental Service Organizations (DSOs): AI agents that answer insurance questions 24/7. They also book cleanings and consultations directly onto practice schedules. They also identify useful implant and orthodontic questions for staff to ask.
Senior Living & In-Home Care Families often look at care options during the evenings and weekends. AI agents answer questions and help determine the appropriate care needs. They can also provide community tours and care consultations.
Healthcare organizations currently using Invoca include University Hospitals, Nemours Children’s Health, Ochsner Health, AtlantiCare, CHRISTUS Health and Amplifon. These organizations use the platform to link marketing performance to patient outcomes and turn more leads into appointments.
University Hospitals Reports Early Results From Invoca AI
In addition to the above, University Hospitals has reported some early results of their own from their work with Invoca’s AI. They emphasized the value of being able to respond automatically to requests for appointments, and the ability to know when to step in and assist a caller who needs help navigating the system.
“We see AI agents making it easier for every patient to get help when they need it,” said Matt Eaves, VP of Digital Marketing, University Hospitals. “Our Invoca AI agent recovered 25 appointments on its first night, and it also knew its limits. When a patient texted for help from inside our hospital, it directed him to a staff member right away. That combination of speed and judgment is what will earn patients’ trust.”
It’s an example of how artificial intelligence can help patient access in healthcare, while keeping the right level of human involvement. AI agents can take care of routine questions and appointment requests. This allows healthcare personnel to focus on the clinical issues and situations that need personal attention.
Invoca is built to help providers increase conversion rates through the combination of healthcare marketing analytics, automated patient communication and appointment scheduling. The platform also offers organizations increased visibility into patient interactions and marketing results. Ultimately, Invoca’s healthcare AI solution seeks to empower healthcare providers to turn more inquiries into appointments and increase access to care.
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News Source: PRNewswire.com
