HEALTHCARE SERVICES
How Patient Options Booked 34 Meetings and Reached a Live Person on 22% of Calls With AI Calling
34 meetings booked at a 22% live pickup rate
Meetings booked
Live pickup rate
Outbound channel used
CLIENT REVIEW
Hear it straight from the client
Dr. Doug Luther
Founder at PATIENT OPTIONS
THE CHALLENGE
Where they were stuck
Patient Options helps chiropractic and medical practices offer compliant cash-pay discounts, with free enrollment for patients. Founder Dr. Doug Luther wanted to reach clinic owners across the country, but doctors are with patients all day and the front desk screens every sales call.
Doctors spend the day in treatment rooms with patients and rarely take live sales calls
Front desk staff and office managers screen every call before it reaches the clinic owner
Clinics needed a clear side-by-side comparison they could review between patient appointments
THE SYSTEM WE BUILT
How we solved their problems
Pitching Doctors & Front Desk Gatekeepers
The AI called clinic office lines in their local time zone, introduced itself as a coordinator at Patient Options, and positioned the program against competing plans that charge patients a fee. When the doctor was with a patient, the AI engaged the office manager and booked on the clinic’s behalf.
22% Live Pickup & In-Call Email Triggers
Across 1,720 calls to 940 clinics, 22% of calls reached a live person (378 conversations). Whenever a clinic wanted to look things over first, the AI confirmed their email on the call and immediately sent a comparison page with a calendar link.
34 Meetings Booked on the Calendar
Converting 9% of live conversations, the AI booked 34 meetings onto the founder’s calendar, including clinic owners who booked from the automatic follow-up email within hours of the AI speaking with their front desk.
Patient Options gives chiropractic and medical practices a compliant way to offer cash-pay discounts while still billing insurance. Clinics pay a small monthly fee, and patients enroll for free. Founder Dr. Doug Luther, a practicing chiropractor, wanted to put the program in front of clinic owners across the country.
Clinics are tough to reach by phone. Doctors spend their days in treatment rooms with patients, and front desk staff screen every call before it reaches the owner. Calling hundreds of clinics a day by hand was not realistic for a small team.
Patient Options launched Outbound System’s AI calling platform to call chiropractic clinics already using a competing cash-pay discount plan that charges patients an annual fee. The AI introduced itself as a coordinator at Patient Options, explained the free-for-patients advantage in two plain sentences, and answered questions from both doctors and office managers. When the front desk answered while the doctor was with a patient, the AI pitched the office manager directly, confirmed the clinic’s best email and sent an instant follow-up email with a side-by-side comparison page and booking link during the call.
Across 1,720 calls to 940 chiropractic clinics, 22% of dials reached a live person (378 live conversations) and the AI booked 34 meetings (9% of live conversations) onto the founder’s calendar, including doctors who booked directly from the in-call follow-up email between patient appointments.
“I’ve been looking at the dashboard every couple days. And I’m liking what I see,” Doug said. “I’m getting these responses.”
FAQ
Frequently asked questions
Common questions about this case study, answered.
Can AI calling reach chiropractic and medical clinics?
Yes. Patient Options used AI calling across 940 chiropractic clinics, reaching a live person on 22% of calls (378 live conversations from 1,720 dials) and booking 34 meetings.
How does the AI handle front desk gatekeepers at medical practices?
When a doctor is with a patient, the AI pitches the office manager or front desk directly in plain language, can book the 15-minute call on the clinic’s behalf, and triggers an instant follow-up email with a comparison page for the doctor.
What happens when a clinic is interested but busy with patients?
The AI confirms the clinic’s email address during the call and sends a comparison page and booking link right away so the doctor can book between appointments.
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FORGE LANE PARTNERS
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38
Meetings booked
29%
Live connect rate
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Forge Lane Partners helps established financial advisors decide whether, when and where to move their practice. Principal Rob Engle has spent more than 30 years recruiting advisors, building platforms and structuring transitions, and he runs Forge Lane as a one-person firm. His best prospects are advisors at firms going through mergers and acquisitions, when they are most open to an independent second opinion. Those advisors are heavily recruited, screen unknown numbers and sit behind executive assistants and call screeners, and Rob had no sales team to work the phones. Outbound System’s AI calling platform took over the prospecting. Calling from local numbers, the AI introduced itself as a coordinator, navigated call screeners, opened with a timely question about the advisor’s firm, triggered instant follow-up emails during the call when an advisor wanted details first, and booked interested advisors straight onto the calendar. Across 1,940 calls to 1,120 financial advisors, the AI hit a 29% live connect rate (562 live conversations) and booked 38 qualified meetings.
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"Sounded really good, though. That was crisp, good voice, good cadence. That was a good call. I think we’re on to something here."
Rob Engle
Principal at FORGE LANE PARTNERS
HAND N HAND CONSULTING
HEALTHCARE CONSULTING
13
Meetings booked
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Doctors signed
Strategy
Hand N Hand Consulting helps Arizona agencies that serve people with developmental disabilities get licensed, stay compliant and grow. Those agencies are required to have Arizona-licensed physicians on their supervisory councils, a paid and virtual role, and co-owner Jonas Bell set out to find three to five doctors to fill it. Physicians are some of the hardest people to reach by phone. They are busy, heavily solicited and already chased by recruiters, and Hand N Hand had no sales team to call them. Outbound System’s AI calling platform was trained on what doctors care about: a paid seat, a small time commitment and a role agencies must fill. It called 890 Arizona-licensed physicians in their own time zone, screened out anyone without an Arizona license and booked interested doctors straight onto Jonas’s calendar. The first meeting was booked two days after kickoff. Across 1,610 calls, the AI held 225 live conversations (a 14% connect rate) and booked 13 meetings. 75% of the meetings Jonas reported on showed up, and five doctors signed, the top of the goal he set at kickoff.
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"I have about five doctors now going through the onboarding process. So it’s been very effective. The physicians really like the offer."
Jonas Bell
Co-Founder at HAND N HAND CONSULTING
