ROI Playbook for Patient Access

See how much time AI could
free up for your team.

Start with your number of providers. We will do the math.

Typical range: 400 to 800

Salary + benefits + overhead

Annual capacity value

$0

Time freed up

0.0 people's worth

This does not mean cutting 2 people. It means your current team can handle more without adding headcount or overtime.

Capacity value, not headcount reduction.

Time goes back to your team

Staff spend less time on repetitive calls. That time goes into backlog, callbacks, and tasks that get pushed to tomorrow.

Cash savings come later

To turn capacity into cash, you would avoid a hire or cut overtime. But you do not have to. Most teams start by handling more with who they have.

Three steps, in order. No shortcuts.

Here is how to get there safely.

1

Handle more with the same team

Use automation to absorb volume and backlog without hiring.

"We are underwater and cannot take on a project right now."

That is exactly why you do this. Step 1 creates breathing room.

2

Improve efficiency over time

Calls get shorter. Fewer get transferred. Routing gets smarter.

"Will service quality suffer?"

We measure handle time and transfers improving without hurting patient satisfaction. If metrics dip, we pause.

3

Reduce headcount through attrition (when ready)

Once performance is stable, you may not need to replace people who leave. This step is optional and on your timeline.

"Leadership will not approve anything that looks like layoffs."

This step only happens after 30 to 60 days of stable service levels. And it is attrition, not cuts. Many teams never do Step 3 at all.

62%

Average automation rate

6 min

Average handle time saved

24/7

Availability for patients

Who needs to sign off

And what they are really asking.

Operations

"Will this make my life easier or harder?"

Step 1 absorbs the volume you are drowning in. Step 2 reduces call time and transfers. Step 3 only happens when you are ready.

Finance

"Can I verify these numbers?"

The inputs are yours: your providers, your call volume, your labor costs. We provide benchmarks, but the math uses your data.

Clinical Leadership

"Will patients notice?"

Yes, in a good way. 24/7 availability means fewer missed calls. Cancellations fill faster because the system can rebook immediately.

IT and Compliance

"Is this going to create problems for us?"

HIPAA compliant with a signed BAA. Every interaction is documented automatically. Improvements are consistent and lasting.

The formula. Check it yourself.

1

Interactions handled by automation

Monthly volume × automation rate

2

Hours freed up

Interactions handled × average time per interaction ÷ 60

3

Annual capacity value

Hours freed × fully loaded hourly cost × 12

Not sure about your call volume? Most practices see 400 to 800 patient calls per provider per month. If you have 10 providers, that is roughly 6,000 calls.

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ROI Playbook for Patient Access Teams