Patient onboarding ·

Montage Health unifies patient appointment reminders and digital registration with Notable

The problem

Montage Health's multiple entities each operated separate digital engagement and appointment reminder systems, causing repetitive outreach, patient confusion about which entity to contact, and overburdened registration staff.

Workflow diagram · grounded in source
1
Patient appointment exists
trigger
“if a patient has multiple appointments with the same provider, or at different clinics”
2
Appointments consolidated via Notable
integration
“Previously, Montage Health utilized three separate appointment reminder systems. Now, this process is consolidated through one message, which includes the appointment reminder and the digital registration”
3
Channel routing via custom logic
routing
“Notable functionality enabled us to build custom logic to filter between SMS text, email and phone calls, to ensure we aren't over-messaging on any one channel”
4
Unified patient message sent
output
“Notable sends one text with one link to confirm or cancel the appointments, and complete the digital registration”
Reported outcome

Montage Health consolidated previously separate appointment reminder systems into a unified automated message per patient using Notable, eliminating staff intervention and reducing repetitive manual administrative work.

Reported metrics
Registration staff time savingshours saved for registration staff over 6 weeks
Patient satisfaction ratingpatient satisfaction rating
Digital pre-visit completion ratedigital pre-visit completion rate
Insurance card capture success ratesuccess rate for insurance card capture
Show all 5 reported metrics
registration staff time savingshours saved for registration staff over 6 weeks
patient satisfaction ratingpatient satisfaction rating
digital pre-visit completion ratedigital pre-visit completion rate
insurance card capture success ratesuccess rate for insurance card capture
previous separate appointment reminder systemsthree
Reported stack
NotableEHR
Source
https://www.notablehealth.com/customer-stories/montage-health-200-increase
Read source ↗

Frequently asked questions

What did this team achieve with this AI workflow?

Montage Health consolidated previously separate appointment reminder systems into a unified automated message per patient using Notable, eliminating staff intervention and reducing repetitive manual administrative work.

What tools did this team use?

Notable, EHR.

What results were reported?

Registration staff time savings: hours saved for registration staff over 6 weeks; Patient satisfaction rating: patient satisfaction rating; Digital pre-visit completion rate: digital pre-visit completion rate; Insurance card capture success rate: success rate for insurance card capture (source-reported, not independently verified).

How is this patient onboarding AI workflow structured?

Patient appointment exists → Appointments consolidated via Notable → Channel routing via custom logic → Unified patient message sent.

Related patient onboarding cases