KelliKelli Care

Supercharge staff.
Drive patient follow-through.

Complete more visits with Kelli's targeted AI call and text outreach.
Let your team focus on delivering care - not chasing it.

See Kelli in Action.

1

Set your outreach rules

Configure Kelli to automatically reach out to patients based on your team's specific needs.

2

Kelli makes the calls

Kelli conducts personalized conversations in each patient's language and schedule.

3

Review and act

Get EHR-ready reports with action items for the clinical team.

4

See results

Kelli completes assigned tasks and drives patient follow-through, boosting throughput and ROI.

Pre-Visit Confirmation Call For Primary Care

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Click to hear the call

Phone Call Transcript

Kelli AI Agent • Patient Conversation

Kelli AI

Hi, this is Kelli calling from Sunshine medical. May I speak with Sue?

Patient

This is her.

Kelli AI

Hi Sue, do you have a few minutes to confirm your upcoming appointment and go over a few questions now?

Patient

Sure, yeah, I have some time.

Kelli AI

Just to let you know, I am an AI assistant at Sunshine medical. I help confirm appointments and take notes for your care team. Is it okay if we continue?

Patient

Sure.

Kelli AI

Great, thank you. Could you please confirm your date of birth for me?

Patient

Yeah, it's first of September 1960.

Kelli AI

Got it, thanks. Your appointment with Doctor Greg Green is set for Wednesday, September 10, 2025, at 3:45 PM. Does that still work for you?

Patient

Yes.

Kelli AI

Perfect. To avoid any billing issues, could you confirm if Medicare is still your current insurance?

Patient

Uh, yes it is.

Kelli AI

Thanks for confirming that. Do you have any concerns or questions you'd like to discuss with the doctor at your appointment?

Patient

Actually, I've been getting a lot of back pain recently. I had a fall not too long ago, so I would love for my doctor to check that out. And I am also due for a refill. I ran out of my heart medication.

Kelli AI

Thanks for letting me know about the back pain and the medication refill. I'll make sure your doctor is aware of those concerns. Do you have transportation arranged to get to your appointment?

Patient

Yes, my son will drive me.

Kelli AI

That's great to hear. Have you had any emergency room or hospital visits since your last appointment?

Patient

Yes I have.

Kelli AI

Got it. Could you tell me when that visit was, which facility you went to, and what the reason was?

Patient

It was about, I think it was a month ago now. And I went to the Sonoma emergency facility. It's just down the road from my house.

Kelli AI

Thanks for that. And what was the reason for the visit—was it related to your fall or something else?

Patient

Yes, so I actually fell down my stairs and I hurt my back quite badly. Thankfully, through the x-ray, it seems like nothing's broken, but it's one of the concerns I had for my doctor.

Kelli AI

Thank you for sharing that. I'll make sure your doctor knows about the fall and your back pain concerns. Have there been any changes to your medications since your last visit, besides the refill you mentioned?

Patient

Nope, that's about it.

Kelli AI

All right, thanks for confirming that. Next, I have a few pre-visit questions to help your care team prepare. Do you have a few minutes to go over them now?

Patient

Yes I do.

Kelli AI

Thank you. The first thing we need to check is your cervical cancer screening. Have you had a Pap smear in the past 12 months?

Patient

I don't think I have.

Kelli AI

No worries. Would you like help scheduling that screening, or would you prefer to handle it later?

Patient

Do I need one?

Kelli AI

It's recommended regularly to help detect any early changes that could prevent cervical cancer. Since it's been over a year, it might be a good idea. Would you like some assistance with scheduling it?

Patient

Sure, I'd like to schedule one.

Kelli AI

All right, would you prefer to get a text message with a link to book the appointment online, or would you rather speak to a care coordinator by phone?

Patient

I think I'll talk to a care coordinator.

Kelli AI

Got it, I'll note that you prefer to speak with a care coordinator, and they'll help you schedule that. Next, you also have an outstanding colon cancer screening order. Have you completed your colon cancer screening test yet?

Patient

Yes I have.

Kelli AI

That's good to hear. Could you let me know the date you completed it and where you had the test done?

Patient

Yeah, I actually had it done in August, I think it was August the 3rd, I'm just looking at my calendar now, and I had a take-home test.

Kelli AI

Thanks for that information. Do you remember if the results were normal, abnormal, or if you're unsure?

Patient

It was normal.

Kelli AI

That's great to hear. I'll make sure that's noted for your care team. Is there anything else you'd like to bring up before we wrap up these questions?

Patient

no

Kelli AI

All right, thanks for going through everything with me. Just to confirm, your appointment with Doctor Greg Green is scheduled for Wednesday, September 10, 2025, at 3:45 PM. If you have any other questions before your visit, feel free to reach out. Thanks again, and take care!

Call Duration: 6m 45s • Completed Successfully

Pre-Visit Call Report

Call Summary

Patient NameSue Brown
Provider NameDr. Greg Green
Appt Date & TimeWed 09/10 @ 3:45PM
Appt ConfirmedYes
Insurance StatusMedicare confirmed
Concerns for DrBack pain, heart med refill
TransportationSon driving
ER/Hospital VisitsSonoma ER
Fall injury, back pain
(~1 month ago)
Med/Record UpdatesHeart med refill needed
Care Gap ReviewCervical cancer screen due
Colon cancer normal result 08/03
Action ItemsSchedule Pap smear
Refill heart medication

Kelli called Sue Brown on 9/8/25 at 6:00 PM

Kelli helps your team do more, reach more patients, and keep every care plan on track.

New Patient Onboarding

Eligibility Confirmation

Verify insurance coverage and program eligibility automatically

Enrollment & Intake

Collect patient information and complete required forms seamlessly

Referral Conversion

Follow up on referrals and schedule patients for their first visit

Care Plan Adherence

Care Gap Closure

Convert stagnant care gap lists into targeted outreach for screenings, vaccinations, chronic care follow-ups, overdue labs, and referrals

Health Assessments

Collect patient-reported outcomes (e.g., PHQ-9), monitor vitals, and track symptoms over time

Clinical Ops Support

Pre-Visit Calls

Send reminders, conduct pre-visit questionnaires, and prepare notes for chart review

Perioperative Calls

Provide pre-op instructions, post-op check-ins, and discharge follow-ups

Kelli deploys and scales quickly across teams, specialties, and service lines.

Primary Care

CHCs & FQHCs

VBC Providers

Family Medicine

Internal Medicine

Specialty Clinics

Cardiology

Orthopedics

Dermatology

Behavioral Health

Palliative Care

Geriatrics

Acute Care

Hospitals

Emergency Departments

Urgent Care Centers

Surgical Centers

Calculate Your ROI with Kelli

Primary Care/ACOs - Annual Wellness Visits, quality metrics, and care coordination

Your Metrics

5005,000

Key Value Levers

  • Automated Annual Wellness Visit scheduling and completion
  • Improved HEDIS quality measure performance
  • Reduced care gaps through proactive outreach
  • Enhanced care coordination and patient engagement

Built for your EHR. Minimal integration.

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Put Kelli to work fast.

Easily turn high-touch engagement into low-lift workflows.