Project Name
Streamlining Patient Communication with CTI Ninja


A leading healthcare provider was facing significant challenges in managing patient communication efficiently. Their call center handled a high volume of inbound and outbound calls daily, including appointment scheduling, patient inquiries, and follow-ups. The absence of an integrated communication system led to long wait times, missed follow-ups, and a poor patient experience, hindering their ability to provide efficient patient care.
The healthcare provider encountered several key challenges:
- Disconnected Systems: Patient records were not linked with call logs, making it difficult for agents to access relevant information quickly.
- High Call Volume: Manual handling of appointment scheduling, and follow-ups resulted in inefficiencies and increased the workload on call center staff.
- Compliance & Data Security: Ensuring that all communications adhered to healthcare regulations, such as HIPAA, was a major concern.
To address these challenges, Ksolves implemented a tailored CTI (Computer Telephony Integration) solution designed specifically for the healthcare industry. The key features of the solution included:
- Click-to-Dial & Screen Pop-ups: Agents could initiate calls directly from the CRM, and patient details would instantly appear on the screen, improving efficiency and reducing errors.
- Automated Call Logging: Every call was automatically recorded and stored in the patient’s profile, eliminating the need for manual data entry and ensuring accurate record-keeping.
- IVR & Smart Routing: Patients were guided through an Interactive Voice Response (IVR) system, which automated initial interactions and directed calls to the appropriate department or agent, reducing the need for manual intervention.
- Call Recording & Analytics: The solution ensured compliance with healthcare regulations by providing call recording capabilities and offered analytics tools to gain insights into agent performance and call trends.
The implementation of CTI Ninja solution delivered significant improvements:
- Reduction in Call Handling Time: Faster resolution of patient queries and requests due to instant access to patient records
- Increased Efficiency: Automation of call logging and routing streamlined workflows and reduced the administrative burden on staff.
- Improved Data Accuracy: Automated call logging minimized manual errors and ensured that patient interaction data was accurate and up-to-date.
- Enhanced Agent Productivity: By streamlining communication processes, agents could handle more calls and focus on providing quality patient care.
By integrating Salesforce CTI Ninja into their healthcare system, the provider transformed patient communication, leading to increased efficiency, improved compliance, and better patient engagement. This case study demonstrates how CTI Ninja can revolutionize customer interactions in healthcare and beyond, making operations seamless and patient-centric.
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