
FocalPoint
2× client capacity without hiring
Challenge
Manual intake required staff to copy data between systems and follow up with patients via email and phone, creating delays and inconsistent experiences.
Solution
Deployed a custom-trained AI agent that could walk patients through forms, collect information, and answer questions in real time.
Implementation
Integrated the agent into Lumina's website and patient portal. Connected to EMR system, FAQ database, and internal knowledge base to ensure accuracy and compliance.
Optimization
Post-launch analytics were used to refine the agent's responses. Patient drop-off points were addressed by improving flow and tone, resulting in higher completion rates.

"The AI agent took over the most repetitive parts of our workflow. Our staff now spends more time where it matters — with patients."

Sarah D.
Head of Operations