The Member Outreach Agent identifies members who need to be contacted, launches personalized voice and SMS outreach, collects responses, escalates high-risk members, and documents every interaction — without requiring staff to manually dial or follow up.
3x
member contact rates
60%
reduction in manual outreach effort
24/7
automated outreach coverage
Member Outreach
Identify Members
The agent pulls from your member roster, care gap reports, discharge notifications, or any configured data source to build the outreach list for each campaign.
Launch Outreach
Personalized voice calls and SMS messages are initiated automatically — using configured scripts that match the outreach type, member context, and preferred contact channel.
Collect Responses
Member responses are captured in real time — including assessment answers, appointment preferences, medication status, and any barriers to care reported during the interaction.
Document Results
Every outreach attempt and response is logged with timestamps, transcripts, and structured outputs — creating a complete, audit-ready record in your care management system.
The Member Outreach Agent handles the full range of proactive member interactions — from annual health assessments to post-discharge follow-up calls.
Contact every member who needs you — automatically.
The agent reaches out by voice or text based on each member’s channel preference and the program’s outreach window, retrying automatically until it connects.
Script-guided but conversational, not robotic IVR
Holds a natural, script-guided conversation for the assigned program — HRA, welcome call, disenrollment save, or another — adapting in real time to what the member says.
Suspected conditions and gaps flagged for review
Captures every required field as the conversation happens — coded, structured, and ready to submit the moment the call ends.
Live warm transfer, not a callback queue
Warm-transfers to a human care manager the instant a call needs clinical judgment, or whenever the member asks for one..
"We used to staff an entire outreach team just to get through our HRA list each year. Case Health AI reaches more members in a week than we could in a quarter — and every interaction is documented automatically."
Maria Torres
VP, Care Operations, Regional Medicare Advantage plan, 85,000+ members
Estimated net value
Manual outreach cost
Case Health AI spend
Everything you need to know about the Member Outreach Agent and how it fits into your existing care operations.
