Hello Patient Acquires Converse Health to Automate Front- and Back-Office Patient Workflows

# What happened

# Why it matters Outpatient practices lose patients and staff time to unanswered calls, unprocessed referrals, and manual chart tasks. The article cites that up to 42% of patient calls and texts go unanswered during busy hours. By combining Hello Patient's conversational agents with Converse Health's EHR-connected automation, the combined platform aims to reduce phone tag, speed referral intake, and automate paperwork so staff can focus on in-person care.

# What the combined product does The companies describe a set of concrete agent-driven workflows now available through the Hello Patient platform:

• Referral and fax intake: Agents open incoming faxes, identify document types, match or create patient records, and file documents in expected locations.
• Chart-driven follow-up: Agents read clinical notes and labs, identify patients overdue for follow-up, and proactively reach out to book appointments.

Converse Health's layer reads and writes to EHRs and promises automation deployment in days. Those back-office capabilities now operate as agentic workflows within Hello Patient's platform.

Jeff Craven, COO at Ortho1, reported operational results after running the back-office agent across all incoming referrals: the practice successfully scheduled 57% of engaged patients and processed referrals in half the time.

Converse Health cofounder Louis Sallerson, who will lead product for back-office and specialty workflows at Hello Patient, said the acquisition enables delivering back-office capabilities at scale and covering a practice's operations end-to-end with one AI layer.

# Company background and scale Converse Health launched in 2023, raised $1.3 million, and grew to serve dozens of outpatient practices in specialties including dermatology, women's health, pain medicine, and orthopedics. Hello Patient already served thousands of practices at the front door, and the acquisition integrates those front-office relationships with new back-office automation.

# Practical takeaway for providers Practices that struggle with high incoming call volume, referral overload, and manual chart tasks could evaluate the combined platform if they want a single vendor to automate both patient-facing conversations and the administrative work that follows. The platform promises faster referral processing, higher conversion of engaged patients into scheduled visits, and automation that interacts directly with EHRs.

# Next steps mentioned Converse Health capabilities are available as part of the Hello Patient agentic AI platform now. Louis Sallerson joins Hello Patient in a product leadership role to scale back-office and specialty workflow delivery.