Office Hours: Leveraging AI for Continuous Improvement in Patient Services

Wednesday, July 23rd @ 10:30 am PT | 12:30 pm CT | 1:30 pm ET

Customer Success Manager Tess Witt shared how top healthcare contact centers are leveling up patient support with Balto. See how real-time prompts guide agents through complex calls, helping teams stay nearly 100% compliant with HIPAA and other regulations. With Balto, you can effectively “listen” to every call, surfacing coaching moments and sentiment trends that go unnoticed with random sampling. The result? Agents can handle sensitive conversations with empathy and precision and you can finally have the full picture. Help your customer service team focus on the relationship–let Balto handle the rest.

Speaker

Tess Witt
Customer Success Manager

TL;DR

From scheduling to compliance, patient interactions shape satisfaction scores and care outcomes. Balto empowers agents and enhances care quality, right within your existing softphone client.

Human + AI = Superhuman results

How It Works

  • Agent Assist: Real-time prompts, policies, and scripts
  • Compliance Monitoring: CMS + HIPAA adherence on every call
  • Note Taking: Captures info for continuity of care
  • Coaching: Scalable training from top performers

Coaching that Drives Performance

Never start a session with “I listened to this one call…” again.

Balto surfaces coaching moments from 100% of interactions.

Auto-generated, actionable coaching packets from your supervisors means faster, sharper improvements from your agents.

Let Agents Focus on What Matters Most

Balto listens, takes notes, scripts disclosures, and tracks patient data.

Agents are free to focus on empathy and patient care—not multitasking.

Real-Time Compliance, Every Time

Supervisors receive live alerts for missed disclosures and escalation risks.

With full visibility into every call, you always stay compliant with CMS and HIPAA standards.

Metrics That Move With You

Go beyond “what happened” to “what’s changing.”

Spot trends like fewer booked appointments or rising complaints before they impact care.

Case Studies

  • How EmpiRx Scales Faster and Delivers “White Glove” Service with Balto

    EmpiRx moved customer service in-house and needed to train a brand-new team—fast. With Balto, they ramped quicker, improved consistency, and gave agents the confidence to handle complex calls. Challenge: Starting from Zero EmpiRx is a pharmacy benefit manager, and our customer service team supports inbound calls from members, pharmacies, and providers with pharmacy insurance questions. For years,…

    Read more
  • Integris Health Enhances Patient Support and Operational Efficiency with Balto

    Integris Health, Oklahoma’s largest healthcare system, is utilizing Balto’s AI-powered real-time guidance platform to significantly improve patient interactions and streamline operations within its contact center. Faced with the challenge of managing high call volumes and ensuring active listening across its complex billing and patient financial services, Integris Health implemented Balto to enhance quality metrics, reduce…

    Read more
  • How One Mnet Health Optimizes Compliance and QA with Balto

    “Balto has helped us transform our compliance and onboarding processes, and the real-time reporting features have been a game-changer. Our agents feel more confident, and we have the data we need to coach them effectively.” One Mnet Health, a leader in medical billing and first-party collections, faced challenges in maintaining compliance, onboarding agents quickly, and…

    Read more

More Good Reading For You

Prompts Made Easy

Upcoming: Prompts, Made Easy – April 29, 2026

Read More
AMA Smarter Playbooks for Supervisors

Upcoming: AMA: Smarter Playbooks for Supervisors – April 16, 2026

Read More
Not All Agent Assist Is The Same. Learn About The Levels of AI-Supported Real-Time Guidance

Upcoming: Not All Agent Assist Is The Same. Learn About The Levels of AI-Supported Real-Time Guidance – April 15, 2026

Read More
5 things people wish they knew before using voice AI agents

Previous Webinars: 5 things people wish they knew before using voice AI agents – March 18, 2026

Read More
Thinking of making the jump to voice AI agents? Here's what you'll want to know

Previous Webinars: Thinking of making the jump to voice AI agents? Here’s what you’ll want to know – February 17, 2026

Read More
Reality check: What AI does great and what we’re still working on in 2026

Previous Webinars: Reality check: What AI does great and what we’re still working on in 2026 – January 14, 2026

Read More
If your QA process today is manual, this is what it could look like with AI.

Previous Webinars: If your QA process today is manual, this is what it could look like with AI. – December 10, 2025

Read More
Breaking Barriers: Elevating CX Across Languages and Cultures

Previous Webinars: Breaking Barriers: Elevating CX Across Languages and Cultures – October 15, 2025

Read More
The Art of Asking Questions

Previous Webinars: The Art of Asking Questions: Finding the Answers You Need to Improve Conversions, CX, and Call Outcomes – August 6, 2025

Read More

Previous Webinars: Office Hours: Improve Appointment Setting in Your Home Improvement Contact Center – July 16, 2025

Read More

Previous Webinars: Office Hours: How Leading Insurers Use Balto to Sell Smarter – July 9, 2025

Read More

Previous Webinars: The Agent(ic) Era: Coaching in the Age of Co-Pilots – June 25, 2025

Read More

Previous Webinars: From Connect to Commit: Building the Conversion Machine – May 15, 2025

Read More

Previous Webinars: The Real Reason Your Team Can’t End Difficult Calls — And How to Change That – January 23, 2026

Read More

Balto’s Spring Release: Coaching, Compliance, and Insights

Read More

Is Your Contact Center Built for AI? The 5 Traits of High-Performing Teams

Read More

Stop Working Like a Robot. Let AI Handle That.

Read More

Compliance is Your Secret Weapon: 5 Bold Moves to Drive Enrollment and Lead with Data

Read More

How to Select Your First AI Projects w/ Convoso

Read More

Top Contact Center Trends for 2025: Insights from Industry Leaders

Read More

The Ultimate QA Process: Automated Scoring for Faster Insights

Read More

AI in the Contact Center: Powering Agents or Risking Over-Automation?

Read More

The Future of Home Services: Merging Lead Intake Automation with Agent Empowerment

Read More

QA Automation & Insights: How AI Is Fueling Call Centers Agents

Read More

Revolutionize Quality Assurance with Balto’s QA Copilot

Read More

Artificial Intelligence in the Contact Center: What AI Can and Can’t Do in 2024

Read More

Balto QA Copilot: Using AI To Improve Conversations – featuring Bradley Metrock & John Walter of the Contact Center AI Association & Balto’s CEO, Marc Bernstein

Read More

Harness the Power of AI in Contact Centers – Learn how AI-powered solutions will transform guidance, coaching and QA.

Read More

Navigating the Future of Contact Centers: A Fireside Chat on CX and AI Innovation with Davit Baghdasaryan, CEO @ Krisp and Marc Bernstein, Founder & CEO @ Balto

Read More

Separating Fact from Fiction: Real-Talk on the Role of AI in Customer Service – Featuring 8×8’s Justin Robbins & Balto’s Founder and CEO, Marc Bernstein

Read More

From the Desktop to the Field; How to Leverage AI from Start to Finish in your Sales Cycle – Featuring Rillavoice’s CEO, Sebastian Jimenez & Balto’s Founder and CEO, Marc Bernstein

Read More

Replacing Customer Surveys with Sentiment Analysis – an Ask Me Anything Session with Jeff Toister

Read More

The AI Rush: Turning Today’s AI Frenzy Into Real Customer Insights, featuring Balto Founder & CEO, Marc Bernstein

Read More

Fact vs Fiction – What AI in the Contact Center Means for Agents & Managers

Read More

Unlocking Growth: How to Transform Your Contact Center into a Customer Acquisition Dynamo – With Michele Santagata

Read More

Transforming Call Center Quality Assurance – A New Era of Excellence – Featuring Tim Claudin, VP Sales, Balto

Read More

The Revolution of AI in the Outbound Call Center – Webinar – Featuring Balto’s CEO, Marc Bernstein & Convoso’s Chief Product Officer, Bobby Hakimi

Read More

Balto’s Conversation Excellence Lab: Distinguishing Real From Hype: How Contact Centers Are Actually Using AI

Read More

Lee Salz – Skyrocket Your Close Rate With Effective Discovery

Read More

The Right Response Every Time: A Foolproof Guide to Training Agents for Escalated Customer Issues

Read More

What We’ve Learned By Guiding 200M+ Calls – Contact Center Trends & Insight

Read More

Justin Robbins – How To Deliver Ridiculous Value With Your Customer Service Team

Read More

Five Considerations Before You Implement AI In Your Contact Center with Blair Pleasant

Read More

How to Engage & Motivate Agents: AMA with Jeff Toister

Read More

How 400+ Leaders Are Improving Contact Center Efficiency

Read More

Coaching For the Win: How AI Makes Contact Center Coaching More Effective w/Roy Atkinson

Read More

Do More With Less: 3 Effective Strategies to Maximize Your Contact Center’s Potential – w/Myra Golden

Read More

Say This Not That With Lee Salz: Sales Edition

Read More

Jeb Blount On The Biggest Issue In Sales Contact Centers: Objections

Read More

What Makes the Contact Center a Great Career? Insights from 600+ Tenured Agents

Read More
How to Identify & Coach on the Most Effective Soft Skills – with Myra Golden

How to Identify & Coach on the Most Effective Soft Skills – with Myra Golden

Read More

Turn Your Contact Center Into a Profit Center – with Blair Pleasant

Read More
Thumbnail for Myra Golden Webinar November 16 2022

9 Tips and Tactics to Politely Control Difficult Customer Calls – with Myra Golden

Read More
Thumbnail for How to Fix Contact Center Onboarding webinar

How to Fix Contact Center Onboarding, According to 400+ Agents and Managers

Read More
Thumbnails for How eHealth improved agent performance using Real-Time Coaching thumbnail

How eHealth Improved Agent Performance Using Balto’s Real-Time Coaching

Read More
Thumbnail for Blair Pleasant Webinar October 2022

Developing a Great Agent Experience in Your Contact Center – with Blair Pleasant

Read More
Thumbnail for Building a Profit-Driving Contact Center

Building a Profit-Driving Contact Center – Insights from 360+ Executives

Read More
Thumbnail for 3 R De-escalation method for contact center agents

3 “R” De‑escalation Method for Contact Center Agents – with Myra Golden

Read More
Thumbnail for Managing Biligual Contact Center Agents for Peak Performance Webinar

Managing Bilingual Contact Center Agents for Peak Performance

Read More
Thumbnail for What We've Learned by Guiding 135 M+ Agent Calls

What We’ve Learned by Guiding 135 Million+ Agent Calls – Balto Real-Time Index

Read More
CEL Webinar Thumbnail " Rethinking Call Scripts - Results from Surveying 500+ Contact Center Agents"

Rethinking Call Scripts – Results from Surveying 500+ Contact Center Agents

Read More
Have Winning Conversations at Enterprise Scale Card

Have Winning Conversations at Enterprise Scale | RingCentral + Balto

Read More
Thumbnail for Balto + Creditors Bureau USA Webinar

Create Superstar Reps and Improve Agent Engagement with Real-Time Guidance

Read More
Boost Agent Performance by Scaling Excellent Conversations webinar title card

Boost Agent Performance by Scaling Excellent Conversations with AI

Read More
How to Coach ONCE and WIN graphic

How to Coach ONCE and WIN

Read More
Home Services Conversion Rate

30 x 30 | How to Improve Your Home Services/Solar Contact and Conversion Rates by 30%

Read More
National General Insurance Improved claims department with Balto

How National General Insurance Improved Their Claims Department with Balto

Read More
National General Sales with Balto

How National General Insurance Improved Sales with Balto

Read More
National General pilot results with Balto

National General Results

Read More
National General Insurance chose Balto's real time guidance

Why National General Chose Balto’s Real-Time Guidance

Read More
How AmTrust Felt Working with Balto

Working With Balto – AmTrust

Read More
AmTrust Pilot Results with Balto

AmTrust Pilot Results

Read More
How AmTrust uses Balto

How AmTrust Uses Balto

Read More
Benefits AmTrust Saw with Balto

The Benefits AmTrust Got From Balto

Read More
Overcoming stalls and objections

Overcoming Stalls and Objections

Read More
National General RT Guidance

How National General Insurance Used Real-Time Guidance to Impact Sales Conversions & Audit Scores

Read More
AmTrust Customer Story

AmTrust Customer Story with Balto: Improving Agent & Customer Experiences with Real-Time Guidance

Read More
DAKCS

How Agency Leaders are Preparing Now for 2021’s Debt Landscape

Read More
TNC & Balto

Connecting & Collecting for Work from Home

Read More
Guru DNA

Using A.I. Technology to Collect More and Negotiate with Empathy

Read More