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Grade BproductionSource date Oct 17, 2026· Last verified Oct 17, 2026

How did an independent primary care practice use an AI agent to fix Monday call surges?

Family Practice Associates of Lexington · Hospitals & Health Systems

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Family Practice Associates of Lexington (21 providers, Kentucky) uses an Assort Health AI agent named "Sophie" for phone scheduling, including after hours. The vendor reports a 30%+ increase in new patient visits and zero missed emergent-triage transfers.

Reported outcomes

new patient visits
30%+ increase
Source [1] · self-reported
emergent-triage transfers missed
Zero
Source [1] · self-reported

Outcomes are reported exactly as stated by the source; we have not independently audited them.

How it works

  1. AI agent answers calls and books appointments 24/7, integrated with the Veradigm EHR.
  2. Encodes the practice's scheduling rules previously held by veteran staff.
  3. Transfers emergent-triage calls to humans.

Risks & compliance

  • Mis-scheduling or mis-routing of patients with clinical urgency; escalation rules required
  • PHI handled in calls (HIPAA); EHR write access
  • Vendor-published results; not independently audited

Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.

Build this yourself

Tools mentioned & how to build it

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Tools mentioned

  • Assort Health (Assort Health)
    Voice AI patient-access agents for specialty practices.

Build a version yourself

  • Retell AI
    Build and deploy phone agents for scheduling, intake and call routing.
  • ElevenLabs
    Voice models and a conversational-agent platform behind many voice agents.
  • Zapier
    The default app-to-app automation layer, now with AI agents and AI steps.

All tools by category →

Sources

[1]Assort Health· vendor customer story· Undated (accessed Oct 17, 2026)
“FPA averages 225,000 incoming calls a year.”
Family Practice Associates of Lexington Ends the Monday Morning Phone Rush

Grade rationale: Named organization with a quantified outcome from the vendor or the organization itself (self-reported). Automated check on Oct 17, 2026: 1/1 quotes and 2/2 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.

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