Medex – AI Assistant for Patient Lead Management

Introduction

Medex is a multi-specialty clinic in New York, serving 7,000+ patients annually. The clinic faced delays in lead qualification, with manual processes slowing responses and causing lost opportunities.

Challenge

Manual patient lead qualification consumed staff hours, created bottlenecks, and delayed patient routing. The slow process often resulted in longer wait times and reduced patient satisfaction.

Solution

Medex implemented the Gart AI Assistant to engage patients through chat, collect key information, and route each case to the right doctor within minutes. This system automated lead qualification and reduced manual work dramatically.

Products Used

  • Gart Knowledgebase
  • AI Assistant App
  • Workflow Builders

Case Results

80%

reduction in manual lead qualification work

minutes

to route the patient to the right doctor

2x

faster patient response time

$51k

saved yearly on one process

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