From Social Calls to Clinical Impact: Scaling Proactive Care

A clinical organization's care management team struggled to meaningfully connect with its highest-risk patients. Most outbound calls went to voicemail or became pleasant but unproductive conversations. Few uncovered actionable clinical needs. Despite strong intentions, staff could only reach a fraction of their panel—and even fewer at the right time.

Steadywell's AI voice agent, Sam, changed this dynamic. Sam proactively reaches the full panel with a simple opening—"How are you feeling today?"—then asks context-appropriate follow-ups, listens for clinical signals, and flags patients who need human attention. By the time a callback is scheduled, care coordinators know exactly who needs them and why.

Now, every call from a care coordinator is with a patient who has a qualified clinical need—and who's expecting the call. Staff focus on emerging issues while the full panel receives consistent, equitable touchpoints.

Expand each care coordinator’s case load by 5x without increasing their workload.

With Steadywell, every call is scheduled with a patient that has a clinical need, reducing social calls and back-and-forth messages. As a result they were able to expand each care coordinator’s case load by 5x without increasing their workload.

For this clinical organization, expanded reach translated to reliable identification of needs that would have otherwise gone unnoticed, strengthening quality outcomes, shared-savings performance, and care management program impact.

"Our outreach mostly resulted in social calls. We reached maybe 1 in 3 patients, and rarely at their moment of need. We wanted to shift from reactive to proactive care—but couldn't see a path to scale."