Convert More Leads to Booked Appointments with Invoca's New Data + AI Solution for Healthcare

Invoca's Data + AI solution for healthcare is here, and it's built to help you convert more leads to patients and connect the entire journey from ad click to appointment set. It's the only HIPAA-compliant solution that connects the patient's full online-to-offline journey, AI agents, and your patient access team in a single system.

Invoca's AI voice and messaging agents respond to every patient inquiry 24/7, book appointments directly in Epic, Agentforce 360 for Health, and other leading practice management systems to tie every new patient back to the campaign that drove the lead. 

Read on to see how the new solution helps health systems, practice groups, and senior living operators fill more appointments from the demand they're already paying for.

Half of Your Patient Calls Never Reach a Person

Most healthcare marketers can tell you their cost per lead, but far fewer can tell you what happens after a prospective patient calls the number in an ad.

Our 2026 Healthcare Lead Conversion Benchmarks Report, built on anonymized call data across behavioral health, dental, optometry, audiology, hospitals, and physical therapy, shows what happens:

The digital pipeline is leaky as well. Roughly 60% of online patient scheduling attempts are abandoned before booking, and when a web form is submitted, the standard follow-up is an outbound call from an unknown number that most people won't answer. Patients who couldn't get through or received a vague answer to their questions will book with the next provider on their list.

Patients Won't Wait Around for Your Response

According to the 2026 Healthcare Consumer Experience Report, 85% of healthcare consumers say they'll switch to a provider that responds faster. There's also a 21-point gap between how quickly patients expect a response to a web form submission and the time it actually takes to receive one.

The phone remains the most common way care decisions are made, as 44% of healthcare consumers prefer to call when they need help—more than any other channel. These are people who need help and are likely to book with whoever can help them first.

Patients aren’t the only ones who pay for long holds. When your campaigns are working, calls tend to cluster around the same peak hours, and the patients you paid to reach are the ones having to wait. Knowing when those spikes happen lets you act on them, whether that means adjusting when campaigns run or handing overflow to an AI agent that can answer, qualify, and book without the wait.

Here's how the Invoca healthcare solution works.

What the Invoca Healthcare Solution Does

Answer every patient inquiry and book more appointments with AI agents

With Nico, Invoca's HIPAA-compliant AI agent for voice and SMS, you can respond around the clock to calls, texts, and web inquiries from every channel, including Google Local Services Ads. That last one is a big win, because while healthcare providers are eligible for LSA messaging, they cannot use Google’s messaging service to book appointments directly from an LSA. Invoca’s AI Messaging Agent can handle these LSA leads, answering questions and booking appointments directly into your scheduling systems.

Invoca’s AI agents also have guardrails that ensure clinical or complex conversations are handed off to your staff. 

Schedule directly in the systems you already use

Invoca's AI agents look up existing patients, create new patient records, and schedule appointments in real time in EHRs, including Epic, Athenahealth, eClinicalWorks, NextGen Office, and ModMed, as well as dental and dermatology platforms such as Dentrix, Open Dental, and Nextech. It’s a two-way exchange where the agent pulls live availability, then writes the booking and the patient record back. That means no manual re-entry, fewer scheduling errors, and no new system for your access center to learn.

Protect patient privacy by default

Invoca is HIPAA compliant and BAA-supported. The platform automatically redacts sensitive information the moment it's shared, so protected health information is never stored or transmitted. Your compliance and legal teams get the controls they need for call recording, data redaction, and data access without slowing down the AI rollout.

Route campaign-driven callers by need and intent

A patient who clicked an orthopedics ad and called from the scheduling page shouldn't land in the general queue behind lengthy billing calls. Invoca uses the caller's digital journey to route them to the right service line, location, or specialist, and passes that context to your access center staff before they say hello.

Connect the entire patient journey to revenue

Invoca ties every call, text, and digital lead to the campaign, channel, keyword, location, and appointment that produced it. Conversion data can be sent to platforms like Salesforce (including Agentforce Health), Microsoft Dynamics, Adobe Experience Platform, and Google Ads. You can feed booked appointments back into Google Smart Bidding and Performance Max, retarget patients who didn't book, and suppress the ones who already did, improving your ROAS and conversion rates. 

Built for how each part of healthcare acquires patients

• Health systems: Route campaign-driven calls to the right service line in the access center, with the patient's digital journey in hand.
• Dental and DSOs: Answer insurance questions instantly and surface implant and orthodontic consults.
• Dermatology: Separate cosmetic consults from medical visits and prioritize accordingly.
• Specialty care, including eye care and hearing: Confirm and rebook consultations to protect show rates, with performance tracked by location.
• Senior living: Qualify care level and book community tours 24/7.
• Senior care: Gather care needs from families and book the in-home assessment, routed to the right territory.

What It Looks Like in Practice

University Hospitals offered callers the option to move to SMS when human agents weren't available. 70% of callers who opted in engaged with the AI agent, 90% of those who scheduled a callback completed it, and 39% of the patients who called back booked an appointment. "On the first night of launching our Invoca AI agent, it recovered 25 appointments," said Matt Eaves, VP of Digital Marketing at University Hospitals.

The attribution side compounds the gains. Nemours Children's Health saw a 45% increase in marketing-driven leads. 1st Family Dental reduced the cost per phone lead by 32% while converting 42% more calls into new patient appointments. And a major cancer center estimates $3.7 million in annual revenue from a higher appointment-booking rate achieved through AI agents.

"What's attractive about Invoca is the AI," said David Chase, Director of Digital Marketing & Consumer Engagement at Nemours Children's Health. "It shows us not just how many calls our marketing campaigns drove, but how many of those calls led to booked appointments."

Click here to learn more about Invoca's Data + AI Solution for Healthcare, or meet the Invoca team at HCIC (Oct. 25-28).