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Inbound & Virtual Assistant

Primary Care Clinic

Houston, TX 22+ providers
60% cost reduction

Problem

  • Hiring constraint during the 2020 pandemic
  • High call abandon rate on incoming call flow
  • Heavy backlog of administrative tasks

Solution

  • Hired and trained an initial team of 3 within 2 weeks for appointment scheduling and confirmation
  • Scaled to 8 team members within 30 days
  • Added leads and expanded scope to inbound call management, appointment follow-up, fax management, and other admin tasks
  • By end of year one, added a quality monitoring team covering US and India calls — including Spanish QA evaluations

Results

  • Reduced average customer wait time from 5 minutes to under 30 seconds
  • Reduced costs by 60% on the added workforce
  • Achieved 90% utilization of staffed resources
Patient Engagement & Reviews

Internal Family Practice

Harris, Walker & Montgomery Counties, TX 8 locations
2.2 → 4.4 Google star rating

Problem

  • Eight locations with average Google review rating of 2.2 stars or less
  • Low Google review traction from new and existing patients
  • Low social media engagement due to multiple negative reviews

Solution

  • Added a structured process of sharing Google review links with all patients post-visit within 24 hours via email and text
  • Increased engagement on negative survey feedback with active patient reach-out and resolution loop closure
  • Deployed QR codes across clinic check-out windows for in-the-moment Google reviews

Results

  • Increased overall Google rating to 4.44 stars (average) across all eight clinics
  • Sustained improvement through multiple process improvement and feedback cycle close-loops
  • Higher visibility for new patient acquisition through improved search reputation
HEDIS & Quality Assurance

Family Practice Group

Multi-county Texas Value-based care
$400K+ added annually

Problem

  • Missed revenue opportunities on value-based care contracts
  • Low star ratings on key quality measures
  • Limited bandwidth for systematic HEDIS gap closure

Solution

  • Created a dedicated quality assurance team focused on KPI management for value-based care
  • Built periodic review scorecards measuring performance across clinics and individual providers
  • Focused on Stars measure concepts including Medication Adherence and triple-weighted measures

Results

  • Reached an overall rating of 4 stars across measured contracts
  • Added $400,000+ annually in value-based care revenue
  • Established a repeatable scorecard cadence the client continues to operate

Want a similar outcome?

Tell us about your current operation and the result you're trying to drive. We'll show you what's possible.

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