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Healthcare · Patient Access and Engagement

Keep the path to care connected, wherever it begins.

Patients shouldn't have to navigate disconnected systems, repeat their information or wait on hold to manage their care. Five9 healthcare contact centre software connects AI, automation and people so routine work can move forward, complex needs reach the right person and patient context carries with the interaction.

Direct EHR integration – including Five9 Fusion for Epic, approved for Epic’s Toolbox

● Voice call
Voice AI Agent
Voice AI Agent

Trusted by health systems, payers and care networks

Capabilities

Connect every step of the patient access journey.

Five9 patient access solutions connect identity verification, intelligent routing and referral follow-up, keeping patient context and work moving across AI, people, channels and healthcare systems.

Identity Verification

Verify patient identity once. Carry it through every transfer.

  • Start with the patient already in view. Five9 can match the caller’s number, account and prior interaction to the patient record while the call is connecting, giving the AI agent or human agent useful context before the conversation begins.

  • Clear authentication once, at the right point in the interaction. Five9 can prepare the verification step on the agent screen and hold protected information until it clears, so the patient isn’t asked to complete the same task at every step of the call.

  • Don’t make the patient start over when the interaction moves. Five9 carries verified identity and relevant context through transfers, channel changes and callbacks so the next AI agent or human agent can use what has already been established.

  • Give compliance teams a record they can follow. Five9 logs verification attempts, outcomes and releases against the interaction so agents, supervisors and compliance teams can work from the same audit trail.

Explore AI Agents
  • HIPAA compliant, DPA available
  • ISO 27001 certified, information security management

HIPAA compliant, BAA available. ISO 27001 certified information security management.

Woman sitting on a couch, checking a medication bottle while using her smartphone.
Caller matched Record open · verified Consent on file
Identity confirmed – no repeat questions
Customer Results

Proof that connected patient access works

See how healthcare organisations use Five9 to connect patients with the right resource while giving teams better visibility across the interaction.

Healthcare · Health System

AdventHealth

AdventHealth needed better visibility into call volumes across its medical practices while supporting a widely distributed workforce and maintaining the 'mind, body and spirit' standard of care patients expect. Five9 supports both contact centre operations and physician practices across an organisation spanning 51 hospitals, 2,800 employed doctors and 80,000 team members across nine US states.

One of the things that really stood out to us about Five9 is their willingness to try something different. We had to come up with some unique ways of implementing a telephony system for a widely distributed workforce. And Five9 really stepped up and partnered with us in figuring out how to tackle that problem.

– Advent Health
Smiling woman using a smartphone in a waiting area with other people.
51
Hospitals across 9 states
Call routed System: Doctor Practices Volume: Live
Call volume visible – across every system
Genius Routing

Get patients to the help that can move their request forward.

  • Make the routing decision with more than queue position. Five9 Genius Routing can bring together signals such as urgency, sentiment, verified identity, prior attempts and reason for contact so the interaction is routed with a fuller picture of what the patient needs.

  • Connect the patient with someone equipped to handle the task. Five9 evaluates the skills needed for work such as scheduling, referrals or billing alongside current availability, helping reduce avoidable transfers after the interaction reaches a person.

  • Apply the right resource to the moment. Routine administrative requests can move through an AI agent, while clinical urgency, complaints, exceptions or other needs requiring judgement can route to a person with the interaction context attached.

  • Give the next person the story before they say hello. Five9 can bring verified identity, prior attempts and relevant EHR and CRM information onto the agent screen so the conversation can continue from what the organization already knows.

Explore Genius Routing
● Voice callGenius Routing · Patient Access
Live conversation
Voice AI AgentYou’ve reached Patient Access. I can book, move, or check an appointment.
I need to be seen this week. I’ve tried twice and got nowhere.
AISignals detected
Sentiment: anxious Intent: urgent appointment 3rd contact today Identity verified Priority: high
AIMatched on live agent proficiency
AOA. OkonkwoScheduling · Available now96
JPJ. ParkScheduling · On a call81
TRT. ReyesBilling38
Routed to A. Okonkwo with full context
AIAgent Assist · A. OkonkwoPatient tried Tue 9:00 and Wed 14:00 — both full. Thu 8:40 with Dr. Alvarez is open and in-network. Open by acknowledging the two earlier attempts, and don’t re-verify — identity is already confirmed.
A. Okonkwo joined
A. Okonkwo · SchedulingI can see both times you tried — no need to go through it again. I have Thursday at 8:40 with Dr. Alvarez. Shall I hold it?
Yes please. That’s a relief.
Confirmed and written back
SMS confirmation sent Email: visit details CRM record updated
Outcome
Booked on this call Sentiment: relieved 0 questions repeated
Referral Management · Outbound

Reduce patient referral leakage with connected follow-up.

  • Don’t let a new referral sit in a work queue. Five9 Advanced Campaign Manager can trigger coordinated outreach when the referral is created, using voice and SMS to begin follow-up without waiting for a staff member to find time to make the first call.

  • Avoid outreach that can’t move forward. Five9 can check plan status, contact preferences and permitted calling hours before an attempt is made, helping teams avoid contacting patients too early or outside configured permissions.

  • Stay with the patient between referral and visit. Five9 can automate confirmations, appointment reminders and follow-up after a missed visit so routine outreach continues through the point where referrals are most likely to stall.

  • Keep judgment with the people who need to make it. Repeated no-shows, clinical questions, coverage disputes and other exceptions can move to a person with the outreach history attached, while routine follow-up continues through automation.

Explore Advanced Campaign Manager
◆ Outbound campaignReferral follow-up · Cardiology
Referral createdCardiology · Dr. Okafor · 11:02 AM — campaign triggered on creation
Automated outreach Running
Eligibility scrubbed — plan active11:03
Outreach launched — voice, then SMS11:04
Reminder scheduled — 24h beforeAuto
No-show recovery armedAuto
SMS — Dr. Okafor’s office has Thu 9:20 open. Reply Y to confirm.
Y
Appointment booked — referral closed, no staff time spent
Eligibility scrubMultichannel outreachNo-show recovery

Why Five9

Why Five9 for healthcare

You can launch a new patient channel tomorrow. The hard part is connecting it securely to their records, scheduling and private health insurance so they can book an appointment in one call and be done. With Five9, that integration is built in. We were built for the hard part.

Keep patient access connected across channels

Patients may start on voice, chat or self-service, then need a person when the request gets more complex. Five9 helps healthcare teams connect those interactions so identity, intent and relevant context can carry forward instead of being rebuilt at each step.

Explore Engage

Put the right mix of AI and people on the request

Routine administrative work can move through AI agents, while clinical questions, exceptions and other moments requiring judgement reach a person with the interaction history attached. Five9 Orchestrate helps apply the right resource to the work without treating every interaction the same.

Explore Orchestrate

Keep Epic and the rest of your stack in the workflow

Five9 Fusion for Epic connects patient interactions with the workflows care teams already use. Give agents relevant patient context, support inbound screen pops and enable one-click dialing through an integration approved for Epic's Toolbox.

Explore Five9 Fusion for Epic

Security & Compliance

  • SOC 2 Type II, audited annually
  • HIPAA compliant, DPA available
  •  PCI-DSS compliant, payment security
  • GDPR compliant, EU data residency
  • C5, BSI certified
  • ISO 27001 certified, information security management
  • DORA compliant, EU digital operational resilience

FAQ

Frequently asked questions healthcare buyers ask first

Compliance, PHI and Epic – answered before procurement asks.

  • Yes. Five9 is HIPAA compliant and signs a Business Associate Agreement (BAA) with covered entities and business associates before any protected health information moves through the platform. Five9 healthcare contact centre software runs on administrative, physical and technical safeguards built for regulated data and holds independent certifications including SOC 2 Type II, PCI-DSS and GDPR, alongside HIPAA. That means your compliance team gets a documented, audited foundation instead of a promise.

  • Patient access is everything that moves someone from their first call to a scheduled, financially cleared visit: registration, private health insurance and eligibility verification, referrals, prior authorisation, appointment scheduling and follow-up. It's the front door of the patient journey and the front end of the revenue cycle, so a slow or confusing experience here costs organisations both patients and revenue. Five9 patient access solutions bring these workflows into one connected experience across phone, chat and self-service, so patients get answers faster and staff spend less time on repetitive requests.

  • Yes. Five9 Fusion for Epic is a native integration built for Epic's Toolbox programme, so agents work inside Epic itself instead of toggling between systems. Patient data flows in real time between the two platforms, and agents can launch outbound scheduling actions, like Cheers and Cadence dialling, directly from the record. The result is fewer screens, fewer errors and a patient interaction backed by the most current information available.

  • The same BAA and HIPAA safeguards that cover a human agent's call cover a Five9 AI Agent's interaction: least-privilege access to only the data a given task requires, encryption and a full audit trail of what happened and when. In regulated environments like healthcare, every AI agent dialogue flow is scripted and scoped in advance, so it can pull the information a task needs without being able to wander into unrelated PHI. If a request falls outside that scope, the interaction hands off to a live agent with full context, rather than continuing on its own.

  • Yes. Five9 cloud-native architecture scales up and down automatically, so a spike in open enrolment or flu-season call volume doesn't require new hardware, new lines or a hiring scramble. Self-service and AI Agents deflect the routine, high-volume requests, like eligibility checks and appointment scheduling, freeing human agents to focus on the calls that need them most. Five9 healthcare contact centre software already supports organisations processing hundreds of millions of transactions a year, so the platform is built for peak, not just average, demand.

  • Scope, not judgement calls. A Five9 AI Agent operates inside a scripted, pre-approved dialogue flow built for administrative tasks, such as scheduling, eligibility checks and referrals, and clinical questions simply aren't part of that flow. The moment a conversation touches diagnosis, treatment or anything requiring a doctor's judgement, the AI agent escalates to a live agent or clinical staff member with the full conversation history attached, so the patient never has to repeat themselves and never receives advice the AI Agent isn't authorised to give.

Smarter CX with every interaction

Connect every patient interaction to what comes next.

See how Five9 helps healthcare teams verify eligibility, manage appointments, route complex needs and coordinate follow-up across voice and digital channels, without losing context along the way.