How Helyx Health saved 1 full FTE of front office time and doubled new-patient conversion
Confidante is the modern front door for your group practice: engage every inquiry 24/7, verify benefits in real time, and book appointments, all with the EHR you already run.
“Confidante has been a game-changer for Helyx. Now no new patients get missed, coordinators no longer spend 45 minutes chasing leads and verifying benefits. Our clinicians were full within the first three weeks.”
- 1 FTE of front office time saved
- 2x new-patient conversion rate
- 58% more monthly sessions
- Lower marketing spend per patient
Patients in care faster, up to 40 days faster than national benchmark.
Using Confidante, 48% of patients were seen by a provider within one week and 81% within two weeks, compared to the national average of 47 days. Helyx sees these results as leverage in payer negotiations.
Helyx was losing patients before the team could call back.
Coordinators were managing new-patient inquiries across six disconnected systems: phone, email, SMS, website forms, an Excel tracker, and AdvancedMD.
Even at full capacity during business hours, the team converted 21% of inquiries and resolved 56% of leads. The rest aged out, and nights and weekends went uncovered.
Providers had open slots while marketing dollars poured into a workflow that could not convert. The demand was there. The intake layer could not keep up with it.
One 24/7 workflow, enhancing the systems they already ran.
Confidante’s agents engage every inquiry in real time. They qualify practice fit, run clinical and safety screening, automate VOBs, match patients with providers, book the appointment, and deliver a completed face sheet.
The intake team stopped chasing leads and started converting them.
Coordinators saved 30 minutes per inquiry, equal to 1 FTE.
Same leads. Twice the patients.
For three months, Helyx ran Confidante and manual intake side by side on the same inbound leads. Confidante converted at twice the rate. Everything now runs through Confidante.
New-patient conversion rate, Confidante vs manual intake
March
April
May
3-month total
Head-to-head, March to May 2026.
| Measure | Confidante | Manual intake |
|---|---|---|
| Intake sessions handled | 1,615 | Business hours only |
| Face sheets and VOBs delivered | 554 | Manual, per patient |
| Leads fully resolved | 82% | 56% |
| New-patient conversion | 49% | 25% |
| Patients onboarded | 185 new patients in care, 80 added to waitlist | 121 new patients in care, 19 added to waitlist |
“Confidante is a no-brainer for filling clinician calendars.”
Want results like these?
Book your 20-minute custom demo to see Confidante running against your payers, your workflows, and your EHR.