Invoca’s data shows where patients drop off, and AI agents step in at exactly those moments, booking appointments autonomously in Epic and other leading EHRs

SANTA BARBARA, Calif., Oct. 20, 2026 /PRNewswire/ — Invoca, the AI-powered leader in revenue execution, today announced a new data + AI solution for healthcare. By integrating marketing campaigns, websites, AI agents, and access centers into a cohesive system, Invoca empowers healthcare providers to deliver a first-class patient experience, drive revenue growth, and expand access to care. This solution is purpose-built for healthcare, integrating with systems of record for health systems, cancer centers, dental networks, specialty practices, and senior care organizations.

Healthcare inquiries are time-sensitive and emotional. By the time patients reach out, they’ve often done research and may have been putting off care for some time. Whether they call, text, or fill out a form, the response they get shapes where they book. Invoca’s 2026 Healthcare Lead Conversion Benchmarks Report shows how much is at stake: only 54% of calls to healthcare organizations reach a person, and lifting answer, lead, and conversion rates by five points each would produce 35% more booked appointments.

Invoca identifies specific points in the journey where prospective patients aren’t getting the answers and care they need. Healthcare teams get a comprehensive view, from search and AI discovery to websites, forms, calls, and texts, to see where patients drop off, and then can deploy AI agents or adjust operations to ensure prompt responses and engagement. In addition, every appointment is measured back to the campaign that produced it, providing a holistic view of how marketing, AI agents, and patient access teams work together to bring in new patients.

“In healthcare, the moment a patient reaches out is the moment that matters most,” said Gregg Johnson, CEO, Invoca. “Most AI agents stop at answering basic questions. Invoca’s agents go further, uniting AI with data that shows which marketing drove each conversation and which appointment it produced. That coordinated system is how providers grow revenue while expanding access to care.”

With the new solution, healthcare organizations can:

• Engage every patient with AI agents 24/7. HIPAA-compliant AI voice and messaging agents respond instantly to calls, texts, and web forms. They answer common questions, qualify new patients, and route clinical or complex conversations to staff with full context.

• Autonomously book appointments and update records. Agents book, reschedule, and cancel appointments autonomously in EHRs, including Epic, athenahealth, eClinicalWorks, NextGen Office, and ModMed, as well as leading dental and dermatology practice management systems. They also create and update patient records and log interactions in CRMs such as Salesforce Health Cloud and Microsoft Dynamics.

• Pinpoint where patients drop off. Invoca shows where the patient journey breaks down, from unanswered after-hours calls to slow web form follow-up to abandoned online scheduling, so teams know exactly where deploying AI agents and staff will have the most impact.

• Optimize the entire patient journey, from first click to booked appointment. Invoca ties every call, text, and form from search, AI discovery, social, and TV campaigns to the appointment it produced. De-identified results flow back to ad platforms including Google, Meta, Adobe Advertising, and The Trade Desk, so bidding optimizes toward the patients who actually book and show.

• Protect patient privacy. Invoca’s BAA-supported platform automatically redacts sensitive information the moment it’s shared.

Healthcare organizations put Invoca’s solution to work in different ways. For example:

• Health systems: When a campaign drives an orthopedics inquiry, Invoca routes it to the right service line in the access center and queues it ahead of routine rescheduling requests.

• Dental groups and DSOs: AI agents answer insurance questions at any hour, book cleanings and consults directly into the practice’s schedule, and flag high-value implant and orthodontic inquiries for staff.

• Senior living and in-home care: Families often research care in the evenings and on weekends. AI agents answer questions, help determine the level of care needed, and book community tours or care consultations.

Healthcare leaders including University Hospitals, Nemours Children’s Health, Ochsner Health, AtlantiCare, CHRISTUS Health, and Amplifon use Invoca to tie marketing to patient outcomes and convert more inquiries into appointments.

“We see AI agents making it easier for every patient to get help when they need it,” said Matt Eaves, VP of Digital Marketing, University Hospitals. “Our Invoca AI agent recovered 25 appointments on its first night, and it also knew its limits. When a patient texted for help from inside our hospital, it directed him to a staff member right away. That combination of speed and judgment is what will earn patients’ trust.”

The Invoca healthcare solution is available today. To learn more, visit healthcare.invoca.com, and meet the Invoca team at HCIC (Oct. 25-28): https://www.invoca.com/hcic-2026

More Information:

• Read more about Invoca’s new healthcare solution: https://www.invoca.com/blog/convert-more-leads-booked-appointments-invocas-new-data-ai-solution-for-healthcare
• Download Invoca’s 2026 Healthcare Lead Conversion Benchmarks Report at https://www.invoca.com/reports/the-invoca-healthcare-lead-conversion-benchmarks-report-2026

About Invoca

Invoca is an AI-powered revenue execution platform that connects marketing, commerce, and contact center teams to orchestrate seamless buyer journeys and turn every interaction into measurable, profitable growth. The Invoca platform features deep integrations with leading technology partners, enabling revenue teams to connect paid media investments to business outcomes, improve digital engagement, and convert more leads into sales.

Invoca’s AI vision centers on using trustworthy, first-party data to deliver AI that is intelligent, authentic, and empathetic, connecting digital and human experiences to build lasting customer relationships. Top consumer brands, including Mayo Clinic, Mutual of Omaha, and Verizon, rely on Invoca to power profitable growth. Invoca has raised $184M from leading investors, including Upfront Ventures, Accel, Silver Lake Waterman, H.I.G. Growth Partners, and Salesforce Ventures. For more information, visit www.invoca.com.

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SOURCE Invoca