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Healthcare: Health Systems & Hospitals

Health Systems & Hospitals CX Stack Framework

Health system contact centers are the front door to the clinical enterprise. They schedule across dozens of specialties, explain some of the most confusing bills in any industry, coordinate referrals, results, and post-discharge follow-up, and triage urgent symptoms. HIPAA governs every word and every data transfer, which shapes what can be automated and how.

Map your current capabilities across all 7 layers: 35 checkpoints. Mark what you have, what you need and what is planned. Your answers stay in this browser tab.

Figures for this segment

No public benchmark exists for these figures in this segment. Measure your own with the tool named beside each.

Health Systems & Hospitals: the 7-layer CX stack

For each capability, mark whether you have it, need it or have it planned.

0 of 35 marked

Layer 7: Analytics & Governance

0 of 5 in place

Measure and govern. Vendors in this layer include NICE Nexidia, Press Ganey, Qualtrics Health.

  • CAHPS and HCAHPS survey integration with contact center interactions
  • Patient satisfaction tracking by department, provider, and service line
  • HIPAA compliance monitoring for PHI exposure in all channels
  • Agent quality scoring for empathy, accuracy, and scheduling completeness
  • No-show and cancellation analytics correlated to scheduling experience

Key risk: CAHPS scores dropping without root cause visibility in the contact center

Layer 6: Routing & Orchestration

0 of 5 in place

Route the work. Vendors in this layer include Genesys, NICE CXone, Cisco, Talkdesk HC.

  • Clinical vs administrative triage routing at first contact
  • Department and service-line routing across dozens of specialties
  • After-hours clinical triage with nurse line protocols
  • Provider callback scheduling with calendar integration
  • Overflow routing during seasonal surges (flu, respiratory, back-to-school)

Key risk: Clinical and administrative calls sharing a queue creates patient safety risk

Layer 5: Conversation Management

0 of 5 in place

Hold the conversation. Vendors in this layer include Hyro.ai, Glia, LivePerson, Well Health.

  • Secure patient messaging integrated with the patient portal
  • Appointment reminders and confirmations via SMS and email
  • Video visits for telehealth scheduling and technical support
  • Chat for billing inquiries with PHI redaction
  • Post-discharge follow-up messaging with care plan instructions

Key risk: PHI exposure in unsecured messaging channels

Layer 4: Reasoning & Planning

0 of 5 in place

Decide the next step. Vendors in this layer include Hyro.ai, Orbita, Nuance DAX, Notable Health.

  • Scheduling bots with provider/location/insurance matching logic
  • Prescription refill request automation with pharmacy routing
  • Appointment preparation bots delivering pre-visit instructions
  • Billing FAQ bots explaining EOBs, payment plans, and financial assistance
  • Symptom-based triage bots (Schmitt-Thompson protocols) for after-hours

Key risk: AI providing clinical guidance without proper clinical oversight protocols

Layer 3: Policy & Guardrails

0 of 5 in place

Set the rules. Vendors in this layer include Imprivata, LexisNexis Health, Pindrop.

  • HIPAA compliance controls for PHI in voice, chat, and messaging
  • Patient identity verification meeting healthcare authentication standards
  • Consent management for treatment, billing, and communication preferences
  • Business associate agreement enforcement for all technology vendors
  • Minimum necessary standard enforcement: agents see only needed PHI

Key risk: PHI exposure in a non-compliant channel: $145 to $73,011HHS, eCFR 2025 per violation

Layer 2: Workflow Execution

0 of 5 in place

Do the work. Vendors in this layer include ServiceNow Health, Pega, Salesforce Health Cloud, UiPath.

  • Multi-step appointment scheduling with insurance verification and prep instructions
  • Referral coordination workflow connecting PCP, specialist, and patient
  • Prescription refill workflow routing through pharmacy and provider approval
  • Financial counseling workflow for self-pay, payment plans, and charity care
  • Post-discharge follow-up workflow with readmission risk assessment

Key risk: Manual referral coordination creating 2 to 3 weekplanning assumption · test yours delays in specialist access

Layer 1: Data Access

0 of 5 in place

Know the customer. Vendors in this layer include Epic, Oracle Health (Cerner), athenahealth, Salesforce Health Cloud.

  • EHR integration (Epic, Cerner/Oracle Health) for scheduling and patient data
  • Practice management system connectivity for billing and insurance
  • Patient portal integration for session continuity
  • Revenue cycle system access for billing inquiries and payment processing
  • Insurance eligibility verification in real-time during scheduling

Key risk: EHR integration depth determines whether agents resolve issues or just document them

Mark at least 18 capabilities to see your profile (0 of 35 so far).

Sources and assumptions

Every figure on this page is a published figure checked on the publisher's own page, a labelled planning assumption you can test with your own numbers, or a worked example.

Published figures

Planning assumptions

Worked examples

  • 3 days and 2 weeks: Illustrative referral delay in a fax-based workflow. An illustrative scenario with no measured delay.

No public benchmark

  • Average handle time, health systems contact centers. No regulator or trade body publishes handle time for this segment; CMS call center monitoring measures hold time; handle time is outside its scope. Measure yours in AHT Decomposition.
  • First contact resolution, health systems contact centers. No regulator or trade body publishes first contact resolution for this segment. Measure yours in FCR Leakage Diagnostic.
  • Customer satisfaction, health systems contact centers. No public CSAT percentage exists for this segment; CAHPS, ACSI and J.D. Power publish index scores on other scales.
  • Self-service containment, health systems contact centers. No regulator or trade body publishes self-service containment for this segment. Measure yours in AI Deflection Reality Check.