Image of MIMIT Agentforce chat with patient about knee arthritis services next to a headline claiming 35% more patients onboarded/day with Agentforce

Agentic onboarding helps MIMIT Health turn inquiries into visits

Agentforce captures patient details, validates insurance, and schedules visits while Slack channels connect care teams with full context and next steps.

The Results

< 10 min

patient onboarding with AI agents

35 %

more patients onboarded per day

$ 200K

savings in annual operating costs

Hours to onboard one patient

MIMIT Health helps patients with chronic conditions like osteoarthritis, fibroids, and varicose veins get back to normal life faster through minimally invasive treatments. The first step to care — becoming a patient — was often the slowest part of the experience.

Getting a new patient scheduled could take hours or even days. Staff relied on phone calls, email threads, faxes, and manual paperwork to gather records, verify details, and coordinate appointments. Clinical staff often had to track down medical histories from other providers and transcribe patient IDs and insurance cards by hand, while patients waited for updates.

Responding days after first outreach didn’t reflect the fast, responsive care MIMIT Health aimed to provide, and the team knew the onboarding process had to change.

Patient intake under 10 minutes

To automate the routine aspects of patient intake, MIMIT Health rebuilt the process with agentic onboarding powered by Agentforce.

“You can go to our website, share that you want to be a patient and you’ll be onboarded in five to 10 minutes,” said Dr. Paramjit “Romi” Chopra, President and CEO.

Instead of waiting days while staff coordinate calls, emails, and paperwork, patients can now start onboarding instantly and move from inquiry to scheduled appointment in minutes. For example, seconds after someone submits a web form asking about varicose vein treatment, Agentforce creates a patient lead in Agentforce Health, populates it with their information, then verifies their insurance coverage. When it’s collected the necessary details, Agentforce alerts the MIMIT team in Slack so that a staff member can follow up with a phone call or email to schedule the first appointment.

Data, agents, and teams in sync

MIMIT Health’s agentic onboarding experience runs on a series of workflows that coordinate data, automation, and human collaboration. Working with Salesforce Professional Services and implementation partner CIMSS Solutions, MIMIT Health built an architecture where Agentforce takes action using patient profiles enriched by MuleSoft.

As Agentforce creates a new lead, it uses MuleSoft Intelligent Document Processing, or IDP for short, to extract key details from patient-uploaded documents. Driver’s licenses, referrals, prescriptions, and medical history are automatically added to the new patient record so staff no longer need to read PDFs or retype information, speeding up onboarding and reducing errors.

Agentforce continues the workflow with an API call to the patient’s insurance company, powered by OmniScript. This enables Agentforce to validate eligibility, checking coverage and copays, and determining which procedures can be self-scheduled versus those requiring referral or prior authorization. It also analyzes patient data against payer guidelines to flag when prior authorization is needed — reducing the time from request to first appointment.

Faster care coordination with Slack

While Agentforce handles intake, Slack brings MIMIT Health’s care teams into the workflow at the right moments. Slack automation routes new leads into the #new-patient-referrals-mimit channel, where a staff member claims the referral, reaches out to the patient to build rapport, and helps them schedule their first appointment.

When the appointment is confirmed, Agentforce updates the patient’s status in Agentforce Health, triggering a new set of Slack automations. A secure, locked patient channel is created that includes the patient and care team, and relevant records, historical information, and care resources are added to a Slack canvas — giving everyone involved full context to support the patient’s journey.

This shared workspace ensures staff never start from scratch — they have full visibility into each patient’s history, interactions, and next steps, making coordination faster and more consistent.

Speed and precision in care

With agentic patient onboarding, intake time has dropped from days to just 5–10 minutes, while the number of patients onboarded per day increased by 35%. Clinical staff save two hours per person each day, and by eliminating manual intake and reducing scheduling work, Agentforce is also projected to deliver about $200,000 in annual cost savings.

For patients seeking treatment for chronic conditions, personalized primary care, or a wellness procedure before an important event, that speed matters. Instead of waiting days while staff track down records and coordinate paperwork, patients can quickly connect with the right clinic and specialist and begin planning their care.

Agentforce also helps MIMIT Health deliver more consistent, equitable care across their Midwest clinics. Each onboarding experience is tailored using real-time context — including insurance coverage, geographic location, medical history, and care goals — guiding patients to the right provider and appointment type from the very first interaction.

Why MIMIT Health chose Salesforce

Point-and-click builder in Slack

Slack’s no-code Workflow Builder enables non-engineers to create and modify workflows using templates or simple custom steps. “With plug-and-play connectors, teams can link Slack to existing systems without writing code — making workflows fast and simple to deploy and adjust,” said Brad Hoffman, Pre-Post Sales Engineer at CIMSS Solutions.

Secure patient data by default

Slack’s built-in governance meant MIMIT Health didn’t need to create new security rules. The system follows existing user permissions across Agentforce Health and Slack channels, so staff only see the patient data they’re authorized to access — automatically and by design.

Healthcare-specific data model

Agentforce Health ensured MIMIT Health could automate patient onboarding while staying HIPAA-compliant. Built-in security, the Salesforce Trust Layer, and HL7/FHIR-aligned APIs protect patient data and safely connect records across systems, so teams can coordinate care and use patient information without risking privacy or compliance.