# New Patient Portal Enrollment Assistance — Healthcare AI agent | Mihu AI

Healthcare · Scheduling

# New Patient Portal Enrollment Assistance

Get new patients activated on the patient portal before their first visit.

Set up this outcome

## Apps this needs

Patient Portal / Telehealth Self-service portal and video-visit platform for patients. Connect during setup

SMS Gateway Fallback text messages for reminders and links. Connect during setup

WhatsApp Business Send confirmations and let customers reply on WhatsApp. Connect during setup

## How it works

Agent sends a portal activation link as soon as a new patient is scheduled.

Walks through activation issues via SMS/WhatsApp if reported.

Checks activation status and highlights what to complete before the visit — history forms, insurance upload.

Sends a reminder 48 hours before the visit for anyone still not activated.

## Data sources

Patient portal activation status Appointment schedule

## What it targets

New patients activated before first visit Target 65%

Portal support requests resolved without staff Target 80%