Confido Health's patient intake process relied on human operators to fetch open slots in EHRs, book appointments, and update patient records, slowing growth as they onboarded more clinics.
With Optexity, they recorded a single demonstration video and launched a working automation in under 20 minutes. Now, Confido automates slot fetching, booking, and record updates across multiple EHR systems, no APIs, no code, no downtime.
Background
Confido Health, a fast-growing healthcare startup, helps clinics and telehealth providers streamline patient intake and appointment scheduling.
Before Optexity, Confido's workflow involved a mix of automation and human intervention:
- Their Voice AI would speak with patients, confirm appointment details, and collect preferences.
- Once confirmed, a human operator would log into the clinic's EHR, search for an available slot with the requested doctor, and manually book it.
- The same operator would then update the patient record inside the EHR.
While effective at small scale, this process hit a wall as Confido onboarded more clinics, especially because each EHR had different layouts, menus, and booking flows.
The Challenge
- Human bottleneck – Operators were spending hours a day clicking through EHR dashboards.
- Inconsistent workflows – Each clinic's EHR required learning a new booking process.
- Scalability issues – Adding new clinics meant hiring and training more staff.
- Manual updates – Even after booking, operators had to update patient records by hand.
Confido needed an EHR automation solution that could adapt to different UIs, didn't require APIs, and could be deployed in days, not months.
The Optexity Solution
Optexity's self-healing browser automation framework gave Confido the ability to record a single demonstration video of the process, then convert it into a fully functional automation in minutes.
With Optexity, Confido was able to:
- Automatically fetch open slots from the clinic's EHR in real time.
- Book appointments directly inside the EHR once the Voice AI confirmed patient preferences.
- Update patient records instantly, no more manual data entry.
No engineering team was required, their operations team built and deployed automations themselves.
Impact
- Deployment Speed – First EHR automation live in under 20 minutes.
- Scale Across EHRs – Confido now runs automations for multiple EHR systems, each with its own booking logic.
- Zero API Dependencies – Works even on legacy, API-less EHR portals.
- Operational Efficiency – Freed human operators from repetitive booking work, allowing them to focus on patient care and exceptions.
- Consistency – No missed slots, no double-booking errors.
Customer Quote
"With Optexity, we went from manual booking to fully automated EHR scheduling in a single afternoon. The best part? We've scaled this across multiple EHRs without writing a single line of code."
Vichar, CPO, Confido Health
The Bigger Picture
Confido didn't just automate one clinic, they automated every EHR they touch.
Now, adding a new clinic is as simple as:
- Recording a 2–3 minute demo video.
- Deploying the automation.
- Watching it run, no fragile scripts, no weeks of development.
Key Takeaways
- Industry: Healthtech / Patient Intake
- Use Case: Slot fetching, appointment booking, patient record updates
- Time to Build: < 20 minutes per EHR
- Outcome: Fully automated intake workflow across multiple EHR systems
