CareTalk Health improves care capacity 3x while maintaining strong human connections

When CareTalk Health set out to reinvent virtual healthcare, it chose Zoom to create a more connected, human-centered experience. By unifying patient interactions, care teams, and AI in a single platform, Zoom CX helped CareTalk resolve patient needs end-to-end, with context flowing from first contact to clinical follow-up. Today, patients enjoy seamless visits, providers have more time to focus on people, and the organization has tripled the number of patients it supports.

CareTalk Health
CareTalk logo
Organization size:

51–200 employees

Industry:

Healthcare

Challenges:

Delivering seamless, human-centered virtual care experiences while scaling operations and patient engagement

3x

increase in patient visits

5x

increase in scheduling capacity

4 days

from concept to live operations

733%

expansion in provider

<1 million

patient visits annually without proportional increases in staffing

For CareTalk Health’s primary patient population, getting to an in-person appointment isn’t always easy. Most of them are Medicare recipients, and dealing with transportation issues, mobility limitations, chronic conditions, or coordinating multiple visits can stand in the way of accessing care.

 

The CTH team wanted to remove those barriers so more people could age gracefully at home.

 

The team saw an opportunity to build a more proactive, virtual preventative model of care that felt seamless for patients and sustainable for providers. This model of care demanded more than digitizing appointments. It meant radically reimagining the experience from the ground up.

 

“Our whole desire is to give the best possible care that we can. But when you're doing it virtually, you have to think about all sorts of things, like licensing, provider availability, routing, and making sure that we're matching patients and providers in the right sequence and format,” said Troy Belden, chief operating officer and chief technology officer at CareTalk Health. “That really caused us to take a step back and assess the way that we were doing it.”

From Blockbuster care to a Netflix delivery model

Troy likens the early days of CTH’s virtual care model to that of a Blockbuster video store: Everything was linear and one at a time.

 

A physician would log in, manually dial a patient through a VoIP system, and hope they picked up. Sometimes they did, other times they didn’t, and if something didn’t go according to plan, the entire flow was broken.

 

“If my next appointment is 10 minutes away, now I’m sitting there idle,” Troy said “As a provider, I want to help patients, but I’m also doing this to earn a living.”

 

Providers handled appointments sequentially, and split their time moving back and forth between admin tasks and patient care. Visits felt fragmented, with physicians switching between listening, typing notes, and trying to stay present. As they looked to scale, the model simply would not hold.

 

Then, Troy had an epiphany.

 

Physical clinics already had a proven structure: A reception desk, waiting room, nurse intake, and then, the provider consultation. What if they could translate that familiar, coordinated flow into a virtual environment that all patients could navigate easily?

 

“I thought, ‘this is what we need to do, just in a virtual space,’”

 

Instead of offering a Blockbuster experience, they would create something closer to Netflix, where they could seamlessly orchestrate and route calls to deliver care faster, better, and more fluidly than before.

A swiftly-moving virtual clinic

CTH partnered with Zoom to bring its visionary virtual clinic to life.

 

With Zoom CX powering a virtual patient room experience, CareTalk Health unlocked scheduling capacity and patient volume that far exceeded what their previous model could support. Additionally, Zoom Virtual Agent (ZVA) extends that scale into after-hours scheduling so no patient inquiry goes unanswered. Together, they replaced a fragmented model of outbound calls and disconnected scheduling tools with a unified system for self-service patient support, nurse intake, and clinical routing for provider visits.

 

By automating intake and administrative tasks, Zoom allows clinicians to focus on care delivery. This enables CTH to support 3x more patients by organizing patients into queues and matching them to the appropriate care provider based on factors like state licensing, medical need, and provider availability. Beyond standard self-serve functionality, this kind of routing connects patients to the right clinician quickly, while reducing manual workload for the patient support specialist (PSS).

 

Every visit starts with a PSS, who helps patients connect via video,and verifies patient information. From there, the system routes patients into nurse queues, where nurses gather vitals, review symptoms, and conduct intake assessments before handing patients off to providers.. With Zoom Meetings built into the workflow, CTH removes many of the extra steps between intake and speaking with a physician.

 

“They’re familiar with walking into a clinic and being greeted at the front desk,” Troy said. “We’ve created that same feeling.”

 

The model allows each role to focus on what they do best. For providers, the new system allows them to spend time with patients and provide much-needed care rather than coordinating logistics.

 

“It wasn’t just deploying video technology. It was helping CareTalk create a repeatable, measurable process that could impact patient participation, increase wellness visits, and support future growth,” Troy said.

From idea to live operations in four days

CareTalk Health’s transformation happened quickly.

 

After describing its vision to the Zoom team, CTH connected with Zoom partner TCS, which invested significant time working alongside CTH’s leadership team to understand their patient journey, operational workflows, and long-term vision for transforming patient visits.

 

“We had a call on a Wednesday, and we had our virtual clinic live the following Tuesday,” Troy said.

 

TCS provided strategic guidance, solution architecture, configuration services, testing support, training, and go-live assistance to ensure the platform was tailored to CTH’s unique business requirements. Beyond delivering the core platform, TCS also dedicated additional resources to troubleshooting complex integration challenges, refining call flows and patient experiences, assisting with SMS campaign readiness, supporting compliance and 10DLC requirements, and providing consultation on future-state AI and automation strategies.

 

Ongoing support from TCS has been especially important as CTH expands its partnerships with large payer organizations, where compliance and scalability are essential.

Scaling scheduling capacity and patient volume

With Zoom powering routing, intake, and communication across the care journey, CTH estimates it has increased the number of patients it can serve going from one appointment per hour to nearly four. In some parts of the business, scheduling capacity has grown from 10,000 a month to 60,000 a month.

 

“In the past, we might have seen 2,000 patients a month. In a recent month, we saw over 10,000—and we still have capacity to grow,” Troy said.

 

More importantly, the shift from a linear model to a well-coordinated virtual clinic has led to a smoother experience for both patients and providers.

 

The result is a lower cost to serve; built-in AI and intelligent routing reduce the effort required to deliver each visit, while consistent, connected patient experiences build the kind of loyalty that drives long-term retention and satisfaction.

 

“The ease at which you guys are now delivering patients to me is incredible,” stated one provider’s feedback.

 

Zoom Quality Management adds another layer to this efficiency. With AI-powered auto-evaluation, CTH can now review and score provider interactions at scale, turning coaching from a periodic exercise into a continuous feedback loop that drives better care outcomes across every patient visit.

 

The operational lift has also opened new doors for CTH. The company is expanding into after-hours care, preventative visits, and support for self-insured employers looking to improve healthcare access while reducing unnecessary emergency room visits.

A proven tech backbone for a more connected future

CTH is determined to iterate in parallel with Zoom and implementation partner TCS. Next steps include testing new routing models, smarter screen pops, provider matching systems, and richer reporting capabilities. Through it all, CTH keeps its purpose front and center.

 

“How do we get back to that human connection?” Troy said. “How do we make patients feel like they just saw somebody who cares about them?”

 

To do this, the team is exploring ideas to make healthcare even more proactive, intelligent, and human-centered.

 

Zoom AI Expert Assist plays a key role in maintaining that balance, providing care team members with AI-powered real-time contextual guidance during interactions so they can respond with confidence and precision, while patients experience the warmth and attentiveness of a truly human connection. They want to expand their use of ZVA for after-hours scheduling so providers can focus on patients, not keyboards.

 

Looking ahead, CareTalk Health plans to expand how they’re thinking through patient documentation so CTH’s doctors and nurse practitioners can focus directly on care. “We’ve made a corporate decision to do all of this within one technology platform, so we can focus less on tools and more on patients,” Troy said.

 

As CTH continues to push the boundaries of virtual care, Zoom provides the open, AI-native platform to make that possible, unifying patient interactions, care teams, and data in one secure, HIPAA-ready system so providers can focus on patients, and patients can focus on living well at home longer.

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