An independent publicationEvery case sourced, dated & graded A–DGet the weekly Casefile →
Grade BproductionSource date Oct 17, 2026· Last verified Oct 17, 2026

What did Montage Health get from automating intake, referrals, and care gaps?

Montage Health · Hospitals & Health Systems

Header image: A nurse with a supply cart in a colorful hospital corridor

Montage Health (California) uses Notable for registration and intake, referrals, and care gap closure. Notable's study reports an estimated $2 million in annual gross value, no-shows down 11 percent, and the equivalent of 13 FTEs freed.

Reported outcomes

annual gross value
an estimated $2 million
Source [1] · self-reported
no-show rate
dropped by 11 percent
Source [1] · self-reported
capacity
equivalent of 13 FTEs freed
Source [1] · self-reported

Outcomes are reported exactly as stated by the source; we have not independently audited them.

How it works

  1. Digital registration and intake with copay collection.
  2. Automated referral processing.
  3. Automated reminders and care-gap closure outreach.

Risks & compliance

  • Automation writes into the EHR; errors propagate to registration and billing
  • PHI handling (HIPAA)
  • Vendor-published results; not independently audited

Healthcare cases cover operational and commercial workflows. Nothing here is medical advice or a claim about a device's or drug's efficacy.

Build this yourself

Tools mentioned & how to build it

Disclosure: Some links may earn us a commission; it never affects grades. Tools are listed by fit to this case, never by payment.

Tools mentioned

  • Notable (Notable)
    AI agents for intake, scheduling, prior auth and care-gap outreach.

Build a version yourself

  • Make
    Visual no-code automation with AI agents; good for intake, routing and follow-up flows.
  • Retell AI
    Build and deploy phone agents for scheduling, intake and call routing.
  • ElevenLabs
    Voice models and a conversational-agent platform behind many voice agents.

All tools by category →

Sources

[1]Notable· vendor customer story· Undated (accessed Oct 17, 2026)
“The partnership yields Montage Health an estimated $2 million in annual gross value through revenue capture and cost savings.”
Montage Health AI Case Study

Grade rationale: Named organization with a quantified outcome from the vendor or the organization itself (self-reported). Automated check on Oct 17, 2026: 1/1 quotes and 3/3 outcome claims matched the source. Compiled by the Agent Casefile research desk (AI-assisted; see methodology). Spot an error? Request a correction.

Keep reading

Related cases