Healthcare Call Center Best Practices: Six Changes in the Order They Have to Happen

These six practices run in dependency order, so you can see what has to be in place before a service-level target can be audited and before automation can prove it worked.

Written by the Commure Agents Team

Published: September 18, 2026

10 min read

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What You Need to Know About Healthcare Call Center Best Practices

  • Healthcare call center best practices are the operating rules that set how fast a call is answered, how urgency is decided, what gets logged and who owns the follow-up.
  • The VA says at least 80 percent of primary care scheduling and pharmacy calls should be answered within 30 seconds, and that no more than 5 percent of calls should go unanswered.¹
  • Instrument the lines and set the target on answer speed first. Peer-reviewed VA data linked slower answer speed to worse patient-reported urgent access, while abandonment rate showed no clear link to five outcomes.²

Which healthcare call center best practices change what patients experience?

Six practices decide what a patient experiences on the phone. They cover how fast the call is answered, how urgency is judged, what gets logged and who owns the follow-up, and they run in dependency order.

 

Step Practice What it is measured on
1 Instrument every line, specialty lines included Call attempts and outcomes logged, line by line
2 Publish a service-level target on answer speed Share of calls answered within 30 seconds
3 Write escalation rules by call reason A documented disposition on every escalated call
4 Staff and route against the peak hour Coverage matched to arrival by half hour
5 Score calls on a chosen sample and a published rubric Scores that hold up across reviewers
6 Automate the structured share of volume Volume absorbed without adding seats
What to ask What good looks like
Scope Which of the three systems are we buying: self-scheduling, a predictive model, or a voice agent? A direct answer, with anything else described as roadmap
Rule configuration Who writes the scheduling rules, and who approves a change to them? A written rule set the organization owns and versions
System of record Does a booking write into the EHR or practice management system? The appointment exists in the system of record before the call ends
Escalation What leaves the workflow, and how fast does it reach a person? A named destination per exception type, with a measured handoff time
Governance The six questions above, in writing Answers the vendor will put in the contract
Auditability Can we pull the transcript and the decision log for one appointment? Self-service access to transcripts and call outcomes
Compliance Will you sign a BAA, and how is call recording consent captured? A signed agreement before go-live, and a documented consent step
Measurement What do you report, and what will we measure ourselves? Booking accuracy and rework reported alongside automation rate

The order is not a preference. A target can be audited only on instrumented lines, and automation shows whether it worked only when the lines were instrumented first. Steps one through three cost configuration time rather than seats, so they can start while the staffing plan is still being worked out.

The evidence base is thin: one published federal service-level standard, one cohort study of 252,145 patients, and one six-site study of telephone access. Peer-reviewed research has yet to evaluate healthcare call center best practices as a category.

How the phone line is organized matters less than what it is held to. The six-site study of Veterans Affairs primary care found that "differences in how telephone access was organized were not associated with patient-rated access."³ These practices apply under any of those structures.

Phone work is already near the top of the agenda. A December 2025 MGMA poll of 236 practice leaders placed phone access third among 2026 patient access priorities at 22 percent.¹⁴ No-shows led at 27 percent, followed by online scheduling at 24 percent.¹⁴

Why do healthcare call center best practices start with instrumenting every line?

Instrument every line before setting a target on any of them. Auditing a queue, and defending the target set on it, both depend on the phone system logging that line. Ask for per-line reporting on call attempts, answer time, transfers and outcomes, including on the lines the main dashboard does not cover.

Start with the unreported lines, because they are where the data goes missing. A February 2026 VA Office of Inspector General advisory memorandum reviewed 15 facilities and found 13 of them lacked essential call data on specialty lines.⁷ Nearly 1 million of 2.1 million call attempts lacked critical call data.⁷

Patient experience data goes missing in the same way. In the six-site study, two of six sites collected data on veteran experience with telephone access.³

Once every line is logged, the choice of healthcare call center metrics and the benchmarks behind them is the next decision.

The governance that travels with the data

Recordings and transcripts carry legal obligations as soon as a vendor holds them, so settle the contract terms with the instrumentation.

A vendor that stores protected health information on your behalf is a business associate, and it must sign a business associate agreement (BAA). The Department of Health and Human Services (HHS) limits the conduit exception to transmission-only services.⁸ That exception does not cover a vendor holding recordings, transcripts or message logs.⁸ What a compliant vendor arrangement requires sets out those terms in full.

Federal wiretap law permits recording by a party to the call, or with one party's prior consent, for a person not acting under color of law.⁹ That permission sits at 18 U.S.C. § 2511(2)(d), and it drops away where the recording is made to commit a criminal or tortious act.⁹ States layer their own rules on top, and some require consent from every party, so confirm the rule with counsel in every state you take calls from.

HHS published a proposed update to the HIPAA Security Rule in January 2025, and the proposal is pending rather than current law.¹⁰ Require compliance with the rule as amended in any vendor agreement you sign now.

What answer-speed target should a healthcare call center publish?

Publish a target on answer speed, and keep abandonment rate on the report as a diagnostic figure rather than the headline. Starting from a standard someone else has already audited saves the argument about where to set it.

The Veterans Health Administration's standard says its contact centers should answer at least 80 percent of primary care scheduling and pharmacy calls within 30 seconds.¹ The same standard caps unanswered calls at 5 percent.¹ Clinical triage lines carry a separate 120-second target, and the audit counted 82 percent answered within that window as meeting it.¹

Answer speed is also the number VA research connects to what patients report.² A cohort study of 252,145 patients across 285 VA facilities tied slowest-quartile average speed of answer to a worse access result.² Patients at those facilities had lower odds of reporting that they got urgent appointments as soon as needed.² The odds ratio was 0.85, with a 95 percent confidence interval of 0.76 to 0.95.²

Abandonment rate did not behave the same way. The same study reported that "the regression results did not demonstrate a clear, significant relationship between AR [abandonment rate] and any of the 5 outcomes."²

How do you define escalation by call reason before the call arrives?

Define escalation by call reason, and put it in writing before the call arrives. Routing then rests on the rules rather than on the caller's own label or on whoever answers. An operator who forwards only the calls a caller labels an emergency can pass over clinical urgency the caller did not name.

What that costs was measured in a review of 2,835 after-hours clinical calls at a single family medicine residency practice, over April 2000 to March 2001.⁶ Operators forwarded only the calls the caller described as emergencies, holding back 288 of the clinical calls.⁶ Reviewers had complete data on 119 of those, and among the 119, outcomes were:⁶

  • 51 percent had an office appointment within two weeks
  • 4 percent had an Emergency Department visit within two weeks
  • 2 percent were admitted to the hospital within two weeks
  • 3 percent suffered clinical harm
  • 26 percent experienced discomfort from delayed care

The study covers one practice, and its data period ended in 2001.

Three things make the rule operational. Write a reason-to-route map that names which call reasons reach whom. Name an owner for the on-call path. Record a documented disposition on every escalated call, and hold a standing review of the escalations that resolved nowhere.

Keep the boundary between routing and triage explicit. Routing by stated intent is an administrative decision, while clinical triage is a licensed function that stays with clinical staff under their own protocol.

Apply the same reason-to-route map to overnight and weekend calls rather than writing a separate after-hours version.

How do you staff and route against the peak hour rather than the daily average?

Staff and route against the peak hour rather than the daily average. Publish an intraday coverage plan, and take the structured call types off the live queue. Answer speed improves when coverage matches arrival and when the queue holds fewer calls that need a person.

The cost of staffing to the average is visible in the audits. In fiscal year 2024, the VA Office of Inspector General reviewed 17 clinical contact centers, and 14 of them missed both standards.¹ Those 14 answered about 57 percent of their calls within 30 seconds against the 80 percent target, at an average abandonment rate of about 13 percent.¹ Across service lines, scheduling was separately estimated at about 11 percent of calls abandoned, more than double the 5 percent standard.¹ Neither scheduling nor pharmacy met the 30-second target.¹ Keep the two figures apart: the 13 percent describes the 14 centers that missed, the 11 percent the scheduling line.¹

One site shows the shape of a staffing gap. A VA Office of Inspector General review of one Atlanta call center found 30 percent of callers abandoning their calls.⁴ Of the answered calls, 22 percent were picked up within 30 seconds.⁴ The center averaged about 29 staff against an estimated 53 needed for roughly 135,600 calls.⁴

Know what is in the queue before adding capacity to it. A 2026 Medical Group Management Association (MGMA) poll of 294 practice leaders ranked the most time-consuming phone work.⁵

Phone work Share of practice leaders
Eligibility and prior authorization 45 percent
Scheduling 31 percent
Intake 9 percent
Prescription refills 6 percent
 

Build the coverage plan from your own call records rather than from a staffing average. Multi-location medical groups and regional health systems running a centralized patient access center already hold those records, provided the lines are logged.

Give the waiting caller a stated path. A callback with a named window, or a queue position, tells the caller what happens next.

Whether the added coverage comes from your own roster or a contracted one is a separate decision, and healthcare call center outsourcing sets out the scope and the contract terms.

How do you score call quality and plan the roster around turnover?

Score calls against a published rubric on a sample chosen in advance. Select calls by reason and by hour rather than scoring whatever happened to be recorded, and publish the rubric so scores hold up across reviewers. Score the handoff as well as the call, giving follow-up communication with the clinical team its own score and a named owner.

Both halves of that answer a gap the research found. All six sites in the Veterans Affairs study identified "chronic understaffing of call centers as a major barrier to effective telephone management."³ No site in that study described holding call center staff accountable for the quality of follow-up communication with primary care teams.³

Treat turnover as a design input rather than an interruption. Build the intraday coverage plan against the roster you expect in six months. Keep the escalation rules written down so a new hire can follow them on the first day. Three figures set the context:

  • Burnout has risen across the wider health workforce. CDC data show 45.6 percent of health workers reported feeling burnout often or very often in 2022, against about 31.9 percent in 2018.¹¹
  • Churn concentrates in these roles. Industry data suggests front desk and patient access sit among the highest-churn roles in medical groups.¹²
  • Pay sets the hiring floor. The Bureau of Labor Statistics puts median receptionist pay at $18.27 an hour, and $19.00 an hour in health care and social assistance.¹³ It projects about 105,100 openings a year in the occupation.¹³

Where does automation sit among healthcare call center best practices?

Automate the structured, repeatable share of volume last, and keep escalation to a person in every workflow. Automation absorbs volume growth, and it shows whether it worked only when the target, the rules and the call data are already in place.

Start where the exchange is scripted. Scheduling, at 31 percent of responses, is the scripted phone task practice leaders most often name as their most time-consuming.⁵ Eligibility and prior authorization, at 45 percent of responses, run through payer systems rather than a scripted exchange, so treat them as a separate program.⁵

This is the step a voice agent is built for. Commure AI Call Center Agents take the scripted share of inbound calls, scheduling included, and hand anything non-standard to a person under the escalation rules written at step three.

Scheduling is where most groups start, and the routing and confirmation logic behind it is set out in AI patient scheduling. The wider category of AI voice agents in healthcare sets out what these systems take on and where they stop.

In this order, each of the six healthcare call center best practices is measured against data the previous step produced.

Where do Commure AI Call Center Agents fit in the automation step?

Automation is step six, and it covers the structured share of inbound volume. Commure AI Call Center Agents answer inbound patient calls 24/7/365 in English and Spanish, under a BAA signed before any data is shared.

The scope lines up with the practices above. Commure Agents route callers to the right internal team by stated intent, which is the administrative decision step three separates from clinical triage. The reason-to-route map and the escalation rules are configured during scoping. They answer frequently asked questions about hours, locations, provider specialties, services and policies. They take intake for new and existing patients, and they schedule, reschedule and cancel within the agreed rules.

The scope stops short of clinical and financial work. Commure Agents capture insurance information without verifying eligibility, benefits or deductibles, so the eligibility and prior authorization block stays with staff and payer systems. Complex or non-standard scenarios escalate to a person, and clinical triage stays with clinical staff.

The dashboard shows call activity, call success status and full transcripts, which is the per-line call data step one asks for on any automated line. The platform integrates with eClinicalWorks, athenahealth, Epic, ModMed, MEDITECH and AdvancedMD, and other systems are scoped for feasibility.

Request a complimentary call center health analysis before deciding what to automate. It reviews a week of call transcripts and metadata under a signed BAA. It returns call volume by type, length, category and outcome, plus rep-level scoring and a model of where automation would help.

Sources

  1. U.S. Department of Veterans Affairs, Office of Inspector General. (2025, October 8). Review of clinical contact centers to assess leadership and oversight (Report 25-00228-214). https://www.vaoig.gov/sites/default/files/reports/2025-11/vaoig-25-00228-214_final.pdf
  2. Griffith, K. N., Li, D., Davies, M. L., Pizer, S. D., & Prentice, J. C. (2019). Call center performance affects patient perceptions of access and satisfaction. American Journal of Managed Care, 25(9). https://www.ajmc.com/view/call-center-performance-affects-patient-perceptions-of-access-and-satisfaction
  3. Chuang, E., Bonilla, A., Stockdale, S., Das, A., Yano, E. M., & Rose, D. (2022). Telephone access management in primary care: Cross-case analysis of high-performing primary care access sites. Journal of General Internal Medicine, 37(8), 1963–1969. https://link.springer.com/article/10.1007/s11606-021-07365-5
  4. U.S. Department of Veterans Affairs, Office of Inspector General. (2025, January 30). Atlanta call center staffing and operational challenges provide lessons for the new VISN 7 clinical contact center (Report 23-01609-14). https://www.vaoig.gov/reports/review/atlanta-call-center-staffing-and-operational-challenges-provide-lessons-new-visn-7
  5. Harrop, C. (2026, March 11). Phones are still a bottleneck costing medical practices time they can't afford (MGMA Stat poll, March 10, 2026; 294 applicable responses). MGMA Stat. https://www.mgma.com/mgma-stat/phones-are-still-a-backlog-costing-medical-practices-time
  6. Hildebrandt, D. E., Westfall, J. M., Fernald, D. H., & Pace, W. D. (2006). Harm resulting from inappropriate telephone triage in primary care. Journal of the American Board of Family Medicine, 19(5), 437–442. https://www.jabfm.org/content/19/5/437
  7. U.S. Department of Veterans Affairs, Office of Inspector General. (2026, February 19). VHA facilities' collection and oversight of specialty care call data (Preliminary result advisory memorandum, Report 25-03621-68). https://www.vaoig.gov/reports/preliminary-result-advisory-memorandum/vha-facilities-collection-and-oversight-specialty
  8. U.S. Department of Health and Human Services, Office for Civil Rights. (2016; content last reviewed December 23, 2022). Guidance on HIPAA & cloud computing. https://www.hhs.gov/hipaa/for-professionals/special-topics/health-information-technology/cloud-computing/index.html
  9. U.S. Government Publishing Office. (2023). 18 U.S.C. § 2511: Interception and disclosure of wire, oral, or electronic communications prohibited. United States Code. https://www.govinfo.gov/content/pkg/USCODE-2023-title18/html/USCODE-2023-title18-partI-chap119-sec2511.htm
  10. U.S. Department of Health and Human Services, Office for Civil Rights. (2025, January 6). HIPAA Security Rule to strengthen the cybersecurity of electronic protected health information (Proposed rule, RIN 0945-AA22). Federal Register, 90 FR 898. https://www.federalregister.gov/documents/2025/01/06/2024-30983/hipaa-security-rule-to-strengthen-the-cybersecurity-of-electronic-protected-health-information
  11. Nigam, J. A., Barker, R. M., Cunningham, T. R., Swanson, N. G., & Chosewood, L. C. (2023, November 3). Vital signs: Health worker-perceived working conditions and symptoms of poor mental health, Quality of Worklife Survey, United States, 2018–2022. Morbidity and Mortality Weekly Report, 72(44), 1197–1205. https://www.cdc.gov/mmwr/volumes/72/wr/mm7244e1.htm
  12. MGMA HR Insights. (2026, May 28). Stabilized but not solved: Staff turnover in medical practices looking no better, no worse in 2026 (MGMA Stat poll, May 26, 2026; 303 applicable responses). MGMA Stat. https://www.mgma.com/mgma-stat/stabilized-but-not-solved-staff-turnover-in-2026
  13. U.S. Bureau of Labor Statistics. (2026, August 27). Occupational outlook handbook: Receptionists (median wage data, May 2025). https://www.bls.gov/ooh/office-and-administrative-support/receptionists.htm
  14. Harrop, C. (2025, December 10). Patient access priorities for 2026: Tackling wait times, phones, no-shows and more (MGMA Stat poll, December 9, 2025; 236 applicable responses). MGMA Stat. https://www.mgma.com/mgma-stat/patient-access-priorities-for-2026

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