Case Study – Intermountain Healthcare

date

February 11, 2026

Intermountain triage case study

Call Center Operations

Intermountain Healthcare is a large integrated delivery network with hospitals and clinics across Utah and Idaho. Their centralized triage call center employs 40 nurses who handle various types of calls, including:

Post-discharge calls for Intermountain hospitals

After-hours symptom triage for primary care, women's health, and some specialty clinics

24/7 nurse lines for patients with certain insurance plans

Support for remote patient monitoring and patient service centers during business hours

Challenges

Prior to implementing CareDesk, the triage call center used another vendor's triage logic software. However, they faced limitations with that system:

Inability to customize workflows or protocols

Inadequate customer support

No integration with their Cerner EHR system

Limited reporting capabilities requiring manual data manipulation

The triage team wanted a solution that would allow them to expand services, improve efficiency through better integration and workflow customization, and access robust reporting.

CareDesk Implementation

In 2022, Intermountain implemented CareDesk across their triage nursing team. Key integrations included:

Bi-directional integration with Cerner EHR

Integration with Avaya phone system enabling patient lookup on inbound calls

Custom analytics reports for different service lines and quality monitoring

The Avaya integration automatically searches for the patient in CareDesk/Cerner, successfully matching over 50% of callers and saving significant time over manual lookups.

Results with CareDesk

With CareDesk, Intermountain's triage team has realized major benefits:

Enhanced EHR Integration_

Enhanced EHR Integration:

The bi-directional link with Cerner has simplified charting processes, making data access and entry more efficient.

Handle Time Improved

Handle Time Improved:

Call handle times improved as nurses adjusted to the new system

Expanded services

Expanded services:

The platform gives tools to easily expand to additional specialties like women's health

Flexible System Customization

Flexible System Customization:

CareDesk’s adaptability allows for ongoing protocol and workflow enhancements, which are vital for expanding service offerings and adapting to patient needs.

Strong technical support_

Strong technical support:

Support from Keona Health has been instrumental in resolving issues promptly, ensuring continuous service improvement.

The support, the integration, and the ability to grow are the biggest values for us.

- Aubrey Elieson

Robust Reporting Capabilities

Enhanced operational visibility and decision-making with customizable reports:

Monthly reports for the entire medical group

Granular patient-level reports for ED referrals and readmission tracking

Specific reports for departments like Nevada and women's health.

Automated reporting for external partners via SFTP

"The one thing I've really enjoyed is the ability to create customer reports. I just built one the other day for a Nevada partner so that they can track their readmissions better".

- Jared McMurray

Continued Improvement

The triage team continues to partner closely with Keona on optimizing CareDesk, including:

Gathering ongoing feedback and enhancement requests from nurses

Implementing provider notifications integrated with Cerner

Fixing reporting issues to ensure complete data availability

Improving support for documenting transgender patient interactions

Key Takeaways

Intermountain’s experience underscores several best practices for implementing a healthcare communication platform:

Enhanced EHR Integration

Seamless EHR Integration:

Essential for simplifying clinical workflows and ensuring data consistency.

Advanced Custom Reporting_

Advanced Custom Reporting:

Enables targeted data analysis, helping to refine operations and patient care strategies

Executive Sponsorship_

Executive Sponsorship:

Driving successful change management and user adoption

Vendor Partnership

Vendor Partnership:

Collaborative relationships with technology providers are vital for evolving service capabilities and resolving technical challenges efficiently.

Expanded services

Service Expansion:

The flexibility of CareDesk supports the addition of new specialties, facilitating growth and the ability to meet diverse patient needs.

Intermountain continues to refine their use of CareDesk, focusing on enhancements such as provider notifications, support for diverse patient populations, and comprehensive data reporting. This ongoing optimization will help them further improve their triage services and overall patient care efficiency.

Posted By

Stephen Dean

Stephen Dean is COO of Keona Health, where he’s spent 13 years building AI systems that transform patient access. Before “agentic AI” was a term, his team was deploying autonomous systems that now handle millions of patient conversations annually.