AI Phone Intake
Automate Patient Intake by Phone with AI
Instead of asking the same questions all day, let an AI receptionist collect clean, structured intake information for your team.
Book a Scheduling Optimization DemoWhat Intake Steps Can Be Automated?
- Basic demographics (name, DOB, contact information)
- Insurance plan and member ID
- Referring provider and clinic
- Reason for visit and key symptoms
- Prior surgeries or relevant history (at a high level)
Why Intake Over the Phone Still Matters
Not every patient is comfortable with apps, portals, or long web forms. Many still prefer to call. Phone-based intake automation lets you meet them where they are, while still getting structured data.
How MedReception AI Hands Off to Your Team
After collecting intake information, the AI can:
- Send a summary to your staff for review
- Pre-populate scheduling notes or EMR messages where integrations exist
- Flag incomplete information so staff know what to confirm
Free Your Staff from Repeating the Same Questions
Let the AI handle the repetitive intake work so your team can focus on higher-value tasks and in-office patients.
Book an Intake Workflow SessionScheduling Optimization
Let us show you the scheduling playbook
Every scheduling workflow includes trigger-based routing, automation, and escalation so patients reach the right slot in real time.
More Scheduling Optimization Resources
Explore related content in the scheduling silo to see how AI handles new patients, follow-ups, reminders, and waitlists.