Client Portal

Call type

Medical Records Requests

Record transfer requests require accuracy and tracking. They interrupt staff when the process isn’t structured.

What these calls involve

  • Sending or receiving records
  • Confirming faxed documents
  • Status checks on requests

Why they disrupt staff

  • Administrative load during clinic hours
  • Repeat follow-ups when status is unclear
  • Risk of missing details or consents

How AI reception helps

  • Logs requests with required details
  • Routes directly to admin teams
  • Provides confirmation so callers don’t repeat

Tracking beats interruptions.

Bottom line

Structured record handling keeps compliance and patient trust intact without constant phone interrupts.

Phone problem guides

Map each call type to the phone problem it causes.

Explore the Phone Problems hub to see how missed calls, long holds, voicemail overflow, and staffing gaps show up in daily call patterns.

Browse phone problem guides →
Medreception AI — HIPAA-Compliant AI Medical Receptionist for Clinics & Surgeons