Scheduling

ECW PLAYBOOK

New vs Established Patients

Keep intake divergence clear without forcing staff to memorize every rule.

Ready in

2–4 weeks

Typical ECW rollout timeline

Automation lift

Varies

Depends on call mix and workflow scope

Escalations

On-call

Response times follow your protocols

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Why this matters

New patients require insurance capture, intake packets, and longer slots. Established patients often need quick adjustments.

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Typical breakpoints

Watch for these signals to know when the workflow is drifting and patients are being misclassified.

  • New-patient slots filled by follow-ups
  • Intake paperwork missing before visit
  • Established visits booked when provider needs extended time

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MedReception workflow

AI verifies whether the caller has a chart, applies the correct script, and triggers the right follow-up packet.

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KPIs

Track intake completion rates, reschedule percentage, and documentation errors to confirm the split is working.

Next step

Bring this playbook into your ECW environment

We’ll load your scripts, routing maps, and compliance requirements into MedReception AI, then show your stakeholders how each call is logged back into ECW.

New vs Established Patients | MedReception AI | Medreception AI