Patient Intake
Use an AI receptionist on your 8x8 line to collect health history, insurance, and scheduling preferences from new callers in real time.
By the time a new patient hangs up, their demographic record exists in your EMR with name, DOB, phone, and insurance information. Staff spend minutes, not hours, completing the chart.
The AI receptionist asks the same questions, in the same order, for every caller. No missed fields, no inconsistent data entry—every new patient record is complete and structured.
Caller insurance details, pharmacy, emergency contact, and medication list are returned as a structured summary for your staff to review and file. Nothing is forgotten in a voicemail.
Your clinical staff review the intake summary before the patient arrives, so the visit can begin immediately—no waiting for intake paperwork or chart review.
Every new caller screened
Insurance, allergies, and reason for visit captured before arrival
Structured intake summary
Health history, medications, and preferences ready for staff review
Demographic record created
Name, DOB, phone, and insurance information synced to your EMR
Urgent health flags escalated
Allergies, critical symptoms, and red flags trigger immediate staff notification
Insurance carrier, group, and member ID are captured on the call and returned as a structured summary for your staff. They review and file it into the chart. This lets you verify coverage before the appointment and flag billing issues early.
The AI receptionist notes self-pay status and captures any payment information or financial assistance requests the caller offers. That detail appears in the intake summary for your staff to process.
Yes. The receptionist asks standard health questions during intake (allergies, current medications, reason for visit, medical history) and returns the answers as a structured summary. Your clinical staff review and enter these into the official chart.
The call is recorded and transcribed. Your staff can see what was collected, what was missed, and follow up via phone or email to complete the record before the appointment.
Workflow
Patient intake
Learn how the AI receptionist captures structured health and demographic data on every call.
Feature
New patient scheduling
AI receptionist handles new patient scheduling and intake in a single call.
Next step
How appointments get booked on the call
Booking, rescheduling and calendar rules the receptionist applies on every call.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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