New Patient Workflow
When a new patient calls, AI captures their information, creates a structured intake summary, and books an appointment—staff review the summary and enter verified data into your EMR.
New patients arrive with appointment booked and a structured intake summary ready for staff. Clinical staff start with context, not a blank page.
AI captures data verbally during the phone call—no incomplete paper forms or illegible handwriting. Structured intake summary is ready for staff to review and file.
AI asks for insurance carrier and member ID during the call. Data is captured in the structured summary and stored securely in MedReception portal for staff to verify against the patient's insurance card and flag any discrepancies before visit.
New patient can book their first appointment during the call and receive confirmation immediately. No follow-up call or email exchange needed.
New patient intake
Demographics and appointment reason captured on call
Chief complaint structured
Intake summary captured and ready for clinical review
Same-call appointment booking
Appointments written to EMR before the call ends
Insurance data captured
Collected on call and stored in MedReception portal for staff verification
No. Insurance details (carrier, member ID, group number) are captured during the call and returned as a structured summary in the MedReception portal. Staff review this data for accuracy, verify against the insurance card, and then enter it into the EMR. This ensures no typos or mismatches get into your chart.
The AI asks open-ended questions about coverage and can handle uninsured, self-pay, or sliding-scale scenarios. If the patient has no insurance, that information is captured and noted so billing staff know upfront.
Yes. The AI can administer brief health history questions (allergies, medications, prior surgeries) during the call. Answers are captured as a structured summary for staff to review and file into the EMR or attached as a document.
The AI can offer the patient a waitlist spot, schedule a callback when a cancellation opens up, or offer an appointment on a future date. Patient is notified of all options, and the request is logged in your scheduling system.
The AI asks for the patient's phone number or date of birth and checks against your EMR. If a record exists, it's an existing patient; if not, a new intake is initiated with the data captured during the call.
Yes. After the appointment is booked, the system can automatically send an email or text with a link to pre-visit forms, parking instructions, required documents, and appointment reminders. This reduces no-shows and speeds up check-in.
Workflow
New patient scheduling
AI-driven new patient intake and appointment booking process.
Workflow
Patient intake
Understand how structured intake data is captured, stored, and prepared for staff review.
Integration Hub
EMR and EHR integrations
Learn which EMRs support appointment and demographic write-back.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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