New Patient Workflow

AI captures new patient details on intake calls, writes demographics to Accuro

When a new patient calls, the AI gathers their name, DOB, phone, and reason for visit on the call, then writes demographics (name, DOB, phone, address) to Accuro. Medical history, allergies, medications, and insurance details are captured as a structured summary for staff to review and file.

How it pays back

New patient chart has demographics ready before they arrive

Name, DOB, phone, address write to Accuro from the intake call. Your clinician sits down to a chart with demographics complete, not blank.

Staff skip phone-based data entry

Instead of reading a patient's name and birthday off a voicemail or message, the AI captured it on the call and wrote it to Accuro. Staff review, not re-enter.

Insurance and medical history are summarized for staff action

Insurance cards, prior surgeries, allergies, and medications are noted during the call and returned as a structured summary. Staff verifies and files these into the chart at their desk, not rushed during check-in.

New patient demographics written to Accuro

Name, DOB, phone number, and contact info from the intake call

Medical history captured as structured text

Chief complaint, allergies, prior surgeries, and medications returned for staff review and filing

Insurance details collected and handed to staff

Captured on the call, stored in the patient portal, and flagged for verification

Phone-call data entry handled by AI

Staff verifies and files summaries into Accuro

Frequently asked questions

What information gets written to Accuro automatically?

Name, date of birth, phone number, and mailing address write directly to Accuro after the call. This creates or updates the patient record so it's ready for the clinician.

What happens to insurance information?

The AI captures insurance details on the call (carrier name, member ID, group number). This is returned as a structured summary in your patient portal and flagged for your billing staff to verify and file in Accuro.

Does the AI complete the full new patient form?

No. The AI gathers contact info and chief complaint on the phone. Medical history, allergies, medication lists, and other clinical details are captured and returned as a structured summary. Your staff reviews and enters these into Accuro's forms at their desk.

Can the AI ask about past medical history and surgeries?

Yes. It can ask open-ended questions like 'Have you had any surgeries?' or 'Do you take any medications?' The patient's answers are transcribed and returned as text for your staff to review and file.

What if a patient wants to fill out forms online instead?

The AI can offer both—an intake call or a self-service form link. Either way, demographics and summaries flow to your team. Many patients prefer the phone call because it's faster than typing.

Related reading

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