AdvancedMD
A new patient calls. Katie answers, captures their details on the call, takes their appointment request, and sends it to your staff. Your team confirms availability and enters the appointment in AdvancedMD.
Instead of playing tag with a patient, Katie completes the intake and appointment request in one conversation. Staff confirm and enter it into AdvancedMD. Fewer callbacks, higher conversion.
Katie captures name, date of birth, and phone number on the call. These are created as a new patient record in AdvancedMD. Staff don't re-type; they focus on clinical prep and schedule confirmation.
Katie asks for carrier and policy information during the call. This information is returned in the structured intake summary for your billing team to review and enter.
Katie requests the appointment; your staff confirm it and enter it into AdvancedMD. No automatic double-booking or overbooking. You keep full visibility and control.
New patient created in AdvancedMD
Name, date of birth, and phone created as new record
Appointment request sent to staff
Full intake context included with booking request
Insurance captured on call
Carrier and policy details included in intake summary for staff review
Confirmation sent to patient
Appointment details texted or called to confirm
Katie captures the appointment request and sends it to your staff. Your staff confirm the time slot and enter the appointment into AdvancedMD. This keeps your schedule fully controlled by your team.
Katie captures name, date of birth, and phone number during the call. These three fields are created as a new patient record in AdvancedMD. Your staff can then review and add clinical history, allergies, and medications from the intake summary.
Yes. Katie asks for insurance carrier and policy number. This information is included in the structured intake summary returned to your staff for review and entry.
Once your staff enter the appointment into AdvancedMD, a confirmation is sent to the patient automatically via text or phone call, depending on your preference.
Katie notes the patient's preference and sends the request to your staff with the requested time. Your staff can confirm that slot or offer an alternative, then enter it into AdvancedMD.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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