AdvancedMD Workflow
Katie answers the first call, collects name, DOB, phone and reason for visit. Your front desk enters this into AdvancedMD in seconds.
Katie captures demographics once. Your staff copies them into AdvancedMD. No typing the same name, phone, or DOB twice.
Your scheduler focuses on booking and chart setup. Katie handles the call, so your desk staff starts with a complete intake packet.
New patients arrive with their AdvancedMD chart already open. Clinical staff see reason for visit and intake answers before the first exam.
New patient demographics captured
Name, DOB, phone entered to AdvancedMD by staff
Every call routed to intake
No caller hangs up waiting for an operator
Structured summary for chart review
Medical history and chief complaint ready for clinical notes
HIPAA compliant, verified by Compliancy Group
BAA included; encrypted call storage and data handling
No. Katie captures the patient information and returns it as a structured summary. Your front desk uses this to create the new patient record in AdvancedMD. You stay in control of duplicate checking and chart setup.
Katie can transfer any call to your front desk or provider. She notes the caller's request and reason so your staff answers with context.
Yes. Katie handles every inbound call. For established patients, she can route to appointment booking or message delivery. For new patients, she captures intake and routes to new patient entry.
Katie asks and listens. Callers self-identify as new or established. If unsure, your staff handles the transfer. Katie always documents the call so no information is lost.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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