AdvancedMD Workflows
AdvancedMD practices can replace paper or email intake forms with phone-based intake where the AI captures insurance, medical history, medications, and reason for visit—then returns a structured summary your staff reviews and files into the chart.
Patients complete intake on the phone when they call to book. By the time they arrive, your chart is ready and staff have already reviewed their medical history and insurance.
Insurance details are captured on the call and returned to your staff as structured data. Your front desk reviews them, verifies coverage, and enters them into AdvancedMD. You stay in control of your insurance workflow and data accuracy.
Staff have the full intake summary before the patient arrives. Clinical staff walk in knowing the chief complaint, current medications, and relevant history.
Instead of manually extracting data from a form or email thread, your staff receive a clean, organized intake summary ready to paste or file into the AdvancedMD new patient record.
Phone-based intake captured
Patients answer questions during AI call booking, not via email or paper
Structured summary returned to staff
Medical history, allergies, medications, chief complaint organized for chart filing
Insurance collected and held for verification
Staff review and enter into AdvancedMD per your workflow
New patient record pre-populated with demographics
Name, DOB, phone number sync to AdvancedMD automatically
Yes. We configure the intake questionnaire for your specialty and practice. A rheumatology practice might ask about joint pain and autoimmune history; a primary care practice might ask about cardiovascular risk factors. You define the questions; the AI asks them naturally on the call.
The AI asks for primary insurance carrier, policy number, group number, and subscriber name. This information is captured on the call and returned to your staff as part of the intake summary. Your team verifies the insurance details and enters them into AdvancedMD—we don't write insurance to the EMR automatically.
Most phone intakes take 3 to 5 minutes. The AI asks questions conversationally, adapts based on answers, and moves quickly. Patients appreciate the ease compared to paper forms.
The AI will note the refusal and move on. Your staff can follow up when the patient arrives or during the appointment. Some details are nice-to-have; urgent items (allergies, current medications) the AI will re-ask or flag for staff attention.
The summary is delivered to your staff in a structured format ready to review and file. Your staff can then file it into the AdvancedMD chart (typically one click if your EHR supports copy-paste) or it can be pre-configured to file as an intake note. Workflow depends on your security and documentation preferences.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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