AI Annie Feature
AI Annie guides callers through a conversational intake process, capturing name, date of birth, insurance, medical history, medications, allergies, and chief complaint. All data is returned as a structured, EMR-ready summary that your staff reviews and files.
Your staff has a full intake summary before the patient arrives. No waiting room delays, no incomplete questionnaires, no 'we'll fill this out later.'
AI Annie asks clarifying questions about medications, allergies, and history. The structured summary reduces transcription errors and ensures critical safety information is captured for your team to review and file.
Insurance carrier, policy number, and group details are captured on the call and returned in your summary. Your billing team has what they need to verify and process claims.
Your staff receives a clean, organized summary. Review for accuracy, then file into your EMR. No re-typing, no hunting through notes.
Full intake captured on call
Demographics, history, medications, allergies
Structured data summary
EMR-pasteable format, staff review before filing
Insurance details logged
Captured and flagged for billing verification
Clinical context preserved
Chief complaint and medical narrative retained
Staff review and file
Human review ensures accuracy and completeness
No. AI Annie captures and returns the intake as a structured summary. Your staff reviews it for accuracy, then files it into the patient's chart. This human review step ensures quality and catches any clarifications needed before the visit. Appointment bookings and patient demographics (name, DOB, phone) are written to the EMR; medical history, allergies, medications, and clinical details are returned as a summary for your team to review and file.
AI Annie respects patient preferences. If a caller declines to share insurance, that's noted in the summary and flagged for your team. Patients can provide it in the office or through the MedReception portal.
AI Annie asks open-ended questions—'What medications are you currently taking?' and 'Do you have any allergies?'—then follows up with clarifying questions about dosages, frequency, and severity. The summary lists all details for your team to verify and file.
Yes. Patients receive a link to the MedReception portal where they can review their intake summary, make corrections, and upload insurance cards or IDs. Your staff is notified of updates before the appointment.
AI Annie is trained on medical terminology and common conditions. It asks follow-up questions to clarify—'When was the surgery?' 'Which medication?' 'How often does that happen?'—and captures the full context in the summary for your team to review.
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