AI Annie Captures Complete Patient Intake and Medical Data on Every Call

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.