Workflow

AI answering service that captures patient intake during the call

Collect medical history, insurance details, and visit reason during the initial call. The AI returns structured intake information that your staff reviews and files, no more incomplete forms or manual follow-up calls.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Complete intake before the patient arrives

By the time the appointment date arrives, your staff has already reviewed and filed the patient's medical history, allergies, medications, and insurance status. The appointment can start on time without delays.

No back-and-forth calls to complete paperwork

The AI captures everything on the first call. Your staff doesn't need to send follow-up requests or call patients to fill in missing information. Missing data is flagged in the structured summary for your team to address if needed.

Insurance and authorization questions handled during intake

The AI asks about insurance coverage, prior authorization status, and referral requirements. It returns this information as a structured summary that your billing staff can use to verify coverage before the visit.

Compliant, HIPAA-safe data capture

Insurance details and medical information are captured on the call and returned as a structured summary that your staff reviews and files directly into the EMR. MedReception is HIPAA compliant, verified by Compliancy Group, and includes a BAA.

Structured intake returned for staff review

Medical history, allergies, medications, insurance, and reason for visit

Intake in English, Spanish, and Korean

End-to-end booking and intake in these languages; other languages understood with summary for staff

No cloud storage of insurance or photo ID

All sensitive data is captured on the call and handed to your team

Compliant by design

HIPAA compliant, verified by Compliancy Group, BAA included

Frequently asked questions

What intake questions does the AI ask?

The AI asks questions configured for your practice and specialty. For a first visit, that might include chief complaint, medical history, allergies, current medications, insurance carrier, and prior authorization status. For a follow-up visit or established patient, the AI skips questions it already has in your system.

What happens to the intake information after the call?

The AI returns all captured information as a structured, pasteable summary. Your staff reviews it, checks for accuracy, and files it directly into the patient's EMR chart. No re-entry, no transcription needed.

Does the AI handle insurance verification?

The AI asks about insurance carrier, group number, and member ID during intake. It captures this information for your staff to review. Your billing team can use the captured data to verify coverage and check for prior authorization requirements.

Can the patient skip questions or refuse to answer?

Yes. The patient can decline to answer any intake question. The AI documents what was provided and flags missing information in the summary. Your staff can follow up if needed, but the appointment is confirmed regardless.

Does the AI fill in my EMR chart automatically?

No. The AI returns intake information as a structured summary that your staff reviews and files into the patient's chart. This ensures your clinical team sees all information and can verify accuracy before it becomes part of the permanent record.

Related reading

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