Patient Intake
The AI asks for insurance information and photo ID during the intake call and captures or requests uploads. This data is returned to your staff in the MedReception portal—not automatically synced to the EMR—so your team controls how and where it's filed.
The AI captures insurance information during the call. Your billing team receives it, verifies eligibility with the carrier before the visit, and flags any coverage issues upfront. No check-in surprises about expired insurance or changed benefits.
Rather than asking patients to bring a card on the day of the visit, the AI requests a photo ID upload during the call. Patients send it via secure link from home, and your staff receives it ready to verify before arrival.
Insurance and ID data are captured and returned to your portal. Your team decides when to scan, file, or enter it into the EMR or billing system. Nothing auto-syncs to the chart, keeping sensitive financial and identification data under your watch.
Insurance captured during call
Staff verify eligibility before visit, not at check-in
Photo ID requested via secure upload
No day-of document scanning or delays
Data returned to staff, not auto-filed
You control where sensitive info goes
HIPAA-secure portal handoff
Encrypted capture and storage for insurance and identification
Yes, on new patient and new-to-the-practice calls. For established patients, the AI can check if insurance is current in the EMR and update if needed. You can customize when the AI asks for insurance (e.g., always, only for new patients, only for self-pay).
The AI can request the upload and send a secure link during the call, which patients can use on the same call or within a set time (e.g., before the visit). Alternatively, your staff can send a follow-up link via email if the patient prefers.
The AI notes this in the summary. Your staff receives the flag and can follow up via phone or email. Insurance is not required to book—it's flagged for resolution before the visit.
No. Insurance details are captured, returned to your staff in the portal, and your team decides if and how to file it. Some practices scan it into the chart; others enter it into their billing system. You retain full control.
The AI captures insurance details. Real-time eligibility verification with carriers is typically handled by your billing team or an integrated service. Your staff receives the insurance data from MedReception and can run verification through your existing process.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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