New Patient Workflow

AI-powered new patient intake and appointment booking for Canadian healthcare practices

AI receptionist captures new patient demographics, insurance, chief complaint, and medical history during the intake call. Schedules appointments directly into your Canadian EMR and returns structured data for chart entry.

How it pays back

Front desk staff never touch new patient calls

The AI answers, qualifies, and schedules new patients 24/7. Your team stops fielding intake calls and can focus on clinical work and existing patient care. Calls are answered on the first ring.

New patient charts arrive pre-populated

Demographics (name, DOB, phone, email) write directly to your EMR. Medical history, allergies, and chief complaint are returned as a structured summary that your clinician reviews and approves before the visit. No manual data entry.

No new patients get turned away due to scheduling

The AI checks availability across all your providers in real time and offers same-day or next-available options. It can also capture caller info and add patients to a waitlist if no slots open.

New patient demographics written to EMR

Name, DOB, phone, email synced to Accuro, OSCAR, Meditech Canada

Structured intake summary for clinician review

Allergies, medications, chief complaint, and red flags captured and returned

Appointment booked during intake call

No callback needed; patient has confirmed time slot

Frequently asked questions

Does the AI write the new patient to our EMR?

Yes. The system creates a new patient record in your EMR (Accuro, OSCAR, Meditech Canada, etc.) with name, date of birth, phone number, and email. The patient is now searchable in your system before they arrive for their appointment.

What clinical information does it capture?

The AI asks for known allergies, current medications, reason for visit (chief complaint), and any red-flag symptoms. This information is returned to your staff as a structured summary. Your clinician reviews it and approves it for the chart—the AI does not author the medical record.

Can it check insurance during the call?

Yes. The AI can ask the patient for their insurance carrier, plan name, and member ID. This information is captured during the call and provided to your staff. Your billing team completes the insurance entry workflow in your EMR.

What if the new patient needs an urgent appointment?

If the caller reports red-flag symptoms or has acute symptoms, the AI escalates the call to your clinical staff for triage. You can reserve same-day or urgent slots in your schedule that the AI can offer to symptomatic callers.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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