Concierge & DPC

AI receptionist designed for concierge and membership-based medical practices

Concierge practices need flawless member service. See how AI reception handles membership verification, direct access calls, and member intake without hiring additional staff.

How it pays back

Member Verification Built In

The system looks up membership status and tier during intake, so your staff know exactly who they're speaking to and what level of access that member holds.

Direct Access Workflow

Members calling for same-day or urgent slots are routed with full context. The AI captures the member's stated need and medical history summary, then notifies your provider or care coordinator immediately.

Structured Member Onboarding

New members are walked through intake on the call and return a comprehensive health summary ready for your staff to review and file into the chart.

Reduced Concierge Staff Burden

Your concierge team handles calls that truly need judgment. Routine renewals, appointment requests, and member check-ins flow through the AI, freeing staff for relationship-building tasks.

Member intake captured

Health history, medications, and contact details recorded during the call and returned as a structured summary for your staff to review and file

EMR integrations

Membership data and appointments sync into your practice management system; named integrations include athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed

Member tier routing

Calls routed based on membership level and availability—priority tiers honored automatically

Frequently asked questions

Can the AI verify if someone is actually a member of our practice?

Yes. The system integrates with your EMR or practice management system, so when a caller provides their name or phone number, the AI can look up their membership status and tier. If they're not in your system, the AI can offer new member intake or direct them appropriately.

How does the AI handle member billing or renewal questions?

The AI can answer common scripted questions about renewal dates, membership tiers, and billing contacts. For complex billing disputes or changes, the call is escalated to your concierge or billing team with full context captured during the conversation.

What happens if a member calls with a medical question?

The AI captures the member's reported symptoms and health concern, then immediately escalates to your provider or triage nurse. The structured summary is sent to your team so they can review context before picking up the call.

Does the AI integrate with our concierge practice management software?

Yes. MedReception integrates with named EMR and practice management platforms including athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. Appointment bookings and new member demographics (name, date of birth, phone, contact details) are written to your system; health history and other clinical details are captured during the call and returned as a structured summary for your staff to review and file.

Can we customize the AI's greeting and scripting for our membership model?

Absolutely. Your concierge practice's specific membership tiers, access rules, and messaging are configured during setup. The AI is trained on your practice's model so it sounds and acts like part of your team.

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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