Concierge

New members reach a live AI receptionist on their first call, no voicemail, no callback delays, intake captured instantly.

Concierge members call to join and reach Katie, your AI receptionist, immediately. She welcomes them, captures enrollment details, gathers medical history and insurance information, creates their patient record in your EHR, and schedules their first appointment, all on the first call. No voicemail, no missed enrollment opportunities, no manual intake forms. Your team receives a structured summary of medical history, medications, allergies, and questionnaire answers ready for clinician review before the visit.

By MedReception AI, physician-built by Paul Toomey, MDPublished Nov 1, 2026

Members reach a live voice immediately; no voicemail dead ends or callback delays
Captures name, date of birth, phone, address, emergency contact, and membership tier in one call
Asks structured health history: prior surgeries, medications, allergies, chronic conditions, family history
Collects insurance information and membership preferences on the call
Creates new patient record in your EHR with demographics; schedules first appointment and sends confirmation
Returns medical history, medications, allergies, and questionnaire answers as an EMR-pasteable summary for your team

How it pays back

Enrollment Happens on Day One

Members don't wait for staff to call back or fill out forms. Katie answers the moment they call, captures everything in one conversation, and books their first visit. Your enrollment process is complete before they hang up.

No Missed Enrollment Calls

Voicemail systems lose prospective members. Katie answers every call, every time, during business hours and after. New member calls are never missed, never left in a queue, never abandoned.

Intake Ready for Your Clinician

Insurance details, medical history, medications, and allergies are captured on the call and returned as a structured summary for your team to review and file before the first visit. No re-asking, no duplicate entry, no chart gaps.

Your EHR Stays Current

New patient demographics (name, date of birth, phone, address, emergency contact) are written directly to your EHR. Your scheduling system reflects the booked appointment immediately. No manual data entry, no reconciliation.

Portable and Yours to Keep

MedReception is custom-built for your practice and works independently of your EHR. If you switch platforms, your AI receptionist and all its settings come with you. No vendor lock-in, no rebuild required.

Every call answered

New members reach a live voice on their first call, not voicemail

Enrollment completed in one conversation

Intake, insurance, appointment booking, and patient record creation happen during the call

Structured intake summary for clinicians

Medical history, medications, allergies, and questionnaire answers returned as EMR-ready text

13+ EHR integrations

Demographics and appointments sync directly to athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech

Frequently asked questions

What happens if a new member calls after hours?

After-hours calls are handled by Annie, our after-hours AI receptionist. She greets the member, captures their name and contact information, and takes a message. Your on-call team can retrieve the summary and call back, or the member can be invited to call back during business hours to complete their enrollment with Katie. You control the routing.

Does Katie ask for insurance information on the first call?

Yes. Katie asks for insurance carrier, member ID, and group number during the intake call. That information is captured and returned in the structured summary for your team to review and verify. Insurance details are not written to your EHR; your staff reviews them as part of your standard verification process before filing.

What if a member doesn't have insurance or is paying cash?

Katie adapts to your practice's enrollment flow. You can configure her to skip insurance questions for cash members, ask about membership tier or payment plan, or route them to a specific staff member. Your intake rules, your workflow.

How does the new patient record get created in my EHR?

Katie collects name, date of birth, phone, address, and emergency contact during the call. Those demographics are written to your EHR as a new patient record. Your team verifies the record, adds any missing details, and it is ready for the clinician before the first visit.

Can Katie schedule the first appointment on the call?

Yes. Katie checks your provider schedule and available time slots, confirms the member's preferred date and time, and books the appointment. The confirmation is sent to the member via phone and email, and the appointment appears in your scheduling system immediately.