Concierge & DPC
Concierge members call to join. An AI receptionist captures their name, date of birth, phone, medical history, current medications, and insurance on the first call—then schedules their first appointment. Your intake happens instantly, on the phone. Medical history, medications, allergies, and health details are returned as a structured, EMR-pasteable summary for your team to review and file.
No forms to mail, no portal to navigate. The new member calls, answers questions, and their demographics are created and ready for their first appointment. They feel the concierge experience immediately—efficient, personal, and complete.
When the new member arrives for their first visit, the clinician has the structured intake summary with full medical history, medications, allergies, and enrollment preferences ready to review. The appointment can focus on care, not data collection.
The AI captures insurance information and membership level. Your billing team receives a structured summary for verification; no surprise eligibility issues or coverage gaps discovered after the first visit.
New patient record created with demographics
Name, DOB, phone, address, and emergency contact write to your EHR; no manual chart creation
Medical history captured during enrollment call
Prior surgeries, medications, allergies, family history, and chronic conditions returned as structured intake summary for your team to review and file
First appointment scheduled immediately
Member books their initial visit while on the phone; confirmation sent instantly
Insurance information collected and flagged
Coverage details and membership tier captured; returned as structured summary for billing team verification
The AI asks about prior surgeries and hospitalizations, current medications and supplements, known allergies (medication, food, environmental), chronic conditions (diabetes, hypertension, asthma, etc.), and family history of major illnesses. Questions are conversational and based on concierge practice protocols.
The AI captures insurance company name, member ID, and group number. This information is returned as a structured summary for your billing team to verify coverage and eligibility. Your staff reviews and confirms before any action is taken.
The AI captures all reported medications and conditions. If the member is unclear or has a very detailed history, the AI can offer to schedule a phone call with the clinician before the first appointment, or flag it in the structured summary for the clinician to review before the visit.
Yes. After the intake is complete, the AI checks availability and books the first appointment in real time. The member receives confirmation via SMS or email with date, time, and any pre-visit instructions.
The AI does not write clinical notes. It captures the new member's demographic information (name, DOB, phone, address, emergency contact) which writes to your EHR, and returns medical history, insurance details, and health information as a structured summary for your clinician to review and document their own assessment and plan in the chart.
The AI captures what it can and marks incomplete sections. Your staff can follow up by phone or email to fill in gaps before the first appointment, or the clinician can complete the intake during the initial visit.
Intake Workflow
Patient intake
See how structured intake on the phone captures all new member data and returns it as a summary for your team to review and file.
First Appointment
New patient scheduling
Learn how new concierge members schedule their first visit during the enrollment intake call.
Concierge Model
AI receptionist for concierge and dpc practices
Explore the complete AI reception framework for concierge and direct primary care practices.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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