Workflow
New patients call a Fresno practice and reach an AI receptionist that captures their name, contact info, insurance carrier, and health history on the first call. Your staff receives a complete, structured summary—ready to review and book an appointment.
New patients call your Fresno practice and speak to the AI. It asks the questions, captures responses, and builds a complete intake summary. Patients don't fill out PDFs or wait for email links—everything happens on the call.
The AI returns structured data: name, DOB, phone, address, insurance, allergies, current medications, relevant history, and chief complaint. Your staff reviews it once, verifies insurance details, and files it into the EMR. No hunting for missing information.
Once intake is complete, the AI checks your real-time availability and offers slots: 'We have Tuesday at 2pm or Thursday at 10am. Which works better?' Patient chooses; appointment is confirmed in your EMR and calendar instantly.
Your staff receives the insurance carrier name and member ID on the structured summary. They verify coverage and eligibility before the patient's first visit—no surprise denials at checkout.
New patients know exactly when their appointment is, what to bring, and what to expect. They feel welcome and informed. Practice efficiency improves because patients arrive prepared.
Intake captured on first call
New patient contact info, health history, and insurance data recorded in one conversation
Structured summaries for staff
AI returns organized data ready for EMR filing—no hunting for missing details
Appointment booked during intake
Patient confirms availability and slot is confirmed in your calendar and EMR in real time
Insurance carrier captured
Member ID and carrier name on the intake summary for your staff to verify
EMR-ready demographics
Name, DOB, phone, and address are written to your EMR; staff reviews and approves
The AI captures: name, date of birth, phone, address, insurance carrier and member ID (for reference), allergies, current medications, relevant medical history, reason for visit, and preferred appointment times. Your staff receives this as a structured summary.
The AI captures the insurance carrier name and member ID and returns it in the structured summary for your staff. Your staff reviews it, verifies coverage with the insurance company, and enters it into your EMR as part of check-in. Insurance details are returned as a structured summary for your team to review and file.
The AI is designed for true new patient intake, but can also capture updates for established patients (e.g., address change, new medication, new insurance). Your staff is alerted to review and merge the updates into the patient's existing chart.
The AI asks follow-up questions and captures detailed information. If the history is too complex for the call, the AI can schedule the patient and flag for your clinical staff to call back with a full intake questionnaire before the visit.
Yes. Once the patient confirms an appointment time, the booking is written to your EMR immediately—date, time, provider (if known), reason for visit, and patient demographics. Your staff sees it in real time.
Patients who complete intake and book on the call feel invested in the appointment. The AI also sends automated appointment reminders 24 hours before the visit. These two factors reduce no-show rates.
Workflow
Patient intake
Capture comprehensive new and existing patient information on every call—no forms, no portals, no delays.
Workflow
Automated patient scheduling
New patient intake leads directly to appointment booking. Patient confirms slot during the call; booking is confirmed in your EMR.
Regional
AI receptionist for California practices
Fresno practices streamline new patient onboarding with AI-driven intake and scheduling.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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