Workflow
Fresno specialist practices can reduce new patient phone intake time by capturing insurance, prior authorizations, and referral information during the initial call, then passing structured summaries to your front desk for verification and chart entry.
Instead of your front desk spending 10-15 minutes on intake calls, the AI captures insurance, referral details, and specialty-specific questions in the first call. Your staff verifies and files, cutting appointment prep time in half.
The AI asks about prior authorization requirements during booking. Your team knows before the patient shows up whether auth is pending, approved, or denied — no day-of surprises or cancellations.
Orthopedic patients answer injury history and previous surgeries. Dermatology patients describe lesions and location. Pain management patients report medication history. Each specialty gets relevant questions upfront.
New patient demographics and appointment details sync to your chart automatically. Insurance and referral information are provided as a structured summary for your clinical team to review and file — no re-entry, no missing information.
Referral patients who call a specialist and get immediate booking with clear intake are more likely to keep the appointment. Fresno practices reduce referral lag and improve close rate.
Specialty-specific intake on first call
Orthopedic, dermatology, pain management, etc. questions asked during booking
Insurance and prior auth captured
Structured for your team to verify and flag before patient arrival
New patient demographics synced to EHR
Name, DOB, phone, and appointment details flow to your chart automatically
Front-desk intake time reduced
Less phone time per new patient, more time for clinical preparation
Referral tracking enabled
Source of referral captured and logged for reporting and provider relationships
No. The AI asks for insurance information (member ID, group number, insurance carrier) and returns it as a structured summary. Your front-desk or billing team verifies eligibility and files prior authorization requests. The AI surfaces the information so your team can act on it immediately.
The AI notes that insurance information was not available and queues the patient for a callback or portal message. Your staff can collect insurance details before the visit or inform the patient of out-of-pocket cost during check-in.
During setup, we configure the AI with your specialty's standard intake questions. For example, an orthopedic clinic asks about current injuries, previous surgeries, and current medications. A dermatology clinic asks about lesion appearance, location, and duration. The AI asks these questions during booking and captures the responses.
Yes. If your EHR supports referral source fields (most do), the AI captures the referring provider name or facility and syncs it to the new patient appointment and demographics. This helps with referral tracking and provider relationship management.
Yes. You can configure rules: if a specialty typically requires prior auth, the AI flags the appointment in your system. Your billing team is notified to file auth requests before the patient visits.
Related
Patient intake
How AI captures and structures new patient information for your EMR.
Related
Configured per specialty
Specialty-specific intake questions and workflows — orthopedics, dermatology, pain management, and more.
Related
EMR and EHR integrations
New patient demographics and appointment booking sync to your EHR automatically.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
