Mental Health Intake

Capture mental health intake on every new patient call, day and night, without adding staff.

Mental health practices in Fresno field heavy new patient call volume during and after business hours. MedReception's AI receptionist answers every call, gathers structured intake (presenting concern, psychiatric history, medication list, insurance, emergency contact), routes to the right clinician, and returns a summary ready for your staff to review and file. No missed calls. No voicemail tag-and-bag. Intake happens on the phone, captured and organized before the first appointment.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Intake Happens on the Call

New patients answer screening questions while on the phone with AI. Chief complaint, psychiatric history, current medications, substance use, emergency contact, and insurance are captured as a structured summary. Your staff review it once and file it; no re-asking, no gaps, no paper forms mailed back.

Route by Clinician and Urgency

You set the routing rules: calls mentioning suicidal ideation or acute crisis go to the on-call clinician or emergency protocol. Routine new patient calls route to intake coordinator or the assigned therapist. Callbacks and follow-ups route by provider. AI escalates; your team decides.

No Missed New Patient Calls

Front desk handles intake volume during lunch, after 5 PM, weekends, and holidays. Every call is answered. New patients never reach voicemail or a busy signal. Appointment booking and new patient record creation write to your EMR automatically.

EMR-Ready Intake, Built for Your Workflow

Intake summaries are formatted to paste into your EMR notes. If you use athenahealth, eClinicalWorks, Elation, SimplePractice, TherapyNotes, or another supported system, new patient demographics and appointment bookings sync automatically. Portable across EMRs: if you switch systems, your AI stays with you.

Onboarding and Optimization Included

MedReception is custom-built per practice. Your team works with our onboarding specialists to define intake questions, routing rules, escalation protocols, and clinician assignments. After launch, edits and optimization are free for life. Your AI gets better as your practice evolves.

Every call answered

Day, evening, weekend, and holiday calls answered instantly; no voicemail for new patients

Structured intake captured

Presenting concern, psychiatric history, medications, substance use, emergency contact, and insurance gathered on the call and returned as a pasteable summary

Urgent calls escalated

Safety concerns routed to clinical staff by rules you set; routine intakes route to intake coordinator or assigned clinician

13+ EMR integrations

New patient records and appointments sync to athenahealth, SimplePractice, TherapyNotes, Elation, and 9 other supported systems

Frequently asked questions

What intake questions does the AI ask?

You define the intake questions during onboarding. Typical questions for mental health include: presenting concern or reason for seeking care, current symptoms, psychiatric history, previous treatment or hospitalizations, current medications and supplements, substance use history, emergency contact, insurance information, and preferred clinician or modality (individual, family, group). The AI adapts based on answers; if a caller mentions suicidal thoughts, the AI escalates to clinical staff immediately.

How does the AI know when to escalate a call?

You set escalation rules during setup. Common triggers for mental health include mention of suicidal ideation, active self-harm, acute psychiatric crisis, or caller requesting immediate help. When the AI detects a trigger, it escalates to your on-call clinician or emergency protocol. The AI does not make clinical decisions; it routes and your team responds.

Does the intake sync to our EMR automatically?

New patient demographics (name, date of birth, phone, email) and appointment bookings write to your EMR automatically if you use athenahealth, eClinicalWorks, SimplePractice, TherapyNotes, Elation, or another supported system. The intake summary (presenting concern, psychiatric history, medications, etc.) is returned as a structured note ready for your staff to review and file. Insurance information and emergency contact are captured on the call and returned in the summary for staff to enter or verify.

Can the AI handle calls in Spanish?

Yes. Callers can choose English or Spanish at the start of the call. Intake questions, routing, and escalation work the same way in both languages. The summary is returned in the language the caller chose.

What if our EMR is not on your integration list?

Custom integration available: if your practice uses an EHR not yet integrated with MedReception, we build custom EHR integrations. Book a demo and we will scope yours. In the meantime, Katie (our AI receptionist) answers every call, handles intake, and your staff enter appointment bookings into your system.

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