AI Receptionist

Automate Insurance Eligibility Verification Without Manual Back-and-Forth Calls

AI captures insurance information during patient calls and structures it for your billing team. Insurance data is not stored in the EMR—it's captured securely and returned as a structured summary for your staff to verify, update, and file.

During patient intake, AI asks for insurance plan name, member ID, group number, and coverage type in a natural conversation
Insurance details are captured securely and returned as a structured, verification-ready summary for your billing team
Your staff reviews and validates insurance data before filing—ensuring accuracy and compliance
Reduces time spent on manual insurance verification calls; your billing team gets pre-populated summaries instead of blank forms
Integrates with 13+ EMR platforms so patient demographics sync to the chart; insurance data is handed to staff for manual entry and verification
Flags missing or incomplete insurance info early, so your team can follow up before the appointment

How it pays back

Faster Patient Intake & Onboarding

Insurance questions are asked and answered during the initial call. Your staff receives a complete summary instead of discovering gaps after the appointment is booked.

Reduce Back-Office Verification Time

Billing staff no longer make separate calls to verify coverage. AI-captured summaries give them a head start—they review, confirm, and file rather than starting from zero.

Fewer Claim Denials and Delays

Accurate insurance data upfront reduces billing delays, claim denials due to missing info, and patient confusion about coverage. Your revenue cycle improves.

Compliant Data Handling

Insurance information is captured on the call and structured for your staff—not auto-populated into the EMR. This ensures your team maintains oversight and compliance control over sensitive financial data.

Insurance capture during intake

Plan name, member ID, group number, and coverage type collected in natural conversation

Structured verification summary

Data returned to billing team in pasteable format for review and validation before filing

EMR sync for demographics only

Patient name, DOB, phone number sync to chart; insurance data remains under staff control

Pre-appointment verification

Flags incomplete or suspicious insurance data before appointment, reducing claim risk

Frequently asked questions

Does insurance information automatically populate in our EMR?

No. Insurance data is captured during the call and returned as a structured summary for your billing team to review, validate, and enter manually. This ensures your staff maintains compliance control and can catch errors before they reach the EMR.

What if the patient doesn't have their insurance card handy during the call?

The AI can note that insurance info is unavailable and flag it for your staff to follow up before the appointment. Alternatively, patients can upload a photo of their card via the MedReception portal after the call.

Can the AI verify coverage or deductible information in real time?

The AI captures insurance details, but real-time verification with insurance carriers requires separate API integrations that vary by carrier. Your billing team reviews the captured data and verifies coverage using your standard payer tools.

What if a patient has multiple insurance plans or secondary coverage?

The AI can ask about primary and secondary coverage during the call. Each plan's details are captured and structured in the summary. Your staff reviews and prioritizes as per your billing protocols.

How do we handle patients who are uninsured or self-pay?

The AI recognizes uninsured status and can note it in the summary. Your staff can then trigger pre-appointment financial counseling, payment plans, or sliding-scale discussions with the patient.