Patient Intake
New patient intake slows down scheduling and buries staff in manual data entry. An AI receptionist captures structured intake on the call—insurance, pharmacy, allergies, chief complaint—and returns a summary your staff reviews and files.
New patients answer intake questions during their scheduling call, not via email or at the front desk. AI captures everything in a structured format your staff can quickly review and file into the chart.
Patient name, DOB, and phone are booked directly in your EMR. Insurance, pharmacy, allergies, and medical history are captured on the call and returned as a structured summary for your staff to review, verify, and file—eliminating re-entry.
Your team reviews AI-captured intake and flags anything incomplete or unclear. The summary is structured so staff can paste it into the chart with minimal editing.
By the time the patient arrives, their intake summary is ready for staff review. Providers see structured history, allergies, and chief complaint immediately.
Structured intake captured
Insurance, allergies, medications, chief complaint
EMR-ready summaries
Staff verify and paste; no re-entry
Insurance and documents uploaded
Secure portal handoff for staff verification
Intake completed on the call
No forms, no follow-up emails, no delays
No. Insurance information is captured during the call and uploaded securely to your patient portal. Your staff reviews it, verifies coverage, and enters it into your billing system. The AI does not write insurance data to the EMR.
The AI notes that insurance is missing and flags it for your staff. The patient is still scheduled and can provide insurance at the front desk or upload it via the patient portal after the call. Your team follows up as needed.
The AI asks history questions in a clinical, professional tone. Sensitive topics—mental health, substance use, sexual history—are asked matter-of-factly and recorded confidentially. Patients often find it easier to disclose to AI than to fill out forms or speak to a receptionist.
Yes. If a patient reports severe symptoms, allergies to common medications, or other high-acuity information, the AI flags it prominently in the intake summary. Your staff sees the flag immediately so they can adjust the appointment type or alert the provider.
Both. The AI books the appointment first (date, time, provider), then conducts intake. If intake reveals a need for a longer visit or specialist referral, your staff can adjust the appointment type before the patient hangs up.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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