Medspa Intake

AI pre-screening qualifies med spa callers and captures intake data

When a client calls your med spa, the AI captures their info, health history, service interests, and confirmation details—and returns structured data your staff can verify and file before the first visit.

How it pays back

Faster, safer onboarding

Health history is already captured and reviewed before the client walks in. Your providers have context and can proceed confidently.

Better client screening

The AI flags potential contraindications (pregnancy, medications, skin sensitivities) so your staff can reach out proactively and manage expectations.

Reduced front-desk friction

Clients don't repeat their history at intake. They've already provided it on the call, speeding up the visit and improving satisfaction.

Health history captured

Medications, allergies, contraindications, prior treatments

Caller info structured

Name, DOB, phone, email, service preference, demographics

Eligibility verified

Service-specific screening rules applied automatically

Staff-ready summary

Organized data returned for review and chart entry

Frequently asked questions

Does the AI ask every caller the same questions?

No. The AI branches based on their service interest. A Botox inquiry skips questions irrelevant to that procedure, making the call shorter and more natural.

Where does the client information go?

The AI captures it during the call and returns a structured summary to your staff. You review it, add it to the client's chart in your EMR or practice management system, and file any ID photos securely in your encrypted portal.

Can the AI see my client database and check if they're returning?

Yes, if integrated with your practice management system. The AI can recognize returning clients, update their profile, and skip intake questions they've already answered.

Is asking for ID or photos secure and compliant?

Yes. The AI guides secure photo upload via your HIPAA-compliant portal. Photos and sensitive info are not stored in the call transcript—only in encrypted storage your staff accesses.

What if a caller doesn't qualify for a service?

The AI can tactfully suggest an alternative service, offer a consultation with your provider, or invite them to call back after a certain condition resolves. Your rules shape the response.

Related reading

Bring this to your practice

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