Workflow
AI receptionist collects insurance information, procedure codes, and prior authorization requirements during appointment scheduling. Returns structured summaries for your staff to verify and file—not auto-synced to EMR.
Your staff receives the insurance summary from the booking call. They verify coverage, check prior auth status, and flag gaps before the patient arrives. No surprises mid-procedure.
AI captures the procedure and notes if prior auth is needed. Your staff has days to submit, not hours. Reduces delays and improves first-time approval rates.
Returning patient changing insurance carriers—AI asks on the call and captures the new info. Staff updates the record immediately, not day-of.
Insurance details are already collected and structured. Staff doesn't call the patient back asking for what was already captured. They go straight to verifying with the carrier.
All insurance captures are logged and timestamped. Staff review and file the summary; nothing enters your EMR without your review.
Insurance capture on booking call
Member ID, carrier, group, holder info collected without follow-up
Prior auth flags raised
AI notes procedures requiring pre-approval; staff initiates process early
Structured summaries for staff verification
Ready for insurance check and chart filing—staff confirms before EMR entry
Insurance changes detected
Returning patients' updated carriers captured on call, not discovered day-of
No. Insurance data is captured on the call and returned as a structured summary for your staff. Your insurance verification team reviews, confirms, and enters it into your insurance management system or EMR. You maintain full control.
The AI asks for name, date of birth, and any ID number the patient remembers. Staff can then look up the coverage in the carrier system or ask the patient to send a photo of the card. The capture doesn't hold up the booking.
We configure your pain clinic's procedures with their CPT codes and prior auth requirements. If a patient books an epidural steroid injection and your carrier typically requires pre-approval for that code, the AI flags it in the summary.
No. The AI captures insurance info; your staff verifies with the carrier's system. This ensures your insurance team applies your clinic's verification protocols and catches coverage gaps or prior auth denials early.
The summary is flagged for staff review. Your team can see the discrepancy, confirm with the patient if needed, and correct the record before the procedure.
Yes. By capturing procedure and insurance details on the booking call, your staff can submit prior auth requests immediately—days before the procedure—instead of waiting until check-in or the day before.
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
