Annie AI

Annie AI qualifies new patient callers, captures intake, and books first appointments on the phone

When new patients call, Annie captures their demographic information and chief complaint, then books them into your next available slot. Intake data is returned as a structured summary for your staff to review and file.

How it pays back

New patients scheduled on their first contact

No more 'I'll call you back to confirm' delays. Annie books the appointment, collects intake, and the new patient record appears in your EMR before they hang up.

Demographics captured without staff time

Annie collects name, date of birth, and phone on the call. Your team receives a structured summary ready to review.

Front desk team freed from new patient phone call load

Annie fields all new patient calls, leaving your team to focus on scheduling optimization, recall outreach, and other strategic work.

Chief complaint documented before the appointment

Annie captures presenting complaint on the call so your provider has full context and can prepare or request prior records if needed.

New patients booked on first call

No callback required, appointment confirmed in real time

Intake documented at intake

Name, DOB, phone, and chief complaint captured during call

New patient record auto-created

Demographics written to your EMR automatically

Chief complaint captured

Returned as structured summary for clinical review

Frequently asked questions

Can Annie ask about insurance during the call?

Annie can ask for insurance information on the call. This is returned as part of the intake summary for your staff to review and verify eligibility before the appointment.

Does Annie create the new patient record in my EMR?

Yes. Annie writes the patient's name, date of birth, phone number, and a new patient flag to your EMR automatically. Chief complaint and other intake details are returned as a structured summary for your team to review and file.

What if a new patient needs multiple appointments?

Annie can book the initial appointment and capture whether follow-up visits are expected. Your team can place routine follow-ups on the schedule and contact the patient with those slots.

How does Annie handle new patients calling about a specific condition?

Annie recognizes the chief complaint (e.g., 'I have lower back pain'), asks relevant follow-up questions, and routes the intake summary to the appropriate department or specialty if your practice has multiple service lines.

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.

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