Workflow
Patient calls once, books their appointment, and completes all intake in that same call. No transfer to another person, no follow-up emails, no incomplete forms. One interaction captures everything.
Patient calls, answers intake questions naturally, confirms their appointment time, and has a booked visit with all information captured. No second call, no email back-and-forth, no missing data. Efficient for patient and practice.
Because everything is captured on the first call, your staff doesn't need to call back for missing insurance info, second verification of symptoms, or appointment confirmation. One call per patient, not three.
Patients who might abandon a call halfway through a long intake process or get transferred between departments stay on the line for a single, natural conversation. Fewer drop-offs mean more booked appointments.
Your front desk isn't repeating 'May I have your date of birth?' to every caller. AI handles intake and booking. Staff reviews summaries, verifies data, and focuses on urgent calls or patient care.
Booking and intake in one call
Appointment scheduled and patient information captured in a single conversation; no hand-off required
Immediate calendar write
Appointment books to your calendar while patient is on the call; structured intake summary returned for staff review
Structured summary ready for staff
All intake data organized and waiting for review before next appointment or end of business day
Bilingual booking and intake
Conduct entire booking and intake conversation in English or Spanish
The AI is configured with your practice's booking workflow. It asks for reason for visit, available time slots, insurance, and any necessary medical questions—all in one natural conversation adapted to patient responses.
The AI can adapt. If a patient is in a rush, it will prioritize booking the appointment. Intake can happen when the patient is more available, or at check-in. Your practice can configure the flow to match your needs.
Yes. The appointment books to your calendar while the patient is on the call. A structured intake summary is captured and returned for your staff to review, verify, and file—ready before the patient's visit.
Yes. The AI can ask follow-up questions to narrow availability—'Do you prefer morning or afternoon?' 'Any provider preference?' Handles multi-provider practices and complex scheduling rules.
If the patient calls back to change their appointment, the AI recognizes them (by phone number, name, or DOB) and can modify the booking. Existing intake information is retained, and any updates are captured and flagged for staff review.
Topic Hub
Patient Intake
Intake workflows designed to integrate seamlessly with appointment booking.
Operations
Call Routing and Triage
Intelligent call routing that combines triage with intake and booking logic.
Product
Meet Katie, the AI receptionist
See how Katie conducts booking and intake in a single, natural conversation.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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