Efficiency

Capture new patient intake during the call with AI on your CallSara system

MedReception's AI collects patient information on the call. Staff receive a structured, EMR-ready summary for review and filing.

How it pays back

Intake Completed Before the First Visit

New patients speak with the AI, not a queue. Intake is done when they arrive at the office or via the MedReception portal before their appointment.

Your Staff Gets a Complete Handoff

The AI returns intake as a structured, plain-language summary. Staff review it, verify allergies and medications, and file it into the chart. No lost information.

Insurance Details Captured and Organized

The AI asks for insurance carrier, group number, and member ID on the call. This data is returned to your staff for verification and entry into your billing system.

Less Front Desk Paper Shuffling

No incomplete forms, no follow-up calls for missing information, no manual transcription. Staff focus on clinical workflows instead.

Structured intake captured

Patient history, allergies, medications, chief complaint in one call

New patient demographics written to EMR

Name, DOB, phone number sync automatically

Insurance details returned for staff review

Captured during call, formatted for billing system entry

Appointment booked mid-call

No separate booking step; calendar and patient record updated

Frequently asked questions

What information does the AI collect during intake?

Name, date of birth, phone number, insurance carrier and member ID, allergies, current medications, medical history relevant to the visit, chief complaint, and symptom details. The AI asks conversationally, not robotically.

Does insurance information go directly into my billing system?

No. The AI captures insurance details and returns them as a structured summary. Your staff review, verify accuracy, and enter them into your billing system. This allows for real-time correction if the patient misreports a detail.

What if the patient doesn't have insurance or refuses to give details?

The AI notes this and moves forward with the appointment. Staff will follow up at check-in or before the visit. No call is dropped over missing insurance.

Can the AI detect drug allergies or drug interactions?

The AI captures allergies and medications as reported by the patient. Your clinical staff review the structured summary for interactions and contraindications—the AI doesn't perform clinical decision-making.

Is the intake summary HIPAA-safe?

Yes. The summary is encrypted, stored securely, and delivered only to your staff. Patient health information is never exposed to CallSara or third parties.

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