Patient Intake
Callers to your CallSara line complete new patient intake over the phone. AI asks questions, captures responses, and returns a structured summary for staff review and filing.
No paper forms, no faxes, no portal logins. Patients answer live questions on the phone; demographics and contact info are written to your EMR, and clinical responses are returned as a structured summary for staff to review and file.
By the time the patient arrives, demographics, medical history, allergies, and medications are captured and summarized. Staff can focus on clinical review and verification, not data entry.
Patients complete intake in real time during the call, rather than skipping sections of online forms or mailing back incomplete paperwork.
Provider sees a complete, AI-summarized history before entering the exam room. No scrambling for missing allergy or medication info.
Intake captured on call
Chief complaint, medical history, medications, allergies, contact info
Structured EMR summary
Questionnaire responses returned as pasteable clinical summary for staff review
New patient record created
Demographics and contact info written to EMR; clinical history reviewed and filed by staff
Chart ready at visit
Provider has complete intake summary before the first appointment
The AI can offer an alternative: send a link to an online form, mail paper intake, or defer to staff at check-in. You control the fallback workflow.
Yes. You configure the intake questionnaire for your specialty — orthopedic questions differ from dermatology or psychiatry questions. The AI asks the right questions for your practice.
Yes, the AI captures insurance details during the call. This information is returned as part of the intake summary for your billing staff to review and enter into your billing system.
The AI transcribes spoken responses accurately, but staff review the summary before filing. Any unclear responses are flagged for staff correction.
Yes. At the start of the call, the AI obtains verbal consent to record and collect health information. Consent is logged and stored per HIPAA audit requirements.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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