New Patient Workflow
Front desks field heavy call volume and miss inbound calls. Manual re-entry of patient data into CareCloud slows intake. An AI receptionist answers every call and captures intake as a structured, pasteable summary, ready for your team to review and file.
Every call is answered. The AI qualifies the caller, confirms availability, and books the slot. New patients who reach your practice are far more likely to attend their appointment.
Caller name, date of birth, phone, reason for visit, and insurance questions are captured once during the call. Staff receive a structured summary to review and paste into CareCloud, not transcribe a voicemail.
Staff are freed from answering low-value calls. They focus on complex scheduling, insurance verification, and patient support instead of juggling hold queues.
New patients calling after hours are not lost. Their details are captured and queued for your team. You start each day with a list of ready-to-contact leads.
Every inbound call answered
Day and night, unlimited simultaneous calls
Structured intake summary
Patient data captured in one call, ready for your team to review and file
New patient routing
Caller directed to scheduling, clinical queue, or urgent escalation
HIPAA-aligned, BAA included
Encrypted call handling and secure data handoff
The AI confirms the appointment request and checks your availability calendar. Appointment details (date, time, provider) are written to CareCloud. Your staff retains full control of the record and can review before the patient arrives, ensuring no double-bookings and keeping scheduling rules consistent.
The AI asks for the caller's name and date of birth. We can configure it to check against your CareCloud patient roster. If a match is found, the caller is routed to your existing-patient queue. If not, they're treated as new.
The AI can ask for insurance details on the call and capture that information in the intake summary. Your billing team can verify coverage offline and review the summary before entering it into CareCloud.
Summaries are sent via email or made available in a staff dashboard. Each summary includes caller name, date of birth, reason for visit, callback number, and any messages. Staff review and enter into CareCloud.
Yes. We configure the AI to ask your practice's standard intake questions. Whether it's symptom screening, allergy checks, or custom fields, the AI collects answers and returns them in the summary for your team to review and file.
The AI can transfer the call to your front desk, or your staff can take the call directly. The AI still logs and structures the call details for your team to review and enter into CareCloud.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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