Workflow

Structured new patient intake captured by AI on the first call

Chesapeake VA practices capture new patient demographics, chief complaint, and insurance info during the initial call. AI returns structured data for staff review and EMR filing.

AI asks guided intake questions during the call: name, date of birth, phone, insurance carrier, reason for visit
Caller answers in natural conversation; no forms or typing required
Structured summary is returned immediately after the call for staff review
New patient demographics and appointment booking are created in your EMR
Insurance information is captured on the call and handed to staff for verification
Medical history, allergies, and medications are captured and summarized for clinical review

How it pays back

Intake happens during the call, not on arrival

Patients don't fill out paper forms or waste check-in time. By the time they arrive for their appointment, demographics are verified and their chart is ready for the clinician.

Staff see structured, not fragmented data

The AI returns patient info in a consistent format: name, DOB, phone, insurance, chief complaint, medical history summary. No transcription errors or missing fields.

Clinical team gets context before the visit

Chief complaint, symptom onset, and relevant medical history are logged in the structured summary before the patient enters the exam room. Providers can review and prepare.

Insurance verification starts immediately

Insurance carrier and policy info are captured during intake. Your billing staff can begin verification while the patient is on the phone, not three days later.

Structured intake on call

Name, DOB, phone, insurance, chief complaint

New patient record created

Demographics and appointment booking to EMR

Clinical summary ready

Medical history and symptoms documented for review

Insurance data captured

Handed to billing team for verification

Frequently asked questions

Does the patient have to repeat information when they arrive?

No. All demographic and intake information is already in the EMR. Front desk staff can verify the chart is complete and ask only for updates or new information since the call.

What if the AI doesn't hear the insurance information correctly?

The structured summary includes what the AI captured. Staff review it before filing. If details are unclear or incomplete, staff can call the patient back to clarify. Insurance info is captured on the call and returned as a summary for your team to verify and enter into the chart.

Can the AI capture allergies and medications during the call?

Yes. The AI asks about known allergies, current medications, and relevant medical history. This is returned in the structured summary for your clinical team to review and file into the patient record. Your staff determines what goes into the official chart.

Does the AI write clinical notes directly to the EMR?

No. The AI captures and returns a structured summary of what the patient reported. Your clinical or administrative staff review it and decide what to document in the chart. This keeps clinical authorship and liability where it belongs.

Can I customize the intake questions?

Yes. MedReception works with you to configure intake questions based on your specialty and workflow. Questions can be added, removed, or reordered to match your clinic's needs.