Concierge Practices

Turn new member calls into completed intake without staff callback

New members calling to join your concierge practice encounter voicemail or long hold times, then wait days for onboarding. MedReception AI answers every intake call instantly, captures membership details and health history, and routes the structured summary to your team for review and chart setup. Members are enrolled and ready for their first appointment the same day.

By MedReception AI, physician-built by Paul Toomey, MDPublished Oct 30, 2026

Every new member intake call answered instantly, day or night, no voicemail
Membership tier, payment method, and emergency contact captured in one call
Health history, allergies, current medications, and chief complaint collected as structured summary
New patient record created in your EMR with demographics and appointment booked
Multilingual intake: members speak their preferred language; summary returns in English for your team
Urgent medical concerns flagged and escalated to your clinical team for same-day triage

How it pays back

Enrollment Happens on the Call

Members don't wait for a callback to start the intake process. AI gathers membership tier, payment details, emergency contacts, and health history in one conversation. Your staff reviews the structured summary and files it into the chart. First appointment is booked and confirmed before the call ends.

Membership Data Ready for Your Team

New patient name, date of birth, phone, and appointment details are written to your EMR automatically. Insurance information, photo ID, and payment method are captured on the call and returned in the structured summary for your staff to review and file. No re-entry, no delays.

Concierge Members Expect Responsiveness

In concierge medicine, member retention starts with the first call. Instant answering and same-day enrollment set the tone for the personalized, accessible care your practice promises. Members who reach someone immediately are more likely to complete onboarding and show for their first visit.

Custom-Built for Your Practice and Workflow

We build your intake form around your membership tiers, required fields, and EMR. Your templates, your rules, your intake flow. If you change your membership structure or add a new health question, we update it for free, for life. No plug-and-play generic forms.

Every call answered

New members reach intake on the first call, no voicemail or hold queue

Membership and health data captured

Structured summary ready for your team to review and file into the chart

New patient record created

Demographics and appointment written to your EMR; first visit confirmed same day

Urgent concerns escalated

Medical red flags routed to your clinical team for immediate triage

Frequently asked questions

Does the AI do the intake form, or does my staff?

The AI conducts the intake call with the new member, asking your custom questions and capturing responses. Your staff receives a structured, EMR-ready summary that they review, file into the chart, and verify for accuracy. Staff always control what goes into the medical record.

How does insurance information get into the chart?

Insurance details, photo ID, and payment method are captured on the call and returned in the structured summary for your staff to review and file. Your team verifies and enters them so you control the record.

What if the new member has an urgent medical concern during the intake call?

The AI is trained to recognize urgent symptoms and medical red flags. If a member reports chest pain, difficulty breathing, or other urgent concerns, the call is escalated to your clinical team immediately so a clinician can assess and advise. The AI does not make clinical decisions; your team does.

Can the AI book the first appointment into my schedule during the intake call?

Yes. The AI checks your available slots, confirms the appointment with the member, and books it into your EMR. The new member leaves the call with a confirmed first appointment and an SMS or email confirmation.

What if we use an EMR that MedReception doesn't integrate with?

Katie still answers every intake call and captures all membership and health information. Your staff enters the booking and new patient record into your EMR manually. Custom integration available: want MedReception integrated with your EHR? We build custom EHR integrations; book a demo and we will scope yours.