Concierge & Cash-Pay
Concierge members call with insurance questions your practice has already answered a hundred times. Katie answers those calls instantly with your exact wording, routes edge cases to staff, and captures every question you need to hear.
By MedReception AI, physician-built by Paul Toomey, MDPublished
Your practice writes the answer once. Katie delivers it to every caller in the same words, every time. New members hear the same clarity about membership versus insurance that your staff would give, but without the staff time.
Not every insurance question fits your template. Katie routes those to your team as a structured callback with the member's name, plan name, and exact question. Your staff knows what to expect and can follow up on their schedule.
Members often confuse membership with insurance coverage or ask about tax treatment of their fees. By routing those questions to staff or your published guidance instead of letting the phone ring or an improvised voicemail happen, you control the message and stay compliant with your own policies.
Calls are answered instantly, not queued. Members get clarity on insurance in seconds, or a callback commitment if they need a human. That responsiveness is part of concierge membership value.
Every call answered
No missed calls, no voicemail for insurance questions
Consistent messaging
Your written answer delivered the same way every time
Structured callbacks
Edge cases captured with member name, plan, and exact question
Staff time protected
Routine questions handled by AI; your team handles exceptions
You decide. Your practice writes the answers to the questions you hear most: whether you bill insurance at all, whether membership is insurance, which services still bill the member's plan, and where to find your tax guidance. Katie delivers those answers to every caller. Questions that don't fit your template are captured as callbacks for your staff.
Katie routes those to your staff as a callback request. She captures the member's name, the plan name, and the exact question. Your team follows up with the member's own insurance company or your internal records, not guesses from the phone.
Yes. You write the answer (labs, imaging, specialists, and hospitals bill the member's plan even when your practice doesn't send claims), and Katie delivers it. If a member has a follow-up question about a specific service or bill, that becomes a callback.
Katie captures the caller's details and the question as a structured summary for your staff to review and file in your EMR the way you always do. Katie does not write to the chart. MedReception integrates with athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech; if your EHR is not on that list, custom integration is available. Want MedReception integrated with your EHR? Book a demo and we will scope it.
You update Katie's answer in your dashboard. She delivers the new wording on the next call. No reprogram, no setup fee. Your practice owns the messaging and can change it anytime.
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