Concierge & DPC
Concierge members expect frictionless scheduling. An AI receptionist can book appointments directly, gather health information on the call, and prepare charts—so your staff avoids follow-up calls and duplicate data entry.
Members don't wait for a staff callback to schedule. They book directly on the call and receive confirmation immediately. Appointments sync automatically to your practice management system with no double-entry or errors.
Instant booking is a convenience feature that strengthens loyalty. Concierge members who can schedule on their own terms are more satisfied and more likely to renew.
Receptionist staff no longer spend time on callback scheduling calls. AI handles routine bookings; staff only handle complex scenarios (insurance verification, multi-provider coordination, rescheduling).
Instead of mailing forms or asking members to arrive early, the AI gathers health history, medications, allergies, and chief complaint on the booking call. Responses are captured and returned as a structured summary for your staff to review and file before the visit.
New members to your concierge practice book their first visit, provide demographic information, and complete initial health intake all on one call. Your staff reviews and files the summary; the visit is ready to go.
Members who book directly and receive confirmation are more likely to keep the appointment. Confirmed bookings also allow for targeted reminder outreach if needed.
Appointments booked on the call
No callback needed; bookings sync to practice management system
Member demographics written to EHR
Name, DOB, phone number recorded during booking
Health intake captured
Chief complaint, medications, allergies collected and returned as structured summary for staff review
Staff scheduling time reduced
Routine bookings handled by AI; staff focus on complex scenarios
New patient onboarding accelerated
Booking + intake completed on first call; summary prepared for staff review before visit
Real-time availability confirmation
Members see open slots and confirm instantly
Yes. The AI can book daytime appointments, after-hours appointments, and weekend appointments (if your schedule permits). Members simply call and ask to book. The AI checks availability and completes the booking on the spot.
The AI can filter availability by provider and time preference. If the preferred slot is unavailable, the AI can offer alternatives or mark the request for staff follow-up. Members are not forced into a time they don't want.
After confirming the appointment, the AI asks basic health questions: any new symptoms, medication changes, allergies, chief complaint for the visit. Responses are captured and returned to your staff as a structured summary. The provider reads this before the visit, and your chart is prepared.
No. If it's a routine follow-up visit with a known member, the AI may only ask if there are new symptoms or medication changes. For new patients or complex visits, full intake is captured. This keeps routine calls short and efficient.
The AI can collect insurance information (plan name, member ID, group number) on the call. This is captured and handed to staff for verification and processing. The booking is not delayed by insurance questions—that's handled separately by your team.
Yes. The member receives a verbal confirmation on the call and can optionally receive an SMS or email confirmation with date, time, provider name, and any pre-visit instructions.
Workflow
Patient intake
How health history, medications, and chief complaint are captured on the call.
Integration
EMR and EHR integrations
How appointment bookings and member demographics sync to your EHR.
Specialty
AI receptionist for concierge and dpc practices
Full configuration guide for concierge and direct primary care practices.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
