Integration

Sync Membership Status and Booking Data Seamlessly to Your EMR

Concierge practices need membership roster, tier data, and appointment bookings to flow from the AI into the EMR without manual re-entry. MedReception integrates with named EMRs to sync appointment details and member profile data automatically.

How it pays back

One source of truth for membership and appointments

When the AI books an appointment, it writes directly to your EMR schedule. Membership staff, physicians, and billing see the same data instantly. No duplicate entry, no sync delays, no conflicting information.

Membership changes reflected immediately in routing

If a member's tier is upgraded or their renewal lapses, the EMR reflects it. The next time the AI looks up that member, it pulls the current tier and applies the correct routing and service level automatically.

Intake data ready for clinical staff

When a prospect or member calls, the AI captures intake details. This data returns to the EMR as a pasteable clinical note summary. The physician opens the chart and sees structured, ready-to-file information—no manual re-entry of the call summary.

No workflow disruption for your team

Staff continues using the EMR as normal. Appointments created by the AI appear in the schedule; booking confirmations sync; billing flags auto-populate. The AI integrates *into* your workflow, not around it.

Appointment bookings written to EMR

Member appointments sync to your schedule instantly

Real-time membership lookup

Member tier and benefit status pulled from EMR at start of each call

Structured intake returned

Call summaries from the AI are pasted directly into EMR charts by staff

Named EMR integrations

AdvancedMD, athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, ModMed

Frequently asked questions

Which EMRs does MedReception integrate with?

MedReception integrates with AdvancedMD, athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, and ModMed. Integration timelines vary: athenahealth and eClinicalWorks typically 1–3 weeks; others 3–6 weeks. Check the integrations page for details.

How long does it take for an appointment to appear in the EMR after booking?

Appointments sync to your EMR schedule when the booking is confirmed. The patient receives confirmation immediately.

Can the AI pull insurance information from the EMR?

The AI can read insurance carrier and policy status from the EMR during call intake to support routing and eligibility checks. Insurance details (member ID, group number) are captured on the call and returned to staff as part of the structured summary for review and entry.

What membership data syncs to the EMR?

Membership tier, benefit level, renewal date, and provider assignment sync from the EMR to the AI for routing. The appointment booking itself syncs back to the EMR, along with the patient's tier designation at the time of booking (for billing accuracy).

Is EMR integration secure and HIPAA-compliant?

Yes. All EMR connections use encrypted protocols (SFTP, OAuth, HL7 over TLS). MedReception is HIPAA-compliant and signs Business Associate Agreements (BAAs) with practices. Data in transit and at rest is encrypted.

What if we don't have an EMR?

If you use a basic practice management system or scheduling tool, the AI can still book appointments and return intake summaries via email or API. MedReception works alongside your existing systems.

Related reading

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