Patient Data
Concierge members expect personalized service. An AI receptionist captures comprehensive demographics on the first call and returns a structured summary for your concierge team to review and file before the first visit.
Your concierge team has full member context before the first appointment. No time wasted on intake forms. The visit starts with personalized care, not paperwork—a hallmark of concierge service.
Member intake and verification happen on the phone, not at check-in. Your front desk focuses on greeting and relationship-building, not form management.
Demographics are captured and written to your EMR. Your concierge team adds clinical notes. The result is an accurate, complete patient record with no manual entry errors.
Member insurance and demographic data are captured and verified upfront. Billing and prior auth teams have accurate info from day one, reducing denials and delays.
Structured intake completed
Comprehensive member data captured on intake call
Demographics to EMR
Name, DOB, contact written to your chart
Questionnaire completed
Health history, medications, allergies gathered before first visit
Ready for review
Your concierge team receives structured summary for clinical documentation
The AI captures name, date of birth, phone number, email, mailing address, insurance carrier, group number, member ID, employer information, emergency contact, current medications, known allergies, past medical history, and chief complaint or reason for visit. This data is structured and ready for EMR entry or staff review.
Yes, the AI asks for insurance details on the call and captures them in a secure summary. Insurance information is returned to your staff in the structured summary; your billing team verifies and enters it into your billing system. The AI capture provides your billing team with accurate, verified member info.
The AI collects ID information verbally on the call. For HIPAA-compliant verification, your member portal or check-in process can request photo ID upload. The AI capture serves as a first-pass verification; your staff confirms via ID presentation at visit or through secure portal.
On a return call, the AI verifies the member's identity (name, DOB, phone) and updates any changed information—new address, insurance, medications, or chief complaint for this visit. Existing member data is pulled from your EMR and updated, not duplicated.
The AI notes what was declined and passes that to your concierge team. Your staff can collect the missing information at check-in or follow up by phone before the appointment. The AI ensures you capture what you can on the intake call and flag gaps for manual follow-up.
Typical intake calls take 3-5 minutes for new members and 1-2 minutes for existing members (verification and update). The AI moves efficiently through questions while remaining conversational.
Core Workflow
Patient intake
Full intake and questionnaire capture, customized for concierge workflows.
Practice Model
AI receptionist for concierge and dpc practices
Complete AI reception including intake, scheduling, and member profiling.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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