Concierge & DPC
Skip paper forms. The AI receptionist asks health history, membership tier, and insurance during the call. Responses are returned as a structured summary for your staff to review and file.
A new member calls to book their first appointment. The AI asks intake questions (health history, allergies, insurance) during the call. By the time they hang up, your staff have a structured summary ready to review and file — no paper shuffling in the office.
A live voice conversation captures detail more reliably than a printed form. Members explain their medical history naturally, and the AI flags clarification questions for your staff before the visit.
During intake, the AI confirms membership level and access features. Your team knows upfront whether the member has 24/7 access, a dedicated provider, or quarterly check-ins. This info is captured and returned to your team, informing scheduling and member experience.
Insurance name, member ID, and group number are captured during the call and returned to your team as a summary. Your biller cross-checks and verifies before the first visit. No surprise billing calls after care.
Your front desk no longer spends time on the phone verifying details. Intake is done. Your team focuses on member experience in the office, not admin data entry.
Structured intake on the call
Health history, allergies, medications, and chief complaint captured during phone conversation
EMR-ready summary
Staff review and file responses into the chart with one click
New member profiles created
Name, date of birth, phone, insurance contact, and membership tier sync to EMR
No paper forms
Intake completed before arrival — members walk in ready for care
Insurance data captured
Member ID, group number, and benefits flagged for pre-verification by your biller
Yes. The AI asks open-ended questions about current medications, allergies, and adverse reactions. Responses are captured and returned to your staff as a structured summary. Your clinician reviews it before the visit and can ask follow-up questions in person if needed.
The AI returns all captured intake as a structured summary that your staff review. Appointment bookings and member demographics (name, DOB, phone, insurance contact) are written to your EMR. For clinical details (health history, allergies, medications), your staff review the summary and type or paste it into the relevant EMR sections. This prevents data entry errors and ensures your clinician reviews the info before the visit.
The AI can skip sensitive questions and offer alternatives: 'We can ask about your medical history in person if you prefer. For now, let's confirm your contact info and insurance.' You set the intake depth during AI configuration so it matches your practice's comfort level.
The AI captures insurance company name, member ID, group number, and relationship to subscriber. Your biller then uses those details to verify benefits and deductible status. Insurance benefit details themselves require real-time verification with the payer, which your team handles separately.
Yes. You can configure the AI to ask any health history questions your practice needs. It captures responses and returns them to your staff as a summary. Your clinician reviews before the visit.
Most intake calls take 3–5 minutes. The AI asks focused questions without repeating or going off-script, so the member doesn't feel like they're filling out a form verbally. You control which questions to ask, so intake length matches your practice's needs.
Workflow
Patient intake
Structured health history and demographics captured during the call.
Next step
What happens after hours
How calls are answered outside opening hours.
Related
AI receptionist for concierge and dpc practices
Full concierge reception suite, including intake, scheduling, and member management.
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
