Concierge Medicine
Concierge practices across the US rely on Katie to handle new member intake calls instantly. The AI receptionist asks membership tier, health history, insurance, allergies, medications, and chief complaint during the call. Responses return as a structured, EMR-pasteable summary your staff reviews and files. New member profiles sync to your EMR with demographics.
By MedReception AI, physician-built by Paul Toomey, MDPublished
Katie asks tier level, preferred provider, desired access frequency, and concierge service preferences during intake. Your staff receive a structured summary listing all membership details, ready to file and activate in your system. No follow-up calls, no incomplete records.
Allergies, medications, prior surgeries, family history, and insurance details are collected on the call. The summary is formatted to paste directly into your EMR. Your clinical and billing teams spend minutes reviewing and filing, not hours chasing members for missing information.
Katie captures name, date of birth, phone number, and demographics during the call. Those details sync to your EMR as a new member record. Your staff review the intake summary and file it. The member is ready for their first appointment without manual data entry.
MedReception is custom-built for your practice, not plug-and-play. Our team configures Katie's intake questions to match your membership tiers, specialty, and EMR workflow. Edits and optimization are free for life, as your practice grows or your intake process changes, we adjust without extra cost.
Every call answered
Day or night, new member calls reach Katie instantly, no voicemail, no callbacks needed
Structured intake on first contact
Membership tier, health history, insurance, and chief complaint captured in one call and returned as a staff-ready summary
New member profiles created in your EMR
Demographics sync to your EMR; your staff review and file the intake summary in minutes
Named EMR integrations
Katie integrates with athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech
Yes. We customize Katie's intake workflow to your membership model and specialty. She asks membership tier, preferred provider, access frequency, health history, allergies, medications, prior surgeries, family history, chief complaint, and insurance details. Your staff receive a structured summary ready to review, edit, and file into your EMR.
Katie captures name, date of birth, phone number, and demographics during the call. Those details sync to your EMR as a new member record. Your staff review the intake summary and file it. If your EMR is not on our integration list, Katie still answers the call and captures all intake details; your staff enter the member profile into your system.
Katie follows your escalation rules. If a caller reports an urgent concern, Katie routes the call to your on-call provider or urgent care line based on the rules you set. For complex history, Katie captures all details on the structured summary and flags urgent items for your staff to review immediately.
Yes. Katie is multilingual and can conduct intake in Spanish, English, and other languages. Your practice sets the preferred language for each member, and Katie greets them accordingly.
Launch takes about one week from signup. Your EMR connection and practice phone number are ready in 1 to 3 days. Registering your number for member texting takes about 5 business days. Our team handles the technical setup and customizes Katie's intake questions to your workflow, no IT work required on your end.
Workflow
Patient intake
Capturing intake details during the call itself.
Next step
What happens after hours
How calls are answered outside opening hours.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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