Concierge

Referral calls after hours don't wait. AI answers, captures referral details, and routes to the right provider, so your members get continuity and your team controls the workflow.

Concierge members often call with referrals or specialist coordination outside business hours. MedReception AI answers every referral call, captures the source, specialty, urgency and member context, then routes the call to your on-call provider or nurse line based on rules you set. No voicemail dead ends, no missed referral details, no manual callback chase.

By MedReception AI, physician-built by Paul Toomey, MDPublished

How it pays back

Referral Details Captured Right the First Time

AI asks the right questions: which provider referred the member, what specialty, what's the clinical urgency, and what's already been scheduled. You get a structured summary, not a garbled voicemail. Staff review and file it, no clinical decisions made by the AI.

On-Call Routing That Respects Your Workflow

You set the rules: urgent referrals go to the physician, routine coordination goes to the nurse line, and non-urgent callbacks are queued for morning staff. The AI routes; your team decides what happens next.

Specialist Coordination Without the Friction

Members call with referral questions or to confirm specialist appointments after hours. Instead of a voicemail, they reach the AI, get confirmation they've been heard, and know a team member will follow up. Referral workflows stay on track and members feel heard.

EMR-Ready Summaries, Not Scattered Notes

Every referral call is returned as a clean, pasteable summary: caller, referral source, specialty, urgency, and next steps. Staff paste it into the chart or use it to book the appointment. No re-entry, no lost context.

Every referral call answered

Day or night, no voicemail filtering out the details you need to coordinate care

Urgent referrals escalated by your rules

Physician or nurse line gets the call when you say it matters, not when the AI guesses

Structured intake, staff-controlled action

AI captures and routes; your team reviews, approves, and documents before any EMR change or appointment is made

13 named EMR integrations

Referral summaries flow to athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, and pMD

Frequently asked questions

What happens if a member calls after hours with a referral question?

The AI answers, asks about the referring provider, specialty, clinical urgency, and any relevant member history. It then routes the call to your on-call provider or nurse line based on rules you've set, or queues it for morning callback. The member gets a live answer instead of voicemail, and your team gets a clean summary to act on.

Does the AI make clinical decisions about referral urgency?

No. The AI captures urgency signals from the caller and applies the routing rules you define. Your provider or nurse decides whether the referral is truly urgent and what action to take. All details are logged for your team to review.

Can referral details be sent directly to the EMR?

Yes. For integrated EMRs, appointment bookings and new patient demographics sync automatically. Referral details, medical history, and specialist information are captured on the call and returned as a structured summary that your staff review and file. This keeps your clinicians in control of the chart.

What if we use an EHR that isn't on your integration list?

Katie still answers every referral call, captures all intake details, and sends a structured summary to your team. You or your staff enter the referral data into your EMR. Custom integration available: want MedReception integrated with your EHR? We build custom EHR integrations; book a demo and we will scope yours.

How quickly can we launch referral call handling?

Launch takes about one week from signup. The EHR connection and your practice phone number are ready in 1 to 3 days. Registering the number for member texting takes about 5 business days. During that week, your team configures routing rules and we handle the rest.

Related reading

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