Concierge & DPC
Concierge practices need fast appointment booking and accurate member intake. AI receptionist completes both on the first call, writes appointments and member demographics to your EHR, and hands structured intake summaries to staff — eliminating voicemail tag-and-callback cycles.
No waiting for staff callback to confirm a slot. Members book immediately, reducing friction and improving conversion.
Visit reason, health history, symptoms, and medications are captured on the call in a structured format. Clinical staff review and file; no re-asking during visit.
Staff no longer spend hours on appointment calls, voicemail followup, or manual note-taking. AI handles the transaction; staff focus on exceptions and clinical prep.
Booked appointments and member demographics write directly to your chart. No data loss, no duplicate entry, no reconciliation errors.
Providers see appointment reason, member-stated concerns, and recent health updates in the structured summary before the member enters the room.
Every appointment booked on first call
No voicemail, no callback tag, no 'check availability and call you back' cycles
Appointment data and member demographics synced to EHR
Confirmed appointment and demographics appear in your schedule and patient record; intake summary ready for staff review
Member intake captured during booking
Visit reason, health updates, symptoms, and preferences documented and ready for clinical review
New member intake completed on the call
Full demographic, contact, insurance (if used), and medical history questionnaire finished before call ends
Yes. The AI integrates with your EHR and sees your live provider schedules. When a member calls to book, the AI offers real availability and confirms the appointment directly into your system with no staff intervention.
The AI offers alternatives or places the member on a waitlist/cancellation list managed within your EHR. Staff are notified if a high-priority member needs a specific provider, and they can contact the member to arrange accordingly.
During the call, the AI asks structured questions about visit reason, current symptoms, medications, allergies, and relevant medical history. Responses are captured and returned as a structured summary that your staff can review and file into the member's chart.
Yes, the AI can ask for and document insurance details during the call. Insurance information is captured and returned in the structured summary for your staff to verify and file — staff review it for accuracy before entry into your system.
The AI flags significant clinical details in the call summary. Staff review these before the member's visit and can alert the provider to review the member's record more carefully.
The AI gathers the visit type and member context, then escalates complex scheduling to staff if needed. Routine follow-ups and standard appointments are booked completely; complex cases are logged and staff handle the routing.
Related
AI receptionist for concierge and DPC practices
Full feature overview including appointment booking and member intake workflows.
Workflow
Patient intake
Comprehensive guide to on-call health history, symptom capture, and questionnaire completion.
Integration
EMR and EHR integrations
See which EHR systems support live appointment booking and member data sync.
Product
Meet Katie, the AI receptionist
Learn about Katie's capabilities for appointment booking, intake, and member communication.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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