Concierge & DPC

How AI reception syncs with your EMR to capture member calls and new patient intake without manual data entry

Concierge practice staff don't have time for duplicate data entry. MedReception AI integrates with named EMRs to write appointments and new patient demographics directly—so member calls flow straight into your chart.

Appointments booked via AI are written directly to your EMR calendar; no staff re-entry
New patient demographics (name, DOB, phone) auto-populated in your system during the call
Call intake (chief complaint, health history, insurance, preferences) captured as structured summary for staff review and filing
Insurance info captured on the call but reviewed by staff before filing—no assumptions, full compliance
After-hours calls and escalations logged with context for on-call providers and first-visit reviews
All integrations are HIPAA-compliant; data stays in your practice, never sent to third parties

How it pays back

Eliminate manual data entry and re-keying

Staff no longer transcribe appointment details or type in patient demographics. The AI writes appointments directly to your EMR calendar and creates new patient records with core data pre-filled. Chart preparation time drops; error risk vanishes.

Chart is ready before the first visit

New patient intake—demographics, health history, preferences—is captured on the intake call and structured as a summary for staff review. By appointment day, the chart is populated and ready. First visit feels personalized and efficient.

On-call providers get context, not raw voicemail

After-hours calls are escalated with structured summaries: caller identity, chief complaint, and urgency level. The provider has context immediately and can make a fast, informed decision.

Staff spends time on members, not paperwork

Call data flows directly to the EMR; staff review and file—no retyping. This shift frees staff to focus on member relationships, prior auth, recalls, and patient care coordination instead of administrative busy work.

Appointments written to EMR instantly

Real-time calendar sync; no staff re-entry

New patient records created during the call

Demographics captured; chart ready for first visit

Call intake structured and ready for filing

Staff reviews, not re-enters; compliance and accuracy assured

Named EMR integrations supported

Works with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed, and more

HIPAA compliant end-to-end

Data stays in your practice; no third-party access

Frequently asked questions

Which EMRs does MedReception AI integrate with?

MedReception AI integrates with named EMRs including athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. Check the integrations page or contact us to confirm your EMR is supported.

Does the AI write clinical notes or just appointment and demographic data?

The AI writes appointments and new patient demographics (name, DOB, phone) directly to your EMR. Clinical information—health history, allergies, medications, chief complaint, symptoms—is captured during the call and returned as a structured summary for your staff to review and file in the chart.

What if the EMR connection fails or is temporarily down?

The AI will continue to take calls and capture data locally. Once the EMR connection is restored, queued data syncs automatically. Your practice never loses a call or data point.

Can the AI read the member's existing chart to personalize the call?

Yes. The AI can integrate with your EMR to access member demographics and call history. This allows personalized greetings and faster routing. Privacy and security are maintained; the AI only reads data needed for the call.

Does insurance information sync to the EMR, or do staff need to add it manually?

Insurance information is captured on the call and returned as a structured summary. Staff review it for accuracy and file it in the EMR insurance section. This manual review step ensures no errors are hard-coded into the chart.

How do we set up the EMR integration? Is it complicated?

Setup is straightforward. MedReception's onboarding team walks you through credential verification and permission scopes. Integration timelines vary by EMR. No technical expertise required from your staff.