Concierge & DPC
Prospects inquiring about concierge membership need a smooth enrollment flow. AI captures medical background, membership tier preference, and insurance details—then transfers the prospect warm to your enrollment team with a complete profile.
Prospect feels understood and welcomed; enrollment call is a conversation, not a sales pitch. Tier preference and medical history are already documented.
No more intake questions; team can focus on relationship-building, benefits explanation, and onboarding logistics.
Insurance details collected on the prospect call. Billing team receives structured summary for verification before the membership agreement is signed.
Appointment booked and confirmed on the first contact. Prospect does not hang up wondering if they should call back or wait for a callback.
Medical history captured in structured format
Current conditions, allergies, medications, and specialist care documented and returned as EMR-pasteable summary for physician review
Tier preference selected during intake
Prospect indicates membership level interest before speaking with enrollment team
Insurance information provided
Primary insurance, carrier, and plan details collected and returned to billing team for verification
Enrollment appointment confirmed
New prospect scheduled and calendar-blocked before transfer to enrollment team
The AI can transfer warm after capturing basic information. Transfer includes a call summary so the enrollment team knows the prospect's background and tier interest before picking up.
Yes. The AI describes your tier options (gold, platinum, family, etc.) in simple terms and asks which appeals most. This preference is recorded and shared with the enrollment team.
The AI captures all detail and returns it as a structured summary for physician review. The enrollment team knows to loop in the doctor before the final membership agreement is signed.
The AI captures insurance information and returns it to your billing team. Your team then verifies benefits through the carrier. The AI does not perform real-time benefit verification.
The AI captures their concern and reasons. If they choose to decline, they remain in your prospect CRM for follow-up. If they want to delay, an enrollment call-back is scheduled.
Related
AI receptionist for concierge and DPC practices
Comprehensive concierge practice solution covering member support, prospect intake, and after-hours care.
Next step
How calls get routed
Getting each caller to the right place first time.
Capability
Patient intake
Structured medical history, insurance, and preference collection for new prospects and members.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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