Concierge & DPC
New member intake is central to concierge practice. An AI receptionist captures medical history, insurance, and preferences on the call and delivers a structured, ready-to-file summary to your staff.
New concierge members expect efficiency and personalization. An AI that conducts intake conversationally and captures everything on the first call sets a positive tone for the relationship and signals that your practice values their time.
Your doctor sees a structured intake summary—medical history, medications, allergies, current concerns—all ready for review. No hunt through paper forms or waiting for the patient to fill out the portal. Provider can start the first visit informed.
Member demographics, DOB, phone number, and insurance details are synced to your EMR automatically. Your team doesn't re-type or verify—it's already there, accurate and sourced from the member's own words.
Insurance details and ID uploads are captured during the call and stored in the MedReception portal. Your team reviews them, processes them according to your workflow, and files them—not buried in email.
Intake completed on first call
No separate form, no follow-up; member onboarding done during initial contact
Structured and ready
Medical history, medications, allergies, and insurance returned as EMR-pasteable summary
Member record auto-created
Demographics, DOB, phone synced to EMR; no manual entry required
Named EMR integrations
athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed
The AI is trained to ask conversationally and contextually. It listens for details in the member's answers and follows up naturally. Members report it feels like talking to a knowledgeable office staff member, not a form-reading bot.
The AI notes what the member knows and flags gaps. It can also ask whether they'd prefer to bring their medication bottles to the first visit, and your provider can reconcile during the appointment. The summary captures what was said and what needs verification.
Insurance details and ID images are captured on the call and stored in the MedReception portal. Your billing team reviews them, verifies coverage, and processes according to your workflow. This keeps insurance data outside the clinical chart until verified, as per your compliance process.
The member calls once and completes intake live. Afterward, they may receive a confirmation text or email summarizing what was captured and confirming their first appointment. Your team has the full summary in the portal and ready for the provider.
Yes. Your practice can define intake topics—lifestyle, exercise, allergies, family history, specific concerns—and the AI incorporates them into the conversational flow. No two intakes sound robotic; each feels personalized to your practice model and member needs.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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