Concierge & DPC
Concierge practices convert prospects into members through a welcoming, thorough intake process. AI-assisted new member intake captures health history, preferences, and compliance information, then hands off structured summaries to your team for chart creation and member orientation.
A personalized AI welcome call (rather than an email or PDF form) makes new members feel valued. They hear their practice's voice, ask questions naturally, and start building a relationship before meeting their provider.
Your front desk doesn't spend hours collecting health history, insurance, and preferences via phone or email. The AI handles it, and staff review the results—not reconstruct them from handwriting or voicemails.
Providers review a complete, structured intake summary before the first visit. No scrambling for missing information, no delays in chart setup. Your first impression is polished.
Insurance information is captured consistently and returned in a standard format for your staff to verify. No missing carrier names, group numbers, or subscriber confusion.
The AI captures how often members want to be in touch, their preferred communication method, and their health concerns—data that informs your care approach and member satisfaction.
Automated welcome call
New members greeted and oriented before their first in-person visit
Structured health questionnaire
Social history, allergies, medications, family history returned as EMR-ready summary
Insurance data captured
Carrier, group number, and subscriber info collected and formatted for verification
Multi-step intake orchestration
Welcome call, staff verification, and first appointment scheduled in one workflow
Member orientation included
Explanation of services, fees, access hours, and practice communication methods
Structured summaries for staff review
Questionnaire data returned in structured format ready for staff to review and file
The AI conducts the initial intake and captures all standard information. Your staff can then make a brief verification call to confirm details, answer questions, and establish a personal connection before the first visit. You decide whether a staff verification call is needed for each member or only for certain demographics.
The AI asks thorough, conversational questions and captures the full response. The structured summary is returned to your staff with all medications, conditions, and allergies listed. Your clinician can review and clarify during the first visit if needed.
Insurance information is captured during the call and returned as a structured summary in the MedReception portal or via email. Your staff reviews it, verifies the carrier and coverage, and then files it independently. We do not auto-populate insurance into your EMR; staff verification ensures accuracy.
Yes. You provide the AI with your concierge fee, access hours, and service description. The AI explains these naturally during the welcome call, answers common questions, and sets expectations for the member relationship.
The AI leaves a professional voicemail with a callback number and can retry the call at a scheduled time. Missed calls are logged, and your staff can follow up manually if needed. You set retry rules and escalation.
Intake summaries are returned in a structured, EMR-pasteable format (plain text or formatted text) that your staff can copy into your chart. We integrate with select practice management systems including athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. Your staff always has the option to review and edit before filing.
Capability Hub
Patient intake
Detailed intake questionnaire and data capture workflows.
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Capability Hub
EMR and EHR integrations
How intake data is captured and returned to your practice management system.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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