Concierge & DPC
New member calls in. AI asks intake questions, captures insurance details and health history, and returns a structured summary your staff verify and file—no re-interviewing, no manual data entry.
Traditional intake takes 10–15 minutes of staff time before a physician sees the member. AI captures it during the call while member is available. Staff spend minutes verifying and filing, not hours hunting down information later.
Members provide insurance details to AI. Your billing team retrieves the photo and information from the MedReception portal, verifies coverage, and flags any coverage gaps before the visit. No surprise denials post-visit.
New member sits in the chair. Physician opens chart and sees reason for visit, allergies, medications, and prior health issues—all entered from the intake call. No time spent asking 'Have you ever had surgery?' or 'Are you allergic to penicillin?'
Member tells AI their story once. Staff verify and file. Physician reviews. No one asks 'What brought you in today?' for the third time. Member feels heard and respected.
Intake completed on first call
Member captured before hanging up
Structured summary for staff
Key details surfaced, not buried in notes
Insurance details secured
Photo and card info in portal for billing team
Chart-ready within minutes
Staff verify, physician enters visit without intake delays
AI asks reason for appointment, chief complaint, relevant medical history, current medications, allergies, and contact preferences. Questions are customized by practice—your team defines the intake questionnaire and AI follows it consistently.
Insurance card photo and details are stored securely in the MedReception portal. Your billing team logs in to retrieve it, verify coverage, and add to patient record. It does not auto-sync to the EMR—your team handles filing directly.
The structured summary shows each intake field and the member's response. Staff see exactly what was asked, when, and what was reported. Call recording is also available for staff to audit if needed.
Yes. If a member skips a question or provides conflicting answers (e.g., 'no allergies' but lists penicillin allergy), AI can flag it or ask a clarifying question before the call ends. Staff also review the summary and can reach out to member if needed.
No. The summary is returned to your staff as a structured, copy-paste-ready document. Your staff review, verify, and manually file to the chart. This ensures accuracy and gives your team a chance to catch errors or ask clarifying questions before the member's first visit. Appointment details and member demographics (name, DOB, phone) are written to the EMR; medical history, allergies, medications, and chief complaint are captured in the summary for staff review and filing.
If the new member is already in your EHR (e.g., referred by another practice), the AI detects this and asks if they're the same person. Staff then merge records and update any changed information. This prevents duplicate records.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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