Intake Workflow
New concierge members call to enroll but get voicemail because your team is busy. AI answers the call, walks the prospect through enrollment questions, captures health history and contact details, and returns a structured summary for your staff to finalize the chart.
New members are not greeted by voicemail on their first attempt to enroll. They speak to a professional AI that welcomes them to your practice and gathers enrollment information, setting a premium tone from the start.
Every prospective new member is answered, regardless of how busy your team is. The call is documented and flagged so enrollment staff follow up promptly with completed intake.
The AI asks comprehensive intake questions—medications, allergies, prior surgeries, insurance—and returns a clean, structured summary. Your staff reviews it once and files it to the chart.
Demographics (name, DOB, phone, email) are written to your EMR as a new patient record. Staff verify the details and add the health history summary during chart review.
Every enrollment call answered
No new member voicemail; first call captured and documented
Health history and insurance collected
Medications, allergies, prior medical history, and coverage details captured on the call
New patient record created
Demographics written to EMR; staff review and file clinical summary
Structured intake returned
Questionnaire answers organized for quick chart entry, not loose notes
Yes. The AI captures insurance carrier, member ID, and group number during the call. This information is returned to your staff in the structured summary. Insurance details are not written directly to the EMR; your team reviews and files them per your intake workflow.
The AI gathers key details (major surgeries, chronic conditions, current medications, allergies) and returns them as a summary for your staff. If detailed clarification is needed, your team follows up with the member before their first appointment.
The AI captures membership interest and basic qualification details. Payment setup and final membership agreement are handled by your enrollment or billing team during follow-up, not on the AI call.
A full call recording and structured summary (questionnaire answers, demographics, health history, insurance details) are returned to your staff. Staff review the summary, verify accuracy, and file it to the new member's chart.
The AI offers the option to transfer to a human immediately. However, most members are satisfied with the AI's professional and thorough approach, and staff follow up the next day with final questions.
Workflow
Patient intake
Comprehensive health history and demographic capture on the first call.
Practice Model
AI receptionist for concierge and DPC practices
Full concierge and membership setup, including enrollment workflows.
Integration
EMR and EHR integrations
New member records created; health history summary returned for staff review and filing.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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