Intake & Benefits

AI-captured intake for concierge members: new patient data, benefit questions, and prior authorization tracking

Concierge practices need intake that respects member privacy and captures both routine demographics and high-value questions about benefits, referrals, and insurance coordination. AI handles new member calls with structured capture so staff review and file.

Collect new member demographics, emergency contact, and health history on the call
Answer common questions about membership benefits, coverage, and what to expect during onboarding
Capture prior authorization requests and insurance follow-up needs for your billing team
Verify insurance information and flag coverage gaps so staff can address before the first visit
Return all captured data as a structured summary ready for staff review and chart entry
Escalate complex insurance questions or benefit clarifications to your care coordinator

How it pays back

New members start with complete intake without friction

The AI captures all required information on the first call. There are no incomplete forms, no missing contact info, and no second phone call to confirm details. Intake is finished before the new member hangs up.

Insurance coverage is confirmed before the first visit

The AI asks about insurance, captures the carrier and member ID, and flags coverage issues. Your billing team reviews these summaries and can contact the member proactively if coverage is missing or deductible is high.

Prior auth requests never slip through the cracks

New member calls often include questions about specialist referrals or procedures that need pre-approval. The AI captures these requests and returns them to your coordinator, who manages the authorization workflow.

Your coordinators focus on relationship, not paperwork

Data entry is done during the AI call. Staff review and file the summary, then focus on welcoming the new member and scheduling their onboarding appointment.

Member demographics captured

Name, date of birth, contact captured on the call

New patient record created in EMR

Demographics and contact info available for staff review and entry

Structured intake summary returned

Organized, timestamped, ready for staff review and chart filing

Frequently asked questions

What information does the AI capture from new concierge members?

The AI captures name, date of birth, phone, email, address, emergency contact, insurance carrier, member ID, group number, and employer. All of this is returned as a structured summary for your staff to review and file.

Does insurance information sync to the patient chart?

Insurance information is captured on the call and returned as a structured summary for your staff to review. Your billing team reviews the summary and enters insurance manually so it can be verified and formatted correctly.

How does the AI handle new members who don't have insurance yet?

The AI notes that the member is uninsured or self-pay, captures that in the summary, and your coordinator follows up to discuss payment terms or membership billing options. This is flagged so your billing team doesn't send insurance verification requests that won't succeed.

What if a new member mentions a referral or prior authorization need?

The AI captures the referral request or prior auth need on the call and returns it to your coordinator as part of the intake summary. Your team manages the authorization workflow outside the call and coordinates with the member once approved.

Can the AI answer questions about membership costs, benefits, and onboarding?

Yes. During setup, we configure your membership tiers, benefits, costs, and onboarding timeline. The AI answers these questions and captures any special requests or concerns for your coordinator to address before the first visit.