Concierge & DPC
New member calls are the first impression. AI-driven intake captures emergency contact, insurance, and health questionnaire data—verified and returned as a structured summary for your onboarding staff to review and file—so your team focus on relationship, not paperwork.
New member calls and is greeted by name. Intake is personalized, not a robotic form. All data collected in one interaction. They feel welcomed and efficient—exactly what concierge patients expect.
No manual form entry. No chasing down phone calls for missing data. AI delivers pre-populated, structured intake. Staff verify, flag any issues, and move to relationship-building conversations.
Demographics and insurance summary written to EMR immediately. Clinical history questionnaire available as a structured summary for provider review before first appointment. Chart is ready when the member walks in.
Complete intake on the first call means fewer follow-ups. Data verification happens during the call. Onboarding staff time shifts from chase to confirm—to welcome and schedule.
Complete intake in one call
Demographics, contact, insurance, and health questionnaire all captured
Demographics and appointment data written to EMR on completion
Name, DOB, phone, email, and appointment details sync to your system instantly
Structured questionnaire summary for staff review
Clinical data returned as pasteable text for staff chart entry and provider review
Data verification in real time
AI confirms accuracy during call; staff review before filing
If the call is interrupted or incomplete, your onboarding team receives a structured summary of what was captured so far. They can reach out to complete any missing fields. The partial intake is not written to the EMR until staff confirm it.
Yes. The AI can administer your standard health history questionnaire—allergies, current medications, prior surgeries, family history. All responses are captured and returned as a summary for your staff to review, verify with the member if needed, and file in the chart.
Yes. After the call, your team receives a structured intake summary with all captured data, any verification notes, and a transcript link. They review, flag any concerns, and confirm the data before it's filed permanently.
Intake typically takes 5–10 minutes per call. Demographic and insurance capture is fast; clinical questionnaire can be longer if the member has complex history. Your staff can set question depth by member age and intake profile.
Insurance details captured on the call are returned as a summary for staff review. Staff can clarify or request updated information. Insurance data is reviewed and confirmed by your team before it's written to the EMR—it's treated as reference data handed to your billing team.
Workflow
Patient intake
Structured intake, verification, and EMR integration for new and existing patients.
Related
AI receptionist for concierge and DPC practices
Complete concierge practice AI receptionist guide with member workflows.
Integration
EMR and EHR integrations
See all supported EMR and practice management integrations for data write-back.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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