Concierge Medicine

Verify concierge membership and patient account status before staff answer

Concierge patients expect immediate recognition. MedReception's AI verifies membership, checks account standing, and confirms visit availability in real time—no staff questions needed.

Every caller recognized by phone number and matched to EMR member record
Account status, membership tier, and contract terms displayed during the call
Visit allowance and co-payment responsibility confirmed before scheduling
Non-member callers guided to separate intake flow for prospect screening
Insurance eligibility and out-of-pocket limits captured as structured data for your billing team to review and file
Premium experience — caller never repeated their information

How it pays back

Instant Member Recognition

No 'Can I get your date of birth?' — the AI knows who's calling. Member history and provider relationship context are live during the conversation, enabling personalized routing and scheduling.

Prevent Billing Disputes

Membership status, visit limits, and co-pay responsibility are confirmed at the moment of booking. Callers know upfront what they owe, and your billing team has no disputes over account eligibility.

Faster Triage and Routing

Account status determines whether a caller is routed for same-day access, added to the waitlist, or directed to urgent care. Routing logic runs automatically based on membership tier and visit history.

Detect Lapsed or At-Risk Members

The AI flags members whose contracts are ending or whose visit allowance is nearly exhausted. Your practice manager can proactively reach out for renewal or upsell conversations.

Seamless Prospect Onboarding

Non-members are identified early and routed to a dedicated new-member intake flow. Their inquiry is captured with context for your growth team to follow up.

Member identity verified

Phone number matched to EMR record at call initiation

Account status confirmed

Membership tier, visit allowance, and co-pay in context

Eligibility checked

Insurance and out-of-pocket details captured for billing review

Appointments booked

Visit availability confirmed and appointment details written to EMR

Named EMR integrations

Verification works across athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed

Frequently asked questions

How does the AI know who's calling if they don't provide their name?

The AI matches the incoming phone number to the member record in your EMR. If it's a known member, they're recognized instantly. If it's a new number or non-member, the AI asks for basic details to verify or create a new inquiry record.

Can the AI check whether a member has used all their visits?

Yes. The AI retrieves the member's visit allowance from your EMR and compares it to appointments already booked or completed. If a caller has exhausted their visits, the AI can offer renewal options or route to billing for account adjustment.

What if a member's account is on hold or suspended?

The AI detects account status and can route the call appropriately—perhaps to your billing team if payment is past due, or to your practice manager if the account requires review. The member is never left confused about their status.

Can the AI capture insurance co-pay amounts during the call?

The AI can retrieve co-pay information from the member record in your EMR and confirm it with the caller. If new insurance is mentioned, it's captured on the call and returned as a structured summary for your billing team to review and file.

How do you onboard new concierge members into the AI system?

New members are added to your EMR as usual. The AI automatically syncs their record within 24 hours. Their next inbound call triggers recognition and full member experience. Prospective members follow the non-member intake flow until they enroll.