Concierge & DPC
Convert inquiries into memberships. AI captures prospect eligibility, interest, and enrollment information during the initial call—then hands qualified leads to your enrollment team with all context pre-loaded.
Every new-member inquiry is captured with full context (insurance, interest, timing). Your enrollment team sees a pre-qualified lead, not just a name and number.
Prospects understand membership structure, pricing, and benefits during intake. Fewer objections or confusions during the enrollment conversation with your staff.
The AI collects insurance information and employer details on the call. Your enrollment team has this in the summary, reducing follow-up calls and form requests.
Prospects feel heard and understood by the AI intake. By the time your enrollment team reaches out, the prospect is warm and ready to discuss next steps, not being re-introduced to the practice.
Prospect qualified before enrollment contact
Health status, insurance, and residency verified on intake call
Membership tier interest captured and noted
Prospect informed of tiers before enrollment discussion
Insurance information collected and structured
Returned as summary for enrollment team to verify and file
New prospect record created in EMR
Name, phone, date of birth, and contact preferences written to EMR; structured intake summary provided for staff review and filing
Your membership structure is loaded into the AI system, and it delivers tier information conversationally—asking what matters to the prospect (e.g., number of visits, urgent-access window, preventive benefits) and matching them to the right tier. If the prospect is undecided, the AI schedules a call with your enrollment team.
The AI captures insurance details (carrier, group number, member ID) and asks verification questions. This is returned as a summary for your enrollment team to verify against the carrier—insurance verification is not automated, but the information is pre-captured and ready.
The AI can be configured to ask qualifying questions early (e.g., 'Are you currently a resident of [state]?' or 'Do you have active insurance?'). If they don't meet criteria, the AI can offer an alternative (waitlist, referral to a non-concierge provider) and log them for follow-up.
Yes. After the call, a new prospect record is created in your EMR with name, phone, date of birth, and contact preferences. The structured intake summary is provided for your enrollment team to review and file in your practice management system.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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