Concierge & DPC
New member calls are critical touchpoints. Manual intake is error-prone and time-consuming. AI-powered intake captures demographics, health history, and preferences accurately—and returns structured summaries for your staff to review and file into your EHR.
Demographics, date of birth, phone, and appointment bookings write directly to your EHR. Health history, allergies, and medications are captured as a structured summary for staff to review and file—no re-entry needed.
Intake is conversational and thorough, not a rushed form. The AI asks smart follow-ups, clarifies medical details, and respects the member's time.
By the time the member arrives, their appointment is booked in your EHR, and their health history summary is ready for the physician to review and file. Physicians see a complete picture.
Consent, HIPAA acknowledgment, and questionnaire responses are captured and logged. Your staff reviews and files—audit trail is clean.
Structured capture
Health history, allergies, medications formatted as EMR-ready summaries
Direct EMR write
Appointment bookings and demographics (name, DOB, phone) sync automatically
Audit-ready
Compliance documentation captured and logged
Yes. We configure intake workflows based on your practice type. For concierge primary care, that includes chief complaint, past medical history, medications, allergies, and preventive screening status.
The AI captures insurance name, member ID, and group number. Complex coverage questions are flagged for your billing staff to follow up after enrollment.
Yes. It checks your EHR availability, offers slots, and books directly. The appointment confirmation is sent to the member, and your chart is updated instantly.
They can request a transfer at any time. The AI hands off the call with a complete summary of everything captured so far—no information is lost.
Calls are HIPAA-encrypted end-to-end. Audio is not stored; structured data is sent only to your EMR. No transcripts or recordings leave your secure environment.
Workflow Hub
Patient intake
Structured, compliant intake automation for all call types.
Compliance
HIPAA and compliance
Enterprise encryption and audit logging for member data.
Integration Hub
EMR and EHR integrations
Direct EHR write for appointments and new patient demographics.
Next step
AI receptionist for concierge and dpc practices
How call handling differs for concierge and dpc practices.
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New Member Intake for Concierge Practices—Direct to EHR
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Premium Member Intake: AI Questionnaire Tailored to Concierge Care
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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