Workflow
New concierge members call to schedule their first visit. Traditional intake (forms, voicemail follow-ups, manual data entry) delays onboarding. AI reception captures demographics, health history, and insurance on the first call, then syncs demographic data to your EHR—no re-keying, no back-and-forth.
From first call to scheduled appointment, the entire intake happens in one conversation. No forms to chase, no voicemail tag, no delays. Members feel welcomed and valued on day one.
Before the member walks in, your clinician has access to their demographics and a structured summary of stated health conditions, current medications, allergies, and reason for joining the practice. Clinical time is more efficient because the context is already there.
Insurance details captured during the call are handed to your billing team immediately. No re-calling the member for insurance card information after the visit; everything is documented and ready.
Check-in on the first appointment is fast because demographics are already in the system. Your front desk can focus on greeting the member warmly instead of re-entering data.
New member data synced to EHR
Demographics, DOB, phone, contact method written automatically
Structured health history captured
Chief concerns, medications, allergies returned as EMR-pasteable summary for staff review and filing
Insurance details documented
Handed to billing team during the call for immediate processing
Appointment booked in one call
Member hangs up with a scheduled visit, no follow-up needed
Yes. The AI asks about the member's chief reason for joining, current health conditions, active medications, allergies, and any recent surgeries or hospitalizations. This is captured as a structured summary and returned to your team for clinical review and filing—so the member doesn't have to repeat it at check-in.
The health history and any other clinical details are captured during the call and returned as a structured, EMR-pasteable summary. Your clinical staff (nurse or clinician) review the summary, add it to the chart or encounter note per your workflow, and ensure accuracy. The AI does not author the clinical record—your team does.
Yes. The AI captures insurance member ID, group number, and plan details. This can be handed to your billing team for verification with the payer before or after the member's first visit. Insurance information is captured and provided to your billing team for their system; clinical staff review and file it per your workflow.
If the member asks about specific treatments, physician credentials, or other complex questions, the AI routes them to a staff member or offers to have someone call back. The new-member data is preserved in the system, so when staff calls back, they have full context.
Yes. The AI integrates with named EHRs including athenahealth, AdvancedMD, Elation Health, eClinicalWorks, Epic, and others. Demographic data (name, DOB, phone, contact method) and appointment bookings sync automatically. Your clinical staff then review and file the health history summary per your standard workflow.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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