Intake
Concierge new members need a smooth, high-touch enrollment experience. The AI receptionist completes full intake—demographics, health history, insurance, and preferences—on the first call and returns structured summaries for your team to file into your EHR.
No multi-step process, no follow-up forms, no waiting for the office to open. When a prospect calls to join, they complete intake, receive appointment confirmation, and hang up as a member of the practice.
The AI intake summary includes medication list, allergy flags, past medical history, and social history questions answered by the member. Your provider reviews the summary and files it into the chart before the first appointment.
New member chart is created with verified name, DOB, phone, and appointment booking. No manual data entry, no duplicate chart risk.
Insurance information and photo ID are captured during the call and routed to your billing team. Claim submission and eligibility checks happen before the first visit.
Structured intake on first call
Demographics, insurance, history, preferences all captured in one conversation
Enrollment data synced to your EHR
Name, DOB, phone, appointment booking routed to chart creation
Clinical summary ready for review
Medical history, medications, allergies, and responses prepared for provider filing
Insurance handed to billing same day
ID and coverage details routed to billing team for immediate verification
The AI notes that the member is self-pay and confirms their out-of-pocket pricing and payment terms. That information is included in the intake summary for your staff to confirm and bill accordingly.
Yes. Once intake is complete, the AI offers available appointment slots with the provider and confirms the booking. The member receives a confirmation text or email immediately.
The AI flags any red-flag responses (severe symptoms, recent hospitalizations, high-risk medications) in the intake summary. Your staff and clinical team see these flagged items before the first visit and can prioritize or adjust accordingly.
Insurance info is captured securely during the call and encrypted in transit. It is returned as a summary for your billing team to verify and file separately, rather than syncing directly to the EHR.
Yes. The AI sends a follow-up link to the member's portal where they can review and edit their intake, upload insurance cards, complete questionnaires, and confirm appointment details before arriving.
Workflow
Patient intake
How AI-powered intake captures and structures new patient information for EHR filing.
Integration
EMR and EHR integrations
Details on which EHR systems MedReception syncs with and what data flows to each.
Practice Model
AI receptionist for concierge and DPC practices
Concierge and direct primary care specific onboarding and member management workflows.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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