Concierge & DPC
A new concierge member's first call sets the tone for their membership. If they wait on hold or reach voicemail, you've already disappointed them. An AI receptionist greets them warmly, captures their health history and preferences, and books their initial appointment—so when they arrive, your physician already knows their story.
A responsive, professional first contact—answered immediately, questions understood, appointment confirmed—signals that they made the right choice. Concierge is all about the experience; the phone is your first touchpoint.
Rather than your physician spending 20 minutes on intake questions, the AI captured medication list, allergies, surgical history, and current symptoms on the initial call. The physician walks in with a complete picture.
New member arrives with demographics and appointment confirmed. Your staff spends minutes on confirmation, not 30 minutes on paperwork. The physician can spend more time with the patient.
Members who feel heard and valued on day one are more likely to stay for years. A smooth, efficient enrollment call is an investment in lifetime member value.
New member intake completed on first call
Health history, medications, allergies, reason for membership, and preferences captured
Initial appointment booked immediately
Member and physician both have the visit on the calendar; no follow-up calls needed
Membership eligibility confirmed
Enrollment status, payment method, and membership tier verified during call
Structured intake summary provided
Physician reviews complete health history before first visit
The AI captures the core details (conditions, medications, surgeries, allergies) and flags anything complex for your physician to review before the first visit. Your staff or physician can reach out with follow-up questions if needed.
Yes. The AI can confirm basic eligibility based on your membership tiers and pricing. For complex questions (insurance coordination, corporate membership), the AI can route to your staff member or schedule a callback with your office manager.
The AI captures appointment details and demographics (name, date of birth, phone) which sync to your EMR. Health history, medications, allergies, and preferences are returned as a structured, EMR-pasteable summary for your staff to review and file.
Yes. You can set up the questionnaire to match your membership model, clinical focus, and practice values. The AI asks your questions, records responses, and presents them to your team in an organized way.
The member can request that at any time during the call. The AI will transfer to available staff or schedule a time for your membership coordinator to call them back. Most new members appreciate the efficient AI intake and only escalate if they have specific questions.
Core Workflow
Patient intake
New member health history, medications, and preferences captured on the call; returned as structured summary for staff review.
Workflow
New patient scheduling
First appointment booked during intake call; demographics pre-loaded; no follow-up needed.
Practice Model
AI receptionist for concierge and DPC practices
Purpose-built for concierge workflows including member onboarding and first-visit preparation.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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