Intake & Onboarding
Concierge practices need to qualify new membership inquiries quickly and capture all onboarding data without burdening staff. AI-led intake collects demographics, health history, and membership intent; demographics and appointment info are written to your EMR, while health history and questionnaire responses are returned as a structured summary for your team's review and membership conversation.
New patients don't wait for staff to manually enter their details. AI intake captures everything in real time. Your EMR is updated with contact info and appointment, and staff can focus on the membership conversation instead of data entry.
Every new patient goes through the same structured intake questions—no missed data, no inconsistent forms. Your EMR is complete and standardized, making staff follow-up faster and easier.
Intake summary includes chief complaint, relevant history, and any red flags. Your staff can review before calling the prospective member, enabling a more informed and efficient conversation.
Membership tier, pricing questions, and coverage inquiries are captured and flagged separately. Your sales team and clinical staff have the right info at the right time without confusion.
Structured new patient data
Demographics, history, and reason for visit captured and formatted for EMR
Automated EMR entry
New patient record created with contact info and demographics written automatically
Ready for follow-up
Intake summary available to your team within seconds of call completion
Consistent intake
Same qualifying questions and data fields for every new inquiry
Name, date of birth, phone, email, reason for contacting, current health status, relevant medical history, allergies, current medications, insurance (if they have and provide it), and membership tier interest. All of this is captured in a conversational flow.
Demographics (name, DOB, phone, email) and appointment info are written directly to your EMR. Clinical history, allergies, medications, and questionnaire responses are captured and returned as a structured summary for your staff to review and file.
The AI captures whatever info is available and flags the absence of insurance or membership interest in the intake summary. Your staff can follow up with pricing, payment plan options, or clarification on membership terms.
Yes. You can tailor the intake script to your practice's specific membership model, coverage levels, and clinical priorities. The system adapts to your workflow and branding.
Most intakes complete in 2-5 minutes depending on complexity and member chattiness. The AI moves at a natural conversational pace, so it never feels rushed. Your staff receive the structured summary and call recording immediately after.
Workflow
Patient intake
Structured new patient data capture, demographics, and questionnaire handling for all practices.
Specialty
AI receptionist for concierge and DPC practices
AI reception designed for membership-based and direct primary care practices.
Integration
EMR and EHR integrations
How new patient data flows from AI intake to named EMR systems.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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