Intake & Onboarding
A concierge inquiry is two conversations at once: one about tiers, coverage and price, one about the caller's health. AI intake captures both and keeps them apart. Demographics and appointment details write to your EMR, health history returns as a clinical summary for your team, and membership questions are flagged separately for whoever handles enrollment.
Enrollment and clinical staff read different halves of the same intake. The person calling back about tiers does not need the caller's medication list, and the clinician preparing for the first visit does not need to scroll past pricing objections to find it.
Because the inquiry captures both halves in one pass, the enrollment follow-up is a membership conversation rather than a second intake. The prospective member answers the health questions once.
History, allergies and medications are returned as a structured summary for your staff to review and file. Membership notes stay with enrollment. The split is in the structure of the summary, not in somebody remembering to redact.
Each new inquiry is asked the same qualifying and intake questions in the same order, so one prospect's record is comparable to the next and nothing is skipped because a call ran long.
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
The intake summary is structured in sections. Membership tier interest, coverage and pricing questions are captured under enrollment; chief complaint, history, allergies and medications are captured under clinical. Demographics and appointment details are the only fields written directly into your EMR.
The clinical summary is returned to your team for review and filing, and goes to whoever you designate for clinical review. Your enrollment staff work from the membership section and the contact details.
The AI answers from the membership talking points you supply and captures the question under enrollment, then continues the intake. The question lands in the section it belongs to regardless of when in the call it came up.
The AI captures whatever is available and flags the absence in the summary. Your enrollment team can follow up on pricing, payment options or membership terms; the clinical section is unaffected by what the membership section is missing.
Yes. You define the question set and which section each question reports into, so the split follows your membership model and your clinical priorities rather than a fixed template.
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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