Concierge & DPC
Concierge members expect personalized care informed by complete health history. An AI-led intake questionnaire captures medication list, prior conditions, recent visits, and current concerns in natural conversation—then returns structured, actionable summaries that your team uses to fast-track member care.
Full health context—medications, prior visits, current concerns—is available before the provider call. Consults are efficient, accurate, and aligned with your member's wellness priorities.
The AI asks follow-up questions naturally, remembers what the member says, and adapts based on responses. Members feel heard, not processed through a rigid form.
Structured intake summaries are ready to review and file. Your clinical and administrative staff skip the phone intake questions and move straight to care coordination or scheduling.
Questions can emphasize preventive health, wellness goals, and lifestyle factors—not just acute issues. That data informs holistic member care and long-term relationship building.
Comprehensive intake on every call
Medications, allergies, prior visit history, current concern, and custom concierge questions captured in natural conversation
Structured intake summaries for EMR review
Data formatted and ready for staff review and filing
Member context recognized automatically
Returning members have prior visit history and interaction data available to your team before call
Custom questions for your model
Intake adapted to your concierge or DPC practice priorities and member needs
Yes, completely. You define which questions are asked, in what order, and how responses are weighted. Examples: preferred visit format (in-person vs. telehealth), wellness priorities, family health history, insurance and billing questions. The system is built to flex.
Insurance information and photo ID images are captured on the call or uploaded to the MedReception portal. That data is handed to your staff for review, verification, and filing—your team maintains control over sensitive documents and decides how and when to file them.
The AI integrates with your patient list. When a caller's phone number or name matches a member record, prior history is flagged. New callers are identified as prospects and captured for lead follow-up and enrollment.
The AI captures the new information in the intake summary. Your team reviews it, flags the discrepancy, and updates the member record. This is how you catch changes in member health between visits.
Immediately. The structured summary is available to your staff as soon as the call ends. For same-day appointments or urgent concerns, your team has complete context to triage or schedule appropriately.
Core Workflow
Patient intake
How AI captures comprehensive health context on every call.
Related Specialty
AI receptionist for concierge and DPC practices
Full concierge and DPC practice page.
Integration
EMR and EHR integrations
How intake summaries are reviewed by your team and appointment bookings write directly to your system.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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