Patient Growth

AI receptionist that captures every caller, books appointments into your EHR, and enables systematic new patient follow-up

Never lose a new patient lead again. AI receptionist captures caller details, books appointments directly into your EHR, and logs all inquiries in a CRM for targeted follow-up campaigns.

How it pays back

Capture New Patients Instead of Losing Them

Every caller is logged. If they don't book immediately, their contact info and reason for inquiry stay in the CRM. Your team can follow up with the right offer at the right time.

Unified New Patient Record

Caller books → new patient demographics (name, DOB, phone) write to EHR roster → CRM tracks their journey. No separate signup sheet, no duplicate entry, one source of truth.

Measure Call-to-Booked Conversion

See how many callers convert to bookings, which visit types book, and which referral sources deliver patients.

Automate Follow-Up for No-Decision Callers

Segment prospects who called but didn't book. Send targeted SMS or email campaigns with available appointment times, special offers, or answers to common questions.

Every call captured

Caller name, phone, reason for inquiry logged in CRM

New patient auto-created

Booking triggers new patient record in EHR roster

Conversion funnel visible

Track calls, bookings, attendance, and returning patient status

HIPAA-compliant CRM

Encrypted patient contact history with audit trail

Frequently asked questions

How does the CRM track new vs. established patients?

When a call comes in, the system checks your EHR for an existing patient record. If found, the call is logged as an established patient inquiry. If not found, the booking creates a new patient entry and logs the CRM contact. You can segment campaigns accordingly.

Can I use the CRM data to run targeted new patient campaigns?

Yes. You can export segments from the CRM by visit type, referral source, or call outcome, then send SMS, email, or postcard campaigns to specific groups. The system tracks which leads convert, so you optimize spend over time.

What information is captured about each caller?

Name, phone number, reason for calling (new exam, emergency, referral, cosmetic, etc.), whether they booked, preferred appointment window, and any special requests or notes the AI noted on the call.

How long is caller data retained in the CRM?

That's your choice. Typically data is retained according to your HIPAA compliance policy (usually 6 years for active/recent patients, with retention policies for inactive records). You control the retention rules.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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Track and Book New Dental Patients with AI CRM and EHR Sync | Medreception AI