Patient Intake

Capture structured intake data on the call, return it to your staff as organized summaries for review and filing

When a new patient calls, the AI asks medical history, allergies, medications, symptoms, and insurance questions. Answers are returned as a clean, structured summary that your team reviews and files into the EHR—no manual transcription.

How it pays back

Your Team Reviews, Not Re-Types

All patient answers arrive pre-organized in your EHR-ready format. Your clinical staff reviews for accuracy and completeness, then files—never starting from scratch or listening to a recording.

No Missed Allergies or Drug Interactions

Structured capture ensures every critical question is asked and answered. Your dentist gets complete medication and allergy context before the patient sits in the chair.

Insurance Questions Addressed Before First Appointment

Coverage and patient information are discussed on the intake call. Your staff has the information they need to set correct expectations and avoid billing surprises.

Faster Chair Time, More Efficient Visits

Your hygienist and dentist open the chart and see a complete picture. No time spent asking questions the patient answered on the phone.

Structured intake summaries returned

Every new patient call produces an organized, EMR-pasteable summary

Demographics pre-populated in new patient record

Name, DOB, phone, and email sync to your EHR automatically

Zero manual transcription required

Your staff reviews and files, never re-enters data

Full call audit trail maintained

Every question, answer, and timestamp recorded for compliance and reference

Frequently asked questions

Does the AI write clinical notes directly into my EHR chart?

No. The AI returns structured summaries that your clinician or intake staff reviews, verifies, and files. This ensures a licensed provider controls what becomes part of the legal medical record. Demographics (name, DOB, phone) sync to the new patient record; medical history, allergies, medications, and chief complaint are returned as organized summaries for your team to review and file.

How does the AI ask questions if the patient is hard to understand or non-English speaking?

The AI can be configured to ask questions more slowly or use shorter sentences. For non-English speakers, we support common languages. For complex cases, the call can be escalated to your staff for live intake.

What if a patient refuses to answer a question?

The AI notes the refusal in the summary and moves forward. Your staff sees 'Patient declined to answer' or 'Patient reports unknown' in the structured summary and can follow up during the visit.

Can the intake AI handle patients with complex medical histories?

Yes. The AI asks open-ended follow-up questions and clarifies answers. If the conversation becomes too complex, it escalates to your staff with a partial summary for live completion.

Is the structured summary HIPAA-compliant to send to my EHR?

Yes. All summaries are encrypted, timestamped, and tied to a patient identifier. Our integration with your EHR is HIPAA-compliant; your staff is responsible for secure filing practices.

How long does a typical intake call take?

Most intakes take 5–8 minutes for established dental patients. New patients with complex histories may take 10–12 minutes. Your staff can customize questions to adjust length.

Related reading

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

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