Patient Intake

Skin type, prior topicals, prior procedures, systemics and triggers: the fields a general template leaves out

A general new patient form asks for medications and allergies. A dermatology intake also needs skin type, what has already been tried topically and systemically, which procedures have been done, and what makes the condition worse. The AI asks those on the booking call and returns them as a structured summary for your staff to review and file.

How it pays back

Three different kinds of "I tried something"

A cream, an in-office procedure and a systemic agent are three different facts about a patient, and a single past-treatments field flattens them into one. Asking them separately keeps the distinction your provider actually uses.

A follow-up question where a form has a blank

Paper stops at the edge of the box. When a caller says they used something for a rash but cannot name it, the AI asks what it looked like, who prescribed it and roughly when, which is more than a blank line returns.

Triggers get written down

Environmental and situational triggers are among the most useful things a patient says and the least likely to survive a checkbox form, because no box exists for them. Captured conversationally, they reach the summary.

The history is not re-taken in the room

Your provider reviews the AI summary, confirms the key points and moves to assessment. Chair time goes to examination rather than to repeating questions already answered on the phone.

Complete intake on the call

Chief complaint, skin type, prior treatments, medications, allergies, and reason for visit captured conversationally

Structured, EMR-ready summary

AI returns organized intake notes that your staff reviews and files directly into the patient chart

New patient record created

Demographics, contact info, and appointment details are written to your EHR as a complete new patient entry; intake summary is returned for staff review and filing

Appointment ready for visit

Patients arrive with intake complete, history available, and appointment confirmed—reducing check-in friction

Frequently asked questions

What does the AI ask that a general intake form does not?

The intake is customized for dermatology: skin type, prior treatments broken out into topicals, procedures and systemic agents, medication use, allergies, environmental triggers, and the specific skin concern. You can modify the question templates.

How does it handle a patient who cannot remember what they were prescribed?

The AI records what the patient does remember and flags the medication history as incomplete for your clinical team. Your staff can follow up during the visit or by chart review before the appointment rather than discovering the gap in the room.

Can a patient send a photo of the area?

The call-based intake captures descriptive information. Patients can upload photos through the MedReception portal after booking, and those are linked to the appointment record for provider review before the visit.

How does the dermatology summary reach my chart?

As a structured text summary with sections for chief complaint, skin history, medications, allergies and prior treatments. Your staff reviews it and files it into your EHR's intake note or new patient encounter form, following your own workflow.

Related reading

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