Intake & Scheduling

Capture patient details and book appointments in one call—no manual data entry

AI receptionist collects demographics and appointment details on the phone while simultaneously checking availability and confirming the appointment. Insurance information and clinical details are captured and returned as a structured summary for your staff to review and file.

How it pays back

Eliminate intake bottlenecks

Staff no longer manually transcribe caller information or hunt for insurance cards. AI captures everything during the call, leaving your team time for clinical work.

Higher first-contact resolution

Callers leave with a booked appointment, not a promise to call back. No callbacks, no rescheduling, no revenue leakage.

Cleaner EMR records from day one

New patient records arrive with appointment details confirmed on the call. Staff spend seconds verifying demographics, not minutes reconstructing incomplete contact forms.

Insurance verification workflow built in

Insurance details are captured and handed to your billing team on the call summary for verification before the visit.

Every caller intake completed

Patient information captured on the call, structured and ready for your team to review

Appointment booked before call ends

Real-time availability lookup and confirmation—no scheduling callbacks

New patient records created instantly

Demographics and appointment details ready for your staff to verify and finalize

Insurance data ready for verification

Captured on call and delivered to billing team as structured summary

Frequently asked questions

Does the AI write insurance information directly to our EMR?

No. Insurance details are captured on the call and returned as part of a structured summary for your billing staff to review and verify. Your team remains the final authority on coverage eligibility.

What if a patient doesn't have insurance information available during the call?

The AI can note that coverage details will be verified at check-in. The appointment is still booked, and your staff can follow up with the patient before the visit if needed.

How does the system know your available appointment slots?

The AI integrates with your EMR or scheduling system (AdvancedMD, eClinicalWorks, athenahealth, Epic, Elation, Cerbo, Hint, Tebra, ModMed, and others). Real-time availability is checked and confirmed on each call.

Can patients provide medical history on the phone?

Yes. The AI asks structured questions about medications, allergies, chief complaint, and relevant history. Responses are captured and returned as a summary for your clinical team to review before the visit.

Do I need separate software, or does this integrate with our existing practice management system?

MedReception integrates with your existing EMR and practice management system. One phone number, one AI voice, one unified workflow—no new logins or platforms for your staff.

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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Digital Intake Forms + AI Appointment Scheduling | Medreception AI