eClinicalWorks Workflow
When a returning patient calls, the AI retrieves their eClinicalWorks record to confirm the insurance on file. If the patient reports a change, new insurance information is captured and returned as a structured summary for your staff to verify and update before the appointment is booked.
Your AI receptionist reads back the insurance on file to the patient, confirming it's still current. If it's changed, the new information is captured immediately as a structured summary for your staff to review and update in eClinicalWorks.
By verifying insurance during the call, you catch policy changes, plan switches, or coverage gaps before the appointment happens, reducing claims submitted with outdated insurance information.
Your staff doesn't need to make a separate eligibility call if the patient confirms insurance is current or provides an update during the appointment booking call.
Insurance retrieved from eClinicalWorks
Patient confirms current coverage or reports changes
Updated insurance captured
Structured summary for staff verification
Appointment booked with confirmed coverage
Reduced risk of claim denial from outdated insurance
No separate eligibility call needed
Insurance verification integrated into appointment booking call
The AI retrieves the patient's full eClinicalWorks record during the call, which includes demographics, appointment history, and the insurance information currently in the chart.
The patient can provide updated insurance information during the call. The AI captures the new details and returns them as a structured summary to your staff for verification and update in eClinicalWorks.
No. New or updated insurance information is provided as a structured summary for your staff to review. Your team verifies and updates the eClinicalWorks record according to your policy.
If the patient disputes the insurance information in eClinicalWorks, the AI captures what the patient reports, and your staff can follow up with verification and make corrections to the chart.
EMR Integration
AI receptionist for eClinicalWorks
Full eClinicalWorks integration with patient lookup, appointment sync, and demographics management.
Appointment Workflow
Automated patient scheduling
AI-driven appointment booking with patient verification and EMR integration.
Next step
AI receptionist workflows
Step-by-step workflows for the calls a practice actually gets.
Related
Capture Insurance When Patient Lookup Fails in eClinicalWorks
If a patient cannot be identified in eClinicalWorks during the call, the AI receptionist still captures insurance and demographic information as a…
Related
Identify Returning Patients and Update Insurance in eClinicalWorks
When a returning patient calls, the AI receptionist identifies them in eClinicalWorks, retrieves their record during the conversation, and captures…
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
