eClinicalWorks
AI captures new patient demographics and insurance information during intake, returning a complete summary so staff reviews and creates one accurate chart with all required insurance fields.
No desk staff asking patients to call back with their card. Insurance details are part of the intake summary, so check-in is faster and billing staff have the data ready.
Staff builds the eClinicalWorks record once with verified insurance, demographics, and contact info—no manual re-entry from insurance cards or paper forms.
Insurance captured at call time allows billing staff to run preliminary eligibility checks before the first visit, flagging coverage gaps early.
Callers who answer insurance questions once feel heard and organized. Appointment confirmed, no more requests for information—reduces caller anxiety and no-shows.
New patient intake in a single call
Demographics and insurance gathered before appointment booking
Insurance captured verbally
Patient reads card details; AI records and structures for staff review
Staff-reviewed summary
Before eClinicalWorks chart is created, not after
Ready for billing
Complete insurance data in place for eligibility checks and claim submission
The system searches your eClinicalWorks database by name, DOB, and phone. If no match is found, the caller is treated as new and routed through full intake before appointment booking.
The system attempts to collect insurance as part of intake, but if a patient declines or doesn't have coverage, the AI documents that and allows the call to proceed. Staff sees the note when creating the chart.
Yes. You can configure the intake to collect carrier, plan name, member ID, group number, or subset thereof, depending on your billing workflow and contract terms.
The AI returns what the caller stated verbatim in the summary. Staff can flag discrepancies and follow up before the visit. This avoids claim denials due to mismatched policy data.
No. The system captures and structures what the patient reports. Real-time eligibility verification is a separate tool (often your payer portal or clearinghouse). Staff handles that after the call.
EMR Integration
AI receptionist for eClinicalWorks
Core appointment and demographics sync for your eClinicalWorks practice.
Workflow
New patient scheduling
AI-driven new patient intake and appointment confirmation with structured data capture.
Next step
Intake captured on the call
Capturing intake details during the call itself.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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