eClinicalWorks Workflow
When a returning patient calls, the AI receptionist identifies them in eClinicalWorks, retrieves their record during the conversation, and captures any insurance changes for staff review before appointment confirmation.
The AI retrieves the patient's full eClinicalWorks record during the call, so you and the patient both know what's already on file and what's new or changed.
If a patient reports a new insurance plan, that information is captured and structured as a summary for your staff to review, verify, and file before the appointment.
No need to re-collect basic information; the AI already has it. The conversation focuses on current needs and appointment scheduling, saving time for both caller and staff.
Returning patient matched instantly
eClinicalWorks lookup reduces re-entry of known demographics
Insurance changes captured
Structured summary for staff verification before filing
Appointment syncs to chart
Appointment details and updated demographics transferred to eClinicalWorks
Staff alerted to updates
Insurance or demographic changes flagged for review
The AI uses information the caller provides—phone number, date of birth, or name—to query eClinicalWorks during the call. If a match is found, the patient's existing record is retrieved and used to confirm identity and retrieve known information.
If the patient provides updated insurance information during the call, the AI captures it and returns it as a structured summary. Your staff verifies the new information and updates the eClinicalWorks record accordingly.
No. Insurance information is captured on the call and provided as a structured summary for your staff. Your team reviews the information, verifies it with your insurance verification process, and then updates eClinicalWorks manually or via your existing workflow.
Yes. If the patient is found but missing information, the AI will capture what the patient provides during the call and return it as a structured summary for your staff to complete the record.
EMR Integration
AI receptionist for eClinicalWorks
Complete eClinicalWorks integration with patient lookup, demographics sync, and appointment creation.
Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
Next step
Taking load off the front desk
Where front-desk time actually goes.
Related
Verify Existing Insurance on File When Returning Patients Call eClinicalWorks
When a returning patient calls, the AI retrieves their eClinicalWorks record to confirm the insurance on file.
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…
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