New Patient Workflow
New patients call to book and give contact details and visit reason on the first call. An AI receptionist captures everything, creates the patient record in your EMR with demographics and appointment, and returns intake details as a structured summary for staff review.
The AI asks the right questions in the right order: name, DOB, phone, email, pharmacy, primary care, visit reason. Your staff receives structured answers, not fragmented voicemail notes.
Once the call ends, the AI writes the patient name, DOB, phone, and appointment to your EMR. Your staff reviews the intake summary and files it, no rekeying, no delays.
The AI records insurance plan, group, and member ID, along with allergies, medications, and medical history during the call and returns them as a structured summary. Your staff verify and update the chart. You control every step.
The AI answers immediately and gets all details on the call. New patients are in your system and confirmed before they hang up. Fremont practices see higher conversion because the patient never gets lost in callback chains.
Complete intake on first call
Name, DOB, phone, email, visit reason
New patient record written to EMR
Appointment, demographics, and phone synced instantly
Structured intake summary returned
Staff review and file insurance, medical history, allergies, medications
Zero callback loops
Patient information complete on first contact
No. The AI captures insurance details during the call and returns them as a structured summary. Your staff review, verify coverage, and enter the information into your EHR chart. This keeps your billing team in control of verification.
The AI handles self-pay patients the same way. It collects their contact and demographic information, creates the patient record, and flags self-pay status for your billing team.
Yes. The AI asks intake questions and captures the answers. Those answers are returned as a structured summary for your staff to review, verify, and file in the chart. The AI does not write directly to the medical record.
Yes. Telehealth new patients call the same number, the AI captures their intake, and the appointment is booked for a video visit. All intake summaries are available for your provider before the call.
Core Workflow
New patient scheduling
Learn how AI scheduling works from the first caller interaction through confirmation.
Core Process
Patient intake
Discover the full intake workflow, from call capture through EMR entry and staff verification.
Technology
EMR and EHR integrations
See which EMRs work with MedReception and how demographic data syncs with your system.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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