Patient Intake
Capture complete new patient information, insurance details, and medical history directly on the phone call using intelligent AI intake. Structured summaries are returned for instant EMR review and filing.
By the time a new patient reaches their appointment in Fresno, you already have their complete medical history, insurance details, medications, and allergies. Your clinical staff can focus on the visit instead of admin paperwork.
The AI captures intake information and returns it as a structured summary that matches your EMR fields. Your staff reviews and files it in seconds, not hours. No manual transcription or data re-entry.
The AI asks about insurance during the call, so you can identify coverage details and any prior authorization requirements before the appointment. Your billing team has the information they need upfront.
The AI conducts the full intake conversation in a natural, flowing manner. What might take a front desk staff member 10–15 minutes takes the AI 3–5 minutes while capturing all the same data.
Complete intake data captured
Medications, allergies, chief complaint, and past medical history all recorded on the call
Insurance information collected on call
Coverage and prior auth requirements identified before the appointment
EMR-ready summaries
Structured intake data formatted for review and chart entry by your staff
Clarification built in
The AI re-asks questions if information is unclear, ensuring complete records
Name, date of birth, phone number, email, insurance details (if available), reason for visit, medical history, current medications, allergies, and any specific clinical concerns. The AI asks follow-up questions to clarify and ensure accuracy.
Appointment details, new patient status, and demographics (name, DOB, phone) are written directly to your EMR. Medical history, allergies, medications, and chief complaint are returned as a structured, EMR-pasteable summary that your staff reviews and files.
The AI notes that insurance details are not available and offers to send a secure link where the patient can upload their insurance card. The data is stored in your MedReception portal for your billing team to retrieve later.
Yes. During intake, if the AI detects symptoms of a medical emergency (chest pain, severe bleeding, difficulty breathing), it escalates immediately to a live clinician. If it's a referral-eligible condition, it can also flag that for your staff.
Intake Automation
Voice AI Patient Intake in Healthcare
Explore how voice AI captures complete patient intake data conversationally and accurately.
EMR Integration
AI Receptionist EHR Integration Guide
Learn which patient data is written to your EMR and how structured summaries are returned for your staff to review and file.
Dental Workflows
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