Workflow

Capture new patient information on every inbound call in Fresno — structure intake for EMR, not chaos

When new patients call, the AI captures demographics, insurance, reason for visit, and medical history on the call and returns a structured summary for staff to review and file into your EMR.

Ask every new patient for name, DOB, insurance, and reason for visit during the call
Collect allergy information and current medications while scheduling
Record questionnaire responses (e.g., 'Have you been to our practice before?')
Return structured intake summary for staff review before appointment
Auto-populate demographics (name, DOB, phone) to your EMR as a new patient record
Insurance and detailed history available for front desk verification at check-in

How it pays back

New patient shows up to appointment with intake already done

When the patient arrives, front desk has already verified name, contact, and insurance. Staff can focus on present-day questions and co-pay, not re-collecting the same data.

No incomplete intake forms slowing down check-in

The AI collects the same questions a paper form would ask — reason for visit, allergies, medications, prior surgeries. But it does it during the call, not when the patient is standing at the desk.

Clinical staff see medical history summary before the visit

Allergies, current medications, and chief complaint are captured on the call and returned as a structured summary for your staff to review. Your medical assistant or provider can review it 5 minutes before the appointment starts.

Insurance verification starts before check-in

Insurance card information is captured on the call. Front desk staff can verify coverage before the patient arrives, reducing check-in time and billing delays.

Front desk staff can focus on relationship, not paperwork

When a new patient arrives, they're not handed a clipboard with 10 pages of forms. They're greeted with, 'Welcome — we have your information, let's confirm a couple details.' Faster, friendlier, and more professional.

Every new patient captured

Name, DOB, phone, insurance, and reason for visit on the call

Structured intake summary

Allergies, medications, and questionnaire responses ready for staff review

Demographics auto-populated

New patient record created with name, DOB, and phone written to chart

Insurance details pre-verified

Collected on call, confirmed at check-in

Frequently asked questions

Does the AI write insurance information directly to the EMR?

No. Insurance details are captured on the call and returned as part of the structured intake summary for your staff to review. Your front desk verifies and enters insurance into your system at check-in or before the appointment, ensuring accuracy and compliance.

What if a new patient doesn't have insurance information available?

The AI notes it and moves on. Your staff will follow up at check-in or via phone the day before the appointment. The system doesn't block the patient from scheduling — it just flags missing information for your team to collect later.

How does this affect HIPAA compliance?

All calls are encrypted and stored securely. The AI never stores insurance card images or driver's license photos — those stay in your possession. The structured summary is treated as any other clinical note and follows your standard EMR retention and access policies.

Can we customize the intake questions?

Yes. Your practice defines the core questions — reason for visit, allergies, medications, prior surgeries, chief complaint. The AI asks those questions consistently on every new patient call.

What if a patient is allergic to a common medication?

The AI asks about allergies and records them in the structured summary. Your staff reviews this before the appointment and flags it in the EMR. At check-in, front desk confirms allergies again as a safety check.