Intake

Capture complete new patient intake during the phone call—no waiting room forms for Fresno practices

Fresno practices use AI receptionists to complete new patient intake on the call. Structured data is captured and returned as an EMR-ready summary for staff review before arrival.

AI gathers demographics, insurance, chief complaint, allergies, and medications during call
Caller confirms appointment; new patient demographics and appointment book to your EMR; intake summary returned for staff review
Staff review intake summary before patient arrives—no waiting room delays
Paper forms eliminated; patient never asked to fill out the same information twice
Clinical team has full context before the visit—faster provider assessment
Structured data captured on call is ready for EMR filing; no transcription needed

How it pays back

No waiting room forms

New patients arrive to a clean check-in process. Staff verify insurance and photo ID; clinical questions are already answered. Reduced frustration, faster time to exam room.

Clinical context before visit begins

Provider reviews structured intake summary (chief complaint, allergies, medications, prior diagnoses) before entering the room. Appointment runs more efficiently.

Insurance verification complete on call

AI captures insurance plan and group number. Staff verify coverage before arrival. No surprise billing questions or coverage denials during the visit.

Data ready for EMR filing

New patient demographics and emergency contact book to the EMR; intake summary is structured and pasteable for clinical staff to review and file. No re-entry needed.

Complete intake on first call

Demographics, insurance, chief complaint, allergies, medications, and appointment all captured before hang-up

Appointment and demographics book to EMR

New patient record created; appointment booked; intake summary returned for staff review and filing

Insurance pre-verified before arrival

Plan, group number, and coverage details confirmed—no surprise denials or delays

Zero rework for staff

Structured call data eliminates manual form scanning, OCR, or re-entry into the chart

Frequently asked questions

What if a new patient has complicated insurance or needs to verify coverage with their employer?

The AI captures the plan name and group number on the call. Staff can then run a full eligibility check before the visit. If coverage is unclear, a staff member can call the patient back before the appointment to clarify.

Can the AI receptionist handle multi-language new patient calls?

Yes. The AI can conduct intake in Spanish, Mandarin, Tagalog, and other languages supported by your configuration. Fresno's diverse population benefits from multilingual intake capability.

What happens if a new patient has a complex medical history or needs a detailed questionnaire?

The AI captures the basics on the phone. For specialty-specific questionnaires (surgical history, psychiatric history), a detailed form can be sent via patient portal or SMS for completion before the visit. Staff review the full history before the appointment.

Does the AI receptionist know which insurance plans your practice accepts?

Yes. You provide a list of accepted plans to the AI. If a caller mentions a plan not on the list, the AI alerts your staff for a real-time decision before hanging up.

How does the AI know what questions to ask based on the specialty or chief complaint?

Your practice configures intake questions by specialty (e.g., dermatology asks about skin conditions; orthopedics asks about injury type and prior surgeries). The AI follows that protocol and adapts follow-up questions based on responses.