Integration

Fresno Primary Care and Urgent Care Clinics: Katie AI Books Appointments and Captures New Patient Data for Your EMR

Fresno urgent care and primary care clinics use Katie to answer calls, book appointments, and capture new patient demographics—all structured and ready for your EMR, with no re-entry.

How it pays back

Appointment Bookings and Patient Demographics Flow Into Your Chart

Katie captures the appointment time and patient name, date of birth, and phone number. These sync to your EMR automatically. Your front desk doesn't re-type a single field. Chief complaint and other intake details are returned as a structured summary ready for your team to review and file.

New Patient Intake Begins on the Call, Not at Check-In

Katie collects name, date of birth, phone, and other details. Your staff receives a structured summary ready to review and file. Check-in time is faster; your team has all the context before the patient arrives.

Urgent Care Can Triage and Pre-Register Patients Before They Arrive

A patient calls with chest pain or a severe laceration. Katie triages the urgency, books them into the schedule, and your staff has their intake summary ready when they walk in the door.

Your EMR Is the Single Source of Truth

No separate call logs, no external databases, no duplicates. Appointment bookings and patient demographics go into your chart. Your team always sees the most recent patient data.

Appointment bookings and new patient demographics synced to EMR

AdvancedMD, athenahealth, Epic, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, and others

New patient name, DOB, and phone auto-written to chart

Chief complaint and intake details captured as a structured summary for staff review

Urgent cases escalated with patient context

Triage notes and intake summary ready for your provider

Named EMR integrations live

If your system isn't listed, contact us—we're adding more constantly

Frequently asked questions

Does Katie write to my EMR or just log calls separately?

Katie writes appointment bookings and new patient demographics (name, DOB, phone) directly to your EMR. Chief complaint, insurance details, and other intake information are captured as a structured, EMR-pasteable summary that your staff reviews and files. There's no separate system to check.

What if a patient has insurance information to give Katie?

Katie captures insurance details on the call and returns them as part of the structured intake summary in her call report. Your staff reviews this and enters it into your EMR's insurance fields. Katie doesn't write insurance information to the chart directly, but the summary makes data entry fast and accurate.

How does Katie know if a patient is new or returning?

Katie checks your EMR during the call. If the patient exists, she accesses their chart and uses that history for triage and follow-up questions. If new, she captures their intake and stages it as a summary for your team to review and approve.

What happens if our EMR goes down?

Katie continues to answer calls and store the details locally. When your EMR comes back online, the queued appointments and patient data sync automatically. You don't lose any intake.

How long does setup take for our specific EMR?

Setup timelines vary by EMR. athenahealth and eClinicalWorks typically go live within 1–3 weeks; other named integrations usually within 3–6 weeks. We handle API credentials, test end-to-end, and verify that bookings and patient data are flowing correctly before you go live.

Related reading

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

Want the numbers first? See plans and pricing

Fresno Primary Care and Urgent Care: Katie AI + Your EMR = Seamless Patient Intake | Medreception AI