Patient Intake
Capture new patient demographics, insurance eligibility, medical history, and chief complaint on the first call—then hand a structured summary to your staff to file.
Intake form, appointment, and confirmation all happen in a single interaction—no separate form links, no email chains.
Your staff reviews the structured intake summary before the patient walks in. Clinician sees complete history and chief complaint at a glance.
Every answer is captured, structured, and ready for your team to file. Your staff reviews once and enters—no transcription errors or missing fields.
Eligibility questions are asked on the call. Your staff can flag issues before the appointment, not after.
New patient records created
Demographics and contact info written to your EMR
Structured intake captured
Allergies, meds, history, chief complaint returned as summary for your team to file
Insurance questions asked
Returned as data for your team to verify and file
Appointment confirmed same call
Patient receives text confirmation with prep details
The AI asks eligibility questions on the call (carrier, plan type, group number). This data is captured and returned to your staff as a structured summary. Your team verifies and either enters it into your payment system or requests a card/ID photo.
The AI can capture payment authorizations and card details if your practice uses a compliant payment processor. Data is never stored by our system—it flows directly to your payment gateway.
The AI can answer common questions (hours, location, parking, what to bring). Complex clinical questions are escalated to your clinical staff or scheduled for discussion at the appointment.
No. The summary is returned to your team and filed in your EMR. Your EMR is the source of truth for all patient records. We retain only the call log for compliance and quality assurance.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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