Compliance

Capture patient details and health information securely during every incoming call

Katie collects structured patient information, new patient demographics, appointment history, and chief complaint during calls. All data is encrypted and returned to your staff for EMR entry.

How it pays back

Structured, Staff-Reviewed Intake

Katie gathers patient information in a consistent format during the call. Your staff receives a clean summary to review and file. Nothing bypasses your team's clinical governance.

Appointment Data and Demographics Write to EMR

Confirmed appointments, patient names, DOBs, and phone numbers sync automatically to your EMR. Insurance information, medical history, symptoms, and other clinical details are returned as a structured summary for your staff to review and enter.

New Patient Recognition

Katie identifies new patients during intake and returns structured data for your new patient workflow. Your team creates the chart and enters all clinical information.

Appointment data and demographics write to EMR

Name, DOB, phone number, appointment confirmed

Staff-reviewed intake summaries

Chief complaint, symptoms, allergy, medication context returned for review

New patient flagged

Automatic detection triggers your new patient workflow

Named EMR integrations

Syncs confirmed data securely with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed and more

Frequently asked questions

What patient data does Katie write directly to the EMR?

Katie writes appointment bookings, patient name, date of birth, and phone number. All other information—insurance, medical history, symptoms, allergies, medications, questionnaire responses—is returned as a structured summary for your staff to review and enter.

Does insurance information automatically populate the patient chart?

No. Insurance information is captured on the call and returned to your staff as part of the structured summary. Your team enters it into the chart or stores it securely. MedReception does not write insurance data to the EMR.

How does Katie handle allergies and medications?

Katie screens for known allergies and asks about current medications during intake. These are returned as part of the structured summary for your clinical staff to review, verify, and enter into the patient record.

What if a patient gives conflicting or incomplete information?

Katie flags incomplete or conflicting responses in the summary. Your staff reviews the summary, can contact the patient for clarification, and makes the final clinical judgment before chart entry.

Is all captured data encrypted?

Yes. All patient information captured during the call is encrypted during transmission and while stored on MedReception servers until your staff reviews and files it.

Related reading

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