Workflow

Capture prior auth, insurance, and patient history on every imaging referral call

Imaging centers often receive referrals without complete insurance or prior authorization information. AI receptionists ask screening questions on the call, capture details, and return a structured intake summary for your staff to file and verify.

How it pays back

Insurance details are asked upfront, not chased later

Your staff no longer calls patients back to ask for insurance card details. The AI captures this during the initial call, and your team reviews it before the appointment.

Prior authorization status is clear before the patient arrives

The AI asks whether auth is needed, whether it's in progress, and captures the auth number if available. Your staff sees this summary and can follow up on missing auth without delaying the appointment.

Safety screening happens on the call

Metallic implants, pregnancy, renal function, allergy status, and claustrophobia are all screened during intake. If a safety flag is raised, your team is alerted before the patient is scheduled.

New patient records are created in your EMR with one call

Name, date of birth, phone, and contact method are written to your EMR and linked to the appointment. Your staff completes the chart with the captured intake summary.

Insurance captured on call

Returned as a structured summary for staff review and filing

Safety screening automated

Contraindications flagged and included in intake summary for clinician review

Prior auth status logged

Auth number, status, and required action captured and returned to staff

New patient records created in EMR

Demographics and phone number written automatically; staff completes chart with intake summary

Frequently asked questions

Does the AI write insurance information directly to my EMR?

No. Insurance details are captured during the call and returned as part of a structured intake summary for your staff to review and file. Your team handles the entry to ensure accuracy and compliance.

Can it screen for modality-specific contraindications?

Yes. MRI screening questions differ from CT or ultrasound. The AI can be configured to ask the right questions based on the modality ordered by the referring physician.

What if the patient doesn't have insurance information on the call?

The AI notes this in the intake summary and flags it for your staff. Your team can send a quick SMS or email to the patient asking them to provide it before the appointment.

Can it handle patients calling without a referral yet?

Yes. The AI can ask if they have a referral order, capture their information, and note that a referral from their physician is needed. Your staff can follow up with the referring provider.

Is the captured intake compliant with HIPAA?

Yes. All patient data captured on the call is encrypted and stored securely. The structured summary is returned to your staff in a HIPAA-aligned format. No data is shared outside your organization without authorization.

Related reading

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