Insurance & Eligibility
The AI receptionist asks for insurance details during the appointment call and captures them alongside demographics. Insurance info is handed to your staff for verification and eligibility checks.
When the patient calls to book, the AI asks for insurance details and captures them. Your eligibility team receives the data before the visit, so you can verify coverage and identify prior auth needs ahead of time. No surprises during or after the appointment.
The AI returns insurance provider, group, policy, and holder info in a structured format. Your staff doesn't have to hunt for the information, interpret bad handwriting, or chase patients for missing details. They can start eligibility verification immediately.
In addition to verbal confirmation, patients can upload photos of their insurance card via the MedReception patient portal. Your front desk receives both the verbal data and the card image, so eligibility verification is complete and supported by documentation.
When patients arrive, insurance information is already collected, verified, and on file. Check-in becomes paperless and faster. Clinical staff can focus on the patient's reason for visit instead of insurance questions.
Insurance data captured during booking call
Provider, group, policy, and holder name recorded
Insurance summary delivered to staff
Structured format ready for eligibility verification
Patient portal backup documentation
Insurance card images uploaded and linked to intake
HIPAA-compliant data storage
Insurance information encrypted and securely retained
No. Insurance information is captured on the call and returned to your staff as part of the intake summary. Your staff reviews it, verifies the details, and files it into the patient's EMR using your standard process. This protects data accuracy and compliance.
The AI notes this in the intake summary. Your staff flags the patient as self-pay or uninsured in your scheduling and billing systems. No delay to the appointment—your staff handles coverage classification at check-in if needed.
The AI collects insurance information during the call. Verification and prior auth checks are performed by your staff using your standard eligibility verification process or clearinghouse. The AI doesn't make eligibility decisions.
Patients can upload card photos to their MedReception portal profile. The images are encrypted, linked to their patient record, and available to your staff during check-in or eligibility verification. You control access and retention.
Yes. Patients can update insurance details in their portal profile or inform your staff at check-in. Your staff can review the call transcript, update the information, and file the corrected details into the EMR.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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