Workflow
First-time callers need comprehensive intake; established patients need brief updates. AI receptionists adjust the intake scope and depth based on patient status, keeping calls focused and efficient.
Comprehensive intake on the phone means new patients arrive with their full history already captured and verified. Your clinician can review the complete intake summary before walking in the room. No surprises, fewer clarifying questions.
Recall patients don't repeat information already in your chart. The AI verifies current meds and allergies, then focuses on why they're calling. This keeps call time short and reduces patient frustration.
For established patients, the AI confirms existing information and flags anything that's changed. Your staff no longer spend time digging through old records to verify what's current. The summary highlights what's new or different.
If a recall patient reports a significant medical change, allergies, or new insurance, the AI can prompt for more detail or escalate to your staff. You maintain control over what depth of intake is captured.
New patient intake complete on call
Full medical history, allergies, medications, insurance captured
Established patient updates brief and focused
Current status verification without redundant questions
AI identifies patient status automatically
Routes to correct intake template
Escalation flagged for staff review
Changes in health or insurance escalate to your team
MedReception integrates with your EMR, so the AI checks your patient database before the call begins. New patients trigger full intake; established patients trigger a brief update. If the patient isn't in your system but calls about a recent visit, your staff can flag this for escalation.
The AI is trained to ask, 'Is there anything new or different in your health since your last visit?' If the patient reports new allergies, medications, or diagnoses, the AI captures those and flags them for your staff to review and file.
Yes. You define which fields are verified for recalls (e.g., current medications, allergies, chief complaint). Some practices also ask about insurance changes or recent ER visits. We align the workflow with your protocols.
Yes, typically. Recall calls confirm existing info and capture the reason for the visit. New patient calls include full history, which naturally takes longer. Both workflows are designed to be efficient for their scope.
The AI asks clarifying questions and captures the chief complaint. If the situation seems urgent or requires detailed history, the AI can flag it for escalation to your staff. Your team makes the final decision about routing and depth of intake.
Topic Hub
Patient intake
Complete overview of intake workflows for new and established patients
Workflow
Call routing and triage
How AI receptionists route calls based on patient status and urgency
Strategy
Patient recall reactivation strategy
Using AI-driven recalls to re-engage established patients and improve practice revenue
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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