Workflow
New patients call, answer intake questions, and leave with a scheduled appointment. Structured intake flows to your EMR and staff queue simultaneously. Your team starts their day with ready-to-see appointments, not callback lists.
The caller answers health questions and confirms an appointment slot in one interaction. No separate intake form, no scheduling email—appointment is locked in.
Each new patient record arrives with demographics written to the EMR and a structured intake summary. Staff reviews and files the summary instead of chasing missing information.
Patients feel heard during intake and leave knowing their exact appointment. They're not waiting for a confirmation or worrying about whether they were booked.
Clinicians see intake context before the first appointment. Receptionists can focus on urgent calls instead of calling back new patients to verify details.
Complete intake and booking in one call
Caller leaves with appointment confirmed
Demographics sync to EMR automatically
New patient record created with phone and DOB
Structured intake summary same-day
Staff review before or during appointment
Appointment-ready context by morning
Clinicians see intake summary before seeing patient
The AI offers times and can note that the patient is interested but needs to check their calendar. Your staff can follow up via text or call to confirm. The intake data is still captured and ready.
The appointment integrates with your scheduling system if connected. Patient name, date of birth, and phone write to the EMR immediately. Your staff sees the full intake summary in their queue for review and filing.
Yes. The AI can clarify who is being scheduled and capture contact information for both the patient and caller. Intake questions can be answered by the caller or deferred to the patient on arrival.
Your staff can see that the appointment was booked and can reach out if the patient cancels. The intake data remains in your system and in the EMR, so if they reschedule, the record is still there.
The AI connects to your real-time schedule and only offers available slots. Appointments are held and confirmed before the caller hangs up, so overbooking is prevented.
Workflow
Patient Intake
End-to-end intake and scheduling on every inbound call.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
Next step
Automated patient scheduling
Booking, rescheduling and calendar rules the receptionist applies on every call.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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