Workflow Automation
The AI captures patient details during intake calls and returns them as a structured summary. Demographic data (name, DOB, phone, address) and appointment details write directly to your EMR. Medical history, allergies, medications, and responses are returned as a structured, pasteable summary for staff review and filing.
Structured summary arrives in plain text or formatted sections. Staff paste once into the chart rather than manually typing patient history from a form.
Your team reviews all data before it touches the chart. Clinical details are captured as a summary for your review—not auto-populated—ensuring accuracy and compliance remain under your governance.
Patient information is complete and verified by the time they check in, eliminating clipboard handoff delays and missing-information call-backs.
No email attachments, no form scanning, no data loss between systems. Everything appears in one structured format ready for your workflow.
Demographic and appointment write-back to EMR
Name, DOB, phone, address, appointment details synced automatically
Structured intake summary
Chief complaint, medical history, allergies, medications formatted for staff review and filing
Insurance and ID secure capture
Documents uploaded to portal for staff verification and retention
Custom intake design
Tailor questions and workflows to your clinical protocol
No. The summary is returned in a format your staff can review and paste into the chart. Demographic data and appointments write directly to your EMR; medical history, allergies, medications, and responses are captured as a structured summary for your team to verify and file. This ensures your documentation standards are met and your team maintains oversight of what's entered into the medical record.
The structured summary is ready immediately after the call ends. Staff can review and file it in seconds using copy-paste or integration with their EMR's import tool, depending on your system.
Conflicts in the summary are flagged with the raw call transcript excerpt. Staff review the call notes, resolve discrepancies, and enter the correct data into the chart.
Yes. You define the intake scope—chief complaint, symptom screening, allergies, medications, prior surgeries, family history, or any specialty-specific questionnaire. The summary is formatted exactly as your protocol requires.
Yes. Consent to call recording and data capture is confirmed during the intake call. Call recordings and consent records are retained securely for compliance audit.
Core workflow
Patient intake
Intake automation reduces front-desk bottlenecks and improves data quality.
Technical
EMR and EHR integrations
See all EMR systems supported and how data syncs to your chart.
Product
Meet Katie, the AI receptionist
Learn how Katie handles intake, scheduling, and triage in a single call.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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