Patient Onboarding

AI receptionist that conducts new patient intake over the phone and captures demographics for direct EMR entry

New patients call in and complete full intake—demographics, history, insurance, reason for visit—during the conversation. The AI returns structured data ready for staff to create the patient record with verified contact info and DOB.

Conducts guided, conversational intake during the inbound call—no clipboard, no wait
Captures name, DOB, phone number during call; staff creates patient record in your EMR with verified data
Returns chief complaint, medical history, and allergies as a structured summary for staff review and filing
Captures insurance and photo ID during call, stored securely for your billing team
Flags high-risk or urgent new patient intakes for immediate review
New patient intake is complete and ready for staff processing before they hang up

How it pays back

Instant new patient chart readiness

By the time the call ends, the AI has captured all demographics and clinical data. Staff creates the patient record in your system with verified information. No duplicate records. No manual data entry.

Smoother first visit

No waiting room forms. Patient arrives to a practice that already knows their name, DOB, and chief complaint. Better first impression, faster rooming.

Insurance verified before arrival

Capture insurance details during intake. Your billing team reviews and files it. Fewer registration delays at check-in.

Fewer intake callbacks

The AI asks all necessary questions in one conversation. Staff spend less time calling back for missing data.

New patient demographics captured

Name, DOB, phone number, and contact info collected on call and returned structured for staff to create EMR record

Structured clinical summary

Chief complaint, medical history, medications, allergies returned as pasteable intake note for staff review and filing

Insurance captured and flagged

Photo ID and card details collected on call for staff verification and filing

One-call onboarding

Patient completes full intake in single conversation; no follow-up calls needed

Frequently asked questions

Does the AI create the patient record in my EMR automatically?

The AI captures verified name, date of birth, and phone number during the call and returns them structured for your staff to create the patient record in your EMR. Clinical data—chief complaint, medical history, allergies—is also returned as a structured summary for your staff to review and file. This approach ensures your team maintains control over record creation while eliminating manual data entry.

What if the new patient is confused or doesn't want to answer intake questions on the phone?

The AI is trained to be conversational and reassuring. It explains why each question matters. If a patient strongly prefers, they can complete a short web form link instead, which still returns structured data to your intake team. Most patients find the phone conversation faster and easier than filling out a clipboard.

How do you prevent duplicate patient records?

The AI checks your EMR for existing records by phone number, email, and name before capturing new patient data. If a potential match is found, it flags it for staff review rather than proceeding with a new intake.

Can the AI handle new patients with no insurance or Medicaid?

Absolutely. The AI asks about insurance status and captures whatever information the patient has. If they have no insurance, that is flagged clearly so your billing team knows upfront. Medicaid and other state plans are recorded and verified by your staff.

How long does a typical new patient intake call take?

Most new patient intakes take 3–5 minutes, depending on medical complexity. Simple cases (new to your practice, no major medical history) are faster. Complex cases (multiple medications, surgeries, allergies) take longer, but the AI still captures everything in one conversation.