Configuration

How to set up specialty-specific intake logic so the AI asks the right clinical questions, every time

One-size-fits-all intake forms waste time and miss key clinical detail. AI intake adapts by specialty—orthopedics captures injury mechanism, psychiatry collects medication list, pediatrics includes parent contact. Learn how to configure forms once and let AI adapt every call.

Each specialty gets a custom intake configuration: chief complaint, relevant history, medications, allergies, and specialty-specific detail (e.g., allergy immunology asks trigger history; pain management asks current therapies)
Configuration is set once per specialty and deployed across all new and established patient calls to that department
Conditional logic lets you branch questions—if patient reports back pain, AI asks about radiation, numbness, and trauma history; if patient reports migraine, AI asks about triggers, duration, and medication response
Your clinical team reviews and approves the intake template; configuration takes an hour and requires no coding
AI adapts intake length based on patient responses—some calls are 5 minutes, others are 15, depending on complexity and red flags surfaced
Intake configurations are updated anytime your clinical protocols or required questions change; no rebuild, no downtime

How it pays back

Clinically relevant questions on every call

Orthopedics doesn't waste time asking about seasonal allergies; psychiatry doesn't skip medication history. Each specialty gets an intake tailored to its clinical needs and workflow.

Faster intake for straightforward cases

A new patient calling for a routine physical doesn't get asked 20 questions. Primary care intake is brief and focused; complex cases branch into deeper questioning automatically.

No per-call customization needed

Configuration is done once per specialty. Your staff doesn't have to brief the AI on each call or manage exception cases. Consistency is built in.

Scalable across multi-specialty groups

A multi-specialty group configures intake once per department and deploys across all locations. The same orthopedics template works for the main clinic and the satellite branch.

Configuration by specialty, not by call

Set up once; AI adapts every call automatically

Conditional logic branches questions

AI asks the next question based on the patient's previous answer

Intake templates update without downtime

Change a question or add a field; live on the next call

Multi-specialty deployment ready

Configure once per specialty; deploy across all clinics in your group

Frequently asked questions

How long does it take to configure a specialty intake template?

Typically one to two hours. Your clinical lead lists the must-ask questions, your MedReception team sets up the logic and branching, and you review a test call. Most practices configure two to three specialty templates in a day.

Can I change intake questions after the AI is live?

Yes. Updates take effect on the next call; no downtime or rebuild needed. If you add a new required question or remove an outdated one, the change is live immediately.

What if my specialty is rare or highly specialized?

Your clinical team defines the intake requirements; MedReception builds the template. Rare specialties are common in medical groups—pain management, gastroenterology, rheumatology—and each gets a custom intake that matches its clinical needs.

Can intake questions branch based on patient answers?

Yes. Conditional logic means if a patient reports 'back pain that started three weeks ago after lifting,' the AI asks follow-up questions about numbness, radiation, and current activity level. If they report 'chronic back pain on opioids,' the intake branches to medication history and pain control questions.

How do I ensure the AI doesn't ask unnecessary questions?

Your clinical team designs the template to be efficient. Mark questions as 'required' only if they affect appointment type or clinical prep. Optional questions are skipped if time is short or the patient declines. Your staff can also review and adjust after a few weeks of live calls.