Customization
Instead of one generic intake form, define custom questionnaires for each visit type in your practice. The AI automatically selects the right intake protocol based on appointment type, reducing patient burden and accelerating clinical prep.
Follow-up patients don't want to re-list their entire medical history. Configure follow-up intake to ask only what's changed: new medications, new symptoms, insurance updates. Calls are faster and more focused.
A dermatology practice uses one intake for cosmetic consultations (skin concerns, goals, prior treatments) and a different one for medical skin conditions (medications, allergies, rash history). An orthopedic practice branches on pre-op vs. post-op. Your workflow, automated.
When a patient books a same-day or urgent appointment, the AI uses abbreviated intake (chief complaint, pain, allergies, meds) instead of full history. This gets the patient in and gives your provider the essentials in minutes.
Pre-operative intake captures NPO status, medication hold instructions, imaging confirmations, and transport plans. Your surgical team has everything confirmed before the patient arrives, reducing delays and cancellations.
Visit-type routing rules
AI selects the correct intake questionnaire based on appointment type—new patient, follow-up, urgent, pre-op, post-op, or telehealth
Reduced call time for established patients
Follow-up and routine appointments use abbreviated intake, shortening call duration
Specialty-specific protocols
Configure custom questions and sequences per practice specialty and visit workflow
Conditional logic and branching
AI asks follow-up questions based on initial responses, capturing complexity without overwhelming patients
You configure a rule in your practice settings that maps appointment type to intake protocol. For example: 'New Patient' → Full Intake Form, 'Follow-up' → Brief Update Form, 'Post-op' → Surgical Follow-up Form. When a patient books, the AI automatically uses the right protocol.
Yes. You can set up intake rules per provider, per location, per clinic (e.g., main office vs. urgent care), or per specialty. This lets large practices or multi-specialty groups configure protocols that match each area's workflow.
The AI uses the follow-up form but can branch to more detailed questions if the patient reports new medications, new conditions, or new symptoms. You define the branching rules so the AI adapts in real time.
Yes. Configure which fields are mandatory and which are optional. If a follow-up patient says 'My medications haven't changed,' the AI can skip the medication detail questions and move on, reducing call time.
You can configure the AI to ask the reason for the visit first, then select the appropriate intake form. For example: 'Is this a new patient visit, a follow-up, or an urgent concern?' Based on the answer, the AI routes to the right protocol.
Yes. You can edit intake rules and protocols at any time. New calls use the updated protocol; calls in progress complete with their original protocol. Changes take effect immediately for the next caller.
Core Topic
Patient Intake
Full overview of customizable intake workflows for different visit types and patient scenarios.
Customization
Configured per Specialty
How AI receptionists adapt intake, routing, and workflows to match your practice specialty.
Product
Meet Katie, the AI Receptionist
How Katie manages multiple intake protocols, routing rules, and clinical workflows in a single practice.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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