Patient Intake

Which fields you choose to sync, how to confirm they landed, and what happens when the integration fails

An automatic sync is only useful if you can tell that it worked. You specify which demographics sync, every write is logged with a timestamp and a confirmation status, and a failed integration notifies your staff instead of silently dropping the record.

How it pays back

A sync you can audit

Each write carries a timestamp, the fields it covered and a status. That turns "the integration is working" from a belief into something a staff member can check against a specific patient in a specific minute.

A failure is an alert, not a gap

The expensive integration failure is the quiet one, where records stop arriving and nobody notices for a week. If the connection has an issue, your staff is notified rather than discovering it at a check-in desk.

You decide what crosses the boundary

Your team specifies which demographics and data types sync during setup. Clinical content is always returned as a summary for review rather than auto-populated, so the boundary is a configuration and not a surprise.

Nothing is lost when the connection is

Patient information captured on the call is retained in the platform regardless of sync state, and can be entered manually or re-synced once the connection is restored.

New patient registration automated

Demographics and appointments write directly to your EMR on confirmation

Clinical summaries returned same-day

Medical history, allergies, and medications captured and structured for staff review

EMR-ready data entry

All captured information formatted for immediate chart filing by your staff

Named EMR integrations

athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, and more

Frequently asked questions

How do I know the right patient data was synced?

Your staff can review the sync log in the MedReception dashboard and verify the record in your EMR. Each sync entry includes a timestamp, the data fields written, and a confirmation status.

What happens if the EMR sync fails?

Your staff is notified immediately. The patient information is still captured in the platform and can be entered manually or synced once the connection is restored, so a failed write does not become a lost record.

Can I control which fields sync to my EMR?

Yes. During setup your team specifies which demographics and data types auto-sync. Clinical information is always captured and returned as a summary for staff review and filing, never auto-populated without verification.

Does insurance information auto-populate into the EMR?

No. Insurance details are captured on the call or uploaded by the patient in the portal. Your staff receives the information and verifies it before entering it into the insurance section of the chart.

What exactly is written automatically?

Name, date of birth, phone number, address, and the appointment details including date, time and provider. Clinical history, allergies and medications are captured during the call and returned as a structured summary for staff to review and file.

Related reading

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