Patient Intake

New patient intake information automatically syncs to your EMR—demographics, appointments, and structured summaries

When a new patient completes intake during their booking call, their demographics and appointment details sync automatically to your EMR. Medical history and clinical information are captured and returned as structured summaries for staff review and filing.

How it pays back

Registration Complete Before Arrival

New patients are automatically entered into your EMR with all demographic information. Front desk staff skip manual data entry and move directly to rooming or check-in.

Appointment Instantly on Your Calendar

The appointment confirmation and patient record are created in your EMR at the same time, eliminating double-booking and scheduling conflicts.

Clinical Intake Ready for Review

Medical history, allergies, and medications are captured during the call and returned as a structured summary for your staff to verify and file before the visit.

Seamless EMR Integration

Works alongside athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed, and others. Demographics and appointments sync; clinical summaries are structured and ready for staff filing.

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, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed, and more

Frequently asked questions

What new patient information goes into my EMR automatically?

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

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 this information and verifies it before entering into the insurance section of the chart.

Can I control which fields sync to my EMR?

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

What happens if the EMR sync fails?

If the integration has an issue, your staff is immediately notified. The patient information is still captured in the AI platform and can be manually entered or synced once the connection is restored.

How do I know the right patient data was synced?

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

Related reading

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New Patient Intake Forms: Automatic Demographics Sync to Your EMR | Medreception AI