New Patient
New patients who complete intake during the scheduling call have clear expectations, confirmed appointment details, and pre-visit history on file—removing friction and improving appointment attendance and provider readiness.
Appointment time, location, insurance requirements, and what to bring are all confirmed on the call. Patients arrive prepared and confident, reducing no-shows and enabling faster check-ins.
Your staff has name, DOB, contact, and appointment details in the system before the patient checks in. Medical history and clinical information are captured in a structured summary for staff review and filing. No waiting-room forms, no standing up patients at check-in for missing information.
Contact and appointment details are captured on the intake call. Your team doesn't need to phone back for missing information, freeing staff time for clinical prep and other calls.
First-time patients have their intake summary available before the provider enters the room. Providers can spend the visit on the chief complaint and exam, not re-asking demographics and appointment details.
New patient record created
Name, DOB, contact information, and appointment details are created in your EMR during the call
Intake summary ready
Chief complaint, medical history, and medications are captured and returned as a structured summary for staff validation and filing before the appointment
Confirmation on the call
Appointment date, time, location, and any special instructions confirmed verbally with the patient
Insurance details captured
Carrier, member ID, and group number collected and returned in the structured summary for billing staff to review and file
No. The AI conducts intake in natural conversation and adapts to the patient's pace. Complex histories are allowed to unfold; simple cases move quickly. The patient controls the tempo, and the AI captures everything.
The AI captures insurance details the patient knows (employer name, carrier, approximate member ID) and flags missing fields in the summary. Your staff follows up before the visit or the patient uploads insurance photos in the MedReception portal.
The AI asks targeted questions based on chief complaint and specialty (e.g., surgery history for orthopedics, medication list for primary care). Your staff reviews the summary and can flag gaps. The provider verifies history during the visit as always.
Yes. MedReception allows you to tailor intake questions by specialty, visit type, or condition. Common customizations include allergy emphasis, surgical history for orthopedics, or psychiatry-specific mental health screening.
The AI recognizes the existing booking, confirms details with the patient, and captures or updates intake information during the call. No duplicate records or conflicting appointments.
The AI handles every inbound call—new or returning. For a typical primary care practice, that might be dozens of new-patient calls per week. The AI processes each intake the same way and returns structured summaries for all of them.
Core Topic
Patient Intake
End-to-end patient intake workflow for new and returning patients.
Efficiency
Reduce Patient No-Shows
How intake clarity and appointment confirmation lower new-patient no-show rates.
Operations
Front Desk Workload
See how AI intake and new-patient creation reduce front-desk workload.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
