New Patient Workflow
A large share of new patient calls are made by somebody other than the patient. The AI captures who is calling and in what capacity, asks for the guardian or caregiver details your practice requires, and flags the relationship for staff to verify before anything is filed.
A caller giving somebody else's date of birth is a different situation from a patient giving their own, and a form has no way to tell them apart. Asking who is calling makes the relationship part of the record rather than something the desk works out later.
The AI captures the stated relationship and flags it. Verifying that somebody is entitled to act for the patient is your team's call, made before the record is filed rather than assumed during the intake.
Somebody calling for a parent may not know their insurance group number or the exact date of a past procedure. Configurable required fields mean the call completes with what they do know and the rest is flagged.
You define which questions apply to minors, guardians and caregivers, which are mandatory and which can be answered later. The AI follows your configuration rather than a default intake form's assumptions.
Intake collected during scheduling
Name, DOB, contact, emergency contact, and chief complaint captured while the AI books the appointment. Insurance provider and policy number gathered for your billing team to verify.
Real-time verification
Patient confirms or corrects details as the AI captures them, reducing data-entry errors by your staff.
Structured summary for EMR filing
All responses formatted and returned to your team for review and documentation in the patient record.
Demographics and contact written to EMR
Name, DOB, phone, and emergency contact are synced to your EMR immediately; patient is in your system before arrival.
The AI asks for parent or guardian information on the call. Your practice can define custom questions for these scenarios, and your staff verify the relationship before the record is filed.
It asks. Who is calling and in what capacity is established during the conversation rather than inferred from the number, and the answer is captured with the rest of the intake.
The AI captures what they can provide and marks the rest as outstanding. Your staff sees exactly which items are missing and can follow up with the patient or at the first visit.
Your practice decides. You can require certain fields, such as the insurance provider, and allow others to be skipped or answered later. Your staff reviews what is missing and follows up by phone, portal or on arrival.
Yes. You define the questions relevant to your practice, including any extra questions for calls made on a patient's behalf. The AI asks them in a natural flow and captures the responses consistently.
Topic Hub
Patient Intake
Full workflows for capturing structured patient data before appointments.
Operations
Front Desk Workload
How AI intake reduces manual form handling and verification work for your reception team.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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