New Patient Workflow
When a new patient calls, the AI conducts intake and books an appointment. Demographic information (name, DOB, phone) is written to your EMR. Medical history, allergies, and chief complaint are captured and returned as a structured, ready-to-file summary. No forms, no manual entry, no delays.
Patient calls, answers intake questions conversationally, books appointment, and leaves the system. Your EMR has a new record with demographics and a structured summary awaiting clinical review. No middle step of form collection or manual data entry.
Staff doesn't juggle intake forms, capture handwriting, or hunt down missing information. The intake is complete during the call. Front-desk time is freed for check-in and rooming.
Provider has access to populated demographics, chief complaint, and medical history summary before the visit begins. Clinical staff can triage acuity during the intake call and flag urgent cases.
Structured capture during the call ensures completeness and accuracy. No illegible handwriting, missing fields, or transcription errors introduced by staff re-entry.
New patient records created on call
Demographics and appointment written to EMR in real time
One-call chart prep
Intake, booking, and structured summary completed before caller hangs up
Structured intake summaries
Medical history and symptoms captured and formatted for clinical staff filing
EMR record creation at scale
Handles intake volume without adding front-desk FTEs
Your practice configures intake workflows during setup—chief complaint, medical history, allergies, current medications, insurance status, and any specialty-specific questions. The AI asks these conversationally, adapts to patient responses, and captures the structured data.
Yes. The AI creates a new patient record in your EMR with name, date of birth, phone number, and appointment details. Medical history, allergies, medications, and symptoms are captured during the call and returned as a structured summary for your clinical staff to review and file in the chart.
The AI captures what the patient provides and flags incomplete fields in the summary returned to your staff. Your team can follow up during check-in or before the visit. Critical information like allergies triggers a clinical alert if missing.
Yes. Insurance details are captured on the call and returned in the structured summary for your staff to enter into the chart or billing system. Patients can also upload ID and insurance cards through the MedReception portal.
Yes. AI intake runs 24/7. New patient calls after hours are captured with full demographics, chief complaint, and structured medical history. Your morning staff arrives to a queue of chart-ready new patients ready for rooming.
Related
Patient intake
Full overview of intake workflows and how data flows from call to chart.
Availability
After-hours call handling
New patient intake operates 24/7, capturing full demographics and medical history when your office is closed.
Specialty
AI receptionist for primary care practices
Designed for high-volume new patient calls and complex medical histories.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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