New Patient
New patients call and experience a structured onboarding flow: introduction, intake questions, insurance verification, appointment booking, and confirmation. All data is captured, verified, and returned as a structured summary ready for your team and chart before the first visit.
Instead of being handed a clipboard or sent a portal link, new patients experience a warm, guided onboarding call. By the time they hang up, they know what to expect and feel confident about their visit.
Insurance details are captured during the onboarding call and flagged for your billing team to verify. No surprises at check-in, and no post-visit follow-up for coverage or authorization.
Structured intake and relevant medical history are captured during the call and presented as an EMR-pasteable summary. Clinician reviews it before entering the room, so the visit starts with a focused clinical conversation, not basic questions.
When the patient arrives, front desk doesn't re-ask demographics or medical history. Check-in is just ID verification and co-pay collection—streamlined and efficient.
Appointment + intake + insurance in one call
New patient goes from dial to booked and pre-registered in one interaction
Structured intake summary before arrival
Demographics, chief complaint, and medical history captured and ready for clinician review
Insurance details captured and flagged
Billing team receives verified or pending insurance info in the intake summary
Reduces day-of check-in workload
Front desk verifies ID and payment only; intake and registration are complete
Most complete onboarding in one call. But if a patient is in a hurry or prefers to provide insurance later, AI can book the appointment and flag insurance as 'to be collected at check-in.' Your practice decides the minimum required fields.
AI attempts verification and notes if it's pending. Your billing team follows up by phone or email before the visit. Patient is still booked; insurance status is flagged in the chart for clinician awareness.
Patient receives a confirmation SMS and email with appointment details and pre-visit instructions. Full medical record is visible to your staff and clinician. Patient can access it via your patient portal if you offer one.
AI detects urgency and escalates immediately. Onboarding is paused, urgent call goes to your clinician, and the patient completes intake and insurance collection after the urgent issue is addressed or scheduled separately.
Yes. AI adapts the flow for pediatrics (collects guardian info, allergies to common medications, school/daycare details) and for family medicine (collects head-of-household and insurance information relevant to the appointment).
Core Topic
Patient intake
Foundational intake workflows applied to new patient onboarding.
Integration
EMR and EHR integrations
New patient data is captured and presented as structured summaries for your team; appointment and demographic data sync to your EMR.
Product
AI medical receptionist
The AI platform that powers new patient onboarding workflows.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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