Integration
When AI receptionists book new patients, they simultaneously create the patient record in your EMR with demographics and appointment details. By the time the patient hangs up, they are in your system.
Your staff no longer spend time creating new patient records after a call. The record is created during the booking call. Staff focus on verifying and processing, not data entry.
The AI checks your EMR for existing patient records and prevents duplicates. One patient = one record, even if they call multiple times or book under a slightly different name.
Booking and new patient record creation are simultaneous. No delay, no waiting for staff to catch up. The patient is in your system the moment they hang up.
Name, DOB, phone, email, and address are captured on the call and written to your EMR. Insurance information is captured on the call and presented as a structured summary for your staff to review and file.
New patient record created on call
Name, DOB, phone, email, and address captured and written to your EMR automatically
Appointment and chart sync together
Booking and new patient record are linked instantly; no chart-creation lag
Named EMR integrations
New patient data flows to your EHR, phone system, scheduling, and billing platform
Duplicate prevention built in
AI checks for existing records before creating new ones; one patient = one chart
The AI writes to your EMR: name, date of birth, phone number, email, address, and appointment details. Insurance information and other intake data are captured on the call and returned as a structured, EMR-pasteable summary for your staff to review and file—this keeps billing data separate and compliant.
The AI can still capture and organize patient data in a spreadsheet, scheduling-only platform, or another system you use. We integrate with named major EMRs and can work alongside many smaller practice management systems. We can discuss your specific tech stack.
Before creating a new record, the AI queries your EMR for matches on name, DOB, or phone number. If a match is found, the AI uses the existing record instead of creating a duplicate. Staff can also manually override if needed.
Immediately after the booking call. New patient records are created in real time. By the time the patient hangs up, they are in your system and the appointment is scheduled.
Yes. You can configure which fields are populated on new patient creation and in what order. This ensures the AI captures the data your practice needs and formats it the way your EMR expects.
Patients can update their information through a portal link sent after the call, or they can verify and correct it at check-in. Staff can also update the record in the EMR at any time.
Technical
EMR and EHR integrations
Complete list of integrated EMRs and how new patient data syncs to your system.
Core Topic
Patient intake
From booking to chart creation: the full new patient intake workflow.
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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