Triage
Configure custom intake questionnaires (chief complaint, symptom severity, medication conflicts, psychiatric screening) and let the AI automatically flag high-risk responses and route urgent cases to your provider or on-call line for immediate review.
When a patient mentions chest pain, suicidal ideation, or severe allergic reaction during an intake call, the AI recognizes the high-risk keyword and immediately alerts your provider or triage line. You don't rely on staff memory or chart review to catch emergencies.
A psychiatry practice can configure screening for suicidal/homicidal ideation, substance use escalation, and medication side effects. An orthopedic practice screens for post-surgical complications and pain severity. Your protocol, not a generic form.
Instead of a patient booking a routine appointment and then waiting for a chart review to surface that they have chest pain or new symptoms, the AI flags urgency during the call. Your provider can triage immediately—via phone or in-person—reducing delay and risk.
Routine intake doesn't require clinician review—only high-risk flags do. This lets your clinical staff focus on urgent and complex cases while administrative intake for routine visits flows to your standard filing process.
Custom questionnaire protocols
Configure intake questions, sequences, and clinical rules by specialty and visit type
Automatic clinical flagging
High-risk responses trigger alerts to your provider or on-call line without staff intervention
Real-time provider routing
Urgent cases escalate instantly so providers can make same-call clinical decisions
Structured audit trail
Every question, response, flag, and escalation action is timestamped and logged for compliance
You work with your medical director or clinical lead to define thresholds. For example: 'Chief complaint includes chest pain' or 'Pain severity > 8/10' or 'Patient reports suicidal thought.' These rules are baked into the AI's intake protocol and trigger alerts automatically.
The system sends a real-time alert to your designated provider or on-call line (via SMS, app notification, or email—your choice). The provider can review the structured intake summary and make an immediate decision: is this patient safe to wait for the scheduled appointment, or does this need urgent in-person or phone triage?
Yes, you can configure the AI to ask clarifying questions if a red flag appears. For example, if a patient reports chest pain, the AI can ask: 'How long have you had this pain?' and 'Does it get worse with activity?' This gives your provider more context before they're called.
No. Booking and intake continue as normal. Urgent flags are parallel: the patient still books their appointment, but your clinical team is also alerted so they can reach out if the case needs immediate triage before the scheduled visit.
Yes. If a patient calls back after a visit with new symptoms or concerns, the AI can conduct intake and flag issues for provider follow-up, even if the original appointment is already complete.
Yes. All intake data is encrypted in transit and at rest. Alerts to providers are sent over HIPAA-compliant channels (secure app, encrypted email, or SMS to authorized phones). Audit logs show every access and escalation, meeting HIPAA accountability requirements.
Workflow
Call Routing and Triage
How AI intake questionnaires route urgent calls to the right provider or on-call line.
Core Topic
Patient Intake
Full overview of customizable AI intake workflows and clinical integration.
Regulatory
HIPAA and Compliance
How intake data capture, flagging, and provider routing meet HIPAA and compliance standards.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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