EMR Integration
AI-guided intake questionnaires capture answers on the call and return them as a structured, formatted summary that your staff validates and files directly into your EMR—no re-entry, no delays.
Intake answers go from call to structured format to chart. No manual typing, no misheard answers, no data loss in translation.
Your team reads a formatted summary, validates it against the call recording if needed, and approves it for filing. This is review-and-click, not data-entry work.
Provider logs in to find a warm chart with history, allergies, chief complaint, and context already in place. No mid-visit gaps or 'I don't have that information' delays.
Every field is timestamped and linked to the original call. If there's a question about what was asked or answered, you have the recording and the structured data as proof.
Questionnaire data structured
Organized by section: demographics, history, allergies, medications, chief complaint
New patient record created
Demographics (name, DOB, phone) synced to EMR on booking confirmation
Staff review gate
Validation and approval step before anything enters the chart
Named EMR integrations
athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, PS Suite, Nextech
Your practice configures the intake questionnaire. We can start with templates by specialty (internal medicine, surgery, behavioral health, etc.) and then customize by your protocols. The AI asks those questions conversationally on the call.
A readable summary organized by section—demographics at the top, then history, allergies, medications, and chief complaint. For EMRs with structured fields, we map directly. For note-based charts, the summary is paste-ready.
Yes. Staff review the summary, and if something needs correction or clarification, they can edit before filing. The system flags any changes for audit purposes.
The AI flags it as incomplete in the summary. Staff can either follow up with the patient by phone or at check-in, or note the gap in the chart. Nothing is hidden—all unknowns are visible.
Yes. You can have different questionnaire sets for new patients, follow-ups, urgent visits, or specific chief complaints. The AI adapts the flow based on the visit type.
If you use a template by specialty, setup is quick. If you're building custom questionnaires, plan on working sessions with our team to finalize the question set, logic, and EMR field mapping.
Hub
Patient intake
Full overview of AI-guided intake workflows and questionnaire design.
Hub
EMR and EHR integrations
Complete list of supported EMRs and how data maps to your system.
Next step
All integrations
The systems the receptionist connects to.
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