Configuration

AI intake adapts to your specialty—customize questions, fields, and workflows per practice type

Every specialty has different intake priorities. AI receptionists are configured to ask the right questions for dermatology, orthopedics, psychiatry, or primary care. Customize intake fields, question order, and follow-up workflows to match your practice.

How it pays back

Intake matches your workflow, not the reverse

You don't adapt your process to the AI. We configure the AI to match how your practice already works. Questions, field order, and priority align with your clinical and operational needs.

Specialty-specific data collection

A dermatology practice asks about skin history and treatments. A psychiatric practice asks about medication compliance and symptom severity. Each specialty gets the questions that matter most.

Reduces intake friction for urgent cases

You can set urgent-care intake to collect fewer fields (name, chief complaint, allergies) while optional fields (prior surgeries, medication list) are asked only if time allows. Urgent callers aren't delayed by non-essential questions.

Staff save time with right data, first time

Structured summaries contain the exact fields your staff need. No extra data to scroll past, no missing information. Chart filing is faster because intake is tailored to your workflow.

Configured per specialty

Intake questions and field order match your practice type and clinical workflow

Custom fields supported

Add referral source, worker's comp ID, specific symptoms, or any data your practice needs

Required vs. optional questions

AI prioritizes essential fields and collects optional data if conversation allows

Real-time configuration updates

Change questions, add fields, or adjust tone without downtime or system restarts

Frequently asked questions

Can I have different intake workflows for different appointment types?

Yes. You can configure intake differently for new patients vs. established patients, urgent vs. routine, or by clinical department. The AI applies the right intake workflow based on caller information and appointment type.

What if a caller is in a hurry? Does the AI still ask all questions?

You set which questions are required and which are optional. If a caller is rushed, the AI can prioritize essential fields (allergies, chief complaint) and skip optional fields (past surgeries, social history). Or the caller can complete the intake during check-in.

How do I customize intake questions?

Your practice works with our team to map out intake fields per specialty. We configure the AI with your questions, field order, and logic. Changes are made in our admin dashboard and take effect immediately. No code or technical involvement required from you.

Can I ask about specific conditions or symptoms?

Yes. You can add any custom field or question relevant to your practice. Examples: 'Have you had prior joint replacement?', 'Are you currently seeing a therapist?', 'Do you have workers' compensation coverage?' The AI asks naturally and captures the response in the structured summary.

Does specialty-specific intake work across multiple locations?

Yes. If you have multiple offices or departments, each can have its own intake configuration. The AI applies the right workflow based on which location the call comes into or which department the appointment is scheduled with.

Related reading

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Customizable Intake Questions: Configure AI Intake by Specialty and Workflow | Medreception AI