Patient Intake

Intake questions and triage logic tailored to your specialty

Generic intake doesn't work for every practice. Dermatology asks about lesions and sun exposure; orthopedics asks about pain location and prior injuries; psychiatry asks about medications and providers. AI intake adapts to your specialty.

Intake questions and clinical terminology match your specialty (dermatology, orthopedics, psychiatry, ENT, etc.)
Triage logic routes calls appropriately—urgent rash to same-day, chronic back pain to standard scheduling, suicidal ideation to crisis line
Structured summaries use your specialty's language and organized by clinical workflow (chief complaint, location, duration, prior treatment)
Appointment bookings and new patient demographics sync to your EMR; intake data (allergies, medications, symptoms, history) is captured as a structured, EMR-pasteable summary for your staff to review and file
Allergy and medication capture is tailored to common drug interactions in your field
Prior authorization and insurance questions reflect typical coverage patterns for your specialty

How it pays back

Intake Matches Your Clinical Workflow

Instead of generic questions, intake reflects how you actually work. Dermatology asks about lesion characteristics; orthopedics asks about mechanism of injury and prior imaging. Triage routing sends calls to the right place on the first pass.

Faster Triage and Scheduling

Because intake questions are specialty-specific, your staff can immediately place the patient in the right slot—same-day urgent, follow-up, procedure prep—without clarification calls or chart searches.

Better Compliance for High-Risk Specialties

Psychiatry intake captures suicidality and homicidality; pain management captures controlled substance history; behavioral health captures involuntary commitment status. Structured data reduces liability and supports safety protocols.

Staff Training and Quality Assurance

Call recordings show whether AI asked the right questions in the right way. Your clinical staff can audit intake quality by specialty and train on protocol adherence.

Specialty-configured intake questions

Dermatology, orthopedics, psychiatry, ENT, pediatrics, and more

Triage routing tailored to your clinical protocols

Urgent cases escalate; routine cases queue; high-risk flags alert providers

Structured summaries organized by specialty workflow

Chief complaint, location, duration, prior treatment—your language, your order

EMR-ready data in your specialty's document format

Appointment bookings and new patient demographics sync to your EMR; clinical intake data returns as a structured summary for staff review and filing

Frequently asked questions

How do I configure intake for my specialty?

Your intake template is set up during onboarding based on your specialty and EMR. Questions, triage logic, and routing rules are pre-built for dermatology, orthopedics, psychiatry, pediatrics, and other specialties. You can customize further with your clinical team.

Can I have different intake flows for different appointment types?

Yes. For example, orthopedics can have a shorter intake for routine follow-ups and a longer one for new consultations. Pediatrics can route to parent or patient based on age. Templates adapt based on the appointment reason the patient selects.

What if my specialty has complex triage rules?

Your clinical staff works with the MedReception team to map intake logic to your protocols. High-risk questions, escalation thresholds, and routing destinations are all customizable and documented in your triage matrix.

Does the AI know about specialty-specific insurance coverage?

The AI can ask about common coverage patterns for your specialty (e.g., cosmetic vs. medical for dermatology). Insurance verification is still staff-led, but intake captures the information your team needs to verify quickly.

How does this work for multi-specialty practices?

Intake flows route by department. A call to orthopedics gets orthopedic intake; a call to dermatology gets dermatology intake. Your IVR or initial question directs the patient to the right intake path.

Can I update intake questions seasonally or based on current protocols?

Yes. Your staff can request updates to intake questions, triage flags, or routing rules. Changes are deployed without system downtime, so you can adapt to new protocols or seasonal demand shifts.