Referral Intake

Capture every referral call after hours, route by urgency, hold the details, book the slot

Referral calls arrive at night and on weekends when your office is closed. MedReception's AI answers immediately, captures referring provider details and patient history, triages by urgency, and either books a slot or escalates to your on-call team with full context. No referral slips through voicemail.

How it pays back

Stop losing referrals to voicemail

Referring providers expect a live answer or a confident callback promise. Voicemail is a dead end. MedReception answers every call in seconds, confirms receipt of the referral on the spot, and routes it to the right place. Your referral volume stays intact.

Triage by urgency without a nurse hotline

Your practice sets the escalation rules: post-procedure pain, fever, numbness, or bleeding routes to on-call immediately. Routine referrals stay logged for morning review. The AI applies your rules consistently, every call, every night.

Structured intake ready for your chart

Referral source, patient demographics, chief complaint and relevant history are captured once and returned as a summary your staff can review and file. No re-entry, no missing details, no follow-up calls to the referring provider.

Custom-built for your workflow, free lifetime edits

Your referral intake form, escalation rules and routing logic are built to your practice. If your workflow changes, your AI changes with it, at no extra cost. You own the configuration; it travels with you if you switch EMRs.

Every referral answered

Calls arrive 24/7; yours are answered in seconds, not lost to voicemail

Urgent calls escalated

Post-procedure and acute referrals route to your on-call provider with full context

Structured intake captured

Referring provider, patient history and reason for referral recorded once, ready to file

EMR-independent and portable

Your referral intake logic stays with you if you change EMRs

Frequently asked questions

How does the AI know if a caller is already in my system?

When the call arrives, the AI looks up the phone number in your EMR. If the patient is already there, prior procedures, allergies and contact details appear in the intake summary. If the patient is new, the intake form captures full demographics and appointment booking and patient creation are written to your EMR.

What happens if a referral caller needs urgent care?

Your practice sets the rules for escalation. If the caller reports post-operative bleeding, severe numbness, medication reaction or other red flags, the call routes immediately to your on-call provider with the full intake summary and chart context. Routine referrals are logged for morning review.

Can the AI book a referral appointment directly?

Yes. If your schedule has availability and the referral is routine, the AI can confirm a slot on the call. Urgent referrals or those that need provider review are logged with the details and handed to your staff to coordinate in the morning.

How long does it take to set up referral intake?

Launch takes about one week from signup. Your EMR connection and phone number are ready in 1 to 3 days. Registering the number for patient texting takes about 5 business days. Your referral intake form and escalation rules are built and tested before go-live.

What if we use an EMR that isn't on your integration list?

MedReception integrates with 13+ named EMRs today. If yours is not listed, Katie still answers every referral call, captures the full intake and stores it securely. Your staff enters the booking request and referral details into your EMR. Custom integration available: want MedReception integrated with your EHR? We build custom EHR integrations; book a demo and we will scope yours.

Related reading

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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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