Workflow
Insurance verification and procedure-specific question capture happens on the first call. Photo ID and insurance cards uploaded to your portal. Your clinical staff review insurance information and coordinate prior authorization without chasing the patient for details.
Your prior-auth team receives the insurance card, patient info, and procedure details on the first call. They're not chasing the patient for insurance info or calling you asking 'What did the patient say the diagnosis was?' Everything is captured and organized.
Photo ID and insurance details are captured and stored in the MedReception portal, not written to the patient's EMR. Your front-desk staff access and verify in the portal. Your clinical team focuses on procedure planning, not manual data entry.
Insurance eligibility is flagged on the call. If a patient's coverage doesn't include the procedure they're seeking, you know before they book the appointment, not after. Patient can be informed of out-of-pocket costs up front.
If a pain patient is considering both an injection and RFA, the AI captures both procedure details on one call. Your team reviews the insurance implications for both procedures together, not separately.
Insurance captured on first call
Member ID, group number, coverage details, and procedure notes all collected without patient follow-up
Prior-auth checklist auto-generated
Procedure type and insurer requirements mapped to your clinical team's authorization workflow
Insurance data stays in portal, not chart
Photo ID and insurance details accessible to your staff for verification but not written to the patient's EMR
Eligibility flags returned
Coverage gaps and prior-auth requirements identified before appointment booking
If your insurance payer or clearinghouse API is connected, yes. The AI submits the patient's member ID and procedure code and returns coverage status. If not connected, the AI captures the insurance details and your staff verify eligibility through your normal process.
Your clinical staff are notified immediately. You can contact the patient before the appointment to discuss coverage, out-of-pocket costs, or alternative procedures. This prevents surprise bills and cancellations.
They're uploaded to the MedReception portal and accessible only to your authorized staff. They are NOT written to or stored in the patient's EMR chart. Your team decides what insurance information belongs in the chart and enters it manually.
Yes. The AI captures primary and secondary insurance details on the call. Your staff verify both plans and coordinate prior auth as needed for each.
The AI recognizes the patient as uninsured or self-pay and skips insurance questions. Payment expectations are noted. Your clinical staff can discuss financial arrangements before the appointment.
The prior-auth details are captured and logged in the call summary. Your clinical staff manage expiration timelines and re-authorization through your normal process. The AI surfaces the need to re-auth when the patient books a follow-up procedure.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
Want the numbers first? See plans and pricing
