Workflow

Capturing New Patient Consultation Calls for Interventional Pain Practices

New patient calls to interventional pain practices often require detailed history and insurance info before scheduling. AI captures and books new patients directly to your EMR, eliminating callback delays.

How it pays back

Complete New Patient Intake on Day One

Instead of a voicemail loop and callback delay, new patients provide their full history—pain onset, prior treatments, medications, allergies—during the initial call. Appointment is confirmed and demographics are written to the EMR immediately.

Insurance Pre-Check Without Staff Handoff

AI captures insurance carrier, member ID, and group number; returns a summary for staff to verify before filing. No need for a separate insurance verification call.

Write New Patient Demographics and Appointments to Your EMR

Name, date of birth, phone, address, and appointment details are written to ModMed Pain, AdvancedMD, Athena, and other named EMR integrations on the call. New patient record is ready for clinician review before the first appointment.

Reduce No-Shows and Cancellations

Patients who book and confirm on the call are more likely to attend. Confirmation happens in real time, not via text reminder days later.

Segment Patients by Pathway

AI can route patients to the appropriate provider or schedule type (interventional procedures, pain psychology, physical therapy, medical management) based on their history and goals.

New patient records created on the call

Demographics and appointment details written to EMR; no manual chart creation required

Insurance information captured and summarized

Member ID, group number, and carrier returned for staff verification before filing

Appointments confirmed immediately

Patient hears their scheduled time and location during the call, reducing no-show risk

Referral routing configured

New patients are routed to the correct provider or schedule type based on their condition and treatment goals

Frequently asked questions

Can the AI create a new patient record in our EMR during the call?

Yes. Name, date of birth, phone number, address, and appointment details are captured and written to ModMed Pain, AdvancedMD, Athena, and other named EMR integrations. The new patient record is ready before the first appointment.

Does the AI request photo ID or driver's license information?

The AI can ask for ID information during the call; however, the ID itself is not written to the EMR. Instead, that request and the patient's response are returned as part of the call summary for your staff to verify and manually enter if needed.

What if the new patient's insurance is not immediately verifiable?

The AI captures the insurance information provided by the patient and returns it as a summary. Your staff can then verify coverage, co-pays, and authorization requirements using your standard insurance verification process.

Can the AI route new patients to different providers based on their condition?

Yes. The intake can route patients to interventional specialists, physiatrists, pain psychologists, or physical therapists based on their history, prior treatments, and goals. This ensures the right patient reaches the right provider.

How do you avoid over-scheduling or double-booking?

The AI connects to your live EMR calendar, checks availability in real time, and confirms only open slots. Double-booking is prevented by the direct EMR sync.

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