Workflow

Registration paperwork for a new pain patient, finished on the call instead of in your waiting room

A new interventional pain patient normally arrives to a clipboard, a photo ID request, and an insurance card copy. This page covers what registration can be completed during the booking call, what reaches your EMR, and what your front desk still checks at check-in.

Registration fields collected on the call: name, date of birth, phone, email, and insurance
Insurance details handed to staff as a structured summary rather than read off a card at the desk
Photo ID or driver's licence uploaded to the MedReception portal for your staff to review before the visit
New patient record created in your EMR with demographics, and the appointment written to the calendar in real time
Referral source recorded so the chart shows who sent the patient before the consultation
Appointment confirmed on the call and a calendar invite sent, so the registration ends with a commitment

How it pays back

The file exists before the patient does

By the time the caller hangs up, the demographics are in your EMR, the appointment is on the calendar, and your staff have the insurance details and the ID upload to review. Nothing about registration waits for arrival day.

Check-in stops being a data-entry appointment

Front desk time at arrival goes to greeting, verifying and correcting, rather than typing a new chart while the patient stands at the window and the waiting room fills behind them.

Insurance reaches the right desk early

Carrier, policy, group number, and subscriber are captured on the call and passed to your verification staff in a structured summary, so coverage questions surface days ahead of the appointment rather than at the desk.

A registration that ends in a confirmed appointment

Patients who complete registration and hear the date, time, and location read back, then receive a calendar invite, arrive with the visit already settled. There is no separate registration step waiting to be chased.

New patient record created instantly

Demographics (name, DOB, phone, email) written to EMR during the call; appointment booked to calendar in real time

Insurance captured and handed to staff

Structured summary provided; staff reviews and verifies before appointment

Appointment booked to EMR

No double-booking; calendar available in real time

Pre-screening completed

Referral source, prior procedures, and contraindications documented in intake summary for staff review

Frequently asked questions

What does pre-registration actually collect from a new pain patient?

Name, date of birth, phone number, email, insurance carrier, policy number, group number, subscriber name, and who referred the patient. Demographics are written to the EMR. Insurance and any clinical information mentioned on the call are returned as a structured summary for your staff to review and file.

Is the chart created during the call, or does my staff create it afterwards?

Name, date of birth, phone, and email are written to your EMR as a new patient record during the call, and the appointment is booked into an available slot in real time. Insurance and clinical details arrive separately as an EMR-pasteable summary so your staff keep control of what is filed.

How does the patient get us their photo ID?

The patient can be asked to upload their ID to the MedReception patient portal during the call, or in the day or two before the appointment. Your staff review the upload to verify identity and complete the file.

What if the patient is uninsured or has a high deductible?

Self-pay or underinsured status can be confirmed on the call, and the patient can be given the financing, self-pay, or payment plan information your practice has configured. That conversation happens during registration rather than at the window on procedure day.

How does the patient know the appointment is confirmed?

The date, time, and location are confirmed on the call and a calendar invite is sent. The patient has the appointment in writing at the same moment the registration is completed.

What does the front desk still do at check-in?

Verify identity against the ID upload, confirm the insurance details your team has already reviewed, and correct anything the patient has changed since the call. It is a review pass rather than a first pass.