Workflow

Pre-register new pain patients on the call: demographics, insurance, and consent captured; appointment booked to EMR instantly

New patient calls to interventional pain clinics require insurance verification, consent, and careful scheduling. MedReception collects demographics and insurance during intake, creates the patient record, and books the appointment—all during the call.

How it pays back

Complete Patient Profile Before First Visit

By the time a new patient hangs up, your EMR has their demographics, appointment is booked, and your staff has insurance and ID documentation. No delays at check-in; patient is ready to go when they arrive.

Insurance Verified Before the Procedure

Insurance details are captured on the call and passed to your insurance verification staff immediately in a structured summary. Your team reviews coverage and prior authorization requirements before the appointment.

Reduced No-Show Risk

Patients who undergo full intake feel invested in the appointment. The AI confirms the date, time, and location clearly, and sends a calendar invite. Patients who complete intake and receive confirmation are more likely to keep their appointments.

Screening Questions Capture Before Arrival

The AI asks referral source, prior pain procedures, and contraindication screening before the appointment. Providers have context before the consult, and your team can flag high-risk cases for extra precautions.

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 information does the AI collect from new patients?

Name, date of birth, phone number, email, insurance carrier, policy number, group number, subscriber name, referred by (provider name or patient source), prior pain procedures, current medications, allergies, and any contraindications (e.g., pregnancy, implanted devices). Demographics are written to the EMR. Insurance details, medications, allergies, and clinical information are captured on the call and returned as a structured summary for staff review and filing.

Does the new patient record get created in the EMR during the call?

Yes. Name, DOB, phone, and email are written to your EMR as a new patient record. The appointment is booked to an available slot in real time. Insurance details, medications, allergies, and clinical screening information are captured during the call and returned as a structured, EMR-pasteable summary for your staff to review and file.

How does the AI handle insurance information?

Insurance details are captured on the call as structured data: carrier name, policy number, group number, subscriber name. This is returned to your team via the MedReception portal and a summary is generated for your insurance verification staff. Your team reviews and verifies the information before filing it to the chart.

Can the AI ask screening questions specific to our pain procedures?

Yes. You can configure screening questions for your procedures: prior epidural injections, implanted spinal devices, anticoagulation therapy, pregnancy status, or allergy to contrast dye. The AI asks these during intake and the responses are captured in the summary for your team to review and flag risk cases for provider review.

What if the patient doesn't have insurance or has a high deductible?

The AI can confirm whether the patient is uninsured or underinsured and offer financing options, self-pay discounts, or payment plan information configured by your practice. This is handled during the call, reducing payment shock at check-in.

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

Yes, the AI can ask the patient to upload their ID to the MedReception patient portal during the call or within a day or two before the appointment. Your staff reviews the upload to verify identity and complete the patient file.

Related reading

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New Patient Intake and Appointment Booking for Interventional Pain Clinics | Medreception AI