Intake
A spine referral, a joint injection request and a radiofrequency follow-up all arrive on the same line. This page covers how an AI receptionist tells them apart during the call, runs the intake questionnaire that path needs, and books each caller with the provider your practice wants seeing them.
When routing is decided on the call rather than at the desk, an epidural referral does not spend forty minutes with the wrong provider and then get re-booked. The path is chosen from what the caller and the referring provider actually said.
Separate questionnaires mean the spine path asks about prior spine imaging and surgery, while a joint path asks its own set. Callers are not read a block that has nothing to do with why they were referred.
Where your protocol names a contraindication, such as recent surgery, active infection or anticoagulation without a plan, the call flags it. Your provider still makes the eligibility decision, but they make it before the slot is committed rather than in the room.
Which referral types exist, which questionnaire each one runs and which provider each one lands on are all settings. When a partner changes what they take, the change applies to the next call rather than to a phone system rebuild.
Structured intake captured
Pain history, prior treatments, imaging, medications, and allergies recorded on the call
Patients booked to EMR
New demographics and appointment booking sync to your system; intake summary provided for staff review
Prior-auth ready
Insurance data captured and returned for your team to file immediately
Appointment confirmed
Qualified patients booked directly; eligible for pre-op instructions
From what the caller says they were referred for and what the referring provider told them, matched against the referral types your practice has defined. If nothing matches cleanly, the call follows the default path you set rather than the system picking one.
Yes. You supply the mapping: epidural referrals to the interventionalist, general pain to the PM and R physician, and so on. Routing follows that map, and the map is yours to change.
That is captured as an answer rather than guessed at. The call follows your default path and the summary shows that the referral reason is unknown, so your staff can contact the referring office before the consultation.
Yes. You can configure separate intake paths for epidural referrals, joint injections, radiofrequency and anything else you run, and callers are taken through the questionnaire attached to the path they match.
The mismatch is flagged in the summary along with the answers that produced it. Your staff can move the appointment to the right provider before the visit instead of discovering it when the patient is roomed.
No. It captures history and flags what your protocol tells it to flag. It does not diagnose, does not grade suitability, and does not decline a referral. Your provider makes every eligibility decision.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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