Intake
Moving interventional pain intake onto the booking call does not take your front desk out of the process, it changes their job in it. This page walks the new patient workflow end to end: which step disappears, which step replaces it, who owns the summary, and what still has to be done by hand.
Your front desk stops being the place a pain history is assembled from callbacks and starts being the place one is checked. The structured summary arrives organised, and the work is reading it against what your clinicians need rather than typing it.
The workflow only works if one role reads each new patient summary. Most practices give it to whoever already preps the new patient chart, because they are the person who knows what a thin history looks like.
The list of new patients waiting to be rung back for history stops being generated, because the history came in on the original call. That is usually the most visible change in the first week.
Contact details, date of birth and demographics are written to your practice management system from the call, so billing and clinical staff open an active record rather than creating one.
New patient intake captured on first call
Pain history, medications, and contraindications documented before arrival
Clinical summary returned to your team
Pain history and medication list structured for review and filing
Patient demographics synced to EMR
Contact, DOB, and name entered automatically; no manual data entry
Screening for bleeding and contraindications
Anticoagulants, antiplatelet agents, and prior adverse reactions identified upfront
Whoever you assign. Most practices give it to the person who already preps new patient charts, and have them work the summaries as a queue ahead of the clinic day rather than one at a time as calls land.
Reviewing and filing the clinical summary, verifying insurance and prior authorisation, acting on flags, and anything your practice wants a human voice for. The tasks that go away are history callbacks and typing demographics.
It appears in the summary and the appointment notes for that patient. Naming the owner is a decision your practice makes before go-live: in most pain practices an anticoagulant or bleeding-risk flag goes to clinical staff rather than reception, because the next step is a clinical one.
Demographics and the appointment are written to the EMR directly. Clinical content — pain history, medications, allergies, prior treatments — does not enter the chart until your staff review the summary and file it.
New patient calls are answered and booked as before, and a queue of structured summaries starts arriving. The new habit to build is working that queue; the old habit to drop is ringing patients back for history they have already given.
Topic
Patient intake
Structured capture of medical history, medications, and contraindications on every call.
Next step
New patient scheduling
How a first-time caller becomes a booked appointment on one call.
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Next step
AI receptionist for pain management practices
How call handling differs for pain management practices.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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