Workflow
New patients calling to schedule an interventional pain procedure often have incomplete intake forms, unknown insurance coverage, or unclear prior procedure history. An AI receptionist captures insurance, prior injections or procedures, allergies, and medications during the booking call—so patients arrive with a complete, EMR-ready summary and pre-authorization can begin immediately.
By asking insurance questions during the booking call, your team discovers coverage gaps, deductibles, or authorization requirements before the patient is scheduled. If prior auth is needed, your billing team can submit it immediately instead of discovering it after the procedure.
New patients often forget which joints they've had injected, when, and with what medication. The AI asks where they've had prior interventions, what was injected, and when. This information is documented so your provider can assess whether the patient is a candidate for the same treatment or needs a different approach.
New patients with prior imaging procedures are asked about allergies to contrast agents. This is captured on the call and included in the summary so imaging orders can note the allergy and your radiologist can use the appropriate protocol.
No time wasted filling out intake forms in the waiting room or reviewing incomplete paperwork. The provider opens the chart and sees insurance verified, prior procedures mapped, allergies listed, and current medications documented. The visit can start immediately.
Insurance verified on the phone
Member ID and coverage tier confirmed before appointment; authorization process begins during the call
Prior procedures captured in one conversation
Procedure type, location, date, and outcome documented so the provider has full history
Chart ready at the time of visit
Demographics and structured summary available before the patient checks in
Named EMR integrations
New patient demographics synced to athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed, and more
Member ID, group number, subscriber name, date of birth, insurance company name, and primary care physician (if required by the plan). The AI verifies this data matches the patient's identity and flags any mismatches so your staff can confirm before the appointment.
The AI asks: 'Have you had any injections or pain procedures before?' If yes, it follows up with location, type of injection (steroid, nerve block, etc.), body part (knee, shoulder, lumbar spine), approximate date, and whether it helped. This gives your provider a chronology of the patient's treatment history.
The AI asks if the patient has had recent MRI or X-rays related to their pain condition. If yes, it asks where the imaging was done and encourages the patient to bring the CD or request records. This information is documented so your provider knows what imaging exists and can avoid duplication.
Yes. During the intake, the AI asks the insurance company name. Your system can be configured with known prior auth requirements for each major insurer, so if the system recognizes the insurance, it can flag that prior auth is needed and alert your billing team to begin the process.
The AI asks for the patient's date of birth and can attempt a lookup in your insurance verification system (if integrated). If not found, the patient is asked to provide their insurance card before the appointment. No patient is turned away; intake is completed by the visit date.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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