Workflow

What was injected, where, roughly when, and whether it helped, captured on the scheduling call

New interventional pain patients rarely arrive with a clear account of what has already been tried. The AI asks where prior injections were done, what was used, approximately when, and whether they helped, so your provider opens a chronology rather than a blank history. Insurance captured on the same call lets prior authorization begin immediately.

By MedReception AI, physician-built by Paul Toomey, MDPublished Sep 18, 2026Updated Oct 20, 2026

Prior injections and pain procedures captured with body part, injection type, approximate date and whether they helped
A chronology assembled through follow-up questions rather than a single prior-treatments line
Insurance member ID, group number and coverage tier captured during the same booking call
Prior authorization can begin before the patient hangs up rather than after the procedure is scheduled
Medication list and allergies recorded, including contrast agent allergies relevant to imaging
New patient demographics sync to your EMR; the chronology and insurance return as a structured, EMR-pasteable summary for staff review

How it pays back

A sequence, not a list

New patients often forget which joints have been injected, when, and with what. Asking body part, agent and date in sequence produces a chronology of the patient's treatment history, which is a different artifact from a list of procedure names.

"It did not help" is worth capturing

Outcome is asked alongside each prior intervention. That is what lets your provider assess whether the patient is a candidate for the same treatment or needs a different approach, and it is the part a form almost never has a field for.

Authorization starts during the call

Insurance details are gathered while the patient is still on the phone. Where your system is configured with known prior-auth requirements for an insurer, the requirement is flagged and your billing team can begin instead of discovering it later.

Contrast allergy is on the record before the imaging order

Patients with prior imaging are asked about contrast agent allergies during intake. Captured on the call, it reaches the summary before an order is written rather than surfacing at the imaging appointment.

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

New patient demographics created in your EMR; the structured summary waits in your staff portal for review before the patient checks in

Named EMR integrations

New patient demographics synced to athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, TherapyNotes, Accuro, pMD, PS Suite, Nextech, and more

Frequently asked questions

How does the AI ask about prior procedures?

It asks whether the patient has had injections or pain procedures before. If yes, it follows up on location, type of injection such as a steroid or a nerve block, body part, approximate date, and whether it helped, which gives your provider a chronology rather than a single answer.

What if the patient cannot remember dates?

The AI asks for an approximate date and records what the patient can recall. Gaps are documented in the summary so your staff know which parts of the chronology are uncertain before the visit rather than after it.

Why does whether a prior injection helped belong in an intake?

Because your provider uses it. The outcome of each prior intervention is captured so the clinician can assess whether the patient is a candidate for the same treatment or needs a different approach. The assessment stays with the provider; the intake simply carries the information to them.

What insurance information is captured, and what happens with it?

Member ID, group number, subscriber name, date of birth, insurance company name, and primary care physician where the plan requires it. The AI checks the data against the patient's identity and flags mismatches for your staff to confirm before the appointment.

Does the system flag prior imaging as well as injections?

It asks whether the patient has had a recent MRI or X-ray related to the pain condition, where it was done, and encourages them to bring the disc or request the records, so your provider knows what imaging already exists.