Workflow
New pain patients call unprepared. MedReception captures pre-op screening, insurance, medications, and allergies during intake and returns a structured summary your staff reviews and files into the EMR chart.
Medical history, allergies, medications, and imaging status are gathered once on the first call. Patients don't get re-contacted the day before with the same questions. Staff has everything needed for check-in prep.
Name, date of birth, phone, and insurance contact details are created in your EMR. Your staff confirms insurance benefits and files the pre-op summary into the chart. One task, not three.
Your clinical staff doesn't interview the patient again—they review and file the AI's summary. This frees nurses to focus on pre-procedure clearance, imaging review, and patient education.
Bleeding history, anticoagulants, recent imaging findings, and implants are captured on the call. If any contraindicate the procedure, your staff flags it before the patient arrives—preventing wasted visits and liability.
Pre-op screening captured on call
Allergies, medications, imaging, bleeding history, implants, consent
New patient record created in EMR
Name, DOB, phone, and insurance contact details
Structured summary returned to staff
Review, verify, and file into patient chart
Insurance pre-work initiated
Coverage and pre-authorization requirements flagged for your team
You define your pre-op screening checklist with your clinical team. The AI asks those specific questions—allergies, bleeding history, anticoagulants, implants, imaging, consent—in a natural conversation. You control the scope.
The AI asks about medication effects (blood thinning, pain relief, mood) and frequency. If the patient is unsure, your staff follows up with a list of common medications or calls the patient's pharmacy. The AI's summary flags incomplete details for staff action.
No. The AI returns a structured summary that your clinical staff reviews for accuracy and files into the chart. This maintains your clinical governance—your staff verifies medical information before it becomes part of the permanent record.
The AI captures medication and allergy information and flags potential concerns in the summary for your staff to review. Your clinical team performs final clinical judgment—the AI gathers data and alerts, not diagnoses.
The AI leaves a callback message with your practice name and a link to your patient portal (if applicable). Your staff can reach out the next business day, or the patient can schedule a callback. Intake is never lost.
Core Capability
Patient intake
How new-patient screening, insurance capture, and questionnaires are structured and filed.
Next step
Booking new patients on the first call
How a first-time caller becomes a booked appointment on one call.
Next step
Pain management practices
How call handling differs for pain management practices.
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See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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