Workflow

New patient referrals come in as referral notes, not phone calls. AI phones them, confirms they're intervention-ready, and books only those who qualify—so your schedule stays full and your team doesn't waste time on unlikely candidates.

Interventional pain practices receive referrals from PCPs and specialists but don't know if the patient is actually ready for your procedures until staff makes time for a call. MedReception pre-screens referrals: calls the patient, confirms pain history and prior treatments, and books only those who are likely candidates. Unqualified referrals get staff guidance instead of a wasted appointment slot.

How it pays back

Your Surgical Block Fills With Truly Qualified Patients

Referrals are pre-screened before booking. Patients who aren't candidates for intervention are identified early and offered appropriate alternatives. Your schedule stays full with patients ready to proceed.

Staff Doesn't Waste Time Screening Unqualified Referrals

AI pre-screen happens automatically after the referral arrives. By the time your intake coordinator sees the patient list, the unqualified referrals have already been triaged and directed appropriately. Staff focuses on clinical prep, not weeding out referrals.

New Patients Arrive Pre-Informed and Ready

Patients have already described their pain, confirmed their medical history, and understand what to expect. When they arrive for the visit, pre-op intake is verification, not discovery. Your clinical team can spend time on assessment, not re-interviewing.

Referral Source Gets Rapid Feedback

You can provide the referring provider with quick acknowledgment and status: 'patient screened and booked,' 'patient needs imaging first,' or 'not a procedure candidate—consider [alternative].' Faster turnaround strengthens referral relationships.

New referrals pre-screened

Pain history and prior treatment status confirmed before booking appointment

Unqualified referrals identified

Patients not ready for intervention are triaged to alternatives before wasting a slot

Booking details completed

Contact info, insurance, imaging status, and clearance needs captured on the referral call

Referral source documentation

Referring provider information and clinical context logged in your chart for follow-up

Frequently asked questions

How does the AI get the referral information to call the patient?

Staff uploads the referral note (PDF or fax) or enters referral details into the MedReception portal. AI reads the referral, identifies the patient phone number, and places an outbound call to confirm details and screen eligibility.

What if the patient doesn't answer or wants to call back later?

AI logs the attempt. Your staff can retry the call or the patient can be called back during business hours. If urgent, your team can follow up manually. All attempts and outcomes are tracked in the patient record.

Can the AI book patients directly, or does staff have to approve?

You can configure the workflow either way: AI books qualified patients automatically (with staff confirmation), or AI summarizes findings and staff manually books. Most practices prefer AI auto-booking with staff spot-check.

What if a referred patient needs imaging or cardiology clearance before your procedure?

AI captures that need and flags it in the call summary. Your team can relay pre-requisites to the patient, or place them in a 'pending clearance' workflow with automated reminder callbacks to check status.

Does the AI explain your procedures to the patient during the pre-screen call?

The AI confirms pain history and prior treatments, but does not provide detailed procedure explanation. Your staff or a clinical nurse line handles procedure education during pre-op phone screening. AI's job is to assess readiness; clinical team educates.

How do you close the loop with the referring provider?

Your team sends a brief clinical note to the referral source after the first visit or procedure: 'Patient screened and scheduled for epidural steroid injection,' or 'After discussion, conservative management recommended first.' AI generates the referral data; staff writes the clinical response.

Related reading

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New Patient Prescreening and Referral Triage for Interventional Pain | Medreception AI