Workflow

Complete new patient intake before the first visit: symptom history, prior treatments, medication list, and procedure expectations captured on the phone

New pain patients call to schedule their first procedure consultation. Capture their full medical history and expectations on intake so the clinician walks in prepared—not trying to gather information while the patient is roomed.

How it pays back

Clinician sees complete history before the first visit

Pain trajectory, prior treatments, and medication list are returned as a structured summary for staff review and filing. Consultation time focuses on procedure planning, not history-taking.

Procedure candidacy pre-screened on the phone

AI gathers surgical and contraindication history. Clear red flags (severe anticoagulation, infection, previous spinal surgery in the same level) are surfaced so your team can triage appropriately.

Imaging and records requested upfront

Patient provides details of prior studies. Your staff can request records before the visit so imaging is available for the clinician to review during the consultation.

New patient appointment booked and details confirmed

Demographics, contact information, and insurance details are captured on the call. Appointment is scheduled; patient registration is faster with key details already on file.

Insurance information and coverage details captured

Coverage details are gathered on the phone and verified by staff. Patient receives a summary; your team has the information needed for eligibility follow-up.

New patient history completed on the phone

Pain history, prior treatments, medication list, and surgical history all captured during intake call

New patient demographics and insurance verified

Name, date of birth, contact, and coverage details written to the EMR for registration

Prior imaging and records requested upfront

Patient details of prior studies; staff coordinate retrieval before first visit

Procedure screening flags documented

Contraindications, allergies, and comorbidities highlighted for clinician review

Frequently asked questions

What is included in the new patient pain history intake?

The AI asks about pain onset and duration, location and radiation, character (burning, sharp, aching), activities or positions that worsen or improve pain, prior treatments and their results, and current pain level. This comprehensive history is captured and returned as a structured summary for staff to review and file.

Does the AI capture the patient's full medication list?

Yes. The AI asks about all pain medications, adjuvant medications (muscle relaxants, anticonvulsants, antidepressants), anticoagulants, and supplements. Dosing and frequency are recorded. This list is returned as a structured summary for staff to file in the EMR.

Can the AI determine if the patient is a good candidate for the procedure?

The AI gathers history (surgical history, contraindications, imaging) that your clinician will use to assess candidacy. The AI does not make the clinical decision; it ensures your team has all the information they need to make an informed assessment.

What happens if the patient does not have imaging or prior records available?

The AI notes that imaging is not available. Your staff may request it from the patient's prior provider or order new imaging at the first visit. The flag is in the chart so the clinician knows to address this during the consultation.

Does the new patient intake slow down the scheduling process?

No. The AI gathers history while confirming the appointment time and date. The patient is scheduled before the call ends. History collection happens in parallel with scheduling, not sequentially.

Related reading

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New Patient Intake for Interventional Pain Procedures | Medreception AI