Workflow

Capture Pre-Procedure Clearance on Inbound Calls—Before the Patient Arrives

Interventional pain procedures require NPO status, medication holds, and allergy verification. MedReception AI asks these questions on every inbound call and returns structured intake ready for your clinical team to review.

How it pays back

Pre-procedure prep is never incomplete

Every caller is asked the same standardized questions. Your staff receives a complete pre-op checklist, not a voicemail saying 'I think I'm ready.'

Day-of delays disappear

By the time the patient arrives, medication holds are confirmed, imaging is accounted for, and allergies are documented. No repeat questions, no chart gaps.

Insurance information is captured during booking

The AI captures insurance details on the call. Your staff can run pre-authorization before the procedure date and flag issues early.

Liability is documented from first contact

Patient confirms they understand NPO status, medication timing, and post-op restrictions. This conversation is timestamped and recorded in your system.

Pre-procedure checklist

NPO status, medication holds, imaging, comorbidities, allergies captured on booking call

Insurance details captured at intake

Patient provides coverage and authorization details for your staff to verify

Structured summary for your team

AI-generated intake text is ready for your staff to review and file in your EMR

Missing information flagged

Staff can contact patient before procedure date to complete incomplete pre-op verification

Frequently asked questions

What pre-procedure questions does the AI ask?

NPO status and timing, current medications and which to hold, recent imaging or bloodwork, allergies (drug and contrast), comorbidities (diabetes, bleeding disorders, kidney disease), and confirmation that the patient understands post-op restrictions.

Can we customize the pre-procedure checklist?

Yes. Your clinical team works with MedReception during setup to define procedure-specific questions. Interventional pain, spine, joint, and vascular procedures can have different pre-op protocols.

How does the AI handle insurance information?

The AI captures insurance information on the call and returns it to your team as structured data. Your staff then runs eligibility and pre-authorization. The patient's details and policy info are documented so your biller can complete verification before the procedure.

What happens if the caller doesn't answer a question?

The AI flags it as incomplete and lets your staff know. Your team can reach out to the patient before the procedure date to close the gap.

How does the pre-procedure intake get into the chart?

It's captured as a structured summary and returned to your team. Your staff reviews it and files it to the EMR as an intake note. This ensures accuracy and lets your clinical team validate the information before the procedure.

Related reading

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Pre-Procedure Intake for Interventional Pain: Verify Readiness on Every Call | Medreception AI