Clinical Workflow

AI pre-screens callers for procedure eligibility before they reach your clinical team

AI gathers procedure history, current medications, imaging details, and contraindications during intake calls. Eligible candidates are booked; ineligible or complex cases are flagged for provider review before confirmation.

How it pays back

Prevents ineligible bookings

If a patient reports recent infection, uncontrolled blood sugar, or active anticoagulation that would delay the procedure, staff know this before booking—avoiding wasted appointment slots.

Medication conflicts identified early

AI captures current medications (anticoagulants, steroids, biologics) so your team can determine pre-procedure pause requirements before the patient arrives.

Imaging details recorded

Caller describes recent MRI or CT findings relevant to the procedure. Staff review this summary and can request imaging records if needed before the appointment.

Prior procedure history captured

Whether the patient had a previous epidural, facet injection, or ablation—and how they responded—is documented so providers can adjust their approach or patient expectations.

Reduced clinical no-shows

When eligibility is confirmed upfront, patients attend their appointments. Complex cases are flagged so your team can call ahead to discuss any additional requirements.

Procedure history captured

Prior interventions, outcomes, and response to treatment documented on first call

Medication and allergy screening

Anticoagulants, biologics, NSAIDs, and contraindications identified before booking

Imaging details documented

Recent MRI, CT, or X-ray findings recorded in clinical summary for staff review

Structured clinical summary

Pre-screening results returned as a pasteable note for your staff to review and file

Frequently asked questions

Does the AI make the eligibility decision, or does a provider?

The AI gathers clinical data and flags red flags or complex scenarios. Your providers retain final eligibility judgment. Straightforward cases are booked; anything unclear is marked for provider review before confirmation.

What if the caller doesn't know their medication names?

The AI asks for descriptions (e.g., 'blood thinner', 'steroid injection', 'pain pill') and may ask when they last took it. If details are missing, your staff follow up with the patient or request records before the procedure.

How does the AI know which medications are contraindicated?

Your team configures the AI with your clinic's pre-procedure protocols (e.g., stop warfarin 3 days before, hold NSAIDs 1 week before). The AI flags these during the call so staff can counsel the patient.

Can imaging findings from 6 months ago still qualify a patient?

The AI documents the imaging timeline and age. Your providers decide if more recent imaging is needed based on your protocols and the time elapsed.

What happens if a caller has a contraindication like active fever?

The call is flagged as ineligible for immediate booking. Your staff call the patient to reschedule once the acute condition resolves, or discuss alternative timing.

Related reading

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Procedure Pre-Screening for Interventional Pain Referrals | Medreception AI