Workflow

Book interventional procedures faster—with complete intake attached to every appointment

Your front desk spends hours rescheduling patients because intake is incomplete or prior auth isn't verified. Our AI receptionist captures pre-procedure intake and insurance details during the booking call, so every appointment arrives in your system with full context—no rework, no delays.

How it pays back

One call to book, not three

Traditionally: patient calls to book, front desk schedules, then calls back to gather insurance. Then staff spends time verifying prior auth and calling patient again if anything is missing. With the AI receptionist: patient calls once, provides intake and insurance during the booking call, appointment is written to EHR, and prior auth needs are flagged for staff. No repeat calls. Faster for patient, faster for staff.

Insurance and prior auth verified before the procedure date

The AI receptionist asks about insurance during the booking call and logs it in the structured intake summary. Your revenue cycle team verifies coverage and files prior auth immediately—not the day before or the morning of the procedure. Surprises and last-minute cancellations drop.

Appointment cancellations drop because intake is complete

Appointments are cancelled because procedures weren't approved or the patient has a medication interaction. When intake and insurance are captured during the booking call, your team reviews them immediately, flags conflicts, and resolves them before the patient is scheduled. Fewer cancellations, better chair utilization.

Scheduling efficiency scales without hiring

Your front desk can handle more appointments per hour because they're not gathering information—the AI does it during the call. Scheduling becomes a data-entry and verification task, not an interview task. One scheduler can book more procedures without burnout.

Complete intake on call

Pain history, medication, allergies, and prior treatments captured during booking

Insurance logged and ready

Prior auth needs identified and flagged for staff verification

Appointment written to EHR

Patient demographics and procedure details sync directly to your chart

Frequently asked questions

How does the AI know what procedure the patient is calling about?

If the call comes from a referral or provider order, your IVR or AI receptionist routing identifies the procedure type from the referral source. If the patient is calling to schedule, the AI asks which procedure they need (epidural, facet joint injection, etc.), and you can pre-load procedure codes and intake questions to match.

What if the patient doesn't have insurance information handy?

The AI can ask for the patient's insurance provider name and date of birth, then your staff looks up the plan using those details. Or the patient can provide a pharmacy name and your staff calls the pharmacy to verify medications, which also confirms insurance. Multiple paths to complete the record.

Does the appointment data go directly to my EHR?

Yes. Appointment details (patient name, procedure type, date, time) and new patient demographics (DOB, phone, address) are written directly to your EHR via integration. Pre-procedure intake is returned as a structured summary for your staff to review and file into the chart.

Can it detect if prior auth might be needed?

The AI can be trained on procedure codes and insurance requirements for your region. If certain procedures require pre-auth, the AI can flag those during the booking call and add them to your prior auth queue. Your staff still verifies and files auth—the system flags the need.

What if the patient needs to reschedule?

If a patient calls to reschedule, the AI can look up the existing appointment and ask if they need the same procedure on a different date. It updates the appointment, recaptures any changes to intake (new medications, updated pain history), and syncs the update to your EHR.

Related reading

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Procedure scheduling efficiency for interventional pain clinics | Medreception AI