Patient Intake

Streamline Patient Intake for InTouchNow Using AI Call Capture and Structured Data

MedReception AI captures patient intake information on inbound calls and returns it as a structured, EMR-pasteable summary for staff to review and enter into InTouchNow, reducing manual form delays.

AI captures patient name, DOB, phone, and appointment details during calls
Chief complaint and symptom information recorded and summarized for triage
Medication and allergy information gathered and presented to staff for chart entry
Insurance information captured on the call and presented to staff for verification and entry
Photo ID and insurance card upload portal for document collection
Structured data summaries ready for staff review and InTouchNow entry

How it pays back

Eliminate Paper and Waiting Room Forms

Intake happens during the phone call—before the patient arrives. Staff receives a complete, structured summary ready for review and entry into InTouchNow, so no time is lost in the waiting room.

Accurate Data Capture From Natural Conversation

The AI listens and asks clarifying questions during the call, capturing intent and context better than a paper form. Data is returned as a summary for staff verification before entry into your chart.

Insurance Information Pre-Captured

Insurance details are captured on the call and presented to staff in a structured format. Your team reviews and enters the information into InTouchNow before the appointment.

Complete intake on call

Capture name, DOB, contact, and appointment details before arrival

Structured summaries for staff

Data returned as a formatted summary ready for InTouchNow entry

Chief complaint and triage captured

AI understands urgency and flags high-priority cases for immediate review

Document portal included

Patients upload photo ID and insurance cards for verification

Frequently asked questions

How does the AI capture patient intake without a form?

MedReception AI engages in natural conversation during the appointment call. It asks about symptoms, health history, medications, and insurance in context, then returns the information as a structured summary for staff review.

How does intake data flow into InTouchNow?

Intake summaries are structured and formatted for easy staff entry into InTouchNow. Your team reviews the AI-captured data for accuracy, then enters it into your patient record—ensuring clinical accuracy before any chart use.

What if the patient doesn't have insurance information available during the call?

The AI can send a follow-up message with a document portal link where the patient uploads their insurance card and photo ID. Staff then reviews and enters the information into InTouchNow before the appointment.

How do you handle HIPAA compliance with sensitive health information captured on calls?

All calls are encrypted and HIPAA-compliant. Data is stored securely and only shared with your authorized staff. Summaries remain in a secure patient portal until reviewed and entered into your InTouchNow chart.