Core Workflow
Every inbound call connects to MedReception AI, which listens to the caller, gathers intake details, applies your triage rules, and either books the appointment or escalates to your team with full context. No calls go unanswered. No voicemail dead ends.
By MedReception AI, physician-built by Paul Toomey, MDPublished
The caller describes their situation to the AI. You set the triage rules: which keywords or caller statements trigger immediate escalation to a clinician, which route to scheduling, which the AI handles fully. No transfers, no repeating the story.
When a call escalates, your staff see the structured intake summary: caller name, reason for contact, medical history snippet, urgency flag, and any notes the AI captured. They answer the phone ready to help, not scrambling for a chart.
For routine scheduling, the AI asks availability preferences, confirms the appointment, and writes the booking directly to your EMR and calendar. Your staff never handle the call. Your schedule stays current.
You define what counts as urgent or emergent for your practice. The AI applies those rules consistently on every call. Escalation reaches the right person, on-call schedule, or department based on your workflow, not a generic algorithm.
Every call answered
No missed calls, no voicemail. Day or night, the AI connects with the caller.
Urgent calls escalated with full context
Your team receives caller details, intake summary, and triage flag when they pick up.
Routine appointments booked end-to-end
Scheduling, confirmation, and EMR write-back happen on the call, zero staff involvement.
Named EMR integrations
Appointment bookings and patient demographics (name, DOB, phone) sync to athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, and Nextech.
Any call that doesn't match your appointment-booking or common-inquiry rules escalates immediately to your team with the full intake summary. Your staff decide what happens next: scheduling a specific provider, transferring to clinical staff, or routing to another department.
No. The AI gathers information, applies your triage rules, and routes or escalates. Your clinicians and staff make all clinical and care decisions. The AI's job is to answer the phone, listen, and get the right call to the right person.
You tell us. During onboarding, you set the keywords, caller statements, and scenarios that trigger immediate escalation. For example, chest pain, difficulty breathing, or a caller asking for an urgent appointment all escalate based on your rules. You refine these anytime, and the AI applies them on every call.
Yes. When the AI books an appointment, it writes the booking directly to your EMR calendar and creates or updates the patient record with name, date of birth, and phone number. Your staff see the appointment confirmed and the patient in the system.
Katie, our AI, still answers every call, handles intake, and sends booking requests to your staff to enter into your EHR. Custom integration available: want MedReception integrated with your EHR? We build custom EHR integrations; book a demo and we will scope yours.
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Next step
Workflow playbooks
Step-by-step workflows for the calls a practice actually gets.
Next step
How calls get routed
Getting each caller to the right place first time.
See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.
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