Implementation

Your practice's concrete roadmap from signup to answering every call

MedReception AI launches in about a week. Walk through the exact steps: EMR connection, call routing, intake rules, staff onboarding, and go-live testing. See what your team owns, what we handle, and how white-glove onboarding keeps you on track.

By MedReception AI, physician-built by Paul Toomey, MDPublished Oct 22, 2026

EMR connection: 1 to 3 days for athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, or Nextech; custom integration available for others
Phone number registration: your existing number stays; MedReception routes incoming calls in about 1 to 3 days; patient texting registration takes about 5 business days
Intake and triage rules: you define how calls route by provider, urgency, appointment type, or custom criteria; we build the templates and test them with your team
Staff workflow setup: your team learns where escalations land, how to review and file summaries, and how to enter manual bookings for callers on non-integrated systems
Go-live testing: we run sample calls through your live setup; you approve the flow before patients call
Ongoing optimization: we monitor your call patterns and suggest refinements; edits are free for life

How it pays back

Custom-built for your practice, not plug-and-play

We don't hand you a generic template. During onboarding, our team learns your specialty, your providers, your peak hours, and your escalation rules. We build your intake questions, your triage logic, and your routing from scratch. Every practice gets a setup tailored to how you actually work.

White-glove onboarding keeps you on schedule

A real person on our team owns your launch. We handle EMR credentials, phone routing, intake configuration, and staff training calls. You don't wait for a ticketing system or chase documentation. We move at practice speed and flag blockers early.

Portable AI: switch EMRs, keep your setup

Your intake rules, triage logic, and call flows live inside MedReception, not locked into your EMR. If you migrate to a new practice management system, your AI receptionist moves with you. No rebuild, no restart.

Every call answered

No voicemail dead ends; Katie answers day and night

Urgent calls escalated

Your rules route critical cases to staff or an on-call provider

Structured intake, ready to file

Medical history, allergies, symptoms, and chief complaint returned as an EMR-pasteable summary

13+ named EMR integrations

Appointments and new patients sync directly to athenahealth, eClinicalWorks, Elation, Cerbo, Hint, Tebra, ModMed, Practice Fusion, Jane, Office Ally, SimplePractice, TherapyNotes, Accuro, pMD, PS Suite, Nextech

Frequently asked questions

How long does it take to go live?

Launch takes about a week from signup. Your EMR connection and phone number are ready in 1 to 3 days. Patient texting registration takes about 5 business days. The rest of the week covers intake setup, staff training, and go-live testing.

Do we have to change our phone number?

No. Your existing number stays. We set up call routing so incoming calls forward to MedReception AI. Callers see your practice name and number on their phone.

What if we use an EMR that isn't on your integration list?

Katie still answers every call, handles intake, and captures all the details. Your staff enter booking requests into your EMR manually, or you can request a custom integration. We build custom EHR integrations; book a demo and we will scope yours.

Can we change our intake questions and triage rules after go-live?

Yes. Edits are free for life. Tell us what to change, and we update your setup. No per-edit fees, no version limits.

Who trains our staff?

Our team runs onboarding calls with your front desk, clinical staff, and providers. We walk through how to handle escalations, review and file summaries, and enter manual bookings. Training is included in your setup.

Bring this to your practice

See how MedReception AI handles after-hours calls, scheduling, intake, and patient communication for medical practices like yours.

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